Senior Client Service Associate in Wealth Management

A wealth management firm in Toronto is seeking a Client Service Associate to ensure a high-quality client experience and support the firm's operations. The ideal candidate has over 5 years of experience in wealth management and a solid understanding of Canadian investment regulatory requirements. Responsibilities include managing client relationships,...

Senior Wealth Planning Associate (Toronto) Location: Toronto, ON We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award‑winning culture, combine to position us as a national leader in wealth management....

Senior Wealth Planning Associate (Toronto) Location: Toronto, ON We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award‑winning culture, combine to position us as a national leader in wealth management....

Senior Wealth Planning Associate (Toronto) Location: Toronto, ON We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award‑winning culture, combine to position us as a national leader in wealth management....

A leading wealth management firm in Toronto seeks a Senior Wealth Planning Associate to support Wealth Advisors, manage client reviews, and deliver personalized client service. The ideal candidate has over 3 years of client-facing experience in wealth management, strong communication skills, and has completed the Canadian Securities Course. This full-time...

A leading wealth management firm in Toronto seeks a Senior Wealth Planning Associate to support Wealth Advisors, manage client reviews, and deliver personalized client service. The ideal candidate has over 3 years of client-facing experience in wealth management, strong communication skills, and has completed the Canadian Securities Course. This full-time...

A leading wealth management firm in Toronto seeks a Senior Wealth Planning Associate to support Wealth Advisors, manage client reviews, and deliver personalized client service. The ideal candidate has over 3 years of client-facing experience in wealth management, strong communication skills, and has completed the Canadian Securities Course. This full-time...

A financial services firm in Toronto is looking for a Senior Wealth Planning Associate to support Wealth Advisors in delivering top-notch financial planning and wealth management services. The ideal candidate should have over 3 years of client-facing experience in wealth management, excellent communication skills, and a solid understanding of financial...

A financial services firm in Toronto is looking for a Senior Wealth Planning Associate to support Wealth Advisors in delivering top-notch financial planning and wealth management services. The ideal candidate should have over 3 years of client-facing experience in wealth management, excellent communication skills, and a solid understanding of financial...

A financial services firm in Toronto is looking for a Senior Wealth Planning Associate to support Wealth Advisors in delivering top-notch financial planning and wealth management services. The ideal candidate should have over 3 years of client-facing experience in wealth management, excellent communication skills, and a solid understanding of financial...