Wealth Management Associate — Client Services

A leading financial institution in Ontario is seeking a dedicated Wealth Associate to collaborate with wealth advisors and provide exceptional client service. In this role, you will handle financial transactions, support investment advisors, and produce portfolio management reports. The ideal candidate has a college diploma and two years of relevant...

Requisition ID: 244409ScotiaMcLeod, 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,...

A prominent financial institution in London, Ontario, seeks an Associate for its Wealth Management team. You will play a crucial role in providing outstanding customer service and supporting wealth advisors' business development. This position requires a college diploma and at least one year of experience in banking or customer service. The offer includes a...

Wealth Associate National Bank of Canada invites experienced professionals to join our team as a Wealth Associate. In this role, you will collaborate closely with wealth advisors to provide exceptional client service and support their financial goals. Overview A career as a Wealth Associate at National Bank allows you to showcase your ability to work in...

The Insurance Associate - LWS will enable our Libro Wealth Strategies advisors to enhance insurance services for both wealth protection and wealth preservation, optimize Owner relationships, improve the Advisor experience, and drive revenue growth. Strong knowledge of processes, requirements and documentation relating to both insurance products and services...

A leading Canadian bank is looking for a Wealth Associate to assist investment advisors by providing exceptional customer service. In this role, you will manage various financial transactions, analyze client files, and ensure compliance with regulations. Candidates must hold a relevant diploma and have two years of banking or financial experience. This...

Requisition ID: 198070 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Purpose of Job**: We are looking for a mobile Wealth Associate to our Private Investment Counsel offices in London, Ontario. The Wealth Associate role has been created as a means to develop client-focused talent in Private...

Requisition ID: 198070 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Purpose of Job**: We are looking for a mobile Wealth Associate for our GTA East offices. The role will require regular travel to our Private Investment Counsel offices in Markham and Whitby. The Wealth Associate role has been...

Requisition ID: 180560 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose of Job: The primary purpose of the Total Wealth Planning Associate is to provide Regional support to Scotia Wealth Management advisors and Specialists. The Associate is also required to work very closely with other members of...

Requisition ID: 200209 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Associate Portfolio Manager to join our team. As an Associate Portfolio Manager, you will...