Wealth Management Support Associate
2 days ago
A leading financial institution is seeking a Wealth Associate to support investment advisors in delivering exceptional customer service. This role includes carrying out financial transactions, analyzing client files, and ensuring compliance with risk management rules. The ideal candidate will possess a diploma, experience in the financial industry, and fluency in English, Cantonese, and Mandarin. The position offers a hybrid work model and a comprehensive benefits package, emphasizing work/life balance.
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Wealth Management Support Associate
4 weeks ago
Richmond Hill, Canada National Bank of Canada Full timeA leading financial institution is seeking an Associate to provide exceptional customer service supporting wealth advisors in Richmond Hill. The successful candidate will ensure effective communication, analyze client accounts, and coordinate meetings. Required qualifications include a college diploma in a related field and at least one year of relevant...
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Wealth Associate
7 days ago
Richmond, Canada Banque Nationale du Canada Full timeA career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long‑term impact on our clients. Support investment advisors in providing superior customer...
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Wealth Associate
1 week ago
Richmond, Canada National Bank of Canada Full timeAttendance: On-Site Employment Category: Professional Type of Contract: Permanent Benefits for vendors: A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have...
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Wealth Management Associate Advisor
7 days ago
Richmond Hill, Canada RBC Full timeA leading investment and wealth management firm located in Richmond Hill is seeking an Associate Advisor to join its dynamic team. The successful candidate will work closely with an Investment Advisor to provide proactive client service, support account management, and identify new business opportunities. Ideal candidates will have a university degree,...
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Wealth Associate
2 days ago
Richmond, Canada National Bank of Canada Full timeOverviewA career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients.Your jobSupport investment advisors in providing...
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Wealth Client Services Associate
7 days ago
Richmond, Canada Banque Nationale du Canada Full timeA major financial institution in Richmond is seeking a Wealth Associate to support investment advisors and provide exemplary customer service. In this hybrid role, the candidate will manage client accounts, perform financial transactions, and collaborate closely with wealth management professionals. Ideal applicants will have a college diploma, experience in...
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Wealth Associate
1 week ago
Richmond, Canada National Bank Full timeAttendance On-Site Job number 30396 Category Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 14-Jan-2026 Area(s) of interest: Wealth management Location(s): Richmond A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work...
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Seminar & Marketing Assistant
1 day ago
Richmond, Canada Elite Wealth Management Full timeAs part of our Elite Wealth Management team, you will share our philosophy that is focussed on our client’s success, we provide insightful and personalized financial advice that is designed to achieve the individual needs of our clients. Operating at the highest levels of integrity and transparency, we give our clients clarity and peace of mind about their...
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Bookkeeper
1 week ago
Richmond, Canada Elite Wealth Management Full timeAs part of our Elite Wealth Management team, you will share our philosophy that is focussed on our client’s success, we provide insightful and personalized financial advice that is designed to achieve the individual needs of our clients. Operating at the highest levels of integrity and transparency, we give our clients clarity and peace of mind about their...
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Admin. Assistant
1 week ago
Richmond, Canada Elite Wealth Management Full timeAs part of our Elite Wealth Management team, you will share our philosophy that is focussed on our client’s success, we provide insightful and personalized financial advice that is designed to achieve the individual needs of our clients. Operating at the highest levels of integrity and transparency, we give our clients clarity and peace of mind about their...