Wealth Admin Associate: Client Service

A leading financial services firm is seeking a Client Servicing Associate to join its Wealth team in Montreal. The role is hybrid, requiring office presence at least three days a week. Responsibilities include maintaining portfolio knowledge, onboarding new accounts, and resolving client issues. Candidates should possess a university degree and 5+ years of...

Drive excellence in client service as a Wealth Associate within National Bank's Private Wealth Management 1859. Engage affluent clients through a blend of administrative and relationship-building activities.This position requires assisting the Private Wealth Advisor by managing client accounts and ensuring operational compliance. You will utilize your strong...

Work Location: Montréal, Quebec, Canada Hours: 37.5 Line of Business: TD Wealth Pay Details: 52 700 $/$52,700 - 74 400 $/$74,400 CAD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and...

Fiera Capital Corporation in Montreal, QC, is seeking a client-focused Associate to support Private Wealth and Institutional Markets teams. You will deliver high-quality service, assist portfolio management activities, and contribute to business development for private Investment Counsellors.The role involves client servicing, onboarding, preparing reports,...

Scotia Wealth Management in Montreal, QC is seeking an Investment Associate to support a Wealth Advisor in developing and managing client relationships and driving business development.You will identify opportunities, prepare and present reports, create client communications, coach junior associates, and ensure efficient administrative processes across the...

Client Servicing AssociateJoin to apply for the Client Servicing Associate role at MercerWe are seeking a talented individual to join our Wealth team at Mercer. This role will be based in Toronto or Montreal and is a hybrid role requiring at least three days a week in the office.ResponsibilitiesMaintain expert knowledge on the various portfolios for which...

As an Associate in the Client Service Team, you will act as a knowledge broker between our clients and industry experts. Your role is to partner with our clients to understand their knowledge gaps and identify experts with the most relevant experience and knowledge that can address them. One day you could be connecting a private equity firm with experts to...

A leading professional services firm in Canada is seeking an Associate for their Wealth Management/Private Client Advisors team. The role involves consulting on taxation, delivering integrated solutions across various client sectors. Ideal candidates are tax professionals ready to specialize, possessing a professional designation, and strong analytical and...

Remote seat on a team that helps families understand and set up protection options.Flexible hours. Mentorship. Clear expectations.Offer1. Purpose with a process — not vague "help people."2. Work from home.3. A growth path if the numbers and the attitude are there.4. Coaching instead of sink-or-swim.5. Honest conversations only. No pressure...