Private Wealth Client Services Associate

2 weeks ago


Quebec, Canada TD Securities Full time

A financial services company in Quebec is seeking a PIA Client Service Associate to provide specialized support to Investment Advisors. This entry-level position requires strong communication skills and a bilingual (English & French) ability. Responsibilities include preparing documentation for client meetings and responding to client enquiries. The ideal candidate will hold an undergraduate degree or a community college diploma. Competitive benefits and training programs are offered.
#J-18808-Ljbffr



  • Quebec City, Canada National Bank of Canada Full time

    **Primary Locations**:Québec, Quebec**: **Attendance**:Hybrid**: **Employee Status**:Regular**: **Schedule**:Full-time**: Private Banking 1859 - National Bank's private banking division - offers wealth management solutions and advice to a discerning high-net-worth clientele. Our multidisciplinary team works in close collaboration with the advisors who...


  • Quebec City, Canada National Bank of Canada Full time

    **Primary Locations**:Québec, Quebec**: **Attendance**:Hybrid**: **Employee Status**:Regular**: **Schedule**:Full-time**: Private Banking 1859 - National Bank's private banking division - offers wealth management solutions and advice to a discerning high-net-worth clientele. Our multidisciplinary team works in close collaboration with the advisors who...


  • Quebec City, Canada National Bank of Canada Full time

    **Primary Locations**:Québec, Quebec**: **Attendance**:Hybrid**: **Employee Status**:Regular**: **Schedule**:Full-time**: Private Banking 1859 - National Bank's private banking division - offers wealth management solutions and advice to a discerning high-net-worth clientele. Our multidisciplinary team works in close collaboration with the advisors who...


  • Vancouver, Toronto, Montreal, Calgary, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Surrey, Victoria, London, Halton Hills, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada NW Strategic Private Wealth Management Group Full time

    A private wealth management firm in Vancouver is seeking a Wealth Management & Financial Planning Advisor to manage client portfolios, conduct financial planning, and market to new clientele. The ideal candidate should possess strong communication skills, a good work ethic, and an existing network of clients. This full-time position offers a competitive...


  • Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Surrey, Victoria, London, Halton Hills, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada ROSS Full time

    A leading professional services firm in Canada is seeking an Associate for their Wealth Management/Private Client Advisors team. The role involves consulting on taxation, delivering integrated solutions across various client sectors. Ideal candidates are tax professionals ready to specialize, possessing a professional designation, and strong analytical and...


  • Quebec, Canada TD Securities Full time

    PIA Client Service Associate Join to apply for the PIA Client Service Associate role at TD Securities. Pay Details $38,300 - $51,700 CAD Work Location Québec, Quebec, Canada Hours 37.5 Line Of Business TD Wealth Commission This role is eligible for commission based earnings. Job Description TD Private Wealth Management takes a sophisticated and holistic...


  • Quebec, Canada IG Wealth Management Full time

    Bilingual Private Company Advisory AnalystJoin to apply for the Bilingual Private Company Advisory Analyst role at IG Wealth Management.Division: IG-SaleDistLocation: Toronto, Montreal or WinnipegIGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under management....


  • Quebec, Canada IG Wealth Management Full time

    A prominent wealth management firm is seeking a Bilingual Private Company Advisory Analyst to support transaction management and financial advisory services. The candidate will develop financial models, conduct market research, and prepare client presentations. Ideal applicants should have an undergraduate degree, bilingual proficiency, and 1-3 years of...


  • Quebec, Canada National Bank of Canada Full time

    A financial services institution in Quebec is seeking an Associate Wealth Advisor to enhance client relationships and offer optimal financial solutions. This full-time position involves collaborating with specialists and managing client portfolios effectively. Ideal candidates should possess or be willing to complete key financial certifications and exhibit...


  • Quebec, Canada National Bank of Canada Full time

    Join to apply for the Associate Wealth Advisor role at National Bank of Canada A career as a Wealth Associate empowers you to capitalize on your entrepreneurial spirit and make a direct impact on clients. In this role, you will support clients throughout all life events to help them achieve their financial goals and build long‑term, trust‑based...