Wealth Client Associate — Growth

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...

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...

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...

A leading wealth management firm in Halifax is seeking a Client Service Associate. In this role, you will provide essential administrative support to Financial Consultants and ensure high standards of service delivery. The ideal candidate should possess a college diploma in business and have knowledge of financial products and services. This position focuses...

Requisition ID: 211303 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Wealth Management Associate Program** **June 2024** Scotiabank is among the largest banks in the world and is Canada’s most international bank. We are powered by high-performing (and awesome) teammates who make a real difference...

We 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...

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...

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.We are...

1675 Grafton Street Halifax Nova Scotia,B3J 0E9 Provides wealth planning, advanced financial planning, guidance and counsel focused on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments. Works collaboratively in partnership with BMO Private Wealth relationship managers to develop and deliver a client-focussed wealth planning experience...

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...