Hybrid Wealth Client Service Associate

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...

TD Private Wealth Management à Richmond, Colombie‑Britannique, recherche un(e) Assistant Service Client pour soutenir les conseillers en placement. Vous assurerez un support administratif dédié, préparerez des documents pour les réunions et communiquerez avec les clients et les équipes. Le poste requiert un diplôme universitaire ou équivalent,...

TD Private Wealth Management à Richmond, Colombie‑Britannique, recherche un(e) Assistant Service Client pour soutenir les conseillers en placement. Vous assurerez un support administratif dédié, préparerez des documents pour les réunions et communiquerez avec les clients et les équipes. Le poste requiert un diplôme universitaire ou équivalent,...

TD Private Wealth Management à Vancouver recherche un(e) Associé(e) Service à la clientèle pour soutenir un Investment Advisor et son équipe. Vous assurerez un support administratif dédié, préparerez des documents et resterez disponible pour répondre aux demandes des clients et du personnel. Le poste exige un diplôme universitaire ou collégial,...

Elevate your career in client services with Stenner Wealth Partners+ in Vancouver. This licensed Associate role offers a chance to engage with high-net-worth clients and manage wealth efficiently. As a Senior Associate, you'll focus on delivering exceptional, proactive service to affluent clients while collaborating within a highly successful wealth...

Application Deadline:10/24/2026Address:595 Burrard StreetJob Family Group:Wealth Sales & ServiceMandarin Required for Role. About BMO Nesbitt Burns & BMO Private WealthBMO 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...

Elevate your career in client services with Stenner Wealth Partners+ in Vancouver. This licensed Associate role offers a chance to engage with high-net-worth clients and manage wealth efficiently. As a Senior Associate, you'll focus on delivering exceptional, proactive service to affluent clients while collaborating within a highly successful wealth...

A leading investment management firm in Vancouver is seeking a Private Client Service Associate. In this role, you will support investment professionals and deliver exemplary service to high-net-worth clients. With a minimum of 5 years of experience and strong communication skills, you'll thrive in a dynamic, client-focused environment. The starting salary...

RBC PH&N Investment Counsel is seeking a capable Investment Support Associate to assist the Investment Counsellor and team with daily portfolio maintenance and administration for high net worth clients. The role involves opening accounts, documenting cash flows, and ensuring accurate trade processing. You will join a dynamic team in Langley, BC, supporting...