wealth assistant jobs in Toronto

Support RBC Dominion Securities clients in Toronto through warm service, strong organization, and efficient administrative coordination. This is a part time position.As an Administrative Assistant, you will support an Advisor team within RBC Wealth Management. You will help maintain client relationships and welcome new clients through exceptional service....

Support Advisors and their teams at ScotiaMcLeod in Toronto through client service, account administration, and strong organizational skills. This role focuses on accurate financial documentation.As an Administrative Assistant, you will provide administrative support within ScotiaMcLeod. You will onboard client relationships through digital account opening...

Support wealth advisors at DUCA's Corporate Office in GTA West through portfolio monitoring, client scheduling, and Member service. This full-time position includes occasional branch travel.The Wealth Advisor Administrative Assistant supports DUCA's Wealth Management program and Aviso partners. You will prepare documents, coordinate reviews, process trades,...

Why DUCA?We're a vibrant, exciting credit union that lives its "profits with a purpose" philosophy in every financial transaction, product, interest rate, and community initiative we offer. Founded in 1954, DUCA has grown from a single branch credit union in Toronto to 19 branches across Southern Ontario with over 85,000 Members we are proud to serve.We...

Support RBC Dominion Securities clients in Toronto through warm service, strong organization, and efficient administrative coordination. This is a part time position. As an Administrative Assistant, you will support an Advisor team within RBC Wealth Management. You will help maintain client relationships and welcome new clients through exceptional service....

Support Advisors and their teams at ScotiaMcLeod in Toronto through client service, account administration, and strong organizational skills. This role focuses on accurate financial documentation. As an Administrative Assistant, you will provide administrative support within ScotiaMcLeod. You will onboard client relationships through digital account...

Support private wealth client service at BMO Nesbitt Burns through relationship management, account administration, and confidential day-to-day assistance. Work from YSC at 4881 Yonge Street.As a Client Service Assistant, you will support Investment Advisors, their teams, and private wealth branch operations. Your work includes scheduling, client inquiries,...

Support private wealth client service at BMO Nesbitt Burns through relationship management, account administration, and confidential day-to-day assistance. Work from YSC at 4881 Yonge Street. As a Client Service Assistant, you will support Investment Advisors, their teams, and private wealth branch operations. Your work includes scheduling, client...

Harbourfront Wealth Management, part of Blueridge Private Wealth, seeks an Administrative Assistant for a fully remote, part-time role supporting the Investment Advisor. You will handle onboarding, client records, scheduling, and correspondence with a focus on accuracy and efficiency.The ideal candidate has at least 2 years in a similar role, with...

Why DUCA? We're a vibrant, exciting credit union that lives its "profits with a purpose" philosophy in every financial transaction, product, interest rate, and community initiative we offer. Founded in 1954, DUCA has grown from a single branch credit union in Toronto to 19 branches across Southern Ontario with over 85,000 Members we are proud to serve. We...

Lead wealth strategy, transformation, and deployment for TD Wealth in Toronto, connecting enterprise priorities across Canada’s specialized businesses.As Assistant Vice President, Programs and Deployment, you will integrate modernization, governance, planning, and advice capabilities. The mandate spans Private Trust, Tax Services, Wealth Planning Support,...

Become an integral part of Harbourfront Wealth as a Remote Administrative Assistant. Support investment advisors while managing details, communication, and coordination in a part-time, fully remote role.Harbourfront Wealth, a leader in financial services, is seeking a dedicated Administrative Assistant to enhance its operations. In this part-time position,...

Lead wealth strategy and transformation for TD Wealth in Toronto, connecting enterprise priorities with national deployment and business integration. Drive modernization across specialized businesses.As Assistant Vice President, Programs and Deployment, you will lead strategic planning, governance, and execution for TD Wealth’s High Net Worth Experience...

Why Work at COBS Bread? Nothing is more important to us than the health and safety of our staff, franchisees, partners and customers. We are reinforcing our rigorous standards and operating procedures in order to ensure we are providing the most sanitary and safe environment for our staff and customers. At COBS Bread, we celebrate fresh. Our Sales Assistants...

Become an integral part of Harbourfront Wealth as a Remote Administrative Assistant. Support investment advisors while managing details, communication, and coordination in a part-time, fully remote role. Harbourfront Wealth, a leader in financial services, is seeking a dedicated Administrative Assistant to enhance its operations. In this part-time position,...

Support BMO Nesbitt Burns clients through wealth management administration, relationship service, and investment team coordination. This client-focused position supports one or more Investment Advisors.As a Client Service Assistant, you will manage daily requests, prepare meetings, and maintain client information. The work includes account updates, money...

Application Deadline: 11/05/2026 Address: YSC - 4881 Yonge Street Job Family Group:Wealth Sales & Service BMO Nesbitt Burns has been a cornerstone of Canada's investment industry for more than a century, with roots dating back to 1912. Known for trusted advice, strong client relationships, and disciplined investment expertise, our teams combine deep market...

Become an influential Assistant Branch Manager at iA Private Wealth in Toronto, responsible for comprehensive operational and administrative support. Utilize your skills in compliance supervision and document preparation in a hybrid work environment. As an Assistant Branch Manager, you'll support Branch Managers by preparing meeting materials, reviewing...

Application Deadline: 11/05/2026Address: YSC - 4881 Yonge StreetJob Family Group: Wealth Sales & ServiceBMO Nesbitt Burns has been a cornerstone of Canada's investment industry for more than a century, with roots dating back to 1912. Known for trusted advice, strong client relationships, and disciplined investment expertise, our teams combine deep market...

Application Deadline: 11/05/2026 Address: YSC - 4881 Yonge Street Job Family Group: Wealth Sales & ServiceJob DetailsBMO Nesbitt Burns has been a cornerstone of Canada's investment industry for more than a century, with roots dating back to 1912. Known for trusted advice, strong client relationships, and disciplined investment expertise, our teams combine...