Senior Advisor Investment and Financial planning

Requisition ID: 209443 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Senior Financial Consultant to join our team in Calgary. Reporting to the Regional Manager,...

Who we are: Evermark Financial is a boutique financial services firm based in Cochrane, Alberta. We pride ourselves on always doing the right thing for our clients - whether we are helping them with their investments, retirement planning, insurance, or group plan, the client always comes first. Evermark is a small, tight-knit team and we really value our...

About the RoleWe are seeking a highly motivated and experienced Senior Investment Advisor to join our team at Scotiabank. As a key member of our wealth management group, you will play a crucial role in developing and deepening client relationships by providing high-quality investment advice and service.Key Responsibilities:Conduct in-depth reviews for...

Griffith & Associates is a financial planning firm in Calgary, Alberta. Over the last 17 years, they have grown to be one of Calgary's top firms, specializing in in-depth financial, tax and estate planning. Their dynamic team excels in building strategies for executives and business owners. They currently service over 2000 households and manage over...

**Financial Advisor** Do you want to expand your insurance business? Do you want to make investment for your clients? Do you enjoy building relationships? Are you are seeking a new career opportunity or change to a different industry? Are you currently working in the financial services industry and are seeking a change and opportunity to positively impact...

About ScotiabankScotiabank is a leading bank in the Americas, guided by our purpose: 'for every future'. We help our customers, their families, and communities achieve success through various advice, products, and services.Job SummaryWe are seeking an experienced Senior Wealth and Investment Advisor to join our team in Calgary. The ideal candidate will have...

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...

About the JobGriffith & Associates is a financial planning firm in Calgary, Alberta. In almost 2 decades, they have grown to be one of Calgary's top firms, specializing in in-depth financial, tax and estate planning.  Their dynamic team excels in building strategies for executives and business owners.  They currently service over 2000 households and manage...

Requisition ID: 208903Our team of customer-centric Advisors at Scotiabank is committed to delivering exceptional service throughout the customer's journey. As a Senior Financial Advisor, you will be an essential member of the Canadian Banking Branch network, providing proactive approaches to discovering customer needs, educating customers on relevant...

**Financial Advisor Assistant** - 2403759 - At Raymond James, _**_we _**_develop, _**_we _**_collaborate, _**_we _**_decide, _**_we _**_deliver, and _**_we _**_improve together_. Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their...

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.  CI...

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 OverviewBMO Financial Group is seeking a highly skilled Investment Associate to join our team. As an Investment Associate, you will play a key role in developing and building a profitable business by partnering with senior investment professionals.Responsibilities* Build trust and strong client relationships to determine individual investment needs and...

Norrep Capital Management is seeking a highly skilled Senior Asset Management Sales Director to lead the retail investment advisor channel in Alberta and Saskatchewan.As a key member of our sales team, you will be responsible for expanding sales growth and servicing NCM's complete product lineup, including mutual funds, alternative funds, and structured...

Job Title: Senior Financial AdvisorLocation: Calgary, CanadaCompany: beBee ProfessionalsJob Description:beBee Professionals is seeking a skilled Senior Financial Advisor to lead our deal sourcing and origination efforts in Calgary. The ideal candidate will possess a Bachelor's degree in finance or a related field and at least 5 years of experience in a...

Requisition ID: 208903At Scotiabank, we're committed to helping our customers achieve their financial goals. As a Senior Financial Advisor, you'll play a key role in providing expert advice and guidance to our clients, helping them navigate the complexities of personal finance and achieve long-term success.About the RoleKey Responsibilities:Develop and...

Unlock Your Potential as a Wealth AdvisorAt Connor, Clark & Lunn Private Capital Ltd., we offer a unique opportunity for ambitious professionals to grow their careers in the dynamic field of wealth management.We are seeking a skilled and dedicated individual to join our team as a Wealth Advisor. As a key member of our investment management team, you will...

**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...

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

Requisition ID: 209443We are seeking a talented and client-focused Senior Financial Consultant to join our team in Calgary. As a key member of our team, 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...