Client Service Associate for Investment Advisor

OverviewThe Toronto-Dominion Bank (Canada) is a leading global financial institution dedicated to delivering legendary customer experiences. We are committed to enriching the lives of our customers, communities, and colleagues.Salary$60,000 - $80,000 per year, depending on experience.Job DescriptionAs a Client Service Associate in our Investment Banking...

Job SummaryWe are seeking a highly skilled Client Service Associate to provide dedicated specialized administrative support to our Investment Advisors. As a key member of our team, you will be responsible for preparing documentation, creating reports, and communicating with clients to provide exceptional customer service.Key ResponsibilitiesPrepare...

Job SummaryJob DescriptionWhat is the opportunity?The Royal Bank of Canada is seeking a skilled Associate to join its Wealth Management team. As a key member of the team, you will be responsible for providing exceptional client service and administrative support to Investment Advisors.Key ResponsibilitiesProvide professional servicing of client inquiries and...

Job SummaryTD is seeking a Client Service Associate - Financial Services to provide dedicated specialized administrative support to an Investment Advisor or team of Advisors on diverse assignments.This role requires strong communication skills with ability to build relationships and work collaboratively, confidentially and independently.Key...

Royal Bank of Canada is seeking a highly skilled Financial Services Associate to join its Wealth Management team.Job SummaryThis is an exciting opportunity for a motivated and detail-oriented individual to provide exceptional client service and support to Investment Advisors in the management of client accounts.The ideal candidate will have strong working...

About the RoleWe are seeking a highly skilled Strategic Investment Advisor to join our team at National Bank Financial Wealth Management (NBFWM). As a key member of our Strategy and Investment Solutions team, you will play a crucial role in supporting our wealth advisors in delivering exceptional client experiences.Key ResponsibilitiesAct as a trusted...

Job Title: Senior Investment AdvisorAt NBC, we are seeking a highly skilled Senior Investment Advisor to join our Investment Solutions team. As a key member of our team, you will be responsible for providing expert advice and support to our wealth advisors on portfolio management best practices.Key Responsibilities:Build close relationships with wealth...

Advisor Strategy and Investment SolutionsAs a key member of the National Bank Financial Wealth Management team, you will be responsible for providing expert advice and guidance to Wealth Advisors. Your role will involve:Acting as a key point of contact for Wealth Advisors, providing expert advice and guidance.Gaining insight into the day-to-day...

Job SummaryAs a Senior Investment Advisor at National Bank Financial (NBF), you will play a key role in providing support to our wealth advisors on managed solutions and advising them on portfolio management best practices to better support their clients and generate better returns.Your primary responsibilities will include:Building close relationships with...

Role OverviewAs a Strategic Investment Advisor at National Bank, you will play a key role in supporting wealth advisors in developing tailored solutions for their clients. This position requires strong analytical and communication skills, as well as the ability to work collaboratively with a team of experts.Key ResponsibilitiesAct as a key point of contact...

Unlock Your Potential as a Wealth Management AssociateBecome a key player in our Wealth Management team at National Bank, where you will have the opportunity to demonstrate your ability to work collaboratively with clients and colleagues. As an Associate in this dynamic role, you will support investment advisors in delivering exceptional customer service...

About the RoleWe are seeking a highly skilled Client Service Associate to join our team at TD Bank. As a Client Service Associate, you will provide dedicated specialized administrative support to an Investment Advisor or team of Advisors on diverse assignments.Key ResponsibilitiesPrepare documentation and provide updates to IAs in preparation for client...

About the RoleWe are seeking a highly skilled Client Service Associate to join our team at TD Bank. In this role, you will provide dedicated specialized administrative support to an Investment Advisor or team of Advisors on diverse assignments. Your first impressions will leave lasting results on our business and customer experience.Key...

About the RoleThe Bilingual Associate Investment Counsel Support role is a key position within our Investment Management team, responsible for providing administrative and sales support to our high net-worth clients. As a member of our team, you will work closely with Investment Counsellors to deliver exceptional client service, ensuring that our clients...

Unlock your potential in a dynamic and supportive environment as a Customer Service Associate at National Bank. In this role, you will have the opportunity to demonstrate your exceptional customer service skills, working closely with clients and colleagues to deliver an outstanding experience.Your key responsibilities:Ensure seamless communication between...

About The Role: We are seeking a highly skilled and dedicated individual to join our team as a PIA Client Service Associate. In this role, you will provide exceptional client service, support investment advisors, and contribute to the growth and success of our business. Job Summary: This is a unique opportunity to build your career in a dynamic and...

About the RoleThe Investment Counsel Support Associate will be responsible for assisting Investment Counsellors in providing administration and sales support to high net-worth clients at Manulife Private Wealth. This role is based in Montreal and requires excellent communication and organizational skills, attention to detail, and the discipline to take full...

Job Title: Associate in Wealth ManagementAt National Bank, we are seeking a highly motivated and detail-oriented Associate in Wealth Management to join our team. As an Associate in Wealth Management, you will play a key role in supporting our investment advisors in delivering exceptional client service.Key Responsibilities:Ensure effective communication...

About the RoleWe are seeking a highly professional individual to assist an Investment Counsellor (IC) based in Montreal in maintaining and growing existing client relationships and actively participating in various initiatives aimed at continuously improving customer satisfaction and engagement.Main ResponsibilitiesPerform various day-to-day administrative...

About the RoleWe are seeking a highly professional individual to assist an Investment Counsellor (IC) based in Montreal in maintaining and growing existing client relationships and actively participating in various initiatives aimed at continuously improving customer satisfaction and engagement.Main ResponsibilitiesPerform various day-to-day administrative...