Wealth Client Services Associate

TD Private Wealth Management is seeking a PIA Client Service Associate in Calgary to provide dedicated administrative support to Investment Advisors and teams. You will assist with client communications, meeting preparation, and referral activities, contributing to a high-standard client experience and compliant operations. Ideal candidates hold an...

BMO Nesbitt Burns seeks a Client Service Assistant to support Investment Advisors and the IA Team, handling day-to-day administration and delivering exceptional client service. The role involves scheduling, client inquiries, and coordination of client events to retain long-term relationships. The position requires 1–2 years' experience, a related...

TD Private Wealth Management is seeking a PIA Client Service Associate in Calgary to provide dedicated administrative support to Investment Advisors and teams. You will assist with client communications, meeting preparation, and referral activities, contributing to a high-standard client experience and compliant operations. Ideal candidates hold an...

Build exceptional client experiences with 801 Wealth in Calgary through onboarding, meeting coordination, and diligent wealth management administration.As a Wealth Associate at National Bank Financial, you will work directly with an investment advisor. You will support high-net-worth clients through attentive administrative service and routine investment...

Build exceptional client experiences with 801 Wealth in Calgary through onboarding, meeting coordination, and diligent wealth management administration. As a Wealth Associate at National Bank Financial, you will work directly with an investment advisor. You will support high-net-worth clients through attentive administrative service and routine investment...

BMO Nesbitt Burns has been a cornerstone of Canada’s investment industry for more than a century, with roots dating back to 1912. Known for trusted advice, strong client relationships, and disciplined investment expertise, our teams combine deep market knowledge with the strength and stability of BMO Financial Group. As part of BMO Private Wealth, BMO...

Associate, Client Services At Odyssey Trust Company, we do things differently. Our core mission is to provide peace of mind to our clients by making things simple, fast, and easy. Odyssey is a tight-knit, solution-driven team. Our shared values, as defined by our own employees, guide us in reaching our individual and collective goals: We Show Up for Each...

Application Deadline: 11/10/2026 Address: 30 St. Clair Avenue West Job Family Group: Wealth Sales & Service About BMO Nesbitt Burns & BMO Private Wealth BMO Nesbitt Burns has been a cornerstone of Canada’s investment industry for more than a century, with roots dating back to 1912. Known for trusted advice, strong client relationships, and disciplined...

Associate, Client Services At Odyssey Trust Company, we do things differently. Our core mission is to provide peace of mind to our clients by making things simple, fast, and easy. Odyssey is a tight-knit, solution-driven team. Our shared values, as defined by our own employees, guide us in reaching our individual and collective goals: We Show Up for Each...