client support associate

Support investment planning clients in Russell-Binscarth through accurate service, referrals, and administrative coordination for Financial Planners. This is a full-time opportunity. As an Investment and Retirement Planning Associate at RBC, you support Financial Planners with client meetings, investment solutions, and referrals. You help address client...

Remote - Entry Level Client Support Associate About the job Remote - Entry Level Client Support Associate Don’t Just Find a Job. Build a Career With Impact. If you’re tired of clocking in and feeling replaceable, keep reading. This isn’t about filling a seat.This is about building something meaningful — from wherever you are. At AO Globe Life...

Become a Wealth Associate at Fidelity Canada and engage in a hybrid role dedicated to advisor and client service. Use your skills to streamline onboarding processes and enhance client interactions. As a Wealth Associate, you will oversee the client onboarding process, ensuring compliance and accuracy in all documentation. Your ability to collaborate...

Become a Wealth Associate at Fidelity Canada and engage in a hybrid role dedicated to advisor and client service. Use your skills to streamline onboarding processes and enhance client interactions.As a Wealth Associate, you will oversee the client onboarding process, ensuring compliance and accuracy in all documentation. Your ability to collaborate with...

Cowan Insurance Group is looking for a Client Support to join our Personal Insurance department.The Client Support role reports to the Manager, Personal Insurance. The Client Support role will provide service excellence to our personal insurance customers and insurance markets by managing our policy endorsement and new business processes. This includes...

Cowan Insurance Group is looking for a Client Support to join our Personal Insurance department.The Client Support role reports to the Manager, Personal Insurance. The Client Support role will provide service excellence to our personal insurance customers and insurance markets by managing our policy endorsement and new business processes. This includes...

Cowan Insurance Group is looking for a Client Support to join our Personal Insurance department.The Client Support role reports to the Manager, Personal Insurance. The Client Support role will provide service excellence to our personal insurance customers and insurance markets by managing our policy endorsement and new business processes. This includes...

Explore a vital role at Raymond James as a Bilingual Client Access Support Associate, serving clients and advisors through exceptional service. You will support website access and mobile applications in a fast-paced environment. Join the Information Technology/PCG team, providing immediate assistance to Raymond James clients and advisors in English and...

A leading Canadian bank in York Region is looking for a Wealth Associate to support investment advisors and provide excellent customer service. Responsibilities include managing client transactions and ensuring compliance with regulations. Candidates should have a diploma in a related field and two years of experience in the financial sector. This role...

CIBC is seeking a Client Associate to support Investment Advisors at CIBC Wood Gundy, helping manage portfolios and develop new business while engaging high-net-worth clients to improve their experience. This on-site, full-time role is based in Thunder Bay at 180 Park Avenue.The successful candidate will hold CIRO-ID accreditation, have experience in...

CIBC Wood Gundy in Ottawa is seeking a Client Associate to work closely with Investment Advisors, helping manage portfolios and develop new business for high-net-worth clients. This on-site, full-time role emphasizes client engagement and proactive opportunity identification.The base salary ranges from CAD 51,500 to CAD 60,200, with eligibility for an annual...

Recruit Action inc. in Montreal is seeking an Investment Representative to support investment advisors, review client portfolios, and ensure compliant, high-quality service in English and French.This permanent full-time role offers a 37.5-hour work week, on-site schedule, and a competitive CAD 65,000–75,000 salary with benefits including a retirement plan...

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+ years...

CIBC in Victoria, BC seeks a Private Banking Associate to deliver exceptional service to Private Banking clients, handling transactional banking needs and queries. You will assist in lending, borrowing, investing, and coordinating with advisors to meet client goals.You’ll support account maintenance, compliance, and client communications while helping to...

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+ years...

Wellington-Altus Private Wealth in Winnipeg is seeking an Operations Associate to support Wealth Advisors and associates by ensuring quality control of documents and proper procedure implementation. You will manage doc queries, account openings, and ticket workflows, collaborating across departments to deliver accurate and timely service.The ideal candidate...

Delmar International Inc. is seeking a Customs Associate in Ontario to manage customs entries and related transactions for multiple clients. You will rate, release, and monitor shipments while ensuring deadlines are met to maintain exceptional service levels.The role requires strong MS Office skills, attention to detail, and the ability to work both...

Fiera Capital Corporation in Montreal, QC, is seeking a client-focused Associate to support Private Wealth and Institutional Markets teams. You will deliver high-quality service, assist portfolio management activities, and contribute to business development for private Investment Counsellors.The role involves client servicing, onboarding, preparing reports,...

Recruit Action inc. in Montreal is seeking an Investment Representative to support investment advisors, review client portfolios, and ensure compliant, high-quality service in English and French.This permanent full-time role offers a 37.5-hour work week, on-site schedule, and a competitive CAD 65,000–75,000 salary with benefits including a retirement plan...

A leading Canadian bank in York Region is looking for a Wealth Associate to support investment advisors and provide excellent customer service. Responsibilities include managing client transactions and ensuring compliance with regulations. Candidates should have a diploma in a related field and two years of experience in the financial sector. This role...