Client-Centric Financial Services Associate

A financial services firm in Ontario is seeking an Associate Financial Advisor to support Advisors in delivering premium client services. Responsibilities include preparing client reports, assisting with portfolio planning, and coordinating internal projects. The ideal candidate should have a strong background in finance, organizational skills, and...

Position OverviewAs an Associate Financial Advisor at Gold Leaf, you will play a key role in supporting our Advisors in delivering exceptional client service and executing day-to-day operations. This position requires strong financial literacy, attention to detail, and excellent organizational skills. Responsibilities include preparing client reports,...

A financial services company located in Northeastern Ontario is seeking an Associate Financial Advisor. The role involves supporting Advisors with client services, preparing reports, and maintaining compliance. Ideal candidates will have a Bachelor's degree in Finance or related fields, along with strong financial literacy and organizational skills. The...

Gold Leaf Financial Group Inc. provided pay range This range is provided by Gold Leaf Financial Group Inc.. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range CA$50,000.00/yr - CA$70,000.00/yr Direct message the job poster from Gold Leaf Financial Group Inc. Location: Sudbury, Ontario —...

4 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are empowered at work....

Overview Is this role right for you? In this role, you will : Promote the development and sustainable growth of proprietary investment business in the assigned market area by : Business Development: Executing on business development plans for prospects and existing clients within the mass affluent market. Identifying additional business development...

A leading financial institution is seeking a PIA Client Service Associate in Thunder Bay, Ontario. The role includes providing dedicated administrative support, preparing documentation for client meetings, and delivering high-quality client service. Candidates should have a strong understanding of communication skills and a desire to complete required...

PIA Client Service Associate Location: Thunder Bay, Ontario, Canada Hours: 37.5 per week Line Of Business: TD Wealth Pay Range: $38,300 - $51,700 CAD Commission-based earnings available. Base pay may vary based on skills, experience, and location. Please discuss details with recruiter. Job Description Department Overview: TD Private Wealth Management uses a...

A financial services provider in Southwestern Ontario seeks an Associate, Fund Governance to maintain and develop client relationships across a portfolio. Responsibilities include quality control of client documents, monitoring regulatory changes, and providing excellent customer service. Candidates should have a relevant degree and at least 2 years of...

Overview Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. To ensure that our purpose is front and centre in all we do, we have refreshed our name to Financial Planners under the Scotia Financial Planning team within our Global Asset Management Division. As a Financial Planner, you will focus on developing...