Private Wealth Client Services Associate
2 weeks ago
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.
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Private Wealth Associate
5 hours ago
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...
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Private Wealth Associate
2 weeks ago
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...
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Private Wealth Associate
2 weeks ago
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...
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Wealth Advisor for UHNW Clients
3 weeks ago
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 timeA 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...
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Private Client Tax Associate – Wealth
2 weeks ago
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 timeA 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...
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PIA Client Service Associate
2 weeks ago
Quebec, Canada TD Securities Full timePIA 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...
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Bilingual Private Company Advisory Analyst
2 weeks ago
Quebec, Canada IG Wealth Management Full timeBilingual 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....
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Bilingual Private-Company Advisory Analyst
2 weeks ago
Quebec, Canada IG Wealth Management Full timeA 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...
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Wealth Advisory Associate
2 weeks ago
Quebec, Canada National Bank of Canada Full timeA 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...
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Associate Wealth Advisor
2 weeks ago
Quebec, Canada National Bank of Canada Full timeJoin 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...