Current jobs related to Wealth Investment Associate: Grow Client Assets - St Catharines - Scotiabank

• 

  Wealth Admin Associate – Client Service

  3 days ago

  ---

  St. Catharines, Canada Scotiabank Full time

  A leading financial institution in St. Catharines seeks an Administrative Associate to support Wealth Advisors by managing client administration and providing exceptional service. In this role, you will ensure effective client interactions, assist in marketing efforts, and maintain tracking reports to support business growth. This position requires...

• 

  ScotiaMcLeod Administrative Associate

  3 days ago

  ---

  St. Catharines, Canada Scotiabank Full time

  Select how often (in days) to receive an alert: Title: ScotiaMcLeod Administrative Associate - St. Catharines Requisition ID: 249770 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...

• 

  Associate

  2 weeks ago

  ---

  St. Catharines, Canada Royal Bank of Canada Full time

  **Job Summary** **What is the opportunity?** RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals. The RBC Dominion Securities...

• 

  Associate Advisor

  4 weeks ago

  ---

  St. Catharines, Canada The Vantage Talent Group Full time

  Key Responsibilities (including but not limited to):Client Service & Relationship ManagementAct as a primary point of contact for client inquiries, ensuring timely and professional responses.Prepare for and participate in client meetings by assembling planning materials, reports, and follow-up documentation.Support ongoing client relationship management...

• 

  Financial Planning Intern

  2 days ago

  ---

  St. John's, Canada IG Wealth Management Full time

  IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under management.  The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals.  Its activities are carried out...

• 

  Associate Advisor

  4 weeks ago

  ---

  St Catharines, Canada The Vantage Talent Group Full time

  Key Responsibilities (including but not limited to): Client Service & Relationship Management Act as a primary point of contact for client inquiries, ensuring timely and professional responses. Prepare for and participate in client meetings by assembling planning materials, reports, and follow-up documentation. Support ongoing client relationship management...

• 

  Associate Advisor

  3 weeks ago

  ---

  St. Catharines, Canada The Vantage Talent Group Full time

  Key Responsibilities (including but not limited to): Client Service & Relationship Management Act as a primary point of contact for client inquiries, ensuring timely and professional responses. Prepare for and participate in client meetings by assembling planning materials, reports, and follow-up documentation. Support ongoing client relationship management...

• 

  Wealth Planning Associate

  3 weeks ago

  ---

  St. Catharines, Canada The Vantage Talent Group Full time

  A financial services firm located in the Niagara Region is seeking a qualified individual to manage client relationships, provide financial planning support, and ensure compliance across investment administration processes. Ideal candidates will have a strong educational background in finance, active licensing, and three or more years of relevant experience,...

• 

  Investment Advisor

  1 week ago

  ---

  St. John's, Newfoundland and Labrador, Canada RBC Full time

  Job DescriptionGrow your business, your way – with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you've dreamed of starting your own business, but haven't had the training, support, and resources from a company like RBC. Here, you'll find what you need for your...

• 

  Investment Advisor

  2 days ago

  ---

  St. John's, Canada Royal Bank of Canada> Full time

  Job DescriptionGrow your business, your way – with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but haven’t had the training, support, and resources from a company like RBC. Here, you’ll find what you need for...