Jobs for wealth associate at Ottawa

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.Your responsibilitiesSupport investment advisors in providing...

Attendance On-Site Job number 34526 Category Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 24-Jul-2026 Area(s) of interest: Wealth management Location(s): Ottawa A career as a Wealth Associate at National Bank...

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. Your job:  Support investment advisors in providing...

A leading Canadian financial institution seeks an Associate for its Wealth Management team in Ottawa. The role involves supporting wealth advisors by providing exceptional customer service, managing client communications, and performing administrative tasks. Ideal candidates hold a college diploma and possess at least one year of relevant experience in...

TD Private Wealth Management recherche un(e) Associate Service Client pour soutenir un Investment Advisor ou une équipe d Advisors dans des missions variées, y compris la communication avec les clients et le personnel de la succursale. Le poste demande une expérience pertinente et une bonne capacité relationnelle.Dans ce rôle, vous offrirez un soutien...

A leading Canadian advisory firm is seeking a Senior Associate for their Family Office Services in Ottawa. This role involves preparing financial strategies for high net worth clients, liaising with professionals, and promoting process improvements. Candidates should hold a CFP® credential and have 5–10 years of experience in financial planning. The role...

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. Your job:  Support investment advisors in providing...

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Scotia Jarislowsky Fraser (SJF) is expanding and hiring across multiple roles supporting our Total Wealth and discretionary investment management offering. Whether you are a licensed Portfolio Manager, an emerging Associate Portfolio Manager, or a...

A leading Canadian advisory firm is seeking a Senior Associate for their Family Office Services in Ottawa. This role involves preparing financial strategies for high net worth clients, liaising with professionals, and promoting process improvements. Candidates should hold a CFP® credential and have 5–10 years of experience in financial planning. The role...

A leading professional services firm in Canada is seeking an Associate for their Wealth Management/Private Client Advisors team. The role involves consulting on taxation, delivering integrated solutions across various client sectors. Ideal candidates are tax professionals ready to specialize, possessing a professional designation, and strong analytical and...

Elevate your career at Wellington-Altus as a Wealth Planning Specialist. You will engage with high-net-worth clients to craft personalized financial plans that drive wealth growth.This Senior Wealth Planner position, reporting to the Associate Vice-President of Advanced Wealth Planning, focuses on providing customized wealth solutions and collaborating with...

Associate – Wealth Management National Bank of Canada invites you to apply for the Associate role in our Wealth Management team. Overview The Associate supports wealth advisors by delivering exceptional customer service and ensuring seamless communication across clients, advisors, and collaborators. Responsibilities Communicate effectively among clients,...

Job DescriptionWhat is the opportunity?RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.As an Associate Advisor, you will work...

Job Description What is the opportunity? The RBC Dominion Securities branch located in Ottawa is seeking an Investment Associate to provide dedicated support in investment & money management activities for a high performing Advisory team. What will you do? Execute trades and rebalance portfolios. Follow up on client trades to ensure proper settlement and...

Work Location:Ottawa, Ontario, CanadaHours:37.5Line of Business:TD WealthPay Details:$43,300 - $56,700 CADThis role is eligible for commission based earnings.TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our...

Senior Associate, Family Office Services Make an impact with our Family Office Services team as a Senior Associate. The MNP Family Office Services team is a multi‑disciplinary team of professionals that works with clients to help them understand the evolution of their wealth and determine the right strategies to achieve their objectives. As a Senior...

Application Deadline:08/27/2026Address:1600 Carling AvenueJob Family Group:Wealth Sales & ServiceA client-focused role, committed to managing and growing client relationships through the delivery of service and advice. Assesses individual client investment needs to provide professional, customized investment-related advice, sales and service. Builds client...

DescriptionApplication deadline: September 8, 2026Join the EDC Team!At EDC, we support Canadian businesses to succeed globally. We provide the financial tools and expertise they need to explore new markets, reduce risks, all towards the goal of making Canada and the world better through trade.    Positions: Associate (1) and Sr. Associate (1), Portfolio...

Title: Customer Experience Associate - Ottawa CBC, ONRequisition ID: 271126 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the roleAs a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is...

Title: Senior Credit Solutions Associate, Commercial Banking - Ottawa, Ontario Requisition ID: 270905 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Senior Credit Solutions Associate, Canadian Commercial Banking - Ottawa, Ontario The Senior Credit Solutions Associate will work with the Senior Credit...