Wealth Admin Associate: Client Service
Save this job and keep your search organized
Create a free account to save jobs, create alerts and return to this listing from your dashboard.
By continuing, you agree to our Terms & Privacy Policy.
Scotiabank’s ScotiaMcLeod Wealth Management is seeking an Administrative Associate to support one or more Wealth Advisors with client service and trading day-to-day activities.
You'll manage administrative processes, assist with portfolio reviews, and coordinate marketing materials, events, and seminars to identify opportunities for assets and revenue. Bilingual English/French abilities are valued to collaborate with teams in Toronto and Montreal.
-
Montreal, Montreal (administrative region), Canada Raymond James Ltd. Full-time $45,000 - $75,000 ContractJoin a leading independent investment dealer as an Investment Advisor Assistant, where your exceptional administrative skills will play a vital role in enhancing client relationships and supporting Financial Advisors. This position offers a dynamic work environment that values teamwork, professionalism, and customer service. You will be responsible for...
-
Wealth Management Associate — Client Growth
5 days ago
Montreal, Montreal (administrative region), Canada Scotiabank Full-time €70,000 - €100,000 ContractScotiaMcLeod, a Scotia Wealth Management firm, seeks a Senior Associate in Montreal to support the advisor with client service and business development. You will help manage the book of business, deepen client relationships, and contribute to sales activities across wealth planning and advisory services. You will work in a team-based environment focused on...
-
Montreal Regional Manager, Wealth Admin
21 hours ago
Montreal, Montreal (administrative region), Canada Scotiabank Full-time $90,000 - $130,000 ContractScotiaMcLeod Regional Manager Administration in Montreal, QC, is seeking a seasoned leader to guide branch administrators and regional support staff within Scotia Wealth Management. You will drive operational excellence, client service delivery, and compliance across the region.Reporting to the Managing Director Wealth Advisory, you will shape the people...
-
Private wealth advisor
3 days ago
Montreal, Montreal (administrative region), Canada National Bank Full-time $90,000 - $130,000 ContractA career as a Private Wealth Advisor in the Commercial & Private Banking 1859 team means acting as a preferred financial specialist for wealthy clients. This job allows you to have a positive impact on our organization, thanks to your skills in providing exceptional customer service, your ability to build strong trusting relationships and your knowledge of...
-
Wealth Management Senior Advisor
2 days ago
Montreal, Montreal (administrative region), Canada Relevance Full-time €90,000 - €130,000 ContractAs a senior wealth management advisor, you develop and manage business relationships and prospect for and solicit new mass-affluent Signature Service members and clients. You develop personalized strategies and provide tailored advice and solutions to help members and clients reach their financial and personal goals. You serve as an expert advisor for the...
-
Summer Intern 2027
21 hours ago
Montreal, Montreal (administrative region), Canada Manulife Financial Full-time €41,000 - €57,000 ContractInvestment Counsel Support Internship Overview At Manulife John Hancock, we believe in investing in the future, starting with you. Our Global Wealth & Asset Management (GWAM) Internship Program provides students with an opportunity to gain hands‑on experience supporting wealth management and investment professionals in delivering exceptional client...
-
Montreal Private Wealth Advisor Job
3 days ago
Montreal, Montreal (administrative region), Canada National Bank Full-time $90,000 - $130,000 ContractExplore a rewarding career as a Private Wealth Advisor with National Bank’s Commercial & Private Banking 1859 team in Montreal. Utilize your exceptional service skills to build lasting client relationships. This unique hybrid role merges client advisory and strategic financial planning to meet the needs of affluent individuals. You'll work with a dynamic...
-
Commercial Risk Account Associate – Growth
21 hours ago
Montreal, Montreal (administrative region), Canada Aon Corporation Full-time €65,000 - €85,000 ContractPosting Description Associate Account Executive - Commercial Risk Do you enjoy building strong business relationships while supporting commercial clients with their risk and insurance needs? Are you looking for a role where you can directly contribute to portfolio growth while collaborating with a local team and a global network? Join Aon as an Associate...
-
Montreal, Montreal (administrative region), Canada Manulife Financial Full-time €41,000 - €57,000 ContractManulife Financial in Canada is offering an Investment Counsel Support Internship to help with reporting, research, presentations, and operations for investment counselling and portfolio management teams. This role is ideal for students interested in wealth management and financial services, with exposure to client service and market analysis. The program...
-
Patient Service Associate, Ottawa/Gatineau
21 hours ago
Montreal, Montreal (administrative region), Canada Inizio Engage Full-time €50,000 - €60,000 ContractPosition Summary Inizio Engage Canada is seeking Patient Service Associate to join our team and build meaningful connections with healthcare professionals. This exciting opportunity offers a gateway into the pharmaceutical industry, no prior field experience required. You'll build meaningful connections with healthcare professionals by delivering the...