Wealth Management Advisor

Job Overview:BOMCAS Canada seeks an experienced Personal Wealth Advisor to play a critical role in helping clients achieve their financial objectives. Your expertise in financial planning, investment strategies, and wealth management will guide clients through complexities of growing and preserving their wealth.

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...

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...

BOMCAS Canada's Personal Wealth Advisors are architects of financial dreams. With a deep understanding of Canadian wealth management, they design comprehensive strategies that encompass investment planning, estate management, and retirement aspirations. Their expertise transforms aspirations into attainable financial realities.About BOMCAS Canada: BOMCAS...

Company OverviewNational Bank Financial – Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000 clients in about 100 branches.Skill and QualificationYou will work with a wealth advisor to offer an exceptional client experience. To be successful, you...

National Bank's Wealth Management division is one of the largest in Canada, with close to 1,000 investment advisors managing assets for over 400,000 clients across more than 100 branches.About the TeamYou'll be part of a collaborative and supportive team that's dedicated to helping our clients achieve their financial goals. As a Wealth Associate, you'll work...

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...

We are seeking a highly skilled and dedicated Wealth Management Team Associate to join our Wealth Management team at Banque Nationale du Canada. In this role, you will have the opportunity to work closely with wealth advisors to provide exceptional customer service that drives long-term success.About the Role:The Wealth Management Team Associate will play a...

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...

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...

ATB Financial is dedicated to making a difference in the lives of our clients, team members, and communities. Our purpose is a guiding force behind every decision we make, driving us to deliver exceptional experiences.About the RoleThis leadership position plays a crucial role in shaping the success of our team. As a Regional Director, you will oversee a...

About Us:Scotia Wealth Management offers a purpose-driven winning team committed to results, an inclusive and high-performing culture, and a collaborative work environment.Job Description:The Associate Total Wealth Planner role involves providing plan input support to Senior Total Wealth Planners and conducting full planning engagements with existing clients...

We are seeking an experienced leader to join our team as Regional Director, Wealth Management. As a key member of our leadership team, you will be responsible for driving business growth and developing a high-performing team of advisors.Job descriptionThis role will involve:Coaching and developing advisors to achieve business objectivesBuilding relationships...

We're seeking a highly motivated Wealth Management Professional to join our team at Servus Credit Union. This exciting role offers the opportunity to work closely with financial advisors and members to deliver comprehensive financial solutions.About the OpportunityThe successful candidate will have the chance to leverage their expertise in financial planning...

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...

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...

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...

Title: Associate Total Wealth Planner - Edmonton, ABRequisition 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...

Key ResponsibilitiesProvide expert guidance on technical tax, estate, and financial planning ideas and strategies to advisors and clients.Communicate complex strategies to non-technical advisors and their high net worth clients.Research and write technical publications and articles.Present topics to advisors on a periodic basis.Stay current with pertinent...