Wealth Management Associate
8 hours ago
Vesta Wealth Partners Ltd. is a Calgary-based wealth management firm offering a unique array of active, passive, factor-based, and alternatives solutions. Our team works closely with clients to construct optimal portfolios. As a Client Administration Associate, you will be responsible for supporting our clients' needs and contributing to the success of our firm. Key responsibilities include:
* Providing exceptional client service and support
* Assisting with portfolio administration and management
* Collaborating with our team to achieve business objectives
If you are a detail-oriented and organized individual with excellent communication skills, we encourage you to apply for this exciting opportunity. You will have the chance to work with a dynamic team and contribute to the growth and success of our firm.
-
Wealth Management Associate
4 weeks ago
Calgary, Alberta, Canada IG Wealth Management Full timeJoin Our Team as a Financial Planning AssociateWe are seeking a committed and skilled financial planning associate to enhance our team at IG Wealth Management. Our mission is to assist clients in achieving their financial aspirations through strategic and principled financial guidance. We are looking for an individual who is not only well-versed in financial...
-
Wealth Management Associate
4 weeks ago
Calgary, Alberta, Canada IG Wealth Management Full timeJoin Our Team as a Financial Planning AssociateWe are seeking a committed and skilled financial planning professional to become a part of our dynamic team at IG Wealth Management. Our mission is to assist clients in attaining financial independence through ethical and strategic financial planning. We are looking for an individual who possesses not only...
-
Associate Financial Planner
7 days ago
Calgary, Alberta, Canada IG Wealth Management Full timeAbout UsIG Wealth Management is a leading financial services company dedicated to providing clients with expert financial guidance and tailored solutions. Our team of experienced professionals is committed to helping individuals and families achieve their financial goals.Job SummaryWe are seeking a highly skilled Associate Financial Planner to join our team....
-
Associate Financial Planner
7 days ago
Calgary, Alberta, Canada IG Wealth Management Full timeAbout UsIG Wealth Management is a leading financial services company dedicated to providing clients with expert financial guidance and tailored solutions. Our team of experienced professionals is committed to helping individuals and families achieve their financial goals.Job SummaryWe are seeking a highly skilled Associate Financial Planner to join our team....
-
Wealth Management Associate
2 days ago
Calgary, Alberta, Canada National Bank Full timeAbout the RoleWe 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 ResponsibilitiesEnsure effective communication between clients, advisors, and collaboratorsProvide exceptional...
-
Wealth Management Associate
2 days ago
Calgary, Alberta, Canada National Bank Full timeAbout the RoleWe 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 ResponsibilitiesEnsure effective communication between clients, advisors, and collaboratorsProvide exceptional...
-
Investment Planning Associate
4 weeks ago
Calgary, Alberta, Canada IG Wealth Management Full timeJoin Our Team as a Financial Planning AssociateWe are seeking a committed and skilled financial planning associate to enhance our team at IG Wealth Management. Our mission is to empower clients on their journey to financial independence through ethical and strategic financial planning.Why You Should Consider This Opportunity:Our organization prides itself on...
-
Client Relationship Associate
4 weeks ago
Calgary, Alberta, Canada IG Wealth Management Full timeJoin Our Team as a Financial Planning AssociateWe are seeking a committed and skilled financial planning professional to become a part of our esteemed organization. At IG Wealth Management, our mission is to assist clients in attaining financial independence through strategic and principled financial advisory services. We are looking for an individual who...
-
Financial Planning Associate
4 weeks ago
Calgary, Alberta, Canada IG Wealth Management Full timeJoin Our Team as a Financial Planning AssociateWe are seeking a committed and knowledgeable financial planning professional to enhance our team. At IG Wealth Management, we prioritize assisting clients in achieving their financial aspirations through strategic and ethical financial advisory services. We are looking for an individual who is not only skilled...
