Senior Wealth
4 weeks ago
A leading financial services provider in Edmonton is seeking a Wealth and Retirement Advisor to deliver comprehensive financial and retirement advice. The role emphasizes building long-term relationships, providing tailored financial solutions, and collaborating with financial planners to support client needs. Required qualifications include a university degree, Canadian Securities Course (CSC), and CIRO license. This position offers a hybrid working model and competitive benefits.
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Senior Manager, IG Wealth Connect
2 days ago
Edmonton, Alberta, Canada IG Wealth Management Full time $120,000 - $180,000 per yearDivision: IG-SaleDistLocation: Winnipeg or CalgaryIGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $271 billion in assets. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie Investments.Founded in 1926, Investors Group is a...
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Associate Wealth
4 weeks ago
Edmonton, Canada Manulife Wealth & Asset Management Full timeOverviewManulife Investment Management (MIM) Advisor Group, a division of Global Wealth and Asset Management, delivers financial and investment solutions and advice, including financial planning and insurance, to clients across the wealth spectrum. The Associate Wealth & Retirement Advisor is a member of a team of wealth advisors delivering wealth and...
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Associate Wealth
4 weeks ago
Edmonton, Canada Manulife Wealth & Asset Management Full timeOverviewManulife Investment Management (MIM) Advisor Group, a division of Global Wealth and Asset Management, delivers financial and investment solutions and advice, including financial planning and insurance, to clients across the wealth spectrum. The Associate Wealth & Retirement Advisor is a member of a team of wealth advisors delivering wealth and...
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Senior VP, Tax
4 weeks ago
Edmonton, Canada Richardson Wealth Full timeA leading wealth management firm is seeking a Vice President of Tax in Edmonton, Alberta. The role involves providing wealth planning services, leading seminars, and collaborating on strategies for high-net-worth clients. The ideal candidate will have over 10 years of specialized planning experience and strong relationship management skills. This full-time...
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Senior VP, Tax
4 weeks ago
Edmonton, Canada Richardson Wealth Full timeA leading wealth management firm is seeking a Vice President of Tax in Edmonton, Alberta. The role involves providing wealth planning services, leading seminars, and collaborating on strategies for high-net-worth clients. The ideal candidate will have over 10 years of specialized planning experience and strong relationship management skills. This full-time...
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Senior VP, Tax
4 weeks ago
Edmonton, Canada Richardson Wealth Full timeA leading wealth management firm is seeking a Vice President of Tax in Edmonton, Alberta. The role involves providing wealth planning services, leading seminars, and collaborating on strategies for high-net-worth clients. The ideal candidate will have over 10 years of specialized planning experience and strong relationship management skills. This full-time...
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Senior VP, Tax
1 week ago
Edmonton, Canada Richardson Wealth Full timeA leading wealth management firm is seeking a Vice President of Tax in Edmonton, Alberta. The role involves providing wealth planning services, leading seminars, and collaborating on strategies for high-net-worth clients. The ideal candidate will have over 10 years of specialized planning experience and strong relationship management skills. This full-time...
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Vice President, Tax
3 weeks ago
Edmonton, Canada Richardson Wealth Full timeOverview 4 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. About Us As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada’s best investment...
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Wealth Specialist
2 weeks ago
Edmonton, Canada Innovation Federal Credit Union Full timeWe’re looking for a Wealth Specialist to join our team! This position is integral to the function of our organization, playing a key role in helping members achieve their financial goals through personalized investment and wealth management solutions through Aviso Wealth. This role is ideal for someone passionate about building relationships, delivering...
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Associate Wealth Advisor
1 week ago
Edmonton, Canada Connor, Clark & Lunn Financial Group Full time**Associate Wealth Advisor** **Connor, Clark & Lunn Private Capital Ltd.** **Edmonton, Alberta** Becoming an Associate 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...