client associate jobs in toronto, on

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...

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...

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...

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 DescriptionWhat 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 client...

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...

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...

RBC is seeking an Investment Counsellor Support role in Toronto to assist with daily portfolio maintenance and client service for RBC PH&N Investment Counsel high net worth clients. You will handle inquiries, support administration, and ensure accurate processing of trades and account openings. The position requires post-secondary education, CSC/CPH, 2+...

Position: Client Services Associate Location: Mississauga or Toronto Job Type: Full‑time, hybrid Salary: $38,000 – 40,000 About Us Bluestar 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...

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 and...

MISSION: Own the details. Elevate the experience. Make an impact. At Flatiron Wealth, we believe exceptional wealth management goes beyond investments. It's about relationships, trust, and helping clients navigate important financial decisions with clarity and confidence. We're looking for an experienced Lead Client Service Associate who takes pride in...

Current work authorization for Canada is required for all openings. This is a regular, full-time role. You will be working on a hybrid schedule as part of Fidelity's dynamic working arrangement. The work location for this role is 483 Bay Street in Toronto until approx. 2026, when the work location will change to the new Mississauga office at 3 Robert...

Home-based client role for people who want a flexible schedule and a scoreboard. You will run video meetings, work warm leads, and build a book. We supply the process and the coaching. You supply the work ethic. Why people stay 1. Control of the calendar. Full-time or part-time structure. 2. No commute. Presentations are web-based. 3. No cold calling....

Institutional client service and onboarding coordination define this Associate role at BMO. Work across teams to deliver accurate, timely client support. The Associate supports Institutional Sales by managing institutional client onboarding, servicing, and retention activities. You will coordinate account administration, reporting, inquiries, issue...

Client engagement and banking products define this CIBC opportunity in Toronto. Work full-time on-site for 15 weekly hours, including possible evenings and weekends. As a Client Engagement Associate on the Personal and Business Banking Team, you will support everyday banking needs. You will answer questions, assist with transactions, explain digital...

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...