46 client advisor jobs found

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success and...

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success and...

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success and...

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success and...

Application Fulfillment Specialist - Bilingual Spanish or Mandarin REPORTS TO: Application Fulfillment Team Lead DEPARTMENT: Operations FLSA STATUS: Non-Exempt TRAVEL: None WORK SCHEDULE: Monday to Friday shifts between 7am to 8pm  LOCATION: Houston, TX onsite COMPANY OVERVIEW: Covr Technologies is a market leading insurance-as-a-services platform (InsurTech) that simplifies the buying process for life, long-term care, and disability insurance products sold through financial and wealth management advisors, banks, credit unions, RIAs, consumer brands and fintech channels.  There are over 25,000 financial advisors using our platform and over 30,000 insurance applications completed on our platform since 2016.  Our platform has processed close to $5 billion in claim benefits for end-consumers.  Covr’s platform provides a simpler way for people to protect what matters most and a better consumer experience.  We have...

Financial Solutions Advisor - Greater Queens NY Market (Bilingual Required Mandarin) Flushing, New York;Flushing, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Flushing/Financial-Solutions-Advisor---Greater-Queens-NY-Market--Bilingual-Required-Mandarin-\_26010056) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Flushing/Financial-Solutions-Advisor---Greater-Queens-NY-Market--Bilingual-Required-Mandarin-\_26010056) Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Flushing/Financial-Solutions-Advisor---Greater-Queens-NY-Market--Bilingual-Required-Mandarin-\_26010056)...

ScotiaMcLeod Investment Associate - Markham (Mandarin/Cantonese Speaking) Requisition ID: 260778 ScotiaMcLeod, a cornerstone of Scotia Wealth Management®, is a full-service wealth management firm with a proud history dating back to 1921. Known for service excellence, trusted advice, and a collaborative culture, we’re committed to helping clients grow and protect their wealth by understanding their complete financial picture—life, family, business, and future. Our signature **Enriched Thinking** ® approach brings together investment, wealth planning, and advisory specialists to deliver truly personalized solutions. You’ll be supported by an innovative, team-based environment that values integrity, client focus, and continuous growth. At ScotiaMcLeod, you’re not just building a career—you’re joining a firm where ideas spark, collaboration thrives, and you’re empowered to reach your full potential while making a real impact in your clients' lives....

Financial Solutions Advisor Registration Candidate - Windermere Financial Center - Bilingual Fluency in Mandarin / English Required Windermere, Florida **To proceed with your application, you must be at least 18 years of age.** Acknowledge **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every...

Financial Solutions Advisor - Windermere Financial Center - Bilingual in Mandarin / English Required Windermere, Florida **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Windermere/Financial-Solutions-Advisor---Windemere-Financial-Center---Bilingual-in-Mandarin---English-Required\_26012012) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Windermere/Financial-Solutions-Advisor---Windemere-Financial-Center---Bilingual-in-Mandarin---English-Required\_26012012) Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge...

The Wealth Relationship Manager SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and workflow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills required. Regularly assumes informal/formal leadership role...

The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and workflow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills required. Regularly assumes informal/formal...

Insurance Sales Associate, Scotia Wealth Management - Vancouver (Mandarin) **Requisition ID:** 268796 **Employee Referral Program – Potential Reward:** $1,000.00 We are committed to investing in our employees and helping you continue your career at Scotiabank. **Purpose** The position is responsible for providing Insurance Consultants with the support they require to drive new business and advisor engagement within their regions. The incumbent will perform a variety of functions towards that end, mostly dedicated to a particular IC but working as part of a team that may require his/her support across several different ICs at different points in time. **Accountabilities** + Supports IC prospecting and pipeline management activities. This includes ensuring that new opportunities are properly captured and tracked in our Agency Management System; following up with advisors on the status of leads and next steps; providing reporting and/or...

Join One of Canada's Top Banks! Are you fluent in English and Mandarin or Cantonese and passionate about helping people? A leading Big 5 Canadian Bank is hiring Bilingual Customer Service Advisors in Vancouver. This is an exciting opportunity to build experience with one of Canada's most recognized financial institutions while working in a supportive, customer-focused environment. Whether you're coming from a call centre, customer service, retail, hospitality, or banking experince, this role offers the chance to develop valuable financial services experience while helping customers with their everyday banking needs. Why This Opportunity Stands Out ✅ Work with one of Canada's largest banks ✅ Competitive pay of $24-$25/hour ✅ Hybrid schedule – only 1 day per week in office ✅ Gain valuable banking and financial services experience ✅ Full-time hours with long-term career potential ✅ Use your Mandarin or Cantonese language skills every day What You'll...

Financial Solutions Advisor Registration Candidate - Chinatown-Bayard Financial Center - Bilingual Mandarin Required New York, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Financial-Solutions-Advisor-Registration-Candidate---Chinatown-Bayard-Financial-Center---Bilingual-Mandarin-Required\_26028013) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Financial-Solutions-Advisor-Registration-Candidate---Chinatown-Bayard-Financial-Center---Bilingual-Mandarin-Required\_26028013) Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge...

Relationship Banker - South Manhattan NY Area *Bilingual Mandarin required New York, New York;New York, New York; New York, New York; New York, New York; New York, New York; New York, New York; New York, New York; New York, New York; New York, New York; New York, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Relationship-Banker---South-Manhattan-NY-Area--Bilingual-Mandarin-required\_26015673-1) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Relationship-Banker---South-Manhattan-NY-Area--Bilingual-Mandarin-required\_26015673-1) Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge...

**Work Location:** Vaughan, Ontario, Canada **Hours:** 37.5 **Line of Business:** Personal & Commercial Banking **Pay Details:** $69,700 - $98,400 CAD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. **Job Description:** **Department Overview:**...

Relationship Banker - Brooklyn NY Area - Bilingual Mandarin Required Brooklyn, New York;Brooklyn, New York; Brooklyn, New York; Brooklyn, New York; Brooklyn, New York; Brooklyn, New York; Brooklyn, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Brooklyn/Relationship-Banker---Brooklyn-NY-Area---Bilingual-Mandarin-Required\_26018437) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Brooklyn/Relationship-Banker---Brooklyn-NY-Area---Bilingual-Mandarin-Required\_26018437) Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge...

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you’ll be doing** As a Client Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new business. You will directly engage with high-net-worth clients to offer support, uncover business opportunities, and proactively improve the client experience. _At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you’ll be on-site full-time Monday through...

Relationship Banker - Flushing NY Area *Bilingual Mandarin required Flushing, New York;Flushing, New York; Bayside, New York; Bayside, New York; Flushing, New York; College Point, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Flushing/Relationship-Banker---Flushing-NY-Area--Bilingual-Mandarin-required\_26020268) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Flushing/Relationship-Banker---Flushing-NY-Area--Bilingual-Mandarin-required\_26020268) Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge...

Relationship Banker - Flushing NY Area *Bilingual Mandarin required Flushing, New York;Flushing, New York; Bayside, New York; Bayside, New York; Flushing, New York; College Point, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Flushing/Relationship-Banker---Flushing-NY-Area--Bilingual-Mandarin-required\_26020268) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Flushing/Relationship-Banker---Flushing-NY-Area--Bilingual-Mandarin-required\_26020268) Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge...