Wealth Advisory Associate - Client Services (Winnipeg)

Wealth Advisory Associate - Client Services (Winnipeg)

27 Sep
|
MD Financial Management | Gestion financière MD
|
Winnipeg

27 Sep

MD Financial Management | Gestion financière MD

Winnipeg

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 (Winnipeg)
🏢 MD Financial Management | Gestion financière MD
📍 Winnipeg

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