Wealth Management Client Service Associate

A leading wealth management firm in Fredericton is seeking an Administrative Associate to support Advisors in trading and client services. Key responsibilities include assisting in portfolio reviews, maintaining client documentation, and coordinating marketing events. The ideal candidate will possess excellent communication and organizational skills, be...

A leading wealth management firm in Fredericton is seeking an Administrative Associate to support Advisors in trading and client services. Key responsibilities include assisting in portfolio reviews, maintaining client documentation, and coordinating marketing events. The ideal candidate will possess excellent communication and organizational skills, be...

**Division: IG-SaleDistLocation: Québec or Ontario**IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $271 billion in assets. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie Investments.Founded in 1926, IG Wealth Management is a...

Requisition 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,...

Requisition 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...

Division:  IGM Legal & ComplianceLocation:  Canada-wideIGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $271 billion in assets. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie Investments.Founded in 1926, IG Wealth Management...

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,...

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,...

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,...

Work 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...