Wealth Advisor Associate

About the RoleWe are seeking a highly motivated and detail-oriented Associate Wealth Advisor to join our team at CC&L Private Capital. As an Associate Wealth Advisor, you will work closely with our experienced Wealth Advisors to provide exceptional client service and support the delivery of investment planning and portfolio management to high-net-worth...

About the RoleWe are seeking a highly motivated and detail-oriented Associate Wealth Advisor to join our team at CC&L Private Capital. As an Associate Wealth Advisor, you will work closely with our experienced Wealth Advisors to provide exceptional client service and support the delivery of investment planning and portfolio management to high-net-worth...

Join Our Team as a Financial Planning AssociateWe are seeking a committed and skilled financial planning associate to enhance our team at IG Wealth Management. Our mission is to assist clients in achieving their financial aspirations through strategic and principled financial guidance. We are looking for an individual who is not only well-versed in financial...

Join Our Team as a Financial Planning AssociateWe are seeking a committed and skilled financial planning professional to become a part of our dynamic team at IG Wealth Management. Our mission is to assist clients in attaining financial independence through ethical and strategic financial planning. We are looking for an individual who possesses not only...

About the RoleWe are seeking a highly motivated and experienced Wealth Management Professional to join our team at CC&L Private Capital. As an Associate Wealth Advisor, you will play a key role in delivering exceptional client experiences and securing new business opportunities.Key ResponsibilitiesSupport an established Wealth Advisor in providing exemplary...

About the RoleWe are seeking a highly motivated and experienced Wealth Management Professional to join our team at CC&L Private Capital. As an Associate Wealth Advisor, you will play a key role in delivering exceptional client experiences and securing new business opportunities.Key ResponsibilitiesSupport an established Wealth Advisor in providing exemplary...

About the RoleWe are seeking a highly skilled and motivated Wealth Associate to join our team at National Bank. As a key member of our Wealth Management group, you will play a critical role in providing exceptional customer service and supporting our investment advisors in delivering outstanding results.Key ResponsibilitiesProvide superior customer service...

About the RoleWe are seeking a highly skilled and motivated Wealth Associate to join our team at National Bank. As a key member of our Wealth Management group, you will play a critical role in providing exceptional customer service and supporting our investment advisors in delivering outstanding results.Key ResponsibilitiesProvide superior customer service...

About the RoleWe are seeking a highly motivated and organized Associate to join our Wealth Management team at National Bank. As an Associate, you will play a key role in supporting our wealth advisors in their business development activities.Key ResponsibilitiesEnsure effective communication between clients, advisors, and collaboratorsProvide exceptional...

About the RoleWe are seeking a highly motivated and organized Associate to join our Wealth Management team at National Bank. As an Associate, you will play a key role in supporting our wealth advisors in their business development activities.Key ResponsibilitiesEnsure effective communication between clients, advisors, and collaboratorsProvide exceptional...

Job SummaryWe are seeking a highly skilled and detail-oriented Wealth Associate to join our team at National Bank Financial – Wealth Management. As a Wealth Associate, you will play a critical role in supporting our wealth advisors in providing exceptional customer service and helping them stand out in the industry.Key ResponsibilitiesSupport investment...

Job SummaryWe are seeking a highly skilled and detail-oriented Wealth Associate to join our team at National Bank Financial – Wealth Management. As a Wealth Associate, you will play a critical role in supporting our wealth advisors in providing exceptional customer service and helping them stand out in the industry.Key ResponsibilitiesSupport investment...

Vesta Wealth Partners Ltd. is a Calgary-based wealth management firm offering a unique array of active, passive, factor-based, and alternatives solutions. Our team works closely with clients to construct optimal portfolios. As a Client Administration Associate, you will be responsible for supporting our clients' needs and contributing to the success of our...

Vesta Wealth Partners Ltd. is a Calgary-based wealth management firm offering a unique array of active, passive, factor-based, and alternatives solutions. Our team works closely with clients to construct optimal portfolios. As a Client Administration Associate, you will be responsible for supporting our clients' needs and contributing to the success of our...

About the RoleWe are seeking a highly skilled and detail-oriented Administrative Associate to join our Wealth Management team at Scotiabank. As an Administrative Associate, you will play a critical role in supporting our Wealth Advisors in delivering exceptional client service and achieving business success.Key ResponsibilitiesClient Administration: Manage...

About the RoleWe are seeking a highly skilled and detail-oriented Administrative Associate to join our Wealth Management team at Scotiabank. As an Administrative Associate, you will play a critical role in supporting our Wealth Advisors in delivering exceptional client service and achieving business success.Key ResponsibilitiesClient Administration: Manage...

About the RoleWe are seeking a highly skilled and detail-oriented Administrative Associate to join our Wealth Management team at Scotiabank. As an Administrative Associate, you will play a critical role in supporting our Wealth Advisors in delivering exceptional client service and achieving business success.Key ResponsibilitiesClient Administration: Manage...

Location: This role will be situated in our Calgary or Edmonton office.About Us:Established in 2017, Wellington-Altus Financial Inc. serves as the parent organization to several entities, including Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., and Wellington-Altus...

About the RoleRobertson & Company Ltd. is seeking a highly skilled and experienced Senior Associate to join our Wealth Management team. As a Senior Associate, you will play a key role in delivering exceptional wealth management services to our clients.Key ResponsibilitiesClient Relationship ManagementWork closely with Senior Wealth Advisors and Senior...

About the RoleRobertson & Company Ltd. is seeking a highly skilled and experienced Senior Associate to join our Wealth Management team. As a Senior Associate, you will play a key role in delivering exceptional wealth management services to our clients.Key ResponsibilitiesClient Relationship ManagementWork closely with Senior Wealth Advisors and Senior...