wealth associate jobs in Ottawa

Your team National Bank Financial - Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000 clients in about 100 branches. Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration...

Your team National Bank Financial - Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000 clients in about 100 branches. Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience....

Job Description What 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? 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...

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...

Wealth Sales & Service Known for trusted advice, strong client relationships, and disciplined investment expertise, our teams combine deep market knowledge with the strength and stability of BMO Financial Group. As part of BMO Private Wealth, BMO Nesbitt Burns professionals operate within a collaborative, team based wealth management model spanning...

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...

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...

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...

Application Deadline: 11/27/2026 Address: 2828 boul Laurier Job Family Group: Wealth Sales & Service About BMO Nesbitt Burns 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...

1501 McGill College Avenue Wealth Sales & Service Known for trusted advice, strong client relationships, and disciplined investment expertise, our teams combine deep market knowledge with the strength and stability of BMO Financial Group. As part of BMO Private Wealth, BMO Nesbitt Burns professionals operate within a collaborative, team based wealth...

Application Deadline: 11/20/2026 Address: 1501 McGill College Avenue Job Family Group: Wealth Sales & Service About BMO Nesbitt Burns 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...

Wealth Sales & Service Known for trusted advice, strong client relationships, and disciplined investment expertise, our teams combine deep market knowledge with the strength and stability of BMO Financial Group. As part of BMO Private Wealth, BMO Nesbitt Burns professionals operate within a collaborative, team based wealth management model spanning...

Application Deadline: 11/20/2026 Address: 1501 McGill College Avenue Job Family Group: Wealth Sales & Service About BMO Nesbitt Burns 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...

Bank of America Merrill Wealth Management seeks a Registered Wealth Management Client Associate in a sales-support capacity. You will serve multiple Financial Advisors, onboarding and maintaining client relationships while coordinating with cross-line partners.Fully registered licenses are required and privacy is paramount. Ideal candidates have Series 7 and...

Select how often (in days) to receive an alert:Requisition ID: 273909ScotiaMcLeod, a cornerstone of Scotia Wealth Management®, is a full-service wealth management firm with a proud history dating back to 1921. Known for service excellence, trusted advice, and a collaborative culture, we’re committed to helping clients grow and protect their wealth by...

Une grande institution financière recherche un Associé, Service à la clientèle pour fournir un soutien administratif spécialisé à une équipe de conseillers. Vous aiderez à la gestion des comptes clients et garantirez une expérience client exemplaire. Le candidat idéal possède des compétences en communication, une connaissance des produits...

About Threadline WealthThreadline Wealth is an independent SEC-registered investment adviser serving high-net-worth individuals, families, and business owners. We combine sophisticated wealth management and investment solutions with highly personalized client experience.We are a modern independent firm focused on long-term growth, operational excellence, and...

Une grande institution financière recherche un Associé, Service à la clientèle pour fournir un soutien administratif spécialisé à une équipe de conseillers. Vous aiderez à la gestion des comptes clients et garantirez une expérience client exemplaire. Le candidat idéal possède des compétences en communication, une connaissance des produits...

Support TD Wealth Investment Advisors in Ottawa through precise administration, client communication, and exceptional service for high-value clients. Full-time hours total 37.5 weekly. As a PIA Client Service Associate, you will provide specialized administrative support to an Investment Advisor or advisory team. The work includes client account reporting,...