Wealth Management Assistant

About the OpportunityWe are seeking a results-oriented financial services professional to join our team at Hillaby & Associates Private Wealth Management. As a senior financial strategist, you will play a key role in developing high-net-worth referral opportunities and building relationships with clients.Key ResponsibilitiesLeverage our existing client base...

As a leading Private Wealth Management practice in Calgary, IG Wealth Management is committed to providing exceptional client service and achieving outstanding results. We're seeking a skilled Private Wealth Management Advisor to join our team and help us drive success.Your responsibilities will include:Providing expert advice and guidance to clients on...

Job Summary:This is an exciting opportunity for a senior wealth management professional to join our team at IG Wealth Management.Key Responsibilities:Expand existing client relationships to drive revenue growth and build a book of clients within an established practice.Work closely with the practice lead and financial consultants to develop and implement...

We Are Seeking a Senior Wealth Management Professional to Join Our TeamKey ResponsibilitiesLeverage existing client base to develop high net worth referral opportunitiesFollow up on new business opportunitiesFinding more opportunities to serve current clientsGather data from clients to prepare plans/proposalsLead relationship advisor, and second-chair in...

About Our CompanyIG Wealth Management is a leading Private Wealth Management practice with a 20-year history in Calgary. We're seeking a results-oriented financial services professional to join our team as a Senior Financial Advisor.Your responsibilities will include:Following up on new business opportunitiesIdentifying opportunities to serve current...

Company Overview:At Cardinal Point, we provide exceptional wealth management services to our clients across Canada and the United States. With a strong reputation for innovation and client-focused solutions, we strive to create long-term value through strategic investment sand financial planning strategies. We are currently seeking an experienced and...

Key Responsibilities">The Wealth Management Assistant is a critical role at BMO Financial Group, requiring a highly organized and detail-oriented individual to support our Wealth Management team.In this role, you will be responsible for providing administrative support, including scheduling appointments, preparing reports, and maintaining accurate records....

Our TeamNational Bank Financial - Wealth Management is a leading investment brokerage firm in Canada, boasting close to 1,000 investment advisors who manage assets for over 400,000 clients across approximately 100 branches.You will report directly to the regional manager and collaborate with a wealth advisor to provide an exceptional client experience....

About UsHillaby & Associates Private Wealth Management is a leading Private Wealth Management practice located in Calgary. We offer a unique opportunity for a financial services professional to join our team and contribute to our success.Job SummaryWe are seeking a financial services professional to join our team as a wealth management advisor. In this role,...

About UsCompany OverviewHillaby & Associates Private Wealth Management is a leading private wealth management practice with a 20-year history in Calgary. We are seeking a results-oriented financial services professional to join our team.

About the Opportunity:This is a challenging role that requires a results-driven individual who is passionate about financial planning and wealth management.Responsibilities:Develop and implement strategies to grow existing client relationships, identifying opportunities to expand business through strategic partnerships.Collaborate with the practice lead and...

At Scotiabank, we are committed to delivering a best-in-class client experience. As a Senior Trust Officer, you will play a critical role in supporting our strategy and revenue goals by providing high-quality solutions to high-net-worth clients.This role requires a proven, highly skilled professional with expertise in Estate & Trust administration and wealth...

About the Role:The Wealth Management Associate at BMO Financial Group is responsible for assisting in building a profitable business and obtaining net new assets in partnership with senior colleagues. You will be part of a highly successful team that provides wealth planning and investment advice to clients, aiming to deliver an exceptional client...

About the Company - Excellent opportunity with Hillaby & Associates Private Wealth Management. Looking for a results oriented financial services professional who is interested in a long-term opportunity with a leading Private Wealth Management practice, with a 20 year history located in Calgary. Individual must be well versed in financial planning and...

About the Company - Excellent opportunity with Hillaby & Associates Private Wealth Management. Looking for a results oriented financial services professional who is interested in a long-term opportunity with a leading Private Wealth Management practice, with a 20 year history located in Calgary. Individual must be well versed in financial planning and...

About the Company - Excellent opportunity with Hillaby & Associates Private Wealth Management. Looking for a results oriented financial services professional who is interested in a long-term opportunity with a leading Private Wealth Management practice, with a 20 year history located in Calgary. Individual must be well versed in financial planning and...

About the CompanyHillaby & Associates Private Wealth Management is a leading Private Wealth Management practice with a 20-year history located in Calgary. Our team is passionate about helping clients achieve positive outcomes and attracting referrals, introductions, and new business.Job DescriptionLeverage our existing client base to develop high-net-worth...

At IG Wealth Management, we're dedicated to helping our clients achieve their financial goals and build lasting wealth. As a Results-Oriented Financial Planner, you'll play a critical role in developing and implementing customized financial plans for our clients.Your responsibilities will include:Conducting thorough needs analyses to identify clients'...

A career as an Associate in the Wealth Management team at National Bank will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients.Your job:- Ensure effective...

We're Here to Help">At BMO, we believe in creating lasting, positive change for our customers, our communities and our people. Our purpose is to Boldly Grow the Good in business and life, and we're looking for talented individuals like you to join us on this journey.">About the Job">This Client Service Coordinator role plays a critical part in supporting our...