Hybrid Wealth Associate: Client Services

A leading Canadian bank is looking for a Wealth Associate to assist investment advisors by providing exceptional customer service. In this role, you will manage various financial transactions, analyze client files, and ensure compliance with regulations. Candidates must hold a relevant diploma and have two years of banking or financial experience. This...

A leading financial institution in Canada is seeking an Associate for its Wealth Management team. In this role, you will ensure effective communication among clients and advisors, provide exceptional customer service, and assist in the analysis of client accounts. The position requires a college diploma and at least one year of relevant experience, with...

A leading financial institution in Ontario is seeking a dedicated Wealth Associate to collaborate with wealth advisors and provide exceptional client service. In this role, you will handle financial transactions, support investment advisors, and produce portfolio management reports. The ideal candidate has a college diploma and two years of relevant...

The Insurance Associate - LWS will enable our Libro Wealth Strategies advisors to enhance insurance services for both wealth protection and wealth preservation, optimize Owner relationships, improve the Advisor experience, and drive revenue growth. Strong knowledge of processes, requirements and documentation relating to both insurance products and services...

**Position**: Financial Client Service Associate **Type of Work**: On-site, full-time, permanent **Location**: London, ON **About The Andrews Group** We are a collaborative wealth advisory business that offers “family office” services and superior level of client service. The Andrews Group’s goal is to have a significant, positive impact beyond just...

Wealth Associate National Bank of Canada invites experienced professionals to join our team as a Wealth Associate. In this role, you will collaborate closely with wealth advisors to provide exceptional client service and support their financial goals. Overview A career as a Wealth Associate at National Bank allows you to showcase your ability to work in...

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...

Requisition ID: 198070 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Purpose of Job**: We are looking for a mobile Wealth Associate for our GTA East offices. The role will require regular travel to our Private Investment Counsel offices in Markham and Whitby. The Wealth Associate role has been...

Status: PermanentSchedule: Full-TimeArea(s) of interest: Wealth managementLocation(s): LondonA 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,...

A career as a Wealth Associate at National Bank is a job that where you can capitalize on your entrepreneurial spirit and have a direct impact on clients. In this role, you will support clients during all their life events to help them achieve their financial goals, and you will build long-term, trust-based relationships. **Your job**: - Diligently and...