Wealth Management Client Services Specialist

Requisition ID: 240148 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...

Requisition ID: 240148As 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...

**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...

Private Wealth Credit Solutions Associate Job ID: 2022-1012 Position Type: Full-time Schedule: 5 days per week (business hours) Location: In person office Compensation: To be discussed At The Wealth Council, our clients expect the best quality financial advice available. We invest in our employees in order to ensure this level of service is consistently...

A financial services firm in Calgary is seeking a Private Wealth Credit Solutions Associate to support high net worth clients with customized banking and credit solutions. The ideal candidate has a strong background in Private Banking, excellent communication skills, and a commitment to client service. This role involves developing banking knowledge,...

A leading Canadian wealth management firm is seeking an Associate to support Investment Advisors in Calgary. This role involves preparing reports, managing transactions, and providing high-level client service. Candidates must have 3+ years in financial services, strong communication skills, and relevant educational qualifications. The firm promotes a...

Private Client Advisor / Wealth Advisor / Investment Specialist Location: Calgary - REMOTE Salary: $180,000 - $250,000 Yr 1 (base plus uncapped commissions and bonus structure, benefits and career growth) Industry: Financial Services / Wealth Management Company Overview Our client’s primary goal is to help those achieve their investment goals through...

Requisition ID: 201147 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Purpose** - Contributes to the overall success of the Client Solutions group in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives....

**About connectFirst Credit Union** **As a credit union, we're different than a bank - and we like it that way.** At connectFirst, we spend our days helping our members achieve their financial aspirations through a community-focused approach to banking that’s true to our co-operative principles. You’re our member, not a number. We’re your neighbours...

A leading Canadian wealth management firm in Calgary is seeking an Associate to support Investment Advisors. Responsibilities include preparing client reports, managing transactions, and ensuring high-level client service. The ideal candidate has a background in financial services, excellent communication skills, and must be licensed with CIRO. If you're...