Wealth Associate

6 months ago

Edmonton, Canada National Bank Full time

Your Job:
Serve as the day-to-day contact for clients, providing them with timely and informative responses to their inquiries via telephone and email.
Work closely with our Investment Advisors, managing client requests and ensuring that daily transactions and trades are accurate.
Liaise with various departments, manage key dates for client requests, and maintain an impeccably detailed task list to ensure that all client needs are met.

Your Team:
The Esposito Advisory Team’s focus is around delivering effective wealth strategies with a multi-disciplinary family office approach for a select group of like-minded clients. Like their relationships with clients, the team has a strong emphasis on building long-term relationships with opportunities for advancement internally.
Espositowealthmanagement.ca

Prerequisites:
Completion of the Canadian Securities Course and Conduct and Practices Handbook Course with a securities license.
Several years of experience in the investment industry and excellent working knowledge of Outlook Suite, especially Excel.
Experience with a client management system and portfolio management reporting.
Some experience with options and life insurance would be considered an asset.
Self-starter who takes initiative and can work independently while being a productive and valued team member.
Understands a results oriented economy.
Adaptable, possess excellent critical thinking, problem-solving, and organizational skills, and be able to reprioritize effectively to meet deadlines.

If you are ready to elevate your career to the next level and work with a dynamic team of industry professionals, apply now to become our Wealth Associate. We look forward to hearing from you
Your benefits In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family. Health and wellness program, including many options
Flexible group insurance
Generous pension plan
Employee Share Ownership Plan
Employee and Family Assistance Program
Preferential banking services
Initiatives promoting community involvement
Telemedicine service
Virtual sleep clinic
These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family. Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged. We're putting people first: We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees. We want our recruitment process to be fully accessible. If you require accommodations, feel free to let us know during your first conversations with us. We welcome all candidates What can you bring to our team? Ready to live your ambitions?

  • Wealth Associate

    5 days ago

    Edmonton, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** The RBC Dominion Securities branch located in Edmonton is seeking a Wealth Associate to execute Wealth Management Strategy. You will provide quality client service and help deepen relationships with existing clients through Wealth Management Activities. **What will you do?** - Coordinate and prepare Wealth...

  • Wealth Associate

    1 week ago

    Edmonton, Canada National Bank Full time

    Your Job: Serve as the day-to-day contact for clients, providing them with timely and informative responses to their inquiries via telephone and email. Work closely with our Investment Advisors, managing client requests and ensuring that daily transactions and trades are accurate. Liaise with various departments, manage key dates for client requests, and...

  • Wealth Advisory Associate

    6 months ago

    Edmonton, Canada KBH Chartered Professional Accountants Full time

    Explore a rewarding career with KBH CHARTERED PROFESSIONAL ACCOUNTANTS (KBH), a leading Accounting and Advisory firm rooted in Alberta, with offices in both Edmonton and Provost. Our comprehensive services are crafted to address the unique financial and consulting needs of our clients’ owner-managed businesses. As a standout player in the Edmonton market,...

  • Wealth Associate

    6 months ago

    Edmonton, Canada National Bank of Canada Full time

    Are you a seasoned investment industry professional with a passion for delivering exceptional client service? Do you thrive in a dynamic, fast-paced environment where you can take ownership of your role and make a tangible impact? If so, we want to hear from you! **About Us*** Join the Angus Watt Advisory Group, a respected leader in Edmonton's financial...

  • Wealth Associate

    6 months ago

    Edmonton, Canada NBC Full time

    Area of Interest: Wealth management ...

  • Administrative Associate

    4 weeks ago

    Edmonton, Alberta, Canada Scotiabank Full time

    As a highly skilled Administrative Associate at ScotiaMcLeod, you will play a vital role in contributing to the overall success of our Wealth Advisors. Your primary responsibility will be to ensure a high level of client service is achieved by effective administration and day-to-day trading of their business.About the RoleIn this dynamic position, you...

  • RBC Wealth Management Associate

    3 weeks ago

    Edmonton, Alberta, Canada Royal Bank of Canada> Full time

    Job SummaryRoyal Bank of Canada is a leading investment and wealth management firm, seeking a skilled and collaborative individual to join our team as an Associate in Edmonton.Company OverviewWe are proud of our culture that enables success at every level and equips us to help our clients achieve their financial goals. Our commitment to innovation,...

  • Financial Planning Professional for Wealth Advisors

    3 weeks ago

    Edmonton, Alberta, Canada Scotiabank Full time

    OverviewAt Scotiabank, we are committed to helping our customers achieve their financial goals through a comprehensive approach to wealth management. As a Senior Financial Planning Associate, you will play a critical role in providing financial planning support to a dedicated team of Wealth Advisors.

  • Wealth Development Associate

    3 weeks ago

    Edmonton, Alberta, Canada National Bank Full time

    Job DescriptionWe are seeking a skilled Wealth Associate to join our team at National Bank. This is an exciting opportunity for someone who is passionate about delivering exceptional client service and working in a dynamic environment.About the RoleServe as the primary point of contact for clients, providing timely and informative responses to their...

  • Wealth Associate

    4 weeks ago

    Edmonton, Canada National Bank Full time

    Attendance On-Site Job number 18055 Category Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 31-Aug-2023 Location: Edmonton, Alberta City Edmonton Province/State Alberta Area of Interest: Operations Your Job: Serve as the day-to-day contact for clients, providing them with timely and...

  • Wealth Associate

    3 months ago

    Edmonton, Canada National Bank Full time

    Attendance On-Site Job number 18055 Category Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 31-Aug-2023 Location: Edmonton, Alberta City Edmonton Province/State Alberta Area of Interest: Operations Your Job: Serve as the day-to-day contact for clients, providing them with timely and...

  • Wealth Associate

    6 months ago

    Edmonton, Canada National Bank of Canada Full time

    **Your Job**: - Work closely with our Investment Advisors, managing client requests and ensuring that daily transactions and trades are accurate. - Liaise with various departments, manage key dates for client requests, and maintain an impeccably detailed task list to ensure that all client needs are met. **Your Team**: The Esposito Advisory Team’s focus...

  • Wealth Management Associate

    3 weeks ago

    Edmonton, Alberta, Canada Scotiabank Full time

    About ScotiaMcLeodAs 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' assets.We empower our employees to deliver Enriched...

  • Financial Services Representative

    5 days ago

    Edmonton, Alberta, Canada Royal Bank of Canada Full time

    Wealth Associate Job SummaryWealth Associates play a vital role in executing wealth management strategies for our clients. As a key member of the RBC Dominion Securities team, you will provide exceptional client service and help deepen relationships with existing clients through wealth management activities.Coordinate and prepare wealth management meetings...

  • Associate - Investment and Wealth Management Professional

    4 weeks ago

    Edmonton, Alberta, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the opportunity?At Royal Bank of Canada, we are committed to helping our clients achieve their financial goals. We are seeking a high-performing Associate to join our Wealth Management team in Edmonton. As a key member of our team, you will provide exceptional client service and support to our clients and advisors.What will...

  • Scotiamcleod Investment Associate

    3 months ago

    Edmonton, Canada Scotiabank Full time

    Requisition ID: 202979 As 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' assets. When you join ScotiaMcLeod, you’ll be...

  • Client Service Associate

    6 months ago

    Edmonton, Canada Raymond James Financial, Inc. Full time

    **Client Service Associate** - 2401480 - 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...

  • Financial Advisor Associate

    5 months ago

    Edmonton, Canada ATB Financial Full time

    **Our bottom line is different.** There’s something special about working at ATB, and it’s been recognized on every top employer list that matters. Maybe it’s our exceptional culture where your total wellness is supported through market-leading benefits and you’re free to bring your whole self to work. Maybe it’s our commitment to a growth mindset...

  • ScotiaMcLeod Investment Associate

    5 months ago

    Edmonton, Canada Scotiabank Full time

    Requisition ID: 202979 As 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' assets.  When you join ScotiaMcLeod, you’ll...

  • Financial Advisor Associate

    6 months ago

    Edmonton, Canada ATB Financial Full time

    **Our bottom line is different.** There’s something special about working at ATB, and it’s been recognized on every top employer list that matters. Maybe it’s our exceptional culture where your total wellness is supported through market-leading benefits and you’re free to bring your whole self to work. Maybe it’s our commitment to a growth mindset...