Wealth Management Support Specialist

Bank of Montreal is seeking a remote-based Partner Support & Relationship Specialist in Canada. You will assist with inquiries, account openings, transfers and ongoing maintenance, while delivering tailored wealth guidance to clients and prospects. The role emphasizes compliance, accuracy, and excellent client service, with opportunities to collaborate...

IG Wealth Management is seeking a Service Specialist to provide exceptional administrative support to IG Wealth Connect Advisors and clients. You will handle inquiries, process non-financial requests, and maintain strong client relationships in a fast-paced environment.The role requires a bilingual (French/English) communicator with solid Excel/Word skills...

OverviewSenior Analyst Wealth Management role at National Bank of CanadaJoining National Bank Financial – Wealth Management (NBFWM) as a Senior Wealth Management Analyst means becoming a strategic partner to our Investment Advisors. This role allows you to make a positive impact on our organization through your expertise in financial planning, analytical...

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...

Become a Senior Administrative Assistant at IG Wealth Management in Terrebonne, Quebec, and support the Regional Vice President in a thriving hybrid environment. Leverage your skills to enhance organizational effectiveness. In this key role, you will serve as an integral part of the Distribution Leadership team, providing strategic administrative support to...

Job Description Level 1 Network Support Specialist Location: Bagotville, QC – Onsite Compensation: $30-$50/hr Based on qualifications, experience, and final contract pricing. Contract Term: Up to 152 days, with one (1) optional extension of up to 43 days. Scope of Work / Tasks We are seeking two (2) Level 1 Network Support Specialists for a contract...

Role: Desktop Support Specialist Location: Quebec City, Canada Duration: 6+ Months BGV will be done for the selected candidates. JOB SUMMARY As a member of the On Site Service (OSS) team associate will provides quality support with a high degree of customer service, technical expertise and timeliness. This position has frequent contact with users, peers...

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RBC Dominion Securities in Montréal, Canada, is seeking winter co-ops for Finance Analyst roles within Wealth Management. You will support product initiatives, market intelligence, investment models, and portfolio risk monitoring in a fast-paced environment.Ideal candidates are bilingual in English and French, proficient in MS Office, and have strong...