Personal Wealth Advisors

Wealth Advisor With your background, skills and experience you've already found success in the wealth management industry. Have you found your ideal firm, one that encourages you to pursue a balanced lifestyle as well as professional success? A firm that allows you to deliver comprehensive goal-based planning to your clients?   ...

Role Overview">We are seeking a skilled Wealth Management Advisor to join our team. As a key member of our wealth management team, you will be responsible for providing personalized financial advice and guidance to high net worth clients.">Your Key Responsibilities">">Build and maintain relationships with high net worth clients to understand their financial...

Advisor, IG Wealth Management, Corporate ChannelLocation(s):  EdmontonIGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under management.  The company provides a broad range of financial planning and investment management services to help more than two million...

Advisor, IG Wealth Management, Corporate Channel Referral Level: Level 1Location(s): EdmontonIGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under management.  The company provides a broad range of financial planning and investment management services to help...

Posting Closes: March 21, 4:00 pm/mstStatus: Full-time, In Person role - Edmonton and surrounding areaCompensation: Base plus commission compensation modelServus Credit Union is Alberta's largest member-owned credit union, known for building strong, resilient communities by helping our members feel good about their money. One of Canada's Best Managed...

Advisor, IG Wealth Management, Corporate ChannelLocation(s): EdmontonWe are actively looking for individuals across Canada to join our growing team of Corporate Employed Advisors. If you are Mutual fund licensed or Securities licensed and are intrigued by this exciting opportunity, please review the posting for more details and apply nowPosition Summary:This...

Role Overview:The Associate Wealth Advisor - Edmonton, AB will be responsible for providing plan input support to Senior Total Wealth Planners in market and delivering full planning engagements (discovery to delivery) to existing clients of Scotia Wealth Management with investable assets of less than a million.Main Accountabilities:Support the planning needs...

Job DescriptionThe Advisor, IG Wealth Management, Corporate Channel role is a primarily remote position that requires the successful candidate to be Securities licensed. The role involves providing proactive planning and advice to clients, leveraging the IG Living Plan to deliver holistic financial solutions.ResponsibilitiesDeveloping comprehensive financial...

About UsServus Credit Union is Alberta's largest member-owned credit union, known for building strong, resilient communities by helping our members feel good about their money. We're not afraid to be different from our competitors and celebrate our credit union culture and history.We're looking for a Wealth Advisor Specialist who shares our values and is...

We are seeking a Wealth Associate to join our team at National Bank Financial - Wealth Management. This role offers an exceptional opportunity to showcase your ability to work in synergy with clients and colleagues, helping wealth advisors stand out by delivering superior customer service.Your key responsibilities will include supporting investment advisors...

Job SummaryBOMCAS Canada seeks a dedicated Personal Accountant to provide personalized financial management and advisory services to individuals. As a Personal Accountant, you will collaborate closely with clients to understand their financial goals and objectives, assess their financial positions, and develop customized financial plans.Key...

Company Overview: Robertson & Company Ltd. is a leading financial services provider seeking a highly skilled Registered Advisor - Wealth Management to join their team in Edmonton.Job Description: As a Registered Advisor, you will be responsible for proactively developing, managing, and maintaining client relationships. You will work closely with Senior...

Job DescriptionYou'll work closely with a Wealth Advisor in the development and management of their book of business by providing effective client service and contributing to business development and sales-related activities.Your key responsibilities will include:IDentifying new business opportunities to gather additional assets and/or increase...

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, high-performance...

Why Choose BOMCAS CanadaAs a Personal Wealth Advisor at BOMCAS Canada, you'll be a vital contributor to our clients' financial well-being and the firm's commitment to delivering top-tier personal wealth advisory solutions.Join us in shaping the future of financial planning and making a significant impact on our clients, team, and industry.

A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. Your job: Support investment advisors in providing superior...

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...

Requisition ID: 219986Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.PurposeThe 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 SWM with...

A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. Your job: Support investment advisors in providing...

A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. Your job: Support investment advisors in providing...