halifax, ns wealth management Jobs – 37 Openings This Week

Client Services Administrator
Christianson Financial Limited —Halifax, NS
- $21–$25 an hour
- Full-time
- CRM software
- English
- Microsoft Office
- Disability insurance
- Paid time off
Quick apply
Scotia Wealth Management Receptionist - Halifax
Scotiabank —Halifax, NS
- Customer service
- Communication skills
- Paid time off
Director, Land Administration
Province of Nova Scotia —Halifax, NS
- $8,644.30–$10,805.32 a month
- Overtime
- Administrative experience
- Leadership
- Communication skills
- Disability insurance
- Dental care
8d
Bilingual Virtual Business Advisor, Business Banking Virtual Advice - Halifax, NS
Scotiabank —Halifax, NS
- Bilingual
- English
- Financial services
806 EN-Financing Manager, Corporate Lending
Export Development Canada | Exportation et développement Canada —Halifax, NS
- $96,557–$128,743 a year
- Full-time
- Hybrid work
- Bilingual
- Microsoft Excel
- English
- Relocation assistance
- Dental care
Quick apply
8d
Manager, Customer Care (Bilingual) - Halifax, NS
Scotiabank —Halifax, NS
- Overtime
- Bilingual
- Customer service
- English
Wealth and Estate Planner, Scotia Wealth Management - Halifax, NS
Scotiabank —Halifax, NS
- Management
Senior Financial Advisor - Dartmouth Crossing, NS
Scotiabank —Dartmouth, NS
- Sales
Regional Manager Business Services
East Coast Credit Union Ltd. —Halifax, NS
- $104,012.42–$125,534.77 a year
- Hybrid work
- Supervising experience
- Bachelor's
- Leadership
- Dental care
- Tuition reimbursement
Business Analyst - Core & Digital Banking (Credit Union)
CGI —Halifax, NS
- $60,000–$110,000 a year
- Full-time
- English
- Analysis skills
- Agile
Quick apply
Administrative Associate - Halifax
Scotiabank —Halifax, NS
- Microsoft Office
- Organizational skills
- Financial services
3d
Client Relationship Manager, Commercial Banking - Halifax
Scotiabank —Halifax, NS
- Sales
- Business development
- Travel
Associate Investment Advisor
BMO Financial Group —Halifax, NS
- $40,300–$74,900 a year
- Full-time
- Analysis skills
- Business
- Communication skills
- Tuition reimbursement
- Life insurance
4d
Consulting Actuary - Retirement
Gallagher —Halifax, NS
- Bilingual
- English
- Project management
- Employee stock purchase plan
- Dental care
Senior Analyst, Family Office Services
MNP —Dartmouth, NS
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Regional Administrative Specialist - Halifax
Scotiabank —Halifax, NS
- Microsoft Office
- Organizational skills
- Financial services
Manager, Financial Crimes Oversight Testing U.S.
Royal Bank of Canada —Halifax, NS
- Full-time
- Analysis skills
- Communication skills
Account Manager
HUB International —Dartmouth, NS
- $50,000–$60,000 a year
- Full-time
- Hybrid work
- Customer service
- Microsoft Office
- AI
- Disability insurance
- Tuition reimbursement
Financial Planner - Halifax
TD Bank —Halifax, NS
- $60,000–$70,000 a year
- Full-time
- Sales
- Business development
- Bachelor's
- Paid time off
Staff Accountant - Financial Reporting
Coast —Halifax, NS
- Full-time
- Microsoft Excel
- Finance
- Bachelor's
- Dental care
Quick apply

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wealth management jobs near halifax, ns

Client Services Administrator

Christianson Financial Limited
Halifax, NS

Quick apply

Job details

Full-time
$21–$25 an hour

Qualifications

CRM software
Investment
English
Microsoft Office
Administrative experience
High school diploma or GED
Organizational skills
Computer skills
Financial services
Communication skills

Full job description

Christianson Financial is growing — and we’re building the team to match. We’re looking for a Client Services Administrator who brings strong organizational instincts, a detail-oriented mindset, and a genuine interest in doing good work in a firm that takes both its clients and its people seriously. This is not a role for someone looking to maintain the status quo. We want someone who takes ownership, keeps things running smoothly, and is ready to grow with us.

