Client Relations Associate, Private Wealth – Edmonton

**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...

Requisition ID: 219986 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Purpose** The primary purpose of the Associate Total Wealth Planner is to provide plan input support to Senior Total Wealth Planners in market and to provide full planning engagements (discovery to delivery) to existing clients of...

A leading financial institution in Edmonton is seeking a dedicated Investment Associate to enhance client relationships and drive business growth. You will collaborate closely with a Wealth Advisor, applying your expertise in the securities industry to identify opportunities and provide exceptional client service. This role offers competitive compensation,...

A leading investment and wealth management firm in Canada is seeking an Associate to support client service and account administration in Edmonton. The ideal candidate will be pursuing the Canadian Securities Course and possess strong skills in client service and business applications. This Full-time position offers comprehensive benefits and the opportunity...

A top Canadian professional services firm is seeking an Associate in Wealth Management/Private Client Advisors. In this intermediate role, you will work with Managers and Senior Managers to specialize in taxation consulting for diverse clients. This is a great opportunity for aspiring tax professionals eager to develop skills in areas like estate planning,...

**Private Client Service Associate** **Connor, Clark & Lunn Private Capital Ltd.** **Edmonton, AB** We are looking for the next **Private Client Service Associate** to join our firm. In this role, you will be a member of a collaborative and client focused team delivering exemplary service to our high-net-worth clients. Through a combination of superior...

ScotiaMcLeod Investment Associate - Edmonton Requisition ID: 243318 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'...

A leading wealth management firm is seeking an Associate Investment Advisor in Edmonton, Canada. This role involves supporting investment advisors, identifying new business opportunities, and delivering high-quality client service. Candidates should have over 5 years of experience in financial services, excellent communication skills, and a relevant degree....

Requisition ID: 232756 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...

OverviewJoin to apply for the Associate Investment Advisor role at Richardson Wealth.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 advisors. We’ve embarked on an...