Wealth Client Associate

A leading financial institution in Canada is seeking a Wealth Associate dedicated to supporting investment advisors and ensuring exceptional customer service. This role involves managing client transactions and maintaining compliance while providing superior client support. Candidates should possess a relevant diploma and prior experience in the financial...

Company DescriptionCIBC Wood Gundy, a division of CIBC Private Wealth, is a leading provider of wealth management services with a strong history of supporting clients in achieving their financial goals. Known for its client-focused approach, CIBC Wood Gundy offers tailored investment strategies and expert financial guidance. The company is part of the larger...

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 investment advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. Your job: Support investment advisors in providing...

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 investment 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...

Overview 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 investment advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. Your job Support investment advisors in...

Attendance On-Site Job number 30207 Category Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 29-Dec-2025 Area(s) of interest: Operations Location(s): Barrie A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in...

A leading financial services company in Barrie is seeking an experienced Wealth Planning Consultant to provide advanced financial planning and guidance to High Net Worth and Ultra High Net Worth clients. This role involves developing comprehensive wealth strategies, collaborating with Investment Advisors, and ensuring a high-quality client experience during...

Wealth Planning Consultant role at BMO Provides wealth planning, advanced financial planning, guidance and counsel focused on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments. Works collaboratively in partnership with Investment Advisors to develop and deliver a client‑focused wealth planning experience culminating in a documented wealth...

**Job Summary** **What is the opportunity?** The RBC Dominion Securities Barrie branch is currently seeking an Associate to join a leading Advisory Wealth Management team, specialized in providing investment and wealth management services to a sophisticated clientele. You will participate in building strong client relationships by providing exceptional and...

Application Deadline: 01/26/2026 Address: 90 Collier Street Job Family Group: Wealth Sales & Service Provides wealth planning, advanced financial planning, guidance and counsel focused on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments. Works collaboratively in partnership with Investment Advisors to develop and deliver a client‑focused...