Wealth Client Service Associate — Support for Advisors
1 day ago
A major financial services firm located in Markham, Ontario is looking for a PIA Client Service Associate to provide dedicated administrative support to Investment Advisors. This role involves preparing client documentation, responding to inquiries, and ensuring high-quality client service. The ideal candidate should have an undergraduate degree or community college diploma and 1–2 years of relevant experience. Strong communication skills and the ability to build relationships are essential for delivering exceptional client experiences.#J-18808-Ljbffr
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Investment Associate — Grow Wealth
2 days ago
Markham, Canada Scotia Wealth Management Full timeA leading wealth management firm in Markham is looking for an Investment Associate to support Wealth Advisors in managing client portfolios. The role involves identifying business opportunities, analyzing client needs, and enhancing client relationships through comprehensive wealth planning. Preferred candidates should have experience in the securities...
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Markham, Canada Scotiabank Full timeA leading financial institution in Markham is seeking an Administrative Associate to enhance the client experience through effective administration and support for Wealth Advisors. The ideal candidate will have a strong background in the securities industry, exceptional organizational skills, and a commitment to delivering high-quality client service. This...
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Markham, Canada Scotiabank Full timeA leading financial institution in Markham is seeking an Administrative Associate to enhance the client experience through effective administration and support for Wealth Advisors. The ideal candidate will have a strong background in the securities industry, exceptional organizational skills, and a commitment to delivering high-quality client service. This...
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Markham, Canada Scotiabank Full timeA leading financial institution in Markham is seeking an Administrative Associate to enhance the client experience through effective administration and support for Wealth Advisors. The ideal candidate will have a strong background in the securities industry, exceptional organizational skills, and a commitment to delivering high-quality client service. This...
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Markham, Canada Scotiabank Full timeA leading financial institution in Markham is seeking an Administrative Associate to enhance the client experience through effective administration and support for Wealth Advisors. The ideal candidate will have a strong background in the securities industry, exceptional organizational skills, and a commitment to delivering high-quality client service. This...
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Markham, Canada Scotiabank Full timeA major financial institution in Markham is seeking an Administrative Associate to support Wealth Advisors. The role involves managing client administration, enhancing client relationships, and providing marketing assistance. Ideal candidates will have experience in the securities industry and exceptional client service skills. Competitive compensation and a...
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Markham, Canada Scotiabank Full timeA major financial institution in Markham is seeking an Administrative Associate to support Wealth Advisors. The role involves managing client administration, enhancing client relationships, and providing marketing assistance. Ideal candidates will have experience in the securities industry and exceptional client service skills. Competitive compensation and a...
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Markham, Canada Scotiabank Full timeA major financial institution in Markham is seeking an Administrative Associate to support Wealth Advisors. The role involves managing client administration, enhancing client relationships, and providing marketing assistance. Ideal candidates will have experience in the securities industry and exceptional client service skills. Competitive compensation and a...
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Markham, Canada Scotiabank Full timeA major financial institution in Markham is seeking an Administrative Associate to support Wealth Advisors. The role involves managing client administration, enhancing client relationships, and providing marketing assistance. Ideal candidates will have experience in the securities industry and exceptional client service skills. Competitive compensation and a...
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Markham, Canada Scotiabank Full timeA major financial institution in Markham is seeking a Senior Associate to work closely with Wealth Advisors. Responsibilities include identifying new business opportunities, engaging with clients, and supporting marketing efforts. The ideal candidate has experience in the securities industry, CIRO approval, and excellent communication skills. This role...
