Investment Wealth Management Associate

Accuracy and client service define this Wealth Associate position at National Bank, supporting Wealth Advisors in Winnipeg with operational follow-through.You will work with a small advisory team in Wealth Management. The position involves account instructions, documentation, transactions, service requests, and clear client communication. Technology, Excel,...

A career as a Wealth Associate at National Bank is a role where your rigour, client-service mindset, and operational follow-through will have a direct impact on the client experience. In this role, you will work with a small team of Wealth Advisors in Winnipeg to ensure that client instructions, account documentation, transactions, and service requests are...

Elevate your career with Great-West as an Associate Manager in Investment Operations. Leverage your financial expertise and lead daily fund valuation processes in a permanent full-time role. In this pivotal role, you will guide the Investment Operations team in managing essential functions supporting Canada Life’s investment portfolio. Your...

Take on the role of Associate within National Bank's Wealth Management team, where you will enhance client relationships through outstanding customer service. Engage in a flexible hybrid work environment tailored for work-life balance.As an Associate, collaboration with wealth advisors will be key as you support them in all aspects of client service. You...

Application Deadline: 11/27/2026 Address: 2828 boul Laurier Job Family Group: Wealth Sales & Service About BMO Nesbitt Burns 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...

Wealth Sales & Service 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 Nesbitt Burns professionals operate within a collaborative, team based wealth management model spanning...

Administrative Associate Location: This posting is for an existing vacancy in Wellington-Altus’ Winnipeg office. Our organization Founded in 2017, Wellington-Altus Private Wealth Inc. (Wellington-Altus) is Canada's top-rated* investment dealer and a subsidiary of Wellington-Altus Financial Inc., one of Canada’s Top Growing Companies**. With more...

Associate Manager, Investment Operations | Great West Description Permanent Full Time The Investment Operations team is responsible for all accounting and valuations for Canada Life segregated funds and general account assets. The Associate Manager is responsible for managing key aspects of Investment Operations functions and will play a significant role in...

Administrative Associate Location: This posting is for an existing vacancy in Wellington-Altus’ Winnipeg office. Our organization Founded in 2017, Wellington-Altus Private Wealth Inc. (Wellington-Altus) is Canada's top-rated* investment dealer and a subsidiary of Wellington-Altus Financial Inc., one of Canada’s Top Growing Companies**. With more than...