client associate jobs in Toronto

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...

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...

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...

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...

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...

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...

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...

Application Deadline: 11/19/2026 Address: 100 King Street West Job Family Group: Commercial Sales & Service Provides daily operational service support and ensures the delivery of exceptional client experiences. Resolves client problems in a prompt and effective manner, while ensuring that enhancement opportunities are identified and addressed or...

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...

An independent asset manager in Toronto is seeking a motivated Senior Client Associate to join their sales team. This role involves conducting portfolio analyses, preparing client reports, and developing client relationships. The ideal candidate will have 1-3 years of experience in the investment management industry and a degree in Finance or Business....

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...

PBY Capital was founded in 2020 to serve the specific needs of family offices, institutional clients, and other sophisticated investors. PBY provides access to a select group of investment strategies and delivers ongoing service, support, and investment insight to our clients and their team of investment professionals. Our first partner portfolio manager is...

Job Details Application Deadline: 11/04/2026 Address: 20 Erb Street West Job Family Group: Wealth Sales & Service 1. 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...

Position: Client Services AssociateLocation: Mississauga or TorontoJob Type: Full‐time, hybridSalary: $38,000 – 40,000About UsBluestar 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, investing...

PBY Capital was founded in 2020 to serve the specific needs of family offices, institutional clients, and other sophisticated investors. PBY provides access to a select group of investment strategies and delivers ongoing service, support, and investment insight to our clients and their team of investment professionals. Our first partner portfolio manager is...

Who we are:Harbourfront Wealth is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing wealth management firm with over $22 billion in assets under administration, comprised of five integrated entities: CIRO dealer, investment counsel, asset manager, U.S. Registered Investment Advisor (RIA) and insurance...

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.We are...