Wealth Client Services Associate

A leading Canadian financial institution is seeking a Wealth Associate to support investment advisors in providing exceptional customer service. This role emphasizes assisting clients with financial transactions and managing client files, ensuring compliance with regulations. Candidates should have experience in the banking or financial industry and have...

Overview A career as a Wealth Associate for the Heritage Financial Group 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 wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. Your Team National...

A career as a Wealth Associate for the Heritage Financial Group 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 wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. - Support investment...

A career as a Wealth Associate for the Heritage Financial Group 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 wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients.Support investment advisors...

A leading Canadian financial institution is seeking a Wealth Associate in Sherbrooke to support investment advisors and provide exceptional customer service. This entry-level position includes a hybrid work model and offers competitive benefits like health programs and flexible insurance. The ideal candidate has completed the Canadian Securities Course and...

Status: PermanentSchedule: Full-TimeArea(s) of interest: Wealth managementLocation(s): SherbrookeA career as a Wealth Associate for the Heritage Financial Group 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 wealth advisors to stand out by offering exceptional customer...

Attendance Hybrid Job number 30151 Category Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 19-Dec-2025 Area(s) of interest: Wealth management Location(s): Sherbrooke A career as a Wealth Associate for the Heritage Financial Group at National Bank is a job where you...

Attendance Hybrid Job number 30151 Category Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time  Full Time / Part Time? Full-Time Posting date 19-Dec-2025 Area(s) of interest: Wealth management Location(s): Sherbrooke A career as a Wealth Associate for the Heritage Financial Group at National

1 day ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Job Overview As a wealth management advisor, you help serve, solicit and develop and maintain business relationships with mass-affluent Signature Service members and clients. You advise and assist members and clients in executing strategies using the...

A leading financial services company is seeking a Wealth Management Advisor in Sherbrooke. In this role, you will develop business relationships with affluent clients while providing tailored financial advice. Responsibilities include business development, monitoring market trends, and contributing to sales strategies. Candidates must have a relevant...