Who We Are

Christianson Financial is a Halifax-based wealth management firm dedicated to being the destination for our clients and their families across all their financial needs. We work with intention — building trusted, long-term relationships, delivering personalized planning and investment solutions, and holding ourselves to a high standard in everything we do. Our team is small, capable, and committed. We take care of our clients the way we’d take care of family, and we bring that same care to how we work with one another.

About This Role

The Client Services Administrator provides the operational and logistical foundation for the team. You will be the first point of entry for many of our day-to-day tasks — keeping appointments organized, documents prepared, files maintained, and clients well looked after when they walk through our door. You will also serve as backup across the Client Experience and Investment Operations roles, which means you’ll develop a broad understanding of how the business runs over time.

Client-facing responsibility in this role starts modestly and grows deliberately. We’re looking for someone who will build familiarity and confidence with our clients and our practice — and who will, over time, take on increasing ownership of client touchpoints and insurance servicing.

This is a full-time, 37.5-hour-per-week position, Monday to Friday from 9:00 AM to 5:00 PM, based entirely on-site at our Halifax office.

Responsibilities

Calendar and appointment management — scheduling and coordinating client and team meetings
Client greeting — welcoming clients as they arrive for appointments or drop by the office
Inbound call and email support — backing up the Client Experience Specialist on client inquiries when needed
Document preparation — KYC packages, client meeting files, agendas, and financial summaries
File processing and document management — executing tasks as directed, maintaining accuracy and confidentiality
Ongoing client relationship touchpoints — annual review coordination, meeting follow-up, and service continuity
CRM data entry and file maintenance
Meeting logistics — booking, preparing materials, confirming, and following up on paperwork
Technology and project support — assisting with the implementation and ongoing management of office technology platforms, and contributing to team projects and initiatives as directed
General backup coverage across Client Experience and Investment Operations roles during absences
Insurance servicing support — assisting the Client Experience Specialist as familiarity develops, with increasing ownership over time
Contribution to team projects and initiatives as directed — scope to expand over time

Qualifications

Minimum 1 year experience in client service, operations, or administrative roles
Previous experience in financial services, banking, insurance, or financial planning is a significant asset
Exceptional organizational skills and a proven ability to manage competing priorities
Strong attention to detail and a commitment to accuracy
Advanced computer proficiency — MS Office, CRM software, and database navigation
Professional written and verbal communication skills
Discretion and sound judgment in handling confidential client information
Genuine interest in financial services and in contributing to a client-first team

Additional Requirements

Must like dogs!

What We Offer

Competitive salary of $42,000–$50,000 (final salary based on qualifications)
Opportunity to grow into senior client service or operations roles
Comprehensive benefits package including Life, AD&D, Long-Term Disability, and Extended Health Care
Paid time off
Free on-site parking
Free coffee and tea in our office kitchen
Supportive, inclusive, and engaged team culture
Ongoing professional development and career growth

How to Apply

Please send your resume and cover letter to [email protected] with the subject line: ‘Your Next Client Services Administrator’.

Please note: ONLY CANDIDATES WHO APPLY AS NOTED ABOVE WILL BE REVIEWED.

Job Type: Full-time

Pay: $21.00-$25.00 per hour

Benefits:

Paid time off

Flexible language requirement:

French not required

Education:

Secondary School (required)

Experience:

Administrative: 1 year (required)

Language:

English (required)

Location:

Halifax, NS B3M 2K5 (required)

Work Location: In person

Quick apply

Refine Your Search

wealth management jobs in halifax, ns

Client Services Administrator

Scotia Wealth Management Receptionist - Halifax

Director, Land Administration

Bilingual Virtual Business Advisor, Business Banking Virtual Advice - Halifax, NS

806 EN-Financing Manager, Corporate Lending

Manager, Customer Care (Bilingual) - Halifax, NS

Wealth and Estate Planner, Scotia Wealth Management - Halifax, NS

Senior Financial Advisor - Dartmouth Crossing, NS

Regional Manager Business Services

Business Analyst - Core & Digital Banking (Credit Union)

Administrative Associate - Halifax

Client Relationship Manager, Commercial Banking - Halifax

Associate Investment Advisor

Consulting Actuary - Retirement

Senior Analyst, Family Office Services

Regional Administrative Specialist - Halifax

Manager, Financial Crimes Oversight Testing U.S.

Account Manager

Financial Planner - Halifax

Staff Accountant - Financial Reporting

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