Wealth Support Associate – Client-Focused, Hybrid

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...

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...

Attendance On-Site Job number 35431 Category Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 10-Sep-2026 Area(s) of interest: Wealth management Location(s): Richmond Hill Your job: Support investment advisors in providing superior customer service and be available to meet client...

Elevate your career as a Wealth Associate with National Bank, providing exceptional customer support in an onsite role. Partner with wealth advisors to make impactful financial decisions for clients. As a Wealth Associate with National Bank Financial - Wealth Management, you will play a crucial role in assisting investment advisors. Your focus will be on...

Elevate your career with National Bank as a Wealth Associate, where exceptional customer service and collaboration with wealth advisors are key. This full-time, onsite role allows you to make a lasting impact on client relationships. As a Wealth Associate, you'll support investment advisors in delivering top-notch service. Your expertise will be crucial in...

A leading Canadian bank in York Region is looking for a Wealth Associate to support investment advisors and provide excellent customer service. Responsibilities include managing client transactions and ensuring compliance with regulations. Candidates should have a diploma in a related field and two years of experience in the financial sector. This role...

Support wealth management clients in Richmond Hill through account administration, portfolio coordination, and exceptional service for RBC Dominion Securities.As a Senior Associate, you will support the Executive Council Team and Advisor team. You will maintain client accounts, coordinate onboarding, prepare meetings, and manage documentation. Your work...

Octacom, a division of DCM, is an enterprise software and services company focused on document and data management solutions. Octacom specializes in document management and workflow automation software, as well as document imaging and data capture services. Octacom’s core solutions focus on large scale digitization and financial process automation,...

Elevate client experience as a Client Service Associate at Octacom in Richmond Hill. Ensure exceptional support through onboarding, issue resolution, and project execution in a hybrid work model. In this onsite role, you will be pivotal in providing seamless service to Octacom's clients, handling inquiries through the HubSpot helpdesk, and implementing new...