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 Canadian bank is seeking a Wealth Associate to assist investment advisors with exceptional customer service. In this role, you will manage financial transactions, analyze client files, and ensure regulatory compliance. Candidates should have a relevant diploma and two years of experience in banking or finance. This position offers a hybrid work...

A prominent financial institution in London, Ontario, seeks an Associate for its Wealth Management team. You will play a crucial role in providing outstanding customer service and supporting wealth advisors' business development. This position requires a college diploma and at least one year of experience in banking or customer service. The offer includes a...

**Position: Client Service Associate** Company: Assante Wealth Management Location: London, Ontario Do you want to make a difference in the lives of others? We are looking for a **Client Service Associate** who is dynamic, collaborative and passionate about client service, team operations and growing the business together. Assante Wealth Management is a...

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...

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 leading Canadian bank is looking for a Wealth Associate in London, Ontario. You'll support investment advisors and provide exceptional customer service, enhancing client experiences. The role requires a college diploma and two years of relevant experience in the banking or financial sector. Benefits include a flexible work model, health and wellness...

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. Your job Support investment advisors in providing superior...