Wealth Management Professional

As a Senior Financial Planner at The Wealth Council, you will play a pivotal role in delivering exceptional wealth management services to high-net-worth clients and family businesses.About The Wealth CouncilWe are a dynamic and forward-thinking company that prides itself on providing top-notch financial advice to our clients. Our team is comprised of...

We are seeking a highly skilled Strategic Wealth Advisor to join our team at The Wealth Council. As a key member of our financial planning division, you will be responsible for providing expert advice and support to our clients in achieving their wealth management goals.The successful candidate will possess excellent analytical and problem-solving skills,...

Unlock Your Potential as a Senior Financial PlannerThe Wealth Council is seeking an experienced and highly motivated Senior Financial Planner to join our dynamic team. This is a fantastic opportunity to work with high-net-worth individuals and corporate clients, providing expert financial planning services that drive real results.About The Wealth CouncilWe...

At Palisade Capital, we pride ourselves on delivering exceptional wealth management services to high net worth families and their corporations. Our team of experienced professionals is dedicated to providing tailored investment solutions that meet the unique needs of our clients.We are seeking a highly organized and detail-oriented Wealth Management Support...

Up Financial, a pioneering Wealth Management firm, seeks an experienced Financial Advisor to join their dynamic team. This role offers a unique opportunity for professionals looking to transition from captive firms or banks to a more independent and client-centric environment.As a Wealth Management Professional, you will be responsible for providing...

About the RoleWe are seeking an experienced Wealth Management Professional to join our team in Calgary. This is a challenging and rewarding opportunity for individuals who are passionate about delivering exceptional client experiences and building long-term relationships.

About the RoleAs a seasoned professional in wealth management, we are seeking an Advisor who desires independence and autonomy to grow their practice with our firm. Our team has extensive experience in running successful practices, creating systems for acquiring new clients, and providing education in tax, investment, insurance, and estate planning.We offer...

About the RoleStaffix is seeking a highly organized and detail-oriented Senior Wealth Management Administrative Professional to join our team. This role requires a proactive self-starter who excels in multitasking and prioritization, with a knack for building relationships and delivering top-tier support.Key ResponsibilitiesCalendar ManagementOptimize and...

Job SummaryWe are seeking a highly skilled Advanced Taxation Specialist to join our team at IG Wealth Management. As a key member of our Advanced Financial Planning team, you will provide expert taxation and estate planning support to our clients.ResponsibilitiesProvide advanced taxation and financial planning support to clients through telephone and email...

At ScotiaMcLeod, we're seeking a highly skilled Senior Associate to join our team of experienced professionals. As a cornerstone business within Scotia Wealth Management, we've built a reputation for integrity and service excellence.We're committed to empowering our advisors and teams to explore innovative approaches to protecting and growing our clients'...

Job OverviewWe are seeking a highly skilled and experienced Senior Financial Planner to join our team at The Wealth Council in Calgary, AB.This is a dynamic opportunity for a seasoned professional to work with high-net-worth clients and corporate clients, providing comprehensive financial planning services.The successful candidate will be responsible for...

Role OverviewWe are seeking a seasoned Senior Licensed Associate, Wealth Management to join our esteemed Multi-Family Office team in Calgary.

About Palisade CapitalPalisade Capital is a boutique investment management firm specializing in high net worth families and their corporations. With a strong focus on long-term relationships, our client-centric approach prioritizes integrity, alignment with clients, and exceptional investment performance.Career OpportunityWe are seeking a highly organized...

About the RoleAs a highly skilled and experienced Financial Planner, you will play a crucial role in helping our clients achieve their financial goals and objectives. We are seeking an individual with a passion for financial planning, a strong understanding of our industry-leading technology, and excellent communication skills. Key ResponsibilitiesDevelop...

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...

About Up Financial: We are a wealth management and financial planning firm that specializes in providing sophisticated investment advice and comprehensive financial planning across Canada and the US. Our mission is to provide clients with independent, customized advice without conflicts associated with larger brokerage firms and banks. We value strong...

Key ResponsibilitiesThe Coordinator, Region Office Operations, serves as the primary point of contact for both internal and external clients of IG Wealth Management. This role is responsible for providing exceptional service, managing inquiries, and ensuring seamless administrative operations.Essential Duties Include:Welcoming clients at reception, handling...

Role OverviewWe are seeking a highly skilled Financial Service Professional to join our team in Calgary, Alberta. This role offers an exciting opportunity to work in wealth management and provide exceptional customer service.About the JobIn this role, you will assist Wealth Advisors in managing high net worth client accounts, providing superior client...

Your OpportunityBDO is a firm that prioritizes positive relationships with our people and clients. Our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters personal and professional growth.ResponsibilitiesProcess client data and complete data entry in...

As a Scotiabank Wealth Management Expert, you will play a key role in providing high net worth clients with customized wealth management solutions. Your expertise in estate planning and trust consulting will enable you to deliver tailored advice and strategies to help clients achieve their financial goals. You will work closely with clients and partners to...