Wealth Management Admin Associate — Client Service
2 weeks ago
A leading financial institution is seeking an Administrative Associate in Fredericton, NB. The role focuses on supporting Advisors in daily trading operations and client service. Duties include managing client portfolios, providing marketing assistance, and maintaining a high level of service. Applicants should possess excellent communication skills, organizational abilities, and proficiency in Microsoft Office. Join a collaborative environment where your contributions make a real impact in clients' lives.
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Wealth Advisory Administrative Associate
1 week ago
Fredericton, Canada Scotia Wealth Management Full timeA leading financial services firm in Fredericton seeks an Administrative Associate to provide critical support to Advisors and ensure outstanding client service. Responsibilities include managing trades and documentation, maintaining client information, and assisting in marketing efforts. Candidates should possess strong organizational and communication...
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Wealth Advisory Administrative Associate
4 weeks ago
Fredericton, Canada Scotia Wealth Management Full timeA leading financial services firm in Fredericton seeks an Administrative Associate to provide critical support to Advisors and ensure outstanding client service. Responsibilities include managing trades and documentation, maintaining client information, and assisting in marketing efforts. Candidates should possess strong organizational and communication...
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Wealth Advisory Administrative Associate
4 weeks ago
Fredericton, Canada Scotia Wealth Management Full timeA leading financial services firm in Fredericton seeks an Administrative Associate to provide critical support to Advisors and ensure outstanding client service. Responsibilities include managing trades and documentation, maintaining client information, and assisting in marketing efforts. Candidates should possess strong organizational and communication...
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Fredericton, Canada Scotia Wealth Management Full timeRequisition ID: 243892 ScotiaMcLeod, a cornerstone of Scotia Wealth Management®, is a full-service wealth management firm with a proud history dating back to 1921. Known for service excellence, trusted advice, and a collaborative culture, we’re committed to helping clients grow and protect their wealth by understanding their complete financial...
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Fredericton, Canada Scotia Wealth Management Full timeRequisition ID: 243892 ScotiaMcLeod, a cornerstone of Scotia Wealth Management®, is a full-service wealth management firm with a proud history dating back to 1921. Known for service excellence, trusted advice, and a collaborative culture, we’re committed to helping clients grow and protect their wealth by understanding their complete financial...
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Fredericton, Canada Scotia Wealth Management Full timeRequisition ID: ScotiaMcLeod, a cornerstone of Scotia Wealth Management®, is a full-service wealth management firm with a proud history dating back to 1921. Known for service excellence, trusted advice, and a collaborative culture, we’re committed to helping clients grow and protect their wealth by understanding their complete financial picture—life,...
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Wealth Management Client Service Associate
19 hours ago
Fredericton, Canada TD Full timeUne entreprise financière de premier plan à Fredericton recherche un(e) Client Service Associate pour soutenir les conseillers en investissement. Ce poste exige une maîtrise du français et de l'anglais, ainsi qu'une capacité à fournir un service client exceptionnel. Le candidat idéal aura un diplôme pertinent et 1 à 2 ans d'expérience dans un rôle...
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PIA Client Service Associate
6 days ago
Fredericton, Canada The Toronto-Dominion Bank (Canada) Full timeDescription :Department OverviewTD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions, and service to clients.TD Private Investment Advice offers clients the chance to create one-on-one relationship with a dedicated and professional...
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PIA Client Service Associate
6 days ago
Fredericton, New Brunswick, Canada TD Securities Full timeWork Location:Fredericton, New Brunswick, CanadaHours37.5Line Of BusinessTD WealthPay Details$38,300 - $51,700 CADTD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been...
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PIA Client Service Associate
5 days ago
Fredericton, New Brunswick, Canada TD Full time $43,300 - $56,700Work Location:Fredericton, New Brunswick, CanadaHours:37.5Line of Business:TD WealthPay Details:$43,300 - $56,700 CADTD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been...
