Wealth Investment Associate: Grow Client Assets

A leading financial institution is seeking an Investment Associate in St. Catharines to enhance client relationships and provide tailored investment advice. This role involves working with a Wealth Advisor to identify opportunities and manage client communications. The ideal candidate has experience in the securities industry and is an approved Registered...

A leading financial institution is seeking an Investment Associate in St. Catharines to enhance client relationships and provide tailored investment advice. This role involves working with a Wealth Advisor to identify opportunities and manage client communications. The ideal candidate has experience in the securities industry and is an approved Registered...

Requisition ID: 238701 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets.  When you join ScotiaMcLeod, you’ll be...

Select how often (in days) to receive an alert: ScotiaMcLeod Investment Associate - St. Catharines Requisition ID: 238701As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative...

**Primary Locations**:St. Catharines, Ontario**: **Attendance**:Hybrid**: **Employee Status**:Regular**: **Schedule**:Full-time**: Come live your ambitions as a member of the Wealth Management team at National Bank and work with us to create the most stimulating workplace in the country. Use your talents as a Wealth Management Partner to help us improve...

**Primary Locations**:St. Catharines, Ontario**: **Attendance**:Hybrid**: **Employee Status**:Regular**: **Schedule**:Full-time**: Come live your ambitions as a member of the Wealth Management team at National Bank and work with us to create the most stimulating workplace in the country. Use your talents as a Wealth Management Partner to help us improve...

A leading investment firm in St. Catharines seeks an Associate to enhance client service and support Investment Advisors. Responsibilities include managing client inquiries, executing trades, and maintaining records. Ideal candidates will possess CSA/CPH certifications or be willing to complete them, along with strong Microsoft Office skills. The role...

Description :Looking for candidates in the Kitchener/Waterloo/Cambridge/Guelph/St. Catharines regions or surrounding areas.TD Wealth, Private Wealth Management (PWM) provides high-net worth clients with holistic discovery and planning resulting in customized wealth advice and solutions.TD Wealth Private Investment Advice (TDW PIA) is one of Canada's premier...

What is the opportunity? The RBC Dominion Securities branch in St. Catharines, ON is currently seeking an Associate to join an advisory team. By joining the team, you will help grow the business by providing exceptional and efficient service, handling administrative duties related to client accounts, and responding to client inquiries. What will you do?...

A financial services firm in St. Catharines, ON is seeking an Associate to provide exceptional service and manage client accounts. Responsibilities include supporting the Investment Advisor, executing trades, and delivering superior client service. Candidates should have the CIRE credential, strong Microsoft Office skills, and excellent communication...