Associate Wealth Advisor – Client-Focused Planning

Scotiabank in Toronto is seeking an IIA Administrative Associate for ScotiaMcLeod to support Wealth Advisors with client service and day-to-day trading administration. You will handle client inquiries, process trades as directed, coordinate materials and events, and manage reporting to help meet targets and financial plans. Strong communication and...

RBC Dominion Securities in Oakville seeks an Investment Associate dedicated to delivering exceptional client service and supporting the Advisor team in wealth management planning and account administration. You will conduct market research, manage portfolios with guidance, and ensure documentation remains compliant while supporting client relationships and...

About Us Curi Capital, founded in 2005, is a rapidly growing national registered investment advisory firm (RIA) based in Chicago. We are committed to building meaningful relationships and making a difference in our clients’ financial wellness. Our mission is focused on enriching the lives of our teammates, clients, partners, and the communities in which...

Wellington-Altus Private Wealth Inc. in Kingston, Ontario is seeking an Administrative Associate to support the LeBlanc Family Wealth team. You will handle client inquiries, schedule meetings, and maintain client records, while assisting licensed professionals with account-related tasks. The role focuses on providing proactive administrative support,...

Application Deadline: 11/17/2026 Address: 100 King Street West Job Family Group: Wealth Sales & Service BMO Nesbitt Burns has been a cornerstone of Canada's investment industry for more than a century, with roots dating back to 1912. Known for trusted advice, strong client relationships, and disciplined investment expertise, our teams combine deep

BLA Private Wealth | Raymond James Ltd. Waterloo, Ontario | Full-Time | In Office About BLA Private Wealth At BLA Private Wealth, we help successful individuals, professionals, business owners and families build, preserve and transition wealth through disciplined investment management and thoughtful planning. Our practice is built on a personalized approach...

Select how often (in days) to receive an alert: Title: Total Wealth Planning Associate, National Support - Toronto, ON Requisition ID: 278096 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the Role Are you passionate about

A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. Support investment advisors in providing superior customer

At BLA Private Wealth, we help successful individuals, professionals, business owners and families build, preserve and transition wealth through disciplined investment management and thoughtful planning. Our practice is built on a personalized approach that integrates portfolio management, tax-efficient wealth strategies, retirement planning, estate...