Current jobs related to Wealth Management Advisors - Edmonton, Alberta - Bomcas
-
Edmonton, Alberta, Canada IG Wealth Management Full timeAdvisor, 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...
-
Wealth Advisor
3 days ago
Edmonton, Alberta, Canada Investment Planning Counsel Full timeWealth 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? ...
-
Edmonton, Alberta, Canada IG Wealth Management Full timeAdvisor, 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...
-
Edmonton, Alberta, Canada IG Wealth Management Full timeAdvisor, 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...
-
Corporate Employed Advisor Opportunity
6 days ago
Edmonton, Alberta, Canada IG Wealth Management Full timeJob 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...
-
Personal Wealth Advisors
3 weeks ago
Edmonton, Alberta, Canada Bomcas Full timeBOMCAS 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...
-
Wealth Management Advisor
1 day ago
Edmonton, Alberta, Canada Scotiabank Full timeRole 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...
-
Wealth Management Professional
2 days ago
Edmonton, Alberta, Canada National Bank Full timeWe 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...
-
Wealth Management Specialist
4 days ago
Edmonton, Alberta, Canada Robertson & Company Ltd. Full timeCompany 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...
-
Regional Director Wealth Management
2 weeks ago
Edmonton, Alberta, Canada ATB Financial Full timeAt 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...
-
Wealth Management Expert
1 day ago
Edmonton, Alberta, Canada Robertson & Company Ltd. Full timeJob Description:The Robertsons are a leader in financial services, seeking a Registered Advisor - Wealth Management to join their office in Edmonton.Key Responsibilities:Develop and maintain strong relationships with clients to deliver exceptional wealth management services.Collaborate closely with senior staff to review portfolios and prepare customized...
-
Associate Wealth Advisor
7 hours ago
Edmonton, Alberta, Canada Scotiabank Full timeRole 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...
-
Senior Wealth Advisor
4 weeks ago
Edmonton, Alberta, Canada Servus Credit Union Full timePosting 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...
-
Wealth Management Team Lead Position
7 days ago
Edmonton, Alberta, Canada ATB Financial Full timeWe 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...
-
Wealth Management Professional
3 days ago
Edmonton, Alberta, Canada Servus Credit Union Full timeWe'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...
-
Corporate Channel Advisor
1 day ago
Edmonton, Alberta, Canada IG Wealth Management Full timeAbout the RoleThis Corporate Employed Advisor role requires the successful candidate to be Securities licensed and have 3+ years of client-facing financial planning experience.The Advisor will provide proactive and outstanding planning and advice to clients, leveraging the IG Living Plan and other digital tools to enhance service levels.
-
Wealth Management Associate
2 days ago
Edmonton, Alberta, Canada National Bank Full timeCompany OverviewNational Bank is a leading financial institution with a strong presence in the market. We have close to 1,000 investment advisors who manage the assets of more than 400,000 clients across about 100 branches.We are committed to contributing to our employees' quality of life by offering flexibility in their work arrangements. This includes a...
-
Wealth Advisor Specialist
5 days ago
Edmonton, Alberta, Canada Servus Credit Union Full timeAbout 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...
-
Wealth Planning Specialist
2 days ago
Edmonton, Alberta, Canada Natural Factors Full timeJob 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...
-
Wealth Associate
3 days ago
Edmonton, Alberta, Canada National Bank Full timeA 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...
Wealth Management Advisors
1 week ago
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.