Wealth Management Associate – Client Services

A leading financial institution in Ottawa is seeking a Portfolio Administrator for an 18-month contract. This role focuses on client service, supporting Relationship Managers, and enhancing business development strategies. The ideal candidate should have a university degree in a relevant field and strong relationship management skills. Responsibilities...

Requisition ID: 244480ScotiaMcLeod, 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 picture—life,...

A leading financial institution in Ottawa is seeking a PIC Portfolio Administrator for an 18-month contract. The role focuses on client service, supporting Relationship Managers, and enhancing business development strategies. Ideal candidates should have a university degree in a relevant field and possess strong relationship management skills....

A leading financial institution in Ottawa is seeking a PIC Portfolio Administrator for an 18-month contract. The role focuses on client service, supporting Relationship Managers, and enhancing business development strategies. Ideal candidates should have a university degree in a relevant field and possess strong relationship management skills....

**About us** Brennan Wealth Management is a small business. We are nimble, social and our goal is to help individuals reach their financial goals both short-term and long-term. Our work environment includes: - Safe work environment - Flexible working hours My company is hiring a bright and dedicated finance associate to help manage our financial...

A leading financial institution in Ottawa is seeking an Administrative Associate to support Wealth Advisors by ensuring high-level client service and effective administration. The role includes managing client inquiries, providing marketing assistance, and collaborating across departments. Ideal candidates have experience in the securities industry and...

A leading financial institution in Ottawa is seeking an Administrative Associate to support Wealth Advisors by ensuring high-level client service and effective administration. The role includes managing client inquiries, providing marketing assistance, and collaborating across departments. Ideal candidates have experience in the securities industry and...

A leading Canadian financial institution seeks an Associate for its Wealth Management team in Ottawa. The role involves supporting wealth advisors by providing exceptional customer service, managing client communications, and performing administrative tasks. Ideal candidates hold a college diploma and possess at least one year of relevant experience in...

A leading Canadian financial institution seeks an Associate for its Wealth Management team in Ottawa. The role involves supporting wealth advisors by providing exceptional customer service, managing client communications, and performing administrative tasks. Ideal candidates hold a college diploma and possess at least one year of relevant experience in...

A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. Our dynamic work envrironment and cutting-edge collaboration tools foster a positive employee experience. We actively listen to empoyee ideas. Whether through our surveys or our programs, regula feedback and ongoing...