Wealth Admin

A leading financial institution in Toronto is looking for a dedicated administrative professional to assist Private Wealth Advisors. The role includes providing top-notch customer service, managing client files, and coordinating various administrative tasks. Candidates should have a college diploma, preferably with relevant experience and an Investment...

Akkodis in Toronto is seeking a Private Wealth Portfolio Administrator for a 4-month contract with hybrid work. Compensation CAD 23–25 per hour on a T4 basis, with potential extension. You will provide administrative support for high-net-worth client accounts and maintain client databases and documentation.Key responsibilities include CRM cleanup, client...

ScotiaMcLeod, a cornerstone of Scotia Wealth Management, is seeking an Administrative Associate to support Wealth Advisors with client service, administration, and day-to-day trading. You will contribute to a collaborative, growth-focused team and help deliver personalized financial solutions.The role emphasizes high client service standards, portfolio...

A leading financial institution in Toronto is seeking an Administrative Associate to support Wealth Advisors in delivering exceptional client service. The role involves managing administrative processes, entering client trades, and responding to inquiries. Candidates should have experience in the securities industry, CIRO approval, and strong communication...

BMO Financial Group is seeking a co-op/intern student for Wealth Sales & Service in Alberta. You will help support Investment Advisors, assist with client relationships, and contribute to daily branch operations while learning through mentoring and training programs. Applicants must be enrolled in an academic program and planning to return to studies....

Akkodis in Toronto is seeking a Private Wealth Portfolio Administrator for a 4-month contract with hybrid work. Compensation CAD 23–25 per hour on a T4 basis, with potential extension. You will provide administrative support for high-net-worth client accounts and maintain client databases and documentation. Key responsibilities include CRM cleanup,...

BMO Financial Group is seeking an Operations Support professional in Toronto to strengthen branch and regional operations. You will manage client documents, ensure regulatory compliance, and coordinate workflow to maintain service levels across the team.The role requires 2–3 years of relevant experience and post-secondary education. A collaborative,...

Scotiabank is seeking a Trust Associate in its Scotia Wealth Management Office in Toronto to provide proactive administrative and client service support to a Trust Officer and manage an account portfolio of varying size and complexity. The role involves back-up coverage for the Trust Officer, daily cash surveillance, asset information assembly for new...

ScotiaMcLeod, a cornerstone of Scotia Wealth Management, is seeking an Administrative Associate to support Wealth Advisors with client service, administration, and day-to-day trading. You will contribute to a collaborative, growth-focused team and help deliver personalized financial solutions. The role emphasizes high client service standards, portfolio...