Jobs for wealth associate at Winnipeg

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 On-Site Job number 33424 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): Winnipeg A career as a Wealth Associate at National...

What We DoThe Wealth Associate is responsible for advisor support, client on-boarding, sales support and administration. The successful candidate must have a strong background in portfolio administration and operations. In this role, the Wealth Associate will play a crucial part in managing client onboarding process. As a Wealth Associate, you will oversee...

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Launch your career in finance with CIBC’s Private Wealth Rotational Program starting June 2027. Enhance your skills in client portfolio management, tailored financial services, and relationship building.As a Private Wealth Associate, you will develop essential skills to manage and grow client portfolios through proactive engagement and personalized...

RBC Dominion Securities in Vaughan, Ontario, is seeking a resourceful Senior Associate to support our wealth management team and help maintain client accounts. You will assist with documentation, onboarding new clients, and collaboration with Advisors on portfolios and planning opportunities. Focus on client service, regulatory compliance, and efficient...

Embark on a rewarding internship as a Private Wealth Associate at BMO. Engage in critical business support activities that empower you to grow within the financial services sector.This co-op position is designed for students returning to their studies, focusing on collaborative tasks like scheduling, office management, and relationship building. You will...

RBC Dominion Securities Moose Jaw is seeking an Associate to support Investment Advisors by maintaining client accounts and delivering exceptional service. You will help with account administration, trade follow-up and documentation, while collaborating with multiple departments to provide timely, compliant solutions. The role emphasizes strong client...

The Wealth Associate role has been created to develop client‑focused talent within Scotia Jarislowsky Fraser (SJF). Wealth Associates will be supported through the Wealth Associate Advancement Program (WAAP) and by working closely with Market Leads, Portfolio Managers and Associate Portfolio Managers. Program Managers and Market Leads collaboratively coach...

RBC Dominion Securities in Moose Jaw, SK, is seeking an Associate to join our Wealth Management team. You will support Investment Advisors by maintaining client accounts, processing trades, and ensuring documentation stays up to date and compliant. The role emphasizes service excellence, proactive problem solving, and collaboration across departments to...

Canadian Imperial Bank of Commerce (CIBC) in London, ON, seeks recent graduates for a Private Wealth Associate role. You will manage client relationships, provide financial planning support, and engage in a 12-month rotational program across Private Banking and Wood Gundy, with a guided licensing pathway. Starting June 2027, you'll rotate through Private...

A leading wealth management platform is looking to add a Senior Associate to its team in Vancouver.This is an excellent opportunity for an experienced wealth management professional who is passionate about helping clients achieve their financial goals and wants to build a long-term career within a collaborative, team-oriented environment.The Senior Associate...

National Bank Financial – Wealth Management in Winnipeg is seeking an Associate to support wealth advisors, process client instructions, and maintain accurate information across internal systems. You will review financial transactions, prepare documentation, and help resolve issues with internal partners.The role suits individuals with a technology, data,...

Elevate client service quality with ScotiaMcLeod as an Administrative Associate in St. Catharines. Deliver effective administration and day-to-day trading to enhance Wealth Advisors’ success.This 12-month contract role focuses on supporting Wealth Advisors through superior client service and meticulous administration. You will manage escalating client...

Join BMO Private Wealth as an Associate, focusing on high-net-worth clients and personalized investment strategies. Support Investment Advisors by providing exceptional client service and managing relationships.The role centers around assisting Investment Advisors at BMO’s Nesbitt Burns. With a client-focused mindset, you'll engage in building and managing...

Embark on an impactful career as a Wealth Services Associate at TCU Financial Group's Stonebridge Advice Centre in Saskatoon. Provide comprehensive client support and investment administration.This full-time role involves helping Investment Advisors and clients with account-related services, ensuring accuracy in transactions, and maintaining compliance with...

Title:Associate, Wealth Solutions (West)Location:CalgaryReports to:Principal, Wealth SolutionsAbout AGF Management Limited:Founded in 1957, AGF is an independent and globally diverse asset management firm. With $75.1B in assets under management, our companies deliver excellence in investing in the public and private markets through three distinct business...

Enhance your career as a Wealth Services Associate with TCU Financial Group in Regina. Provide key client support, and administrative assistance while building relationships.This full-time position entails delivering licensed support to Investment Advisors and engaging clients with wealth management advice. You’ll be responsible for managing client...

CIBC in Halifax invites recent graduates to a 12-month Private Wealth Rotational Program starting in June 2027. You will rotate through Private Banking, Wood Gundy, and head office assignments, building financial plans and pursuing licensing support while learning our systems and lending processes. As an Associate you’ll develop client relationships,...

CIBC in Calgary is seeking a Client Associate to support Investment Advisors, help manage portfolios, and develop new business. You’ll engage with high-net-worth clients to uncover opportunities and proactively improve the client experience on-site, full-time, Monday through Friday. Success comes from delivering personalized service, building trusted...