Wealth Management Client Services Associate

RBC Dominion Securities of Montreal seeks a resourceful Associate to support an advisory team in managing client accounts and providing exceptional service. You will maintain portfolios, handle documentation, and coordinate meetings with clients and advisors in a fast-paced wealth management environment. Your role focuses on accuracy, regulatory...

National Bank Financial - Wealth Management is seeking a Wealth Associate to support investment advisors and deliver exceptional client service that helps clients achieve their financial goals. You will handle routine transactions, update client files, coordinate meetings, and ensure compliance. The team collaborates closely to provide a seamless client...

A leading financial services firm is seeking a Client Servicing Associate to join its Wealth team in Montreal. The role is hybrid, requiring office presence at least three days a week. Responsibilities include maintaining portfolio knowledge, onboarding new accounts, and resolving client issues. Candidates should possess a university degree and 5+ years of...

Become a key player in wealth management as a Wealth Associate at National Bank. Deliver exceptional support to investment advisors and build lasting relationships with clients. In this Wealth Associate position, you will partner with investment advisors to enhance client experiences by managing transactions and ensuring thorough file analysis. Adhering to...

National Bank Financial - Wealth Management in Canada seeks a Wealth Associate to support investment advisors, handle routine financial operations, and manage client files while upholding strict compliance and risk controls. The role emphasizes client service, data handling, and portfolio reporting within a collaborative team. The team is part of National...

TD Private Wealth Management seeks a PIA Client Service Associate to support Investment Advisors with administrative tasks and client communications. You will prepare materials for client meetings, generate reports, and assist with onboarding and referrals. A bilingual candidate with 1–2 years in banking or administration is preferred, and CIRO licensing...

Fiera Capital in Montreal, QC, is seeking a Client Servicing & Portfolio Administration support professional. The role focuses on building strong client relationships, onboarding new clients, and ensuring high-quality reporting and documentation across multiple departments. You will assist Investment Counsellors, manage client communications, and maintain...

Client Servicing Associate Join to apply for the Client Servicing Associate role at Mercer We are seeking a talented individual to join our Wealth team at Mercer. This role will be based in Toronto or Montreal and is a hybrid role requiring at least three days a week in the office. Responsibilities Maintain expert knowledge on the various portfolios...

As an Associate in the Client Service Team, you will act as a knowledge broker between our clients and industry experts. Your role is to partner with our clients to understand their knowledge gaps and identify experts with the most relevant experience and knowledge that can address them. One day you could be connecting a private equity firm with experts to...