Wealth Management Client Associate Jobs in Canada

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Manager Salesforce Effectiveness, Financial Planne...

Bank Of Montreal

profile Toronto - Canada

Application Deadline:01/14/2026Address:33 Dundas Street WestJob Family Group:Customer SolutionsOther related skills :- Managing leads- Building Marketing material/presentation- Social media / Sprinklr- Data analysis and insights- WealthPath and financial planning- One Client initiatives- Working wit...

13 days ago
Full Time

Relationship Analyst

Wellington Management

profile Toronto - Canada

WELLINGTON MANAGEMENTWellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions tailored to the unique return and risk objectives of institutional clients in more than 50 countries draw on a robu...

13 days ago
Full Time

Deals Restructuring Director (bilingual Freng)

Pricewaterhousecoopers

profile Quebec - Canada

Line of ServiceAdvisoryIndustry/SectorNot ApplicableSpecialismBusiness Recovery ServicesManagement LevelDirectorJob Description & SummaryAt PwC our people in deals focus on providing strategic advice and support to clients in areas such as mergers and acquisitions divestitures and restructuring. The...

13 days ago
Full Time

Valuations Senior Manager (bilingual Enfr)

Pricewaterhousecoopers

profile Quebec - Canada

Line of ServiceAdvisoryIndustry/SectorNot ApplicableSpecialismValuationManagement LevelSenior ManagerJob Description & SummaryAs a member of the Valuations and Disputes team you will play a key role in determining the value of businesses for acquisitions and sales intergenerational transfers corpora...

13 days ago
Full Time

Client Service Specialist

Manulife

profile Ontario - Canada

The Premier Case Co-Ordinator team within Relationship Management is seeking dynamic candidates capable of working within a team of Specialists in Customer Service for individual Manulife Investment products.Are you truly excited and motivated about helping customers Always interested in looking at...

13 days ago
Full Time

Client Services Manager

Shannex

profile Antigonish - Canada

Job DescriptionIf you take pride in being compassionate honest professional and safe consider an exciting and rewarding career at Shannex. Our communities offer more than a place to work they welcome and celebrate Great People who inspire meaningful connections while Leading the Way to Better Livin...

13 days ago
Full Time

Client Associate (ir Licensed) Cibc Wood Gundy

Canadian Imperial Bank Of Commerce

profile Mississauga - Canada

Were building a relationship-oriented bank for the modern world. We need talented passionate professionals who are dedicated to doing whats right for our clients.At CIBC we embrace your strengths and your ambitions so you are empowered at work. Our team members have what they need to make a meaningf...

14 days ago
Full Time

Client Associate (rr Licensed) Cibc Wood Gundy

Canadian Imperial Bank Of Commerce

profile Mississauga - Canada

Were building a relationship-oriented bank for the modern world. We need talented passionate professionals who are dedicated to doing whats right for our clients.At CIBC we embrace your strengths and your ambitions so you are empowered at work. Our team members have what they need to make a meaningf...

14 days ago
Full Time

Principal, Product Management (client Solutions)

League

profile Toronto - Canada

About LeagueFounded in 2014 League is the leading healthcare consumer experience (CX) platform powered by artificial intelligence (AI) reaching more than 63 million people around the world and delivering the highest level of personalization in the industry. Payers providers and consumer health partn...

14 days ago
Full Time

Relationship Lead, Partnership Development

United Way Alberta Capital Region

profile Edmonton - Canada

About the role: As part of our energetic and talented Customer Care team you will be responsible for leading revenue generation through the pursuit of new corporate partnerships that provide shared value for both parties. This role will focus on building a pipeline of new qualified corporate prospec...

14 days ago
Full Time

Financial Advisor Ciro-mfd

Canadian Imperial Bank Of Commerce

profile Newmarket - Canada

Were building a relationship-oriented bank for the modern world. We need talented passionate professionals who are dedicated to doing whats right for our clients.At CIBC we embrace your strengths and your ambitions so you are empowered at work. Our team members have what they need to make a meaningf...

14 days ago
Full Time

Client Services Coordinator

Shannex

profile Moncton - Canada

Job DescriptionIf you take pride in being compassionate honest professional and safe consider an exciting and rewarding career at Shannex. Our communities offer more than a place to work they welcome and celebrate Great People who inspire meaningful connections while Leading the Way to Better Livin...

14 days ago
Full Time

Client Service Associate, Financial Planning

Td Bank

profile Quebec - Canada

Work Location:Montréal Quebec CanadaHours:37.5Line of Business:TD WealthPay Details:52 700 $/$52700 - 74 400 $/$74400 CADTD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague exp...

14 days ago
Full Time

Business Systems Analyst – Wealth Management & Dat...

Astra North Infoteck Inc.

profile Toronto - Canada

Work Mode: 4 days onsite Job Summary: We are seeking a highly skilled Business Systems Analyst to join our team focusing on Data migration. The successful candidate will work closely with stakeholders to identify business requirements analyze system capabilities and develop solutions to pertain to m...

15 days ago
Full Time

Business Development Associate Inside Sales Associ...

Eurofins

profile Toronto - Canada

Working in Eurofins BPT Toronto you will provide preparing Quotations to present to Business Development or to the Senior Management for onward submissions to the clients. Principal Duties & Responsibilities:Organize prioritize and provide accurate and timely delivered quotations requested by client...

15 days ago
Full Time

Répartiteur(trice) | Service Client, Expédition Et...

Distribution Stox

profile Boucherville - Canada

Nous sommes à la recherche dun(e) Répartiteur(trice) polyvalent(e) pour jouer un rôle clé au cœur de nos opérations. Véritable chef dorchestre vous serez le point de contact central entre les clients les transporteurs lentrepôt et les équipes de supervision afin dassurer des opérations fluides effic...

15 days ago
Full Time

Senior Manager, Compliance Testing Canadian Bankin...

Scotiabank Global Site

profile Toronto - Canada

Requisition ID: 246499Join a purpose driven winning team committed to results in an inclusive and high-performing culture.PurposeLeads and oversees CB and WM Compliance Testing in Canada ensuring business strategies plans and initiatives are executed/delivered in compliance with governing regulation...

15 days ago
Full Time

Principal, Wealth Solutions (western Canada)

Agf Investments

profile Vancouver - Canada

About AGF Management LimitedFounded in 1957 AGF is an independent and globally diverse asset management firm. With $60B in assets under management our companies deliver excellence in investing in the public and private markets through three distinct business lines: AGF Investments AGF Capital Partne...

15 days ago
Full Time

Senior Financial Advisor Sixth Street & 6th Avenue...

Scotiabank

profile New Westminster - Canada

Join a purpose driven winning team committed to results in an inclusive and high-performing culture.About the role What your role will beSenior Financial AdvisorAt Scotiabank we help employees build their futures where they can be themselves and win together. With a commitment to diversity and incl...

15 days ago
Advisor

Financial Advisor Charlemagne Plaza, Orleans, On

Scotiabank Global Site

profile Ontario - Canada

Requisition ID: 246385Join a purpose driven winning team committed to results in an inclusive and high-performing culture.About the role What your role will beFinancial AdvisorAt Scotiabank we help employees build their futures where they can be themselves and win together. With a commitment to div...

15 days ago
Advisor