Jobs for wealth associate at Montreal

A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. Support investment advisors in providing superior customer...

Attendance Hybrid Job number 35237 Category Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 01-Sep-2026 Area(s) of interest: Wealth management Location(s): Montreal A career as a Wealth Associate for Team Guy...

A career as a Wealth Associate for Team Guy Côté at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. Your job: Support investment advisors...

National Bank Financial - Wealth Management in Canada seeks a Wealth Associate to support investment advisors and deliver exceptional client service, helping advisors stand out and strengthen client relationships. You will handle routine transactions, open/update client files, prepare reports, coordinate meetings, and ensure compliance with risk management...

Fiera Capital seeks a dedicated Associate in Private Wealth to deliver personalized service and support portfolio management. This hybrid role emphasizes client servicing and collaboration within the wealth management team. As an Associate reporting to the Senior Investment Counsellor, you will provide exceptional support and foster strong client...

National Bank Financial - Wealth Management in Canada seeks a Wealth Associate to support investment advisors and deliver exceptional client service, helping advisors stand out and strengthen client relationships. You will handle routine transactions, open/update client files, prepare reports, coordinate meetings, and ensure compliance with risk management...

Fiera Capital seeks a dedicated Associate in Private Wealth to deliver personalized service and support portfolio management. This hybrid role emphasizes client servicing and collaboration within the wealth management team. As an Associate reporting to the Senior Investment Counsellor, you will provide exceptional support and foster strong client...

RBC Dominion Securities of Montreal seeks a resourceful Associate to support an advisory team in managing client accounts and providing exceptional service. You will maintain portfolios, handle documentation, and coordinate meetings with clients and advisors in a fast-paced wealth management environment.Your role focuses on accuracy, regulatory compliance,...

RBC Dominion Securities in Montréal is seeking an Investment Associate to join a large portfolio management team delivering wealth management services to sophisticated clients. You will support the portfolio management team with trades, rebalance portfolios, and provide proactive client service.Responsibilities include handling client inquiries, onboarding,...

RBC Dominion Securities of Montreal seeks a resourceful Associate to support an advisory team in managing client accounts and providing exceptional service. You will maintain portfolios, handle documentation, and coordinate meetings with clients and advisors in a fast-paced wealth management environment.Your role focuses on accuracy, regulatory compliance,...

ScotiaMcLeod, a Scotia Wealth Management firm, seeks a Senior Associate in Montreal to support the advisor with client service and business development. You will help manage the book of business, deepen client relationships, and contribute to sales activities across wealth planning and advisory services.You will work in a team-based environment focused on...

ScotiaMcLeod, a cornerstone of Scotia Wealth Management, is seeking an Administrative Associate to support one or more Wealth Advisors with high-quality client service and daily trading administration.You will manage client communications, enter trades as directed, coordinate marketing materials and events, and help track performance against targets....

Take your expertise to the next level as a Client Services Associate at RBC in Montréal. This full-time position offers the chance to support high-net-worth clients through dedicated service. In your role, you will assist an Investment Counsellor in providing top-notch portfolio administration and client support. Key tasks include managing account...

RBC Dominion Securities in Montréal is seeking an Investment Associate to join a large portfolio management team delivering wealth management services to sophisticated clients. You will support the portfolio management team with trades, rebalance portfolios, and provide proactive client service.Responsibilities include handling client inquiries, onboarding,...

ScotiaMcLeod, a cornerstone of Scotia Wealth Management, is seeking an Administrative Associate to support one or more Wealth Advisors with high-quality client service and daily trading administration.You will manage client communications, enter trades as directed, coordinate marketing materials and events, and help track performance against targets....

Application Deadline:10/02/2026Address:1501 McGill College AvenueJob Family Group:Wealth Sales & ServiceAbout BMO Nesbitt BurnsBMO 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...

Manulife Financial in Montreal, QC seeks a Licensed Assistant to support Corporate Advisors with client service, account management, and administrative tasks. The role emphasizes accuracy, organization, and regulatory compliance in a fast-paced financial services setting.The position requires bilingual English/French communication, strong MS Office skills,...

Take your expertise to the next level as a Client Services Associate at RBC in Montréal. This full-time position offers the chance to support high-net-worth clients through dedicated service. In your role, you will assist an Investment Counsellor in providing top-notch portfolio administration and client support. Key tasks include managing account...

TD Private Wealth Management in Ottawa is seeking a Client Service Associate to provide dedicated administrative support to an Investment Advisor or team in diverse assignments. You may correspond with clients and branch staff, leaving strong first impressions on business outcomes. The role requires an undergraduate degree or diploma, CIRO licensing, and...

RBC Dominion Securities in Montréal is seeking an Investment Associate to join a large portfolio management team delivering wealth management services to sophisticated clients. You will support the portfolio management team with trades, rebalance portfolios, and provide proactive client service. Responsibilities include handling client inquiries,...