Wealth Management Admin Associate

ScotiaMcLeod, a cornerstone of Scotia Wealth Management, seeks an Administrative Associate to support Wealth Advisors with client service and day-to-day trading administration. You will manage administrative processes, respond to client inquiries, and assist with trades as directed by the advisor. The role emphasizes strong communication, organization, and...

National Bank of Canada is seeking an organized, motivated Associate to join the Angus Watt Advisory Group within National Bank Financial Wealth Management. You will coordinate client service and support the day-to-day administration of client accounts.Working closely with Wealth Advisors and internal partners, you will ensure client requests are handled...

Careers at North Road Investment Counsel Do you love talking about investments and markets? Do you get excited about modern portfolio theory? Are you a CFA or CIM working in the Edmonton area? We should talk! This is a rare career position in Edmonton: The person that we are looking for will work directly with our team of professionals who connect...

A top Canadian professional services firm is seeking an Associate in Wealth Management/Private Client Advisors. In this intermediate role, you will work with Managers and Senior Managers to specialize in taxation consulting for diverse clients. This is a great opportunity for aspiring tax professionals eager to develop skills in areas like estate planning,...

North Road Investment Counsel Inc. in Edmonton seeks an Associate Portfolio Manager to support daily firm operations and client service. You will work with advisors and portfolio managers on account administration, reporting, reconciliation, transfers, and advisor support, while upholding fiduciary standards and regulatory compliance.A CFA/CIM is preferred...

A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. Support investment advisors in providing superior customer...

A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. Support investment advisors in providing superior customer...

Careers at North Road Investment Counsel Do you love talking about investments and markets? Do you get excited about modern portfolio theory? Are you a CFA or CIM working in the Edmonton area? We should talk! This is a rare career position in Edmonton: The person that we are looking for will work directly with our team of professionals who connect...

Angus Watt Advisory Group at National Bank Financial Wealth Management delivers comprehensive investment management, financial planning, and wealth advisory solutions to high-net-worth individuals, families, business owners, and professionals. Built on a foundation of Trust, Clarity, and Heart, our team is committed to creating lasting relationships and...