Senior Investment Associate, Wealth Management

Senior Investment Associate, Wealth ManagementAre you a seasoned professional in wealth management seeking a new challenge? Our esteemed client, a leading Multi-Family Office, is expanding its licensed IIROC team with a long-term Senior Investment Associate role in their successful UHNW business.Key Responsibilities:Support the Multi-Family Office team in...

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...

Role Description:The Senior Investment Associate (Licensed) 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.As the Senior Associate, you...

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...

As a Senior Associate at ScotiaMcLeod, you will play a key role in the development and management of a Wealth Advisor's book of business. Your primary responsibility will be to provide exceptional client service and contribute to business development and sales-related activities.Key Responsibilities:Identify new business opportunities to gather additional...

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...

Unlock Your Potential as an Associate Wealth AdvisorAre you a client service professional with a passion for investments and sales? Do you have a strong foundation of knowledge and a desire to learn and grow? We invite you to join our team at CC&L Private Capital as an Associate Wealth Advisor and embark on a rewarding career path that offers a unique...

At ScotiaMcLeod, we're committed to delivering exceptional wealth management services to our clients. As a Senior Associate, you'll play a key role in helping our Wealth Advisors develop and manage their book of business.Key Responsibilities:Identify new business opportunities to grow our client base and increase revenueUtilize your knowledge of our products...

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...

Job SummaryWe are seeking a highly skilled Investment Associate to join our team at BMO. As an Investment Associate, you will be responsible for building and maintaining strong client relationships, determining individual investment needs, and providing professional advice to ensure clients' financial goals are met.Key ResponsibilitiesDevelop and execute...

Unlock Your Potential as an Associate Wealth AdvisorAt CC&L Private Capital, we're committed to creating a diverse and inclusive environment where our team members can thrive. As an Associate Wealth Advisor, you'll have the opportunity to work alongside experienced Wealth Advisors, providing exceptional client service and delivering investment planning and...

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...

Job Title: Canada Wealth Management SupervisorJob Summary:We are seeking a highly skilled and experienced Senior Wealth Management Professional to join our team at Blue Chip Recruiting Ltd. as a Canada Wealth Management Supervisor. The successful candidate will be responsible for overseeing the supervision of retail investment account activity, ensuring...