Wealth Management Professional

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...

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...

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.

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

Excel in Insurance and Wealth DevelopmentSun Life Financial offers a dynamic and supportive work environment that fosters collaboration, innovation, and continuous learning. As a Business Development Partner, you'll have the opportunity to work with a talented and diverse workforce, develop new skills, and take on new challenges.The primary responsibilities...