Wealth Administrative Associate – Client Services

A 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...

Join 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...

Gordon Stirrett Wealth Management, one of Canada’s largest independent financial planning firms, is currently seeking a **client administrator** in Halifax Nova Scotia. Job Summary: The client administrator’s job duties may include but are not limited to: - Client service - Answering telephone and greeting clients in the office - Processing of...

A leading investment firm in Halifax is seeking an Associate to join their wealth management team. Your role will involve providing administrative support to Advisors, maintaining client accounts, and ensuring excellent client service. You should have the Canadian Securities Course (CSC) and strong skills in Microsoft Office. The position offers a...

A leading financial institution in Halifax is seeking a PIA Client Service Associate to provide dedicated administrative support to Investment Advisors. Responsibilities include preparing documentation for client meetings, creating reports for account analysis, and ensuring excellent client service. The ideal candidate should have strong communication skills...

A leading investment firm in Halifax is seeking an Associate to provide essential administrative support to the advisory team. Responsibilities include managing client account timelines and inquiries, onboarding new clients, and coordinating meetings. Candidates should have the Canadian Securities Course and strong skills in Microsoft Office. This full-time...

Requisition ID: 154976 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Summary**: The Client Service Associate is responsible for providing sales, administrative and operational support to assist Financial Consultants & Portfolio Managers in maintaining high standards for all clients. **Duties &...

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 understanding their complete financial...

 Requisition ID: 246367ScotiaMcLeod, 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...

Select 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...