Wealth Advisory Associate

At ATB, we exist to make it possible for our clients, team members and communities. Our purpose is more than aspirational. It's a real commitment we live every day through our values (what we call the ATB ID). Life at ATB is about more than work. In fact, we’re consistently recognized as one of Canada's top employers thanks to our high-care,...

**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...

Job Description:As a Wealth Associate at National Bank, you'll play a critical role in supporting investment advisors in providing superior customer service. Your key responsibilities will include:Assisting wealth advisors in delivering exceptional client experiencesCarrying out routine operations related to financial transactionsAnalyzing, opening, and...

**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...

At CWB , we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by: - Putting people first and building relationships with intention- Seeking out and embracing new ideas- Believing that how we do things is as important as what we do Wealth Advisor Role Specifications Everyday flexibility....

Associate Director, Valuation and Advisory Services page is loadedAssociate Director, Valuation and Advisory ServicesApply locations Edmonton, Alberta, Canada posted on Posted 7 Days Ago job requisition id JR13660Make your next move an expert one.At Colliers it's not our success that sets us apart, it's how we achieve it. Our people are passionate, take...

**The following job posting and assessment questions were crafted by Kiinago Biinoogi Muskiiki (‘**_Our Children’s Medicine’ _**in English) in consultation with Indigenous Elders, Knowledge Keepers and other members of the community. Applications housed on this platform provide a unique opportunity for First Nations, Métis and Inuit job seekers to...

Attendance On-Site Job number 24902 Category Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 12-Feb-2025 Location: Edmonton, Alberta City Edmonton Province/State Alberta Area of Interest: Wealth management A career as a Wealth Associate at National Bank is a job where you can...

**Wealth Advisor** **Connor, Clark & Lunn Private Capital Ltd.** **Edmonton, AB** Connor, Clark & Lunn Financial Group (“CCLFG”) provides investment management services to individuals, advisors, pension plans, institutional investors and foundations. As a unique “multi-boutique” asset management firm, CCLFG is uniquely focused on creating the...

Inspirational, innovative, and entrepreneurial - this is how we describe our empowered teams. Combine your passion with purpose and join a culture that is thriving in the face of change. Make an impact with our growing External Financial Advisory (EFA) team as a Financial Analyst. This diverse team of professionals are dedicated to exceeding clients’...

**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...

Inspirational, innovative and entrepreneurial - this is how we describe our empowered teams. Combine your passion with purpose and join a culture that is thriving in the face of change. We are looking for an experienced Manager to lead and develop our growing External Financial Advisory (EFA) practice. In this role, you will oversee advisory services...

Overview: We deliver capital project solutions to fulfill our clients’ needs across the built environment. The work we do makes a difference in communities and for the people who live there. We have a passion for it. Our commitment to realizing our clients' vision inspires us to look beyond the immediate - to the _possibilities_ of what we can achieve...

At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for...

**Job Number**:50886** Working in the Community Investment Section, the Advisory Board Facilitator will play a critical role in supporting the City of Edmonton's Council Advisory Boards, including the City of Edmonton Youth Council, Women's Advisory Voice of Edmonton, Accessibility Advisory Committee, and the Community Services Advisory Board. This position...

Company OverviewNational Bank Financial - Wealth Management is Canada's fifth largest investment brokerage firm, boasting close to 1,000 investment advisors who manage assets for over 400,000 clients across approximately 100 branches.As a member of our Wealth Management team, you will collaborate with a wealth advisor to provide an exceptional client...

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

Job DescriptionThe Associate role in the Wealth Management team at National Bank Financial presents an opportunity to showcase synergy with clients and colleagues. In this capacity, you will contribute to wealth advisors standing out by delivering exceptional customer service that has a positive impact on clients in the long term.This part-time position...

Who we are: Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. CG is driven by an unwavering commitment to build lasting client relationships - we achieve this by generating value for our individual, institutional,...

Executive Assistant to Senior Financial Consultant Company: Prince and Associates Private Wealth Management Location: IG Wealth Management - 6103 Currents Drive NW, Edmonton, AB T6W 2Z4 Job Type: Full-Time Prince & Associates Private Wealth Management at IG is a growing, high-performing practice specializing in comprehensive financial planning...