Wealth Management Administrative Associate
3 days ago
A leading bank in the Americas is seeking an Administrative Associate in Montreal, QC. The role emphasizes effective client administration and supports Wealth Advisors in enhancing client service. Key responsibilities include managing administrative processes, coordinating marketing materials, and providing exceptional client service. Ideal candidates have a background in the securities industry, strong communication skills, and a commitment to detail and initiative in their work.
#J-18808-Ljbffr
-
Junior Advisor
1 week ago
Montreal (administrative region), Canada Manulife Wealth Full timeJunior Advisor / Wealth Management Associate Career-Track Role – Client-Facing & Developmental About Us We are a high-performing wealth management team serving established professionals, business owners, and families with complex financial needs. Our practice centers on disciplined investment management, thoughtful retirement planning, and long-term wealth...
-
Wealth Management Associate
1 week ago
Montreal (administrative region), Canada National Bank of Canada Full timeOverview Join to apply for the Wealth Management Associate role at National Bank of Canada. Private Wealth Management 1859 is dedicated to providing wealth management services and advice to a distinctive and affluent clientele. It is part of National Bank, which offers a wide range of financial services to individuals, businesses, and public administrations...
-
ScotiaMcLeod Administrative Associate
2 weeks ago
Montreal, Quebec, Canada Scotia Wealth Management Full timeRequisition ID: 244823ScotiaMcLeod, 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,...
-
Wealth Associate
7 days ago
Montreal (administrative region), Canada National Bank of Canada Full timeWealth Associate Join to apply for the Wealth Associate role at National Bank of Canada. Team National Bank Financial – Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000 clients across about 100 branches. Reporting to the regional manager, you...
-
Junior Wealth Management Advisor
3 weeks ago
Montreal (administrative region), Canada Manulife Wealth Full timeAbout the Company At Diligence Wealth Management, we believe that true wealth management is about more than numbers — it’s about people, purpose, and building lasting legacies. As an established partner of Manulife Wealth Inc., one of Canada’s leading independent investment and insurance dealers, we combine the strength of a national institution with...
-
Wealth Management Associate
2 weeks ago
Montreal (administrative region), Canada Banque Nationale du Canada Full timePrivate Wealth Management 1859 is dedicated to providing wealth management services and advice to a distinctive and affluent clientele. It is part of National Bank, which offers a wide range of financial services to individuals, businesses, and public administrations across Canada, as well as specialized services to a select group of international...
-
Wealth Management Associate
2 weeks ago
Montreal (administrative region), Canada Banque Nationale du Canada Full timePrivate Wealth Management 1859 is dedicated to providing wealth management services and advice to a distinctive and affluent clientele. It is part of National Bank, which offers a wide range of financial services to individuals, businesses, and public administrations across Canada, as well as specialized services to a select group of international clients....
-
Bilingual Wealth Analytics
1 week ago
Montreal (administrative region), Canada Worldsource Wealth Management Full timeA financial services firm in Montreal seeks a Bilingual Investment Services Analyst to join their Investment Solutions team. The successful candidate will leverage data and research to inform wealth management strategies while ensuring compliance with product requirements. Ideal applicants should have 3-5 years of experience in the asset management sector,...
-
Wealth Management Administrative Associate
3 weeks ago
Montreal, Canada Scotiabank Full timeA leading financial institution in Montreal is seeking an Administrative Associate to support Wealth Advisors with high client service standards. Responsibilities include managing administrative tasks, assisting in marketing efforts, and fostering relationships across departments. The ideal candidate should have experience in the securities industry, strong...
-
Wealth Management Administrative Associate
3 weeks ago
Montreal, Canada Scotiabank Full timeA leading financial institution in Montreal is seeking an Administrative Associate to support Wealth Advisors with high client service standards. Responsibilities include managing administrative tasks, assisting in marketing efforts, and fostering relationships across departments. The ideal candidate should have experience in the securities industry, strong...