Jobs for wealth associate at Toronto

Job DescriptionPlease Note: You will be working on a Hybrid office schedule as part of Fidelity’s dynamic working arrangement. Current work authorization for Canada is required for all openings.Occasional travel is required for this role. ​The work location for this role is 483 Bay Street in Toronto until approximately late 2026 when the work location...

A career as a Senior 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 work closely with investment advisors to ensure exceptional customer service and smooth branch operations. Your job: Analyze clients’ accounts to recommend business opportunities adapted...

Private Wealth Management 1859 is dedicated to providing wealth management services and advice to a distinctive and affluent clientele. It is part of National Bank, which offers a wide range of financial services to individuals, businesses, and public administrations across Canada, as well as specialized services to a select group of international clients.To...

Attendance On-Site Job number 33399 Category Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 28-May-2026 Area(s) of interest: Wealth management Location(s): Toronto A career as a Senior Wealth Associate at...

A career as a Senior 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 work closely with investment advisors to ensure exceptional customer service and smooth branch operations.   Your job: Analyze clients’ accounts to recommend business opportunities...

A leading financial advisory firm in Toronto is seeking a disciplined individual to provide administrative support. Responsibilities include processing client trades, maintaining accurate client files, and preparing tax packages. Candidates should have experience in financial services, strong organizational skills, and excellent communication abilities....

Scotiabank, a leading bank in the Americas, is seeking a Senior Associate in Toronto within ScotiaMcLeod, Wealth Management. You will support a Wealth Advisor in managing a book of business, deliver proactive client service, and contribute to business development and sales activities. You will identify opportunities to grow assets, use in-depth product...

A career as a Senior 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 work closely with investment advisors to ensure exceptional customer service and smooth branch operations. Your job: Analyze clients' accounts to recommend business opportunities adapted...

TD Private Wealth Management is hiring a PIA Client Service Associate to provide dedicated administrative support to Investment Advisors and teams. You will interact with clients and branch staff in a frontline role, shaping the client experience from first contact onward.The role emphasizes attention to detail, adherence to compliance, and the ability to...

Start your wealth management journey with Scotiabank as a Wealth Associate in Toronto. This pathway offers hands-on experience and client relationship development under expert guidance. This entry-level role specializes in enhancing client service and business growth while participating in the Wealth Associate Advancement Program. You will engage with...

Requisition ID: 265582 Join a purpose driven winning team, committed to results, in an inclusive and high‑performing culture. The Wealth Associate role has been created as a means to develop client‑focused talent in Scotia Jarislowsky Fraser (SJF). Wealth Associates will be supported in their development through the Wealth Associate Advancement Program...

Canaccord Genuity Corp. is seeking an energetic administrative professional to support our Wealth & Estate Planning Specialists in Toronto and Montreal. The role involves preparing financial plans, entering client data, and handling insurance illustrations with accuracy.Requirements include a Qualified Associate Financial Planner Certificate and 1–3 years...

Join Guardian Capital as a Marketing Associate focused on Private Wealth Marketing in Toronto. This role entails leading digital marketing initiatives tailored for high-net-worth and ultra-high-net-worth clients, enhancing engagement and growth. As a vital member of Guardian Capital, you'll partner with Private Wealth Advisors to create targeted marketing...

Join Guardian Capital as a Marketing Associate focused on Private Wealth Marketing in Toronto. This role entails leading digital marketing initiatives tailored for high-net-worth and ultra-high-net-worth clients, enhancing engagement and growth. As a vital member of Guardian Capital, you'll partner with Private Wealth Advisors to create targeted marketing...

Insight Global is seeking an Operations Associate to join a major Canadian bank's Wealth Management Operations team in Toronto. The role focuses on data entry, transfer processing, and prioritizing branch inquiries to move assets efficiently for high-net-worth clients during peak season.You will collaborate with teammates and internal/external partners to...

TD Bank Group is seeking a Client Service Associate (CSA) to support TD Wealth Financial Planners in Toronto. You will contribute to progress reviews, client outreach, and business development activities while ensuring accurate processing of new accounts and transfers. The role requires a diploma or equivalent experience; CPH and CSC are assets. Strong...

A leading financial institution in Toronto is seeking an Administrative Associate to support Wealth Advisors in delivering exceptional client service. The role involves managing administrative processes, entering client trades, and responding to inquiries. Candidates should have experience in the securities industry, CIRO approval, and strong communication...

Founded in Toronto in 1962, Guardian Capital Group Limited (Guardian) is a global financial services company, which provides investment management services to institutional, retail and private high and ultra-high-net-worth clients through its subsidiaries. Guardian is headquartered in Canada and operates in Canada, the United Kingdom, the United States and...

Job Description Job Description Our client, a leading financial institution, is seeking detail-oriented professionals to join a growing Wealth Operations team. This is an excellent opportunity for individuals interested in building experience within banking, investments, financial services, and operations. This role is ideal for candidates who enjoy...

Job DescriptionPrepare income tax returns (T1, T1D, T3, T3010)• Identify, investigate and resolve inquiries, discrepancies, etc. as they arise, and guide and assist other staff in thisprocess.• Collect relevant information and maintain documentation of account activities, informing RBC partners of account issuesand their resolution.• Ensure client...