Wealth‐Focused Private Client Services Associate

Support TD Wealth Investment Advisors in Victoria through client service, account reporting, and detailed administrative coordination. Work 37.5 hours weekly in British Columbia. As a PIA Client Service Associate, you will provide specialized administrative support to an Investment Advisor or advisor team. The position combines client correspondence,...

Join to apply for the Private Client Service Associate role at Connor, Clark & Lunn Private Capital Ltd. (CC&L) Vancouver, BC Join one of Canada's largest independent and privately held discretionary investment managers and help clients achieve their unique financial goals while providing exemplary service. Our independence allows us to attract and retain...

Join to apply for the Private Client Service Associate role at Connor, Clark & Lunn Private Capital Ltd. (CC&L) Vancouver, BC Join one of Canada's largest independent and privately held discretionary investment managers and help clients achieve their unique financial goals while providing exemplary service. Our independence allows us to attract and retain...

A leading financial institution is seeking a Wealth Associate to support investment advisors by providing exceptional customer service and handling financial transactions. The role offers a hybrid work environment and involves managing client files, producing reports, and ensuring compliance. Candidates should have a relevant diploma, two years of...

Become an integral part of TD Wealth as a Client-Focused Investment Advisor in Vancouver. Engage with high-net-worth clients and provide personalized wealth management solutions. In this role, you will be responsible for building a strong financial advisory practice by developing client relationships and deploying effective wealth strategies. You will...

ScotiaMcLeod, a Scotia Wealth Management® firm, seeks an Administrative Associate in Vancouver to support Wealth Advisors with client service, day-to-day trading, and efficient office administration. You will help manage client inquiries, coordinate materials and events, and assist in tracking opportunities to grow assets and revenue, contributing to a...

A leading professional services firm in Canada is seeking an Associate for their Wealth Management/Private Client Advisors team. The role involves consulting on taxation, delivering integrated solutions across various client sectors. Ideal candidates are tax professionals ready to specialize, possessing a professional designation, and strong analytical and...

National Bank of Canada is seeking an Associate in Wealth Management to support wealth advisors and deliver exceptional client service. You will help clients stand out through accurate, timely assistance and collaborative teamwork. Responsibilities include communicating with clients, advisors, and colleagues; reviewing and updating client files; and...

This role can be done remotely from anywhere in Canada. As a Customer Success Manager your top priority is to communicate and solve our client’s technical problems. This communication can be through email, help desk tickets, phone, social media, forums and even smoke signals, if required. The individuals at Traction who thrive in this role view solutions...