Guelph On Banking advisor Jobs – 39 Openings This Week

Wealth Associate
Arca Financial Group —Waterloo, ON
- $50,000–$80,000 a year
- Full-time
- CRM software
- Microsoft Office
- Finance
Quick apply
1d
Mortgage Specialist - Guelph
Scotiabank —Guelph, ON
- Sales
- Financial services
- Communication skills
- Dental care
Advisor & Client Service Administrator
MARBECK Benefit Consulting Ltd —Waterloo, ON
- $55,000–$65,000 a year
- Full-time
- CRM software
- Microsoft Office
- Finance
Quick apply
10d
Mortgage Specialist - Kitchener, Cambridge, Waterloo
Scotiabank —Waterloo, ON
- Sales
- Financial services
- Communication skills
- Dental care
Banking Advisor
Royal Bank of Canada —Cambridge, ON
- Full-time
- Sales
- Computer skills
- Financial services
16h
Client Advisor
Royal Bank of Canada —Kitchener, ON
- Full-time
- Sales
- Computer skills
- Financial services
Financial Services Associate - Full Time
Meridian Credit Union —Fergus, ON
- $52,000–$78,000 a year
- Weekends as needed
- Sales
- Customer service
- Finance
- Tuition reimbursement
- Paid time off
Associate Financial Advisor
CIBC —Guelph, ON
- Full-time
- Finance
- Business development
- Financial services
1d
Member Service Representative (Part-Time - 25-30hrs)
DUCA Financial Services Credit Union Ltd. —Guelph, ON
- $20.56–$25.70 an hour
- Part-time
- Sales
- High school diploma or GED
- Business development
- Profit sharing
Quick apply
Sr. Branch Administrator CIBC Wood Gundy
CIBC —Guelph, ON
- $66,090–$85,550 a year
- Full-time
- Customer service
- Team management
- Recruiting
Financial Advisor - St. George's Square, Guelph, Ontario
Scotiabank —Guelph, ON
- Sales
- Customer service
Financial Advisor - Fergus
Scotiabank —Fergus, ON
- Sales
- Customer service
Investment Advisor
Royal Bank of Canada —Cambridge, ON
- Full-time
- Business development
- Financial services
- Business
Senior Financial Advisor - Saginaw Square, Cambridge, Ontario
Scotiabank —Cambridge, ON
- Sales
- Customer service
- Financial services
Financial Advisor, Investment & Retirement Planning - GUELPH
Scotiabank —Guelph, ON
- Sales
- Financial services
Client Associate (IR Licensed) CIBC Wood Gundy
CIBC —Waterloo, ON
- $48,880–$56,980 a year
- Full-time
- Business development
- Financial services
- Marketing
ScotiaMcLeod Investment Associate - Waterloo
Scotiabank —Waterloo, ON
- Sales
- Customer service
- Writing skills
- Paid time off
Group Collections and Commissions Specialist, Senior
Equitable CA —Waterloo, ON
- $51,000–$77,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Outlook
Quick apply
Financial Advisor, Investment & Retirement Planning - Speedvale & Stevenson Branch, Guelph, ON
Scotiabank —Guelph, ON
- Sales
- Financial services
Financial Represetnative
Serenia Life Financial —Waterloo, ON
- $50,000–$100,000 a year
- Business development
- Financial services
- Communication skills
Quick apply
6d

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banking advisor jobs near guelph on

Wealth Associate

Arca Financial Group
Waterloo, ON

Quick apply

Job details

Full-time
$50,000–$80,000 a year
1 day ago

Qualifications

CRM software
Investment
Customer relationship building
Client onboarding
Case file maintenance
Post-secondary education
Filing
Process improvement
Microsoft Office
Finance
Client services
Customer service orientation
Customer support
Financial services
Business
Account management
Communication skills
Client interaction
Business process improvement
Time management

Full job description

Wealth Associate

Job Summary:

A Wealth Associate plays a critical role in delivering an exceptional client experience while supporting the Advisors in the management and administration of client relationships. This position is responsible for coordinating client service activities, managing account administration, preparing for client meetings, executing operational processes and ensuring compliance with regulatory and firm standards.

The ideal candidate is highly organized, detail-oriented, client-focused and able to manage multiple priorities in a fast-paced wealth management environment.

Key Responsibilities

Client Service & Relationship Management

Serve as a primary point of contact for client service requests and inquiries.
Build and maintain strong, professional relationships with clients.
Ensure timely follow-up and resolution of client requests.
Coordinate account openings, transfers, updates and maintenance activities.
Facilitate client onboarding and ensure all required documentation is complete and accurate.
Proactively identify opportunities to enhance the client experience.

Advisor Support

Prepare client review meeting packages and investment reports
Document client interactions and maintain accurate records within CRM system (Wealthbox).
Process and follow up on client trades and transactions.

Operations & Administration

Process account transactions and ensure accurate execution of client instructions.
Manage account administration, including client information updates, documentation and regulatory requirements.
Monitor outstanding service requests and ensure completion within established timelines.
Maintain organized electronic client files.
Support workflow management and process improvement initiatives.

Compliance & Risk Management

Ensure compliance with regulatory requirements, firm policies and industry standards.
Support Portfolio Manager in completing Know Your Client (KYC) updates and documentation reviews.
Maintain confidentiality and security of client information.
Assist with audit preparation and compliance reviews.
Escalate concerns or exceptions appropriately.

Career Growth Opportunity

We are committed to developing talent and providing opportunities for professional growth within our practice. The Wealth Associate role offers a clear pathway for career advancement based on performance, professional development and business needs.

Potential growth opportunities may include:

Expanded responsibilities in client relationship management and financial planning support.
Increased involvement in portfolio administration and investment-related processes.
Support for industry education, licensing, and professional designations.
Advancement opportunities into more senior roles such as: Senior Wealth Associate and Associate Advisor

Qualifications

Education

Postsecondary education in Business, Finance, Economics, Administration, or a related field.

Experience

2-5 years of experience in wealth management, financial services, banking or a client service role.
Familiarity with investment accounts, registered plans and financial planning concepts.

Skills & Competencies

Exceptional client service and communication skills.
Strong organizational and time management abilities.
Strong problem-solving and critical-thinking skills.
High attention to detail and accuracy.
Ability to prioritize competing demands and meet deadlines.
Professional judgment and discretion when handling confidential information.
Proficiency with Wealthbox (CRM System), Microsoft Office Suite, and wealth management platforms.

While we thank all applicants for showing an interest in this position, only those candidates being selected for an interview will be contacted.

Job Type: Full-time

Pay: $50,000.00-$80,000.00 per year

Work Location: In person

Quick apply

Refine Your Search

banking advisor jobs in guelph on

Wealth Associate

Mortgage Specialist - Guelph

Advisor & Client Service Administrator

Mortgage Specialist - Kitchener, Cambridge, Waterloo

Banking Advisor

Client Advisor

Financial Services Associate - Full Time

Associate Financial Advisor

Member Service Representative (Part-Time - 25-30hrs)

Sr. Branch Administrator CIBC Wood Gundy

Financial Advisor - St. George's Square, Guelph, Ontario

Financial Advisor - Fergus

Investment Advisor

Senior Financial Advisor - Saginaw Square, Cambridge, Ontario

Financial Advisor, Investment & Retirement Planning - GUELPH

Client Associate (IR Licensed) CIBC Wood Gundy

ScotiaMcLeod Investment Associate - Waterloo

Group Collections and Commissions Specialist, Senior

Financial Advisor, Investment & Retirement Planning - Speedvale & Stevenson Branch, Guelph, ON

Financial Represetnative

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