Wealth Management Coordinator

Unlock Your Potential with BDOBDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust.Your OpportunityKey Responsibilities:Support the Wealth Advisor with day-to-day administrative tasksAssist in preparing...

About the OpportunityAviso Wealth is seeking a seasoned Sales Director to join our NEI Investments, Asset Management team. This is a remote role based in Edmonton, Alberta.As a key member of our sales team, you will focus on driving sales and asset growth in your assigned territory through effective relationship-building and strategy...

Putting People FirstBDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a culture of growth and development.Your...

Job SummaryWe are seeking a highly skilled Wealth Associate to join our team at NBC. As a key member of our Wealth Management practice, you will be responsible for delivering exceptional client service and supporting our team in achieving our goals.Key ResponsibilitiesAct as the primary point of contact for clients, providing prompt and informative responses...

About Scotia Wealth ManagementScotia Wealth Management is a cornerstone business within ScotiaBank, renowned for its integrity, service excellence, and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing clients' assets.Role OverviewAs a Receptionist, you will be the first point of...

Wealth Management OpportunityAt Investment Planning Counsel, we're seeking a skilled Wealth Advisor to join our team of dedicated professionals. With a strong background in wealth management and a passion for delivering exceptional client experiences, you'll thrive in this role.Key ResponsibilitiesDevelop and implement personalized wealth management...

BMO Financial Group is seeking a talented Client Service Coordinator to join our team in Edmonton. As a key member of our wealth management team, you will play a vital role in providing exceptional client service and support to Investment Advisors and their clients.About the RoleThis is an exciting opportunity for a highly organized and detail-oriented...

Wealth Management ProfessionalAt Investment Planning Counsel, we're committed to helping advisors build a better business through a remarkable client experience. As a Wealth Management Professional, you'll play a key role in delivering personalized wealth management solutions to help clients work toward their long-term financial goals.Your Key...

Wealth Advisor OpportunityAs a Wealth Advisor at Investment Planning Counsel (IPC), you will have the chance to make a meaningful impact in the lives of your clients.With over 25 years of experience in wealth management, our advisors have helped investors achieve their long-term financial goals through sound financial planning and comprehensive wealth...

About ScotiaMcLeodAs a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets.We empower our employees to deliver Enriched...

Wealth Management OpportunitiesAt Investment Planning Counsel, we're committed to helping advisors build a better business through a remarkable client experience. With over 40 branches across Canada, we're one of the fastest growing independent wealth management companies in the country.Your RoleDeliver personalized wealth management solutions to help...

Key ResponsibilitiesWe are seeking a highly skilled Wealth Associate to join our team at NBC. As a Wealth Associate, you will be responsible for providing exceptional client service, managing key client deadlines, and maintaining detailed records to ensure all client needs are met.Key Responsibilities:Act as the primary point of contact for clients,...

Role OverviewWe are seeking a highly skilled Wealth Associate to join our team at NBC. As a key member of our Wealth Management practice, you will be responsible for delivering exceptional client service and supporting our team in achieving our goals.Key ResponsibilitiesClient Service: Act as the primary point of contact for clients, providing prompt and...

Job SummaryJob DescriptionWhat is the opportunity?Royal Bank of Canada is a leading relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.The RBC Dominion...

The OpportunityWe are seeking a results-driven Sales Vice President to join the Aviso Wealth team. As a key member of our sales leadership team, you will be responsible for driving sales growth and expansion in the assigned region.Your Key Responsibilities:Develop and execute annual sales plans and budgets to achieve sales targets and asset...

About the Opportunity:We are seeking an experienced VP, Sales to join the Asset Management team at Aviso Wealth.This is a remote role based in Edmonton, Alberta.The successful candidate will focus on developing the specified region in terms of sales and asset growth, achieving assigned sales targets and activity goals.Key Responsibilities:Sales Strategy...

Company OverviewNBC is a respected leader in Edmonton's financial community, specializing in wealth management, financial planning, and individual insurance services.We are committed to delivering unparalleled value to our clients and fostering a stimulating environment that encourages innovative thinking and problem-solving.

Job SummaryWe are seeking a seasoned Sales professional to join our NEI Investments team as Vice President, Sales. Reporting to the Regional VP Sales, you will be responsible for driving sales and asset growth in your assigned territory.About UsAviso Wealth is a leading wealth management and investment services provider for the Canadian financial industry....

As a highly skilled Administrative Associate at ScotiaMcLeod, you will play a vital role in contributing to the overall success of our Wealth Advisors. Your primary responsibility will be to ensure a high level of client service is achieved by effective administration and day-to-day trading of their business.About the RoleIn this dynamic position, you...

As a leading wealth management organization, Aviso Wealth is committed to leadership, innovation, partnership, responsibility, and community.We're seeking a seasoned VP Sales and Business Development Lead to join our Asset Management team for 12 months. Reporting to the Regional VP Sales, you will focus on developing sales and asset growth in a specified...