-
Wealth Associate
1 day ago
Calgary, Alberta, Canada NBC Full timeJob SummaryWe are seeking a highly skilled and detail-oriented Wealth Associate to join our team at National Bank Financial – Wealth Management. As a Wealth Associate, you will play a critical role in supporting our wealth advisors in providing exceptional customer service and helping them stand out in the industry.Key ResponsibilitiesSupport investment...
-
Wealth Associate
22 hours ago
Calgary, Alberta, Canada NBC Full timeJob SummaryWe are seeking a highly skilled and detail-oriented Wealth Associate to join our team at National Bank Financial – Wealth Management. As a Wealth Associate, you will play a critical role in supporting our wealth advisors in providing exceptional customer service and helping them stand out in the industry.Key ResponsibilitiesSupport investment...
-
Wealth Management Associate
1 week ago
Calgary, Alberta, Canada NBC Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Wealth Associate to join our team at NBC. As a Wealth Associate, you will play a critical role in supporting our wealth advisors in providing exceptional customer service to our clients.Key ResponsibilitiesClient Support: Provide superior customer service to clients, responding to their...
-
Wealth Management Associate
1 week ago
Calgary, Alberta, Canada NBC Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Wealth Associate to join our team at NBC. As a Wealth Associate, you will play a critical role in supporting our wealth advisors in providing exceptional customer service to our clients.Key ResponsibilitiesClient Support: Provide superior customer service to clients, responding to their...
-
Wealth Associate
3 days ago
Calgary, Alberta, Canada National Bank Full timeAbout the RoleWe are seeking a highly skilled and motivated Wealth Associate to join our team at National Bank. As a key member of our Wealth Management group, you will play a critical role in providing exceptional customer service and supporting our investment advisors in delivering outstanding results.Key ResponsibilitiesProvide superior customer service...
-
Wealth Associate
3 days ago
Calgary, Alberta, Canada National Bank Full timeAbout the RoleWe are seeking a highly skilled and motivated Wealth Associate to join our team at National Bank. As a key member of our Wealth Management group, you will play a critical role in providing exceptional customer service and supporting our investment advisors in delivering outstanding results.Key ResponsibilitiesProvide superior customer service...
-
Senior Associate
1 week ago
Calgary, Alberta, Canada Robertson & Company Ltd. Full timeAbout the RoleRobertson & Company Ltd. is seeking a highly skilled and experienced Senior Associate to join our Wealth Management team. As a Senior Associate, you will play a key role in delivering exceptional wealth management services to our clients.Key ResponsibilitiesClient Relationship ManagementWork closely with Senior Wealth Advisors and Senior...
-
Senior Associate
1 week ago
Calgary, Alberta, Canada Robertson & Company Ltd. Full timeAbout the RoleRobertson & Company Ltd. is seeking a highly skilled and experienced Senior Associate to join our Wealth Management team. As a Senior Associate, you will play a key role in delivering exceptional wealth management services to our clients.Key ResponsibilitiesClient Relationship ManagementWork closely with Senior Wealth Advisors and Senior...
-
Administrative Associate
7 days ago
Calgary, Alberta, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled and detail-oriented Administrative Associate to join our Wealth Management team at Scotiabank. As an Administrative Associate, you will play a critical role in supporting our Wealth Advisors in delivering exceptional client service and achieving business success.Key ResponsibilitiesClient Administration: Manage...
-
Administrative Associate
1 week ago
Calgary, Alberta, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled and detail-oriented Administrative Associate to join our Wealth Management team at Scotiabank. As an Administrative Associate, you will play a critical role in supporting our Wealth Advisors in delivering exceptional client service and achieving business success.Key ResponsibilitiesClient Administration: Manage...
-
Administrative Associate
1 week ago
Calgary, Alberta, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled and detail-oriented Administrative Associate to join our Wealth Management team at Scotiabank. As an Administrative Associate, you will play a critical role in supporting our Wealth Advisors in delivering exceptional client service and achieving business success.Key ResponsibilitiesClient Administration: Manage...