Wealth Management Support Specialist

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...

Job SummaryWe are seeking a highly skilled Senior Financial Planner to join our team at The Wealth Council. This is an exciting opportunity to work with high-net-worth and corporate clients, providing comprehensive financial advice and results-driven solutions.About UsThe Wealth Council is a dynamic organization that prides itself on delivering exceptional...

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,...

Job DescriptionWe are seeking a Senior Wealth & Estate Planner to join our team in Calgary. As a key member of our team, you will work closely with our clients to understand their goals and objectives, and develop customized financial plans to help them achieve their legacy aspirations.Key Responsibilities:Lead clients through our proprietary goals-based...

About the RoleWe are seeking an experienced Fiduciary Specialist to join our Wealth Management team at BMO Financial Group. As a key member of our team, you will be responsible for providing high-quality service to our Trust & Estate clients and ensuring compliance with regulatory requirements.

Company Overview:TD Private Wealth Management is a leader in the wealth management industry, providing highly personalized advice, solutions, and service to clients.

We are seeking a Wealth Planning Strategist to join our team in Calgary. This is a challenging role that requires expertise in financial planning and wealth management.About UsThree60 Wealth & Estate Solutions Inc. is a family office providing comprehensive financial services to high-net-worth individuals and families.Job DescriptionAs a Wealth Planning...

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...

Three60 Wealth & Estate Solutions Inc. is a Family Office that provides financial planning services to business owners and high-net-worth families in Calgary.We help each family we work with identify and attain its own unique legacy goals. In this hands-on role, you'll work closely with our clients to understand their needs and develop customized...

Royal Bank of Canada is seeking a skilled and motivated Investment Advisor to join our team in Calgary, Alberta. As an Investment Advisor at RBC Dominion Securities, you will play a critical role in helping clients reach their financial goals.About the RoleAs an Investment Advisor, you will be responsible for providing expert advice and guidance to...

Job OverviewWe are seeking a highly skilled Wealth Associate to join our team at National Bank Private Banking 1859. As a key member of our team, you will play a crucial role in providing exceptional client service and supporting our Wealth Advisors in managing high net worth client accounts.About the RoleAssist Wealth Advisors in administrative tasks...

We are seeking a highly organized and motivated Wealth Management Administrative Assistant to support our team of portfolio managers in delivering exceptional client service. This is a unique opportunity to join Palisade Capital Management Ltd., a boutique investment management firm dedicated to serving high net worth families and their corporations.About...

Wealth Management Administrative Assistant - Calgary, AlbertaAbout Palisade Capital Management Ltd.Palisade Capital Management Ltd. is a boutique investment management firm focused on delivering exceptional service to high net worth families and their corporations, family trusts and foundations. With over 26 years of experience, our team has established a...

About UsUp Financial is a reputable wealth management firm dedicated to providing expert investment advice and comprehensive financial planning services across Canada and the US.Job DescriptionWe are seeking an experienced Financial Planning Specialist to join our team. As an independent contractor, you will have the autonomy to run your own practice while...

Join Our Team:We are seeking a Wealth Management Assistant to join our team at Raymond James Ltd. This role is responsible for supporting financial advisors in delivering exceptional client service, contributing to the overall success of the firm, and growing their career in a dynamic and supportive environment.Responsibilities:Support financial advisors in...

About The Wealth CouncilWe are a dynamic wealth management firm dedicated to providing exceptional financial advice to high-net-worth individuals and corporate clients. Our team is passionate about delivering comprehensive solutions that meet the unique needs of our clients.Job SummaryWe are seeking an experienced Senior Financial Planner to join our team....

Wealth Management OpportunityUp Financial is a leading wealth management firm providing expert investment advice and comprehensive financial planning across Canada and the US.Leverage our national client base while enjoying the flexibility of remote work. Collaborate with an experienced team, specializing in asset management fees and fee-for-service...

Unlock Your Potential in Wealth ManagementAt Up Financial, we're on a mission to empower talented professionals like you to succeed in the fast-paced world of wealth management. As a senior advisor with our firm, you'll have the autonomy to grow your practice while being part of a dynamic team that shares your passion for delivering exceptional client...

Company Overview: Palisade Capital Management Ltd. is a boutique investment management firm dedicated to providing exceptional service to high net worth families and their corporations, family trusts, and foundations.About the Role: We are seeking a highly skilled Wealth Management Administrative Assistant to join our team in Calgary, Alberta. This role will...

Private Banking Officer (Contract)Time Type: Full timeJob Family Group: Wealth Sales & ServiceWe at the Bank of Montreal are seeking a highly motivated and customer-centric Private Banking Officer to join our team.IDentify customer needs and match with appropriate products or services using relationship selling techniques, including making referrals to other...