Wealth Management Associate: Client Services

A leading wealth management firm in Ottawa seeks an Associate to manage client accounts and provide exceptional service. The successful candidate will ensure compliance, support Advisors, and resolve issues efficiently. Ideal candidates are skilled in client service and proficient in Microsoft Office, with strong organizational abilities. This role offers...

**Overview**: Calling all financial advisors looking for a role focused on client management: If you are tired of the traditional bank model, we have a great opportunity for you! As an Advisor with Eagle Wealth Counsel, you will focus solely on client servicing without worrying about sales quota requirements. Clients will be provided so there is no cold...

A financial services organization in Ottawa is seeking an Associate in Wealth Management to provide exceptional customer service and support wealth advisors. The role includes effective communication with clients and scheduling appointments, along with transactions related to investment accounts. A college diploma and relevant experience are required....

A leading financial institution in Ottawa seeks an Associate for its Wealth Management team. This role requires ensuring effective communication with clients and advisors while providing exceptional customer service. Candidates must hold a college diploma and have at least one year of relevant experience in banking operations or customer service. The...

Requisition ID: 180532 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Financial Management, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Digital Wealth Associate to join our team. As a Digital Wealth Associate, you will be...

A leading financial institution in Ottawa seeks an Associate to support wealth advisors by providing exceptional customer service. This role involves effective communication with clients and advisors, analyzing accounts, and facilitating transactions. Ideal candidates will have a college diploma and at least a year of relevant experience. The bank offers a...

A leading Canadian wealth management organization is seeking an Assistant in Ottawa, Ontario. This entry-level role involves assisting Investment Advisors with client documentation and inquiries while maintaining professional client relations. The ideal candidate will possess strong client management skills, attention to detail, and proficiency in Microsoft...

A leading financial institution in Canada is seeking an Investment Associate to support Wealth Advisors in managing client portfolios. The ideal candidate will possess experience in the securities industry, excellent communication skills, and a focus on client service. Responsibilities include identifying business opportunities, preparing reports, and...

A leading financial institution in Canada is seeking an Investment Associate to support Wealth Advisors in managing client portfolios. The ideal candidate will possess experience in the securities industry, excellent communication skills, and a focus on client service. Responsibilities include identifying business opportunities, preparing reports, and...

A leading financial institution in Ottawa seeks an Administrative Associate to support Wealth Advisors by managing client administration and marketing initiatives. The role requires experience in the securities industry and an Investment Representative approval. Join a collaborative team providing exceptional client service and innovative solutions to...