Wealth Management Advisor

As a leading Private Wealth Management practice in Calgary, IG Wealth Management is committed to providing exceptional client service and achieving outstanding results. We're seeking a skilled Private Wealth Management Advisor to join our team and help us drive success.Your responsibilities will include:Providing expert advice and guidance to clients on...

We Are Seeking a Senior Wealth Management Professional to Join Our TeamKey ResponsibilitiesLeverage existing client base to develop high net worth referral opportunitiesFollow up on new business opportunitiesFinding more opportunities to serve current clientsGather data from clients to prepare plans/proposalsLead relationship advisor, and second-chair in...

About Our CompanyIG Wealth Management is a leading Private Wealth Management practice with a 20-year history in Calgary. We're seeking a results-oriented financial services professional to join our team as a Senior Financial Advisor.Your responsibilities will include:Following up on new business opportunitiesIdentifying opportunities to serve current...

Job Summary:This is an exciting opportunity for a senior wealth management professional to join our team at IG Wealth Management.Key Responsibilities:Expand existing client relationships to drive revenue growth and build a book of clients within an established practice.Work closely with the practice lead and financial consultants to develop and implement...

About the Company - Excellent opportunity with Hillaby & Associates Private Wealth Management. Looking for a results oriented financial services professional who is interested in a long-term opportunity with a leading Private Wealth Management practice, with a 20 year history located in Calgary. Individual must be well versed in financial planning and...

About the Company - Excellent opportunity with Hillaby & Associates Private Wealth Management. Looking for a results oriented financial services professional who is interested in a long-term opportunity with a leading Private Wealth Management practice, with a 20 year history located in Calgary. Individual must be well versed in financial planning and...

About the Company - Excellent opportunity with Hillaby & Associates Private Wealth Management. Looking for a results-oriented financial services professional who is interested in a long-term opportunity with a leading Private Wealth Management practice, with a 20-year history located in Calgary. Individual must be well versed in financial planning and...

About UsHillaby & Associates Private Wealth Management is a leading Private Wealth Management practice located in Calgary. We offer a unique opportunity for a financial services professional to join our team and contribute to our success.Job SummaryWe are seeking a financial services professional to join our team as a wealth management advisor. In this role,...

Our TeamNational Bank Financial - Wealth Management is a leading investment brokerage firm in Canada, boasting close to 1,000 investment advisors who manage assets for over 400,000 clients across approximately 100 branches.You will report directly to the regional manager and collaborate with a wealth advisor to provide an exceptional client experience....

Company Overview:At Cardinal Point, we provide exceptional wealth management services to our clients across Canada and the United States. With a strong reputation for innovation and client-focused solutions, we strive to create long-term value through strategic investment sand financial planning strategies. We are currently seeking an experienced and...

About the Role:">We are seeking a seasoned Strategic Wealth Advisor to join our team in Western Canada. As a key member of our region's leadership, you will be responsible for developing and executing business strategies that drive growth and client satisfaction.">Your Key Responsibilities:">">Develop and maintain strong relationships with high net worth...

About the Opportunity:This is a challenging role that requires a results-driven individual who is passionate about financial planning and wealth management.Responsibilities:Develop and implement strategies to grow existing client relationships, identifying opportunities to expand business through strategic partnerships.Collaborate with the practice lead and...

A career as an Associate in the Wealth Management team at National Bank will give you the opportunity to show 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:- Ensure effective...

Requisition ID: 222377 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...

Key Responsibilities">The Wealth Management Assistant is a critical role at BMO Financial Group, requiring a highly organized and detail-oriented individual to support our Wealth Management team.In this role, you will be responsible for providing administrative support, including scheduling appointments, preparing reports, and maintaining accurate records....

Requisition ID: 222377As 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...

Requisition ID: 222377As 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...

Requisition ID: 222377As 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...

Investment Advisor Career PathAs an Investment Advisor at RBC Dominion Securities, you will have the opportunity to build a rewarding and challenging career in wealth management. Our Investment Advisors play a critical role in helping our clients achieve their financial goals, and we are seeking highly motivated and experienced professionals to join our...

About Us">Natural Factors is a global leader in financial institutions, serving over 27 million households and businesses across Canada, the US, and globally. Our mission is to enrich the lives of our clients, communities, and colleagues.">Job Description">We're seeking an experienced Wealth Planning Coach to join our team. In this role, you'll provide...