Client Associate

We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and...

Founded in 1979, Middlefield is an independent asset manager based in Toronto, Canada. Through a variety of investment products, we focus on delivering portfolios that are actively managed, high conviction and built around our core expertise, which includes diversified equity and fixed income, real estate, healthcare, innovation and energy and...

Job Description What is the opportunity? As part of a dynamic team, you will be responsible for assisting the Investment Counsellor and other members of the team in providing daily portfolio maintenance and administration and superior service to RBC PH&N Investment Counsel high net worth Clients. What will you do? Identify,...

Job Description What is the opportunity? As part of a dynamic team, you will be responsible for assisting the Investment Counsellor and other members of the team in providing daily portfolio maintenance and administration and superior service to RBC PH&N Investment Counsel high net worth Clients. What will you do? Identify, investigate, and resolve all...

Serve Toronto wealth management clients through responsive service, accurate account transactions, and effective relationship management. This is a full time contract position.The Associate serves as a primary client contact within RBC’s Wealth Management platform. The work combines customer service, fund transfers, wire payments, account maintenance, and...

Become a Private Client Service Associate at CC&L Financial Group in Toronto and help clients meet their financial goals. This hybrid role focuses on delivering top-notch service and managing client relationships effectively. In this collaborative position, you will support Investment Professionals by managing client inquiries, onboarding new clients, and...

Job DetailsApplication Deadline: 11/04/2026 Address: 20 Erb Street West Job Family Group: Wealth Sales & Service1. This role is Onsite in Waterloo. 2. You must already hold an Investment Representative (IR) license to be accepted for this role. Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day...

What you’ll be doing As a member of the Personal and Business Banking Team, you’ll work in a fast-paced Banking Centre, leveraging your knowledge of financial services products to support clients with their everyday banking needs. As a Client Engagement Associate, you’ll be the first line of support —answering questions, assisting with transactions,...

Position: Client Services Associate Location: Mississauga or Toronto Job Type: Full‑time, hybrid Salary: $38,000 – 40,000 About Us Bluestar Professional Services Inc. is a growth‑focused investment office that acquires and operates businesses across Canada and the United States. Across all our companies, we are committed to building strong teams,...