Wealth Advisory Associate - Client Services (Halifax Regional Municipality)

Wealth Advisory Associate - Client Services (Halifax Regional Municipality)

25 Sep
|
MD Financial Management | Gestion financière MD
|
Halifax Regional Municipality

25 Sep

MD Financial Management | Gestion financière MD

Halifax Regional Municipality

Scotiabank in Sydney, Nova Scotia is seeking a Client Service Associate to support Financial Consultants and Portfolio Managers, handling administrative tasks, client documentation and inquiries, in-office and virtually. You will contribute to service standards and regulatory compliance while deepening client relationships.

You will organize meetings, manage timelines, coordinate with accountants and third parties, and participate in special projects to enhance client experience.

📌 Wealth Advisory Associate - Client Services (Halifax Regional Municipality)
🏢 MD Financial Management | Gestion financière MD
📍 Halifax Regional Municipality

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