Wealth Associate

We are seeking a highly skilled and dedicated Wealth Management Team Associate to join our Wealth Management team at Banque Nationale du Canada. In this role, you will have the opportunity to work closely with wealth advisors to provide exceptional customer service that drives long-term success.About the Role:The Wealth Management Team Associate will play a...

National Bank's Wealth Management division is one of the largest in Canada, with close to 1,000 investment advisors managing assets for over 400,000 clients across more than 100 branches.About the TeamYou'll be part of a collaborative and supportive team that's dedicated to helping our clients achieve their financial goals. As a Wealth Associate, you'll work...

Title: Associate Total Wealth Planner - Edmonton, ABRequisition ID: 219986Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.PurposeThe primary purpose of the Associate Total Wealth Planner is to provide plan input support to Senior Total Wealth Planners in market and to provide full planning engagements...

We're Looking for a Dedicated IndividualIn this role, you will be working closely with a wealth advisor to offer an exceptional client experience. Your primary goal will be to ensure effective communication between all parties involved, providing superior customer service in person, on the phone, and by email.Your Day-to-Day ResponsibilitiesPrepare client...

About Us:Scotia Wealth Management offers a purpose-driven winning team committed to results, an inclusive and high-performing culture, and a collaborative work environment.Job Description:The Associate Total Wealth Planner role involves providing plan input support to Senior Total Wealth Planners and conducting full planning engagements with existing clients...

**Job Description:**This role is part of the Wealth Management team at TD Bank. We are seeking a highly skilled and motivated individual to join our team as a Client Service Specialist.The successful candidate will have a strong background in private banking, with experience in dealing with affluent clients. They will be responsible for managing complex...

Become a Big 4 Tax ProfessionalTitle: Associate, Wealth Management/Private Client Advisors (PCA)Location: Edmonton, AlbertaDescription:Our client is one of Canada's leading professional services firms who provide audit, tax, consulting and financial advisory services to Canadian and international companies through their exceptional team of accounting...

Title: ScotiaMcLeod Investment Associate - EdmontonRequisition ID: 216670As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients'...

A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show 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. This is a parttime position...

About the Role:The Associate Total Wealth Planner is responsible for providing plan input support to Senior Total Wealth Planners and conducting full planning engagements with existing clients of Scotia Wealth Management who have investable assets below $1 million.Key Responsibilities:Support the planning needs of Senior Total Wealth Planners by inputting...

A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show 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. This is a parttime position...

A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show 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. This is a parttime position...

A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show 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. This is a parttime position...

A career as an Associate in the Wealth Management team at National Bank will give you the opportunity to show 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.Responsibilities:- Ensure...

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. purchases and sales of securities, necessary transaction...

Job Description Job Description Role summary An Associate Advisor (AA) is a licensed representative who will be employed by Fit Financial Solutions and will act as an Advisor of Record (AoR). The AA will be responsible for managing a book of business, whether the book is segmented out from the current business or whether it has come from sales by the AA....

ResponsibilitiesProvide expert-level support to clients with their banking needs, ensuring timely and accurate resolution of inquiries and issues.Manage and execute complex financial transactions, including verifying and correcting errors or omissions in a timely manner.Develop and maintain strong relationships with clients, identifying opportunities to...

About Our Company:At Scotia Wealth Management, we value the unique skills and experiences each individual brings to the Bank and are committed to creating and maintaining an inclusive and accessible environment for everyone.Job Description:The Associate Total Wealth Planner role involves working collaboratively with Senior Total Wealth Planners to provide...

You are a valued member of our team at Banque Nationale du Canada. We strive to foster an inclusive and diverse environment where each person's unique qualities are celebrated and valued. Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees' ideas and encourage regular...

In this role, a career as a Compliance Supervisor at National Bank Financial Wealth Management is to act as the key resource in overseeing the Edmonton region's compliance activities to ensure that all Wealth Advisors (WA's) and branches respect and comply with the various firm policies and procedures as established by NBFWM's Compliance Department as well...