Wealth Management Consultant

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...

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...

About Scotia Wealth ManagementScotia Wealth Management is a cornerstone business within Scotia Bank, renowned for its integrity based on service excellence and trusted investment advice. Our advisors and teams take pride in exploring innovative approaches to protecting and growing our clients' assets.Your RoleAs a Receptionist, you will be in a highly...

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...

The OpportunityWe're seeking a highly skilled Vice President of Sales and Business Development to join our Asset Management team at Aviso Wealth Inc.Reporting to the Regional VP Sales, you will focus on developing the specified region in terms of sales and asset growth. Your key activities will include:Developing annual territory sales plans and budgets to...

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...

Unlock Your Potential as a VP of Sales at Aviso Wealth IncWe are seeking an experienced and results-driven Vice President, Sales to join our dynamic team in Edmonton, Alberta. As a strategic asset sales leader, you will play a critical role in driving growth and expanding our presence in the region.The Opportunity:You will be responsible for developing and...

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...

The Opportunity:We're seeking a seasoned sales professional to join our Asset Management team as a VP, Sales. Reporting to the Regional VP Sales, you will focus on developing the specified region in terms of sales and asset growth.Key activities include developing annual territory sales plans and budgets, working directly with investment advisors to promote...

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...

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...

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...

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...

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....

About the RoleWe are seeking a highly motivated Senior Associate to join our Wealth Management team. As a key member of our team, you will work closely with a Wealth Advisor to develop and manage their book of business.Key ResponsibilitiesIdentify new business opportunities to grow our client base and increase revenueUtilize your in-depth knowledge of...

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...

Role OverviewWe are seeking a skilled Corporate Wealth Strategist to join our Private Client team at the Royal Bank of Canada. As a key member of our Family Office Services team, you will be responsible for delivering high-value customized information and guidance to our HNW and UHNW business owner clients.Key ResponsibilitiesConduct thorough information...