Moncton Nb Client advisor Jobs – 19 Openings This Week

Compliance Officer
Owens MacFadyen Group —Moncton, NB
- $65,000–$75,000 a year
- Full-time
- Bilingual
- Microsoft Word
- Microsoft Excel
- Wellness program
- Disability insurance
Quick apply
3d
Bilingual Home Advisor, RBC Advice Centre
Royal Bank of Canada —Moncton, NB
- Weekends as needed
- Bilingual
- English
- Agile
5d
Home Advisor, RBC Advice Centre
Royal Bank of Canada —Moncton, NB
- Weekends as needed
- Agile
- Financial services
- Communication skills
5d
Business Advisor -Quebec City, QC
Scotiabank —New Brunswick
- Bachelor's
- No university degree
- Organizational skills
9d
Service Advisor - Moncton Chrysler Dodge Jeep Ram
AutoCanada Inc. —Moncton, NB
- $60,000–$80,000 a year
- Immediate opening
- Communication skills
Quick apply
Associate Advisor
Royal Bank of Canada —Moncton, NB
- Full-time
- Bilingual
- Customer service
- English
Bilingual Fraud Advisor Advice Centre
Royal Bank of Canada —Moncton, NB
- Full-time
- Bilingual
- Customer service
- English
Customer Service Advisor
Dieppe Auto Repairs —Dieppe, NB
- $17.53–$23.53 an hour
- Weekends as needed
- Bilingual
- Mechanic experience
- Customer service
Quick apply
Project Sales Associate
Kent Building Supplies —Riverview, NB
- Full-time
- Bilingual
- Sales
- English
Allstate Sales Agent
Allstate —Moncton, NB
- Hybrid work
- Communication skills
Service Video Advisor
Acura of Moncton —Moncton, NB
- Dental care
Quick apply
3d
Senior Accountant, Assurance and Accounting / Comptable principal(e), Certification et comptabilité
MNP —Dieppe, NB
- Accounting
- Paid time off
Investment Planning Specialist, Scotia Financial Planning - Moncton, NB
Scotiabank —Moncton, NB
- Sales
- Travel
9d
Manager, Assurance and Accounting / Directeur(trice), Certification et comptabilité
MNP —Dieppe, NB
- Management
- Quality Control
- Accounting
- Paid time off
Co-op, US Corporate Tax [Fall 2026]
Doane Grant Thornton —Moncton, NB
- Temporary
- Hybrid work
Insurance Advisor - Sales - base salary + commission role
Cheep Insurance —Canada
- $31,500–$41,500 a year
- Full-time
- Remote
- Sales
- Customer service
- Microsoft Office
- Dental care
- Paid time off
Quick apply

More jobs to discover

Find similar jobs that you might be interested in.

Bilingual Home Advisor, RBC Advice Centre
Royal Bank of Canada —Moncton, NB
Leverage your credit knowledge and relationship building expertise to create meaningful experiences that drive a high degree of client satisfaction and loyalty.
5d
Home Advisor, RBC Advice Centre
Royal Bank of Canada —Moncton, NB
Leverage your credit knowledge and relationship building expertise to create meaningful experiences that drive a high degree of client satisfaction and loyalty.
5d

Show more similar jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Life Insurance Agent - LLQP License Required - Remote
Specialty Life Insurance —Ontario
LLQP licensed with valid provincial licensing in good standing. For over 17 years, we've helped more than 250,000 Canadians access the coverage they need to…
$40,000–$160,000 a year
Quick apply
Insurance Account Manager, Personal Lines
NFP Corp —Uxbridge, ON
*RIBO License (Registered Insurance Brokers of Ontario) in good standing required, *AB Gen 1 or another provincial license an asset.
$55,000–$70,000 a year
Quick apply

Show more jobs in cities nearby

I want to receive the latest job alerts for client advisor in moncton nb

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

client advisor jobs near moncton nb

Service Advisor jobs in Moncton, NB

Bilingual Customer Service Associate jobs in Moncton, NB

Sales Representative jobs in Moncton, NB

Comptable jobs in Chambly, QC

Technicien Comptable jobs in Saguenay Lac Saint Jean, QC

Comptable jobs in Brossard, QC

Commis Comptable, Stage jobs in Victoriaville, QC

Service Advisor jobs in Redcliff, AB

Communications Advisor jobs in Edmonton, AB

Service Advisor jobs in Medicine Hat, AB

Food Service In Hospital jobs in Windsor, ON

Policy Advisor jobs in Ontario

Service Advisor jobs in St. Catharines, ON

Service Advisor jobs in Markham, ON

Financial Specialist jobs in Niagara Falls, ON

Financial Specialist jobs in Ajax, ON

Clinical Specialist jobs in Calgary, AB

Financial Specialist jobs in Fredericton, NB

Atb Financial jobs in Alberta

Child Life Specialist jobs in Mississauga, ON

Compliance Officer

Owens MacFadyen Group
Moncton, NB

Quick apply

Job details

Permanent | Full-time
$65,000–$75,000 a year
3 days ago

Qualifications

Bilingual
Microsoft Word
French
Investment
Microsoft Excel
Post-secondary education
English
Microsoft Office
Analysis skills
Organizational skills
Financial services
Communication skills

Full job description

Company Overview

Owens MacFadyen Group (OMG) is a boutique Wealth Management firm serving high-net-worth individuals and families across Canada. Since 1995, our team-based approach to Comprehensive Wealth Management has helped clients achieve better financial outcomes. Today, we are proud to have more than 100 employees across our offices in Halifax, Moncton, Saint John, and Toronto.

Role Summary

Owens MacFadyen Group is seeking a detail-oriented and highly motivated Compliance Officer to join a compliance team that plays a broader role than regulatory oversight alone. Reporting to the Director of Compliance, you will support the firm's regulatory framework while also working cross-functionally with our investment, insurance, operations, technology, and advisor teams to strengthen business processes, improve controls, and help deliver a high-quality client and employee experience.

This role is ideal for someone already working in compliance who is looking to expand beyond traditional file reviews, monitoring, and regulatory reporting. The successful candidate will enjoy applying compliance judgment in practical business settings, identifying opportunities to make processes better, and contributing to a department focused on true operational excellence, sound risk management, and thoughtful support of OMG's continued growth.

Key Responsibilities

Monitor compliance with CIRO Dealer Member Rules, FINTRAC requirements, insurance regulations, and other applicable regulatory frameworks.
Maintain registrant profiles through the National Registration Database (NRD).
Review account opening documentation and client files to ensure KYC, suitability, accuracy, completeness, and regulatory compliance.
Analyze compliance and transaction reports and conduct compliance reviews, audits, and monitoring activities.
Provide compliance guidance to Advisors and internal stakeholders and support compliant client service.
Monitor regulatory developments and assess impacts on firm policies, procedures, and business practices.
Support compliance projects, process improvements, and the development and maintenance of compliance policies and documentation.

Skills & Attributes

Exceptional organizational skills and attention to detail.
Strong ability to manage multiple priorities and competing deadlines.
Self-motivated with a proven ability to take ownership and follow through on commitments.
Strong analytical, problem-solving, and critical thinking skills.
Excellent verbal and written communication skills.
Service-oriented mindset and ability to build strong working relationships.
High level of professionalism, integrity, and discretion when handling confidential information.
Ability to prioritize effectively and maintain a strong sense of urgency.
Desire to learn, grow, and expand responsibilities over time.

Qualifications

Minimum of 2 years of experience in compliance, financial services, investment operations, or a related field with a CIRO-registered investment dealer.
CIRO registration as either an Investment Representative, Registered Representative or Supervisor is required.
Post-secondary degree, diploma, or equivalent combination of education and relevant experience.
Advanced proficiency with Microsoft Office Suite, particularly Excel and Word.
Experience with compliance monitoring & onboarding, portfolio management, CRM, or reporting systems is considered an asset.
Must be able and willing to work full-time in the office.
Bilingualism (English/French) is considered a strong asset.

Why Join Owens MacFadyen Group?

Competitive compensation and comprehensive benefits starting on your first day.
Employer-matched DCPP with up to a 5% company match following probation.
Health Care Spending Account (HCSA) and/or Personal Wellness Account (PWA) following probation.
Educational Assistance Program to support professional development and career growth.
Collaborative, family-oriented culture where employees are valued, supported, and connected.
Regular team events, community involvement opportunities, and a strong focus on employee engagement.
Opportunity to enrich your career with a respected and growing Wealth Management firm.

Pay: $65,000.00-$75,000.00 per year

Benefits:

Company events
Dental care
Disability insurance
Employee assistance program
Extended health care
Life insurance
Paid time off
RRSP match
Vision care
Wellness program

Experience:

CIRO-registered Investment Dealer firm: 2 years (required)

Licence/Certification:

CIRO registration: IR, RR, or Supervisor (required)

Work Location: In person

Quick apply

Refine Your Search

client advisor jobs in moncton nb

Compliance Officer

Bilingual Home Advisor, RBC Advice Centre

Home Advisor, RBC Advice Centre

Business Advisor -Quebec City, QC

Service Advisor - Moncton Chrysler Dodge Jeep Ram

Associate Advisor

Bilingual Fraud Advisor Advice Centre

Customer Service Advisor

Project Sales Associate

Allstate Sales Agent

Service Video Advisor

Senior Accountant, Assurance and Accounting / Comptable principal(e), Certification et comptabilité

Investment Planning Specialist, Scotia Financial Planning - Moncton, NB

Manager, Assurance and Accounting / Directeur(trice), Certification et comptabilité

Co-op, US Corporate Tax [Fall 2026]

Insurance Advisor - Sales - base salary + commission role

More jobs to discover

Explore jobs in cities nearby

I want to receive the latest job alerts for client advisor in moncton nb

Explore jobs in more locations

Job seeker tools

Employer Tools

Browse

Stay Connected