Wealth Planning Associate — Edmonton

A leading independent investment management firm in Edmonton is seeking a Private Client Service Associate. In this client-focused role, you will support Investment Professionals by managing client requests, coordinating transactions, and providing first-class wealth management services. The ideal candidate will have a minimum of 5 years of related...

A leading financial services provider in Edmonton is seeking an Associate Wealth & Retirement Advisor. You will provide financial planning and investment advice to clients while working collaboratively with a team to ensure their needs are met. The ideal candidate has a university degree, relevant licenses, and experience in client interactions. This hybrid...

A leading financial services provider in Edmonton is seeking an Associate Wealth & Retirement Advisor. You will provide financial planning and investment advice to clients while working collaboratively with a team to ensure their needs are met. The ideal candidate has a university degree, relevant licenses, and experience in client interactions. This hybrid...

**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...

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'...

**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...

OverviewManulife Investment Management (MIM) Advisor Group, a division of Global Wealth and Asset Management, delivers financial and investment solutions and advice, including financial planning and insurance, to clients across the wealth spectrum. The Associate Wealth & Retirement Advisor is a member of a team of wealth advisors delivering wealth and...

OverviewManulife Investment Management (MIM) Advisor Group, a division of Global Wealth and Asset Management, delivers financial and investment solutions and advice, including financial planning and insurance, to clients across the wealth spectrum. The Associate Wealth & Retirement Advisor is a member of a team of wealth advisors delivering wealth and...

Overview4 days ago Be among the first 25 applicantsGet AI-powered advice on this job and more exclusive features.About UsAs 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....

Overview4 days ago Be among the first 25 applicantsGet AI-powered advice on this job and more exclusive features.About UsAs 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....