Wealth Management Associate

Wealth Management Associates at National Bank use client service and financial transaction skills to support advisors and investment clients. English is required for this role. Reporting to a regional manager, you will partner with a wealth advisor within National Bank Financial - Wealth Management. Your work supports an exceptional client experience...

Wellington-Altus Private Wealth Inc. in Calgary seeks an Associate to manage client relationships and deliver investment management and family office services to West Oak's high and ultra-high-net-worth clients. The role requires 5+ years in wealth management, a finance-related bachelor's degree, RR licensing, and completion of the WME program. CFP/PFP and...

ScotiaMcLeod, a cornerstone of Scotia Wealth Management, seeks an Administrative Associate to support Wealth Advisors with client service and day-to-day trading administration. You will manage administrative processes, respond to client inquiries, and assist with trades as directed by the advisor.The role emphasizes strong communication, organization, and...

A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. Support investment advisors in providing superior customer...

A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. Support investment advisors in providing superior customer...

Who we are: Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. CG is driven by an unwavering commitment to build lasting client relationships – we achieve this by generating value for our individual, institutional,...

A career as a Senior Wealth Associate at National Bank Financial Wealth Management is an opportunity to join a high-performing investment advisory team focused on delivering an exceptional client experience. You will work closely with investment advisors, a portfolio manager and other professionals, playing an important role in client service, financial...

A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. Support investment advisors in providing superior customer...

A top Canadian professional services firm is seeking an Associate in Wealth Management/Private Client Advisors. In this intermediate role, you will work with Managers and Senior Managers to specialize in taxation consulting for diverse clients. This is a great opportunity for aspiring tax professionals eager to develop skills in areas like estate planning,...