Wealth Management Team Associate

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...

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...

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...

Company OverviewIG Wealth Management is a leading wealth management firm in Canada, dedicated to helping individuals achieve their financial goals. Our team of experienced professionals provides personalized service and expertise to our 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...

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...

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...

About the RoleWe are looking for a talented Wealth Management Professional to join our team at Robertson & Company Ltd. in Edmonton.Key Responsibilities:Proactively develop and manage client relationships to achieve business growth.Work closely with senior staff to deliver wealth management services and support client needs.Develop and implement customized...

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...

Required Skills and QualificationsTo succeed in this role, you will need:Securities licensure3+ years of client-facing financial planning experiencePerformance-driven high achiever with strong relationship and sales skills along with demonstrated financial planning excellenceBenefitsThis role offers a competitive total compensation package, including a base...

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.

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...

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...

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...

About Us:Servus 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 currently looking for a Wealth Management Specialist to join our Wealth team. Our team of smart, gutsy, and driven individuals is committed to providing exceptional service to...

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...

Become a Big 4 Tax ProfessionalTitle: Associate, Wealth Management/Private Client Advisors (PCA)Location: Edmonton, AlbertaDescription:Our client is one of Canada's leading professional services firms who provide audit, tax, consulting and financial advisory services to Canadian and international companies through their exceptional team of accounting...