Wealth Client Services Associate

As a Client Service Associate, you will be a key support person for our members of the team of wealth advisors delivering wealth and retirement advice to Manulife clients.The Client Service Associate will be an employee of Manulife, having some client-facing responsibilities and administrative support functions for the Advisor's clients from Manulife Wealth,...

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 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...

A leading wealth management firm in Montreal is seeking a PIA Client Service Associate to provide exceptional client service and support. The ideal candidate is bilingual in English and French, has strong communication skills, and is willing to complete industry-specific training. This full-time role offers a dynamic environment in the banking industry,...

A leading financial institution in Montreal is seeking a Wealth Associate to support investment advisors and ensure exceptional client service. This role includes managing financial transactions, client files, and compliance protocols. Candidates should have a college degree, two years of relevant experience in finance, and must be bilingual in English and...

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...

Manulife Wealth provides Canadians with personalized financial advice and strategies, leveraging expertise across public and private markets. With a strong network of approximately 1,000 independent advisors nationwide, Manulife Wealth addresses individual financial goals aligned with clients' life stages. Manulife Private Wealth specializes in serving...

Division: Wealth Management Operations & Contact CentersIGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $271 billion in assets. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie Investments.Founded in 1926, IG Wealth Management is...

A financial services company in Montreal is hiring an Associate Investment Advisor for a full-time, on-site role. The ideal candidate will assist in financial planning, develop tailored investment strategies, and manage client relationships. Responsibilities include assessing portfolios, researching market trends, and delivering exceptional client service....

OverviewA career as an Associate in the Wealth Management team at National Bank will give you the opportunity to work in synergy with clients and colleagues. In this role, you will help wealth advisors stand out by offering exceptional customer service that will have a positive, long-term impact on our clients.Ensure effective communication between all...