Wealth Associate

About the Company We are a high-performing wealth management team serving established professionals, business owners, and families with complex financial needs. Our practice centers on disciplined investment management, thoughtful retirement planning, and long-term wealth structuring, delivered with professionalism, accountability, and a personal CFO...

Junior Advisor / Wealth Management Associate Career-Track Role – Client-Facing & Developmental About Us We are a high-performing wealth management team serving established professionals, business owners, and families with complex financial needs. Our practice centers on disciplined investment management, thoughtful retirement planning, and long-term wealth...

A leading wealth management firm in Montreal is seeking a Wealth Management Associate to build their own advisory practice from scratch. This role focuses on developing client relationships while being mentored by experienced advisors. Key responsibilities include outreach to prospects, financial analysis preparation, and participating in client meetings....

Job Description RBC Dominion Securities is currently seeking an Associate Wealth Advisor to join a well-established advisory team. You will deepen client relationships by offering sound advice and support to clients and to the advisory team. Developing and implementing the team’s wealth management strategy for clients is the main focus of this role. What...

OverviewA career as a Wealth Associate within Family Wealth Management Schulman Group 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...

Wealth Associate Join to apply for the Wealth Associate role at National Bank of Canada. Team National Bank Financial – Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000 clients across about 100 branches. Reporting to the regional manager, you...

A leading financial advisory firm in Canada seeks a Junior Advisor / Wealth Management Associate. This role emphasizes building your own advisory practice from the ground up, focusing on client outreach, and learning about financial planning. Candidates should possess strong communication skills and a willingness to learn, with support from experienced...

Job Description What is the opportunity?RBC Dominion Securities is currently seeking an Associate Wealth Advisor to join a well-established advisory team. You will deepen client relationships by offering sound advice and support to clients and to the advisory team. Developing and implementing the team’s wealth management strategy for clients is the main...

Status: PermanentSchedule: Full-TimeArea(s) of interest: Wealth managementLocation(s): MontrealA career as a Wealth Associate within Family Wealth Management Schulman Group 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...

Attendance Hybrid Job number 29284 Category Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 30-Oct-2025 Area(s) of interest: Wealth management Location(s): Montreal A career as a Wealth Associate within Family Wealth Management Schulman Group at National Bank is a...