Senior Investment Associate, Wealth Management

Role OverviewThe Senior Investment Associate supports the Multi-Family Office team in Calgary. Reporting to the Portfolio Managers locally, you will leverage your industry knowledge, business development and customer service skills to provide exceptional service levels to the clients and internal partners.Key Responsibilities Complete account processing...

Job Summary:We are seeking a highly skilled Investment Associate to join our Wealth Sales & Service team at BMO Financial Group. As an Investment Associate, you will be responsible for building trust and strong client relationships, determining individual investment needs, and providing professional, customized advice to ensure clients' financial goals are...

Job Title: Senior Licensed Associate - Wealth ManagementJob Summary:We are seeking a skilled Senior Licensed Associate to join our Wealth Management team. As a key member of our team, you will be responsible for providing exceptional service to our clients and internal partners.Key Responsibilities:Support the Multi-Family Office team in Calgary, reporting...

At ScotiaMcLeod, we offer a unique opportunity to excel in a dynamic wealth management environment. As a Senior Associate, you will play a key role in supporting our Wealth Advisors in developing and managing their book of business.Key Responsibilities:Identify new business opportunities to grow our client base and increase revenue.Utilize in-depth knowledge...

The Blue Chip Recruiting Ltd. is seeking a Senior Licensed Associate, Wealth Management to join our successful UHNW business in Calgary.Job Description:We are looking for an experienced Investment Representative with a strong background in wealth management to support our Multi-Family Office team.The ideal candidate will have a proven track record of...

Job Summary:We 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 Responsibilities:Ensure effective communication between clients, advisors, and collaboratorsProvide exceptional...

At ScotiaMcLeod, we're committed to delivering exceptional client service and driving business growth. As a Senior Associate, you'll work closely with a Wealth Advisor to develop and manage their book of business, providing effective client service and contributing to business development and sales-related activities.Key Responsibilities:Identify new...

Unlock Your Potential in a Forward-Thinking OrganizationWe are seeking an experienced Senior Associate to join our team at ScotiaMcLeod. As a cornerstone business within Scotia Wealth Management, we have earned a reputation for integrity based on service excellence and trusted investment advice.OverviewAt ScotiaMcLeod, you will work closely with a Wealth...

Unlock Your Potential as an Associate Wealth AdvisorAre you a driven and ambitious professional looking to launch a successful career in wealth management? Do you have a passion for delivering exceptional client experiences and building long-term relationships? If so, we invite you to explore the exciting opportunity to become an Associate Wealth Advisor at...

Job Title: Wealth AssociateAt National Bank Financial – Wealth Management, we are seeking a highly motivated and detail-oriented Wealth Associate to join our team. As a Wealth Associate, you will play a key role in supporting our wealth advisors in providing exceptional customer service to our clients.Key Responsibilities:Support investment advisors in...

Job Opportunity: Are you a motivated and ambitious professional looking to launch a successful career in wealth management? Do you have a passion for delivering exceptional client service and building strong relationships? We are seeking a highly skilled and dedicated Associate Wealth Advisor to join our team at CC&L Private Capital. As an Associate...

Exciting Opportunity for a Senior Wealth AdvisorAs a Senior Wealth Advisor at Scotiabank, you will be responsible for providing expert financial planning and wealth management services to clients. Your primary goal will be to help clients achieve their financial goals through comprehensive financial planning and investment advice.Main...

About ScotiabankScotiabank is a leading bank in the Americas, guided by our purpose: 'for every future'. We help our customers, their families, and communities achieve success through various advice, products, and services.Job SummaryWe are seeking an experienced Senior Wealth and Investment Advisor to join our team in Calgary. The ideal candidate will have...

Role SummaryBlue Chip Recruiting Ltd. is seeking a highly skilled and experienced individual to fill the role of Canada Wealth Management Supervisor. This is a challenging opportunity for a dedicated professional to lead and manage a team in the wealth management industry.Key ResponsibilitiesSurveillance and SupervisionOversee the supervision of retail...

At ScotiaMcleod, we are seeking a talented Investment Associate to join our team of innovative thinkers. As 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...

Our company, IG Wealth Management, a leading financial services provider in Canada, offers an exceptional opportunity for a highly skilled Senior Financial Planner to join our elite performance team.The estimated annual salary for this role is $85,000 - $110,000, depending on experience.About the Role:We are seeking a talented and experienced Financial...

Job SummaryJob DescriptionUnlock Your Potential as an Investment Advisor at RBCAs an Investment Advisor at RBC Dominion Securities, you will have the opportunity to help your clients achieve their financial goals while building a successful career. With our comprehensive training and support, you will be equipped to provide expert financial advice and...

As 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.When you join ScotiaMcLeod, you'll be empowered to deliver Enriched...

About the Role:Aviso Wealth is seeking an experienced Senior Sales Executive to join our Asset Management team. As a key member of our sales team, you will be responsible for developing and executing sales strategies to drive growth and expansion in the assigned territory.Key Responsibilities:Develop and execute annual sales plans and budgets to meet...

Job Summary:We are seeking a highly skilled and motivated Wealth Associate to join our team at National Bank. As a Wealth Associate, you will play a key role in providing exceptional client service and supporting our Wealth Advisors in managing high net worth client accounts.Key Responsibilities:Assist Wealth Advisors in administrative tasks and activities...