Wealth Planning Advisor

**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...

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...

**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...

Wealth Planning Advisor Role SummaryThis is a unique opportunity to join BMO Wealth Planning, Trust & Advisory Services as a Wealth Planning Advisor. The Wealth Planning Support Team is a business unit within BMO Wealth Planning, dedicated to providing advisory, planning solutions, and Subject Matter Expertise support to BMO Wealth Professionals.Key...

**Role Overview**The Wealth Planning Support Team is a business unit within BMO Wealth Planning, Trust & Advisory Services, responsible for delivering exceptional wealth planning solutions to our clients.As a Wealth Planning Advisor, you will be part of a dynamic team that provides personalized support to our clients, helping them achieve their financial...

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

Job OverviewWe are seeking a highly skilled Wealth Planning Strategist to join our team at Scotiabank.About the RoleThe successful candidate will deliver Scotiatrust's estate planning services and other estate and trust solutions to High Net Worth (HNW) and Ultra-High Net Worth (UHNW) MD Management and Scotia Wealth Management clients by partnering with MD...

Unlock Client Potential with Our TeamAt IG Wealth Management, we're dedicated to delivering exceptional financial planning services to our clients. As a key member of our team, you'll play a vital role in helping us achieve this goal.About the RoleWe're seeking a skilled and experienced financial planner to join our team as an Associate Advisor. In this...

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

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...

Scotiabank: A Leader in Wealth ManagementIn our organization, we value integrity and strive for service excellence. As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has established a reputation based on trusted investment advice. Our advisors and teams take pride in exploring innovative approaches to protect and grow clients' assets.We...

**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...

A career as a licensed 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. **Your job**: - Support investment advisors in...

At ATB, we exist to make it possible for our clients, team members and communities. Our purpose is more than aspirational. It's a real commitment we live every day through our values (what we call the ATB ID). Life at ATB is about more than work. In fact, we’re consistently recognized as one of Canada's top employers thanks to our high-care,...

**Job Summary** **What is the opportunity?** RBC PH&N Investment Counsel (“RBC PH&N IC”) is one of Canada’s leading boutique investment counselling firms with investment professionals nationwide acting exclusively for high-net-worth clients and small business owners. We provide clients with discretionary investment management and privileged access to...

**Job Summary** **What 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 portfolio of trust accounts, ensuring that fiduciary management is...

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. Your job: Support investment advisors in providing superior...

Inside Wholesaler (Wealth) **Description: - Permanent Full Time- We’re looking for top talent who aspire to be in sales, are willing to work hard and have a will to win to play a key role in driving advisor business forward. As an inside wholesaler (Regional Sales Representative), you’ll work closely with the outside wholesaler (Regional Sales Manager)...

A career as a Wealth Associate at National Bank Private Banking 1859 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. Your job: Assist the Wealth Advisor in...

A career as a Wealth Associate at National Bank Private Banking 1859 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. **Your job**: - Assist the Wealth...