Financial Advisor: Build Client Wealth
2 weeks ago
A leading bank in the Americas seeks a Financial Advisor for the Brentwood Road Branch in Calgary, AB. The ideal candidate will be customer-centric, fostering relationships to provide tailored advice and comprehensive financial plans. This role offers a competitive compensation package and career growth opportunities within a supportive team. Candidates should possess a Mutual Funds licence and be working towards the CIFP Diploma, along with a strong drive to meet sales targets and customer needs.
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Financial Advisor
3 hours ago
Calgary, Canada Up Financial Full timeReady to take your career in Wealth Management to the next level? If you are looking to leave the banks, career shops or just looking to be a part of a successful team that is in growth mode, this role may be perfect for you. We are one of the most educated and technically proficient wealth management teams in Canada. About Us Up Financial is a Wealth...
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Wealth Advisor
4 days ago
Calgary, Canada Connor, Clark & Lunn Financial Group Full timeConnor, 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 service. Our independence...
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Associate Vice President, Private Wealth
4 days ago
Calgary, Canada Nicola Wealth Full time**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...
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Calgary, Canada Richardson Wealth Ltd Full timeA leading Canadian wealth management firm in Calgary is looking for an Investment Advisor to provide critical support to clients under the National Partnership Office platform. In this role, you will engage existing clients, recommend suitable investment solutions, and build long-lasting relationships. The ideal candidate will have strong organizational and...
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Wealth Planning Advisor
2 weeks ago
Calgary, Canada BMO Financial Group Full time525 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...
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Wealth Planning Advisor
2 weeks ago
Calgary, Canada BMO Financial Group Full time525 8th Ave SW East Tower Calgary Alberta,T2P 1G1 **Wealth Planning Advisor** The Wealth Planning Support Team is a business unit within BMO Wealth Distribution and Advisory Services, a dedicated team of knowledgeable professionals with diverse expertise in wealth planning. We leverage a team approach to deliver innovative and customized wealth planning...
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Calgary, Canada IG Wealth Management Full timeA leading wealth management firm is seeking an Associate in Calgary, Alberta to support Financial Advisors in delivering comprehensive financial planning services. The role requires 5+ years of industry experience and proficiency in client relationship management. The ideal candidate will have a passion for helping Canadian families achieve their financial...
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Wealth Advisor
3 hours ago
Calgary, Canada Connor, Clark & Lunn Private Capital Ltd. (CC&L) Full timeCalgary, 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 financial goals while providing exemplary service. Our independence allows us to attract and retain top talent...
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Calgary, Canada Richardson Wealth Full timeA leading Canadian wealth management organization is seeking an Investment Advisor to support the National Partnership Office. This role involves servicing existing clients by providing low-cost investment advice, enhancing client relationships, and reducing compliance risks through thorough documentation. Candidates must have a Registered Representative...
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Wealth Advisor
15 hours ago
Calgary, Alberta, Canada Connor, Clark & Lunn Private Capital Ltd. (CC&L) Full timeConnor, 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 financial goals while providing exemplary service. Our independence...