Wealth Advisor

3 months ago


Calgary, Canada the Ladders Full time

Wealth AdvisorConnor, Clark & Lunn Private Capital Ltd.Calgary, ABBecoming a Wealth Advisor with CC&L Private Capital may be the only career move you ever need to make. Join one of Canada's largest independent and privately held discretionary investment managers and help clients achieve their unique


  • Wealth Advisor

    3 months ago


    Calgary, Canada Connor, Clark & Lunn Financial Group Full time

    **Wealth Advisor** **Connor, Clark & Lunn Private Capital Ltd.** **Calgary, AB** Becoming a Wealth Advisor with CC&L Private Capital may be the only career move you ever need to make. Join one of Canada's largest independent and privately held discretionary investment managers and help clients achieve their unique financial goals while providing exemplary...


  • Calgary, Canada Nicola Wealth Full time

    **About Nicola Wealth**: We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of...


  • Calgary, Alberta, Canada CC&L Private Capital Full time

    Unlock Your Potential as an Associate Wealth AdvisorAre you a driven and ambitious professional looking to launch a successful career in wealth management? Do you have a passion for delivering exceptional client experiences and building long-term relationships? If so, we invite you to explore the exciting opportunity to become an Associate Wealth Advisor at...


  • Calgary, Alberta, Canada CC&L Private Capital Full time

    Unlock Your Potential as an Associate Wealth AdvisorAre you a client service professional with a passion for investments and sales? Do you have a strong foundation of knowledge and a desire to learn and grow? We invite you to join our team at CC&L Private Capital as an Associate Wealth Advisor and embark on a rewarding career path that offers a unique...


  • Calgary, Alberta, Canada BMO Full time

    Job Title: Wealth Planning AdvisorJob Summary:We are seeking a highly skilled Wealth Planning Advisor to join our team at BMO. As a key member of our Wealth Planning Support Team, you will be responsible for providing advisory, planning solutions, and subject matter expertise support to BMO Wealth Professionals.Key Responsibilities:Review and assess...


  • Calgary, Alberta, Canada BMO Full time

    Job Title: Wealth Planning AdvisorJob Summary:We are seeking a highly skilled Wealth Planning Advisor to join our team at BMO. As a key member of our Wealth Planning Support Team, you will be responsible for providing advisory, planning solutions, and subject matter expertise support to BMO Wealth Professionals.Key Responsibilities:Review and assess...


  • Calgary, Alberta, Canada CC&L Private Capital Full time

    Job Opportunity: Are you a motivated and ambitious professional looking to launch a successful career in wealth management? Do you have a passion for delivering exceptional client service and building strong relationships? We are seeking a highly skilled and dedicated Associate Wealth Advisor to join our team at CC&L Private Capital. As an Associate...


  • Calgary, Alberta, Canada CC&L Private Capital Full time

    Unlock Your Potential as an Associate Wealth AdvisorAt CC&L Private Capital, we're committed to creating a diverse and inclusive environment where talented individuals can thrive. As an Associate Wealth Advisor, you'll have the opportunity to work alongside experienced Wealth Advisors, providing exceptional client service and delivering investment planning...


  • Calgary, Alberta, Canada CC&L Private Capital Full time

    Unlock Your Potential as an Associate Wealth AdvisorAt CC&L Private Capital, we're committed to creating a diverse and inclusive environment where talented individuals can thrive. As an Associate Wealth Advisor, you'll have the opportunity to work alongside experienced Wealth Advisors, providing exceptional client service and delivering investment planning...


  • Calgary, Alberta, Canada CC&L Private Capital Full time

    Unlock Your Potential as an Associate Wealth AdvisorAt CC&L Private Capital, we're committed to creating a diverse and inclusive environment where talented individuals can thrive. As an Associate Wealth Advisor, you'll have the opportunity to work alongside experienced Wealth Advisors, providing exceptional client service and delivering investment planning...


  • Calgary, Alberta, Canada CC&L Private Capital Full time

    Unlock Your Potential as an Associate Wealth AdvisorAt CC&L Private Capital, we're committed to creating a diverse and inclusive environment where talented individuals can thrive. As an Associate Wealth Advisor, you'll have the opportunity to work alongside experienced Wealth Advisors, providing exceptional client service and delivering investment planning...


  • Calgary, Alberta, Canada CC&L Private Capital Full time

    Unlock Your Potential as an Associate Wealth AdvisorAt CC&L Private Capital, we're committed to creating a diverse and inclusive environment where our team members can thrive. As an Associate Wealth Advisor, you'll have the opportunity to work alongside experienced Wealth Advisors, providing exceptional client service and delivering investment planning and...


  • Calgary, Alberta, Canada BMO Full time

    Job Title: Wealth Planning AdvisorAbout the Role:We are seeking a highly skilled Wealth Planning Advisor to join our team at BMO. As a key member of our Wealth Planning Support Team, you will play a critical role in providing advisory, planning solutions, and subject matter expertise support to our wealth professionals.Key Responsibilities:Review and assess...


  • Calgary, Alberta, Canada BMO Full time

    Job Title: Wealth Planning AdvisorAbout the Role:We are seeking a highly skilled Wealth Planning Advisor to join our team at BMO. As a key member of our Wealth Planning Support Team, you will play a critical role in providing advisory, planning solutions, and subject matter expertise support to our wealth professionals.Key Responsibilities:Review and assess...


  • Calgary, Alberta, Canada BMO Full time

    Job DescriptionWealth Planning AdvisorThe Wealth Planning Support Team at BMO Wealth Planning, Trust & Advisory Services, is dedicated to providing advisory, planning solutions, and subject matter expertise support to BMO Wealth Professionals around the wealth planning process.The Wealth Planning Advisor (WPA) is responsible for reviewing and delivering...


  • Calgary, Canada BMO Financial Group Full time

    525 8th Ave SW East Tower Calgary Alberta,T2P 1G1 **Wealth Planning Advisor** The Wealth Planning Support Team is a business unit within BMO Wealth Planning, Trust & Advisory Services, dedicated to providing advisory, planning solutions, and Subject Matter Expertise support to BMO Wealth Professionals around the wealth planning process. Wealth **Quality...

  • Senior Wealth Advisor

    3 weeks ago


    Calgary, Alberta, Canada Scotiabank Full time

    Requisition ID: 209443Scotiabank is seeking a talented and enthusiastic Senior Wealth Advisor to join our team in Calgary. As a Senior Wealth Advisor, you will contribute to the overall success of the MD Client Value Performance in Canada, ensuring specific individual goals, plans, and initiatives are executed and delivered in support of the team's business...


  • Calgary, Alberta, Canada BMO Full time

    Wealth Planning AdvisorThe Wealth Planning Support Team is a business unit within BMO Wealth Planning, Trust & Advisory Services, dedicated to providing advisory, planning solutions, and Subject Matter Expertise support to BMO Wealth Professionals around the wealth planning process.The Wealth Planning Advisor (WPA) is responsible in...


  • calgary, Canada RBC Full time

    Job SummaryJob DescriptionWhat is the opportunity?As Senior Trust Advisor, Indigenous Wealth, you will act as a key member of the team to achieve business results by identifying, attracting, growing and retaining Indigenous Wealth clients within a specific region. You will also administer a portfoli


  • Calgary, Alberta, Canada Royal Bank of Canada> Full time

    Job Opportunity:Senior Trust Advisor, Indigenous WealthWe are seeking a seasoned Senior Trust Advisor to join our team and contribute to the growth and development of our Indigenous Wealth practice. As a key member of our team, you will be responsible for identifying, attracting, growing, and retaining Indigenous Wealth clients within a specific region.Key...