Wealth Administrative Associate – Client Services
4 weeks ago
A leading wealth management firm is looking for an Administrative Associate in Halifax, Nova Scotia. You will ensure high client service through effective administration and contribute to the success of Wealth Advisors. Key responsibilities include managing client inquiries, providing marketing assistance, and support for business growth. Ideal candidates will have experience in the securities industry, excellent communication skills, and strong organizational abilities. Competitive compensation and a collaborative work environment are offered.
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Wealth Administrative Associate
4 weeks ago
Halifax, Canada Scotiabank Full timeA leading bank in the Americas is seeking an Administrative Associate in Halifax to support Wealth Advisors in providing exceptional client service. Responsibilities include managing administrative processes, entering trades, and coordinating marketing materials. The ideal candidate must possess experience in the securities industry and hold Investment...
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ScotiaMcLeod Administrative Associate
4 weeks ago
Halifax, Canada Scotia Wealth Management Full timeJoin to apply for the ScotiaMcLeod Administrative Associate - Halifax role at Scotia Wealth Management. Requisition ID: 246367. 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...
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Client Service Associate – Wealth
6 days ago
Halifax, Canada Scotiabank Full timeA leading banking institution is seeking a Client Service Associate in Halifax, Canada, to provide administrative support to Financial Consultants. The role involves ensuring compliance, enhancing client relationships, and offering service and sales support. Candidates must have a business-related degree and proficiency with Microsoft Office. Scotiabank...
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Scotiamcleod Administrative Associate
18 hours ago
Halifax, Canada Scotiabank Full timeRequisition ID: 246367 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...
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Associate, Private Client Management
5 hours ago
Halifax, Canada CI Financial Full timeWe are currently seeking an Associate to join our Private Client Group. In this role, the Associate will support the Investment Counsellor for the Atlantic region, focusing on clients with assets in excess of $3 million. What you will do The associate will support the Investment Counsellor in preparation for client meetings, including creation and editing of...
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ScotiaMcLeod Administrative Associate
4 weeks ago
Halifax, Canada Scotiabank Full timeSelect how often (in days) to receive an alert: Requisition ID: 246367 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...
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ScotiaMcLeod Administrative Associate
4 weeks ago
Halifax, Canada Scotiabank Full timeSelect how often (in days) to receive an alert: Requisition ID: 246367 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...
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Halifax, Canada Bloom Wealth Inc. Full time**Job Summary** - **Salary: $85,000 - $95,000 PLUS bonus opportunities**_ - **5 weeks' vacation**_ - **Health & Dental Benefits**_ **Who we are** Bloom Wealth Inc. is a full-service financial services firm serving clients throughout Atlantic Canada and across Canada. We pride ourselves for being a family-oriented, boutique financial services firm. We are...
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Halifax, Canada MUFG Investor Services Full timeCompany Description **About MUFG Investor Services**: MUFG Investor Services provides asset servicing solutions to the global investment management industry. Leveraging the financial and intellectual capital of MUFG - one of the largest banks in the world with $2.8 trillion in assets - we provide clients access to a range of leading solutions from fund...
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Wealth Trust Associate
4 hours ago
Halifax, Canada Scotiabank Full timeA leading bank in the Americas is seeking a Trust Associate for a 12-month contract in Halifax, NS or Saint John, NB. The role involves supporting the Trust Officer with administrative tasks, maintaining cash positions, and enhancing client relationships. Candidates should have a High School Diploma, strong communication skills, and familiarity with asset...