Investment Associate: Wealth Management
2 weeks ago
A leading investment and wealth management firm in Edmonton is seeking an Investment Associate to assist in executing trades, maintaining portfolios, and delivering exceptional client service. The role requires completion of the Canadian Securities Course and proficiency in Microsoft Excel. Key responsibilities include monitoring investments, providing support to the Advisor, and ensuring accurate client interactions. This is a full-time position within a dynamic, high-performing team, contributing to clients' financial success.
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ScotiaMcLeod Investment Associate
1 day ago
Edmonton, Alberta, Canada Scotia Wealth Management Full timeRequisition ID: 243318As 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...
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Associate Investment Advisor
3 weeks ago
Edmonton, Canada Richardson Wealth Full timeOverviewJoin 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...
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Associate Investment Advisor
2 days ago
Edmonton, Alberta, Canada Richardson Wealth Ltd Full timeAbout 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 exciting growth phase – a multi-year transformational journey to enhance our...
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Associate Investment Advisor — Growth
3 weeks ago
Edmonton, Canada Richardson Wealth Full timeA 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....
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Edmonton, Canada RBC Dominion Securities Full timeA leading investment firm in Edmonton seeks an Investment Associate to enhance client relationships and manage accounts. Responsibilities include executing trades, providing exceptional client service, and supporting Advisors in wealth management tasks. Candidates should possess or be pursuing the Canadian Investment Regulatory Exam and have strong Excel and...
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Wealth Management Associate Program
5 days ago
Edmonton, Canada MD Financial Management Full timeRequisition ID: 187913 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Associate Financial Consultant, Acquisition**: Imagine an environment that encourages you to bring your best self to work every day. A company committed to your personal development and career aspirations. An employer who not only...
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ScotiaMcLeod Administrative Associate
1 week ago
Edmonton, Alberta, Canada Scotia Wealth Management Full timeRequisition ID: 246218ScotiaMcLeod, a cornerstone of Scotia Wealth Management, is a full-service wealth management firm with a proud history dating back to 1921. Known for service excellence, trusted advice, and a collaborative culture, we're committed to helping clients grow and protect their wealth by understanding their complete financial picture—life,...
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Bilingual Advisor, IG Wealth Connect
6 hours ago
Edmonton, Alberta, Canada IG Wealth Management Full timeLocation: B-C, Alberta or SaskatchewanDivision: Financial ServicesIGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements. The company provides a broad range of financial planning and investment management services to help more than two million Canadians...
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Advisor, IG Wealth Connect
2 weeks ago
Edmonton, Alberta, Canada IG Wealth Management Full timeDivision: IG-SaleDistLocation: AlbertaIGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $271 billion in assets. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie Investments.Founded in 1926, IG Wealth Management is a key part...
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Associate Wealth Advisor
7 days ago
Edmonton, Canada Connor, Clark & Lunn Financial Group Full time**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...