Wealth Advisory Associate - Client Services (Nova Scotia)

Wealth Advisory Associate - Client Services (Nova Scotia)

25 Sep
|
MD Financial Management | Gestion financière MD
|
Nova Scotia

25 Sep

MD Financial Management | Gestion financière MD

Nova Scotia

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.

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📌 Wealth Advisory Associate - Client Services (Nova Scotia)
🏢 MD Financial Management | Gestion financière MD
📍 Nova Scotia

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