Wealth Advisor

**Wealth Advisor** **Connor, Clark & Lunn Private Capital Ltd.** **Edmonton, AB** Becoming a Wealth Advisor with CC&L Private Capital may be the only career move you ever need to make. Join one of Canada's largest independent and privately held discretionary investment managers and help clients achieve their unique financial goals while providing...

**Wealth Advisor** **Connor, Clark & Lunn Private Capital Ltd.** **Edmonton, AB** Becoming a Wealth Advisor with CC&L Private Capital may be the only career move you ever need to make. Join one of Canada's largest independent and privately held discretionary investment managers and help clients achieve their unique financial goals while providing...

At CWB , we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by: - Putting people first and building relationships with intention- Seeking out and embracing new ideas- Believing that how we do things is as important as what we do Wealth Advisor Role Specifications Everyday flexibility....

**Wealth Advisor** **Connor, Clark & Lunn Private Capital Ltd.** **Edmonton, AB** Connor, Clark & Lunn Financial Group (“CCLFG”) provides investment management services to individuals, advisors, pension plans, institutional investors and foundations. As a unique “multi-boutique” asset management firm, CCLFG is uniquely focused on creating the...

TD Wealth ManagementWe are seeking a highly skilled Wealth Planning Specialist to join our team in Edmonton, Alberta, Canada. As a key member of Private Wealth Management, you will be responsible for partnering with TD advisors to deliver high-value customized guidance on retirement, tax, estate, and overall wealth planning to High Net Worth (HNW) clients of...

**Job Summary** **What is the opportunity?** The RBC Dominion Securities branch located in Edmonton is seeking a Wealth Associate to execute Wealth Management Strategy. You will provide quality client service and help deepen relationships with existing clients through Wealth Management Activities. **What will you do?** - Coordinate and prepare Wealth...

About the RoleWe are seeking a skilled Regional Vice President of Sales to join our team at Aviso Wealth Inc. in Edmonton, Alberta. This is a remote role that requires travel and the ability to work effectively with investment advisors to promote our solutions.Key ResponsibilitiesDevelop and execute annual territory sales plans and budgets to achieve...

About the RoleWe are seeking an experienced and results-driven Regional Sales Director to join our team in Calgary or Edmonton, Alberta. As a key member of our sales leadership team, you will be responsible for driving asset growth and developing strategies to achieve assigned sales targets.About Aviso Wealth:We are a leading wealth management organization...

Putting people first, every day   BDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a with a high priority on your personal and...

Aviso Wealth is a leading wealth management and investment services provider, with over $130 billion in total assets under administration and management.We're seeking an experienced Sales Leader to join our NEI Investments team in Edmonton, Alberta.As a Sales Leader, you will be responsible for developing the specified region in terms of sales and asset...

**About Us**: As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada’s best investment advisors. We’ve embarked on an exciting growth phase - a multi-year transformational journey to enhance our...

Royal Bank of Canada is seeking a skilled Wealth Associate to execute wealth management strategy and provide exceptional client service. This role involves coordinating meetings, providing proactive support, and helping deepen relationships with existing clients through wealth management activities.Job OverviewThe ideal candidate will have a minimum of 2...

Royal Bank of Canada (RBC) is a leading financial institution offering a wide range of financial services and products. As an Investment Advisor at RBC, you will have the opportunity to help your clients achieve their financial goals while building a successful career.The salary for this role is estimated to be around $80,000-$120,000 per year, depending on...

Wealth Associate Job SummaryWealth Associates play a vital role in executing wealth management strategies for our clients. As a key member of the RBC Dominion Securities team, you will provide exceptional client