Wealth Management Associate: Client-Focused Advisor Support

Join RBC Dominion Securities as an Associate Advisor, focusing on wealth management for a sophisticated clientele. Nurture client relationships while enhancing business development initiatives. In this dynamic full-time role based in Montréal, you’ll support the advisory team with your strong client service skills and analytical abilities. Your...

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. Your...

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 compliance,...

Join Desjardins as a Personal Advisor where your primary focus will be enhancing member relationships through tailored service solutions. This role emphasizes client satisfaction and effective communication. You will play a pivotal role in advising clients on specialized services and maintaining strong business relationships. Analyzing client needs and...

Position Overview: We are looking for a meticulous, organized, and self-reliant individual with solid experience in the financial services industry and an excellent understanding of the needs of wealth management clients. The ideal candidate has exceptional client service skills, analytical ability, attention to detail, and the ability to manage multiple...

At Diligence Wealth Management, we believe that true wealth management is about more than numbers — it’s about people, purpose, and building lasting legacies.As an established partner of Manulife Wealth Inc., one of Canada’s leading independent investment and insurance dealers, we combine the strength of a national institution with the personalized...

A career as a Wealth Associate for Team Guy Cé 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. Your job: - Support investment advisors...

A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show 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. - Ensure effective...

Cardinal Point Wealth Management, ULC is seeking a Client Relationship Specialist in Montreal, Quebec, Canada. This full-time, on-site role focuses on delivering high-quality client service, assisting portfolio managers, and handling administrative tasks related to client accounts and communications with custodians. Responsibilities include onboarding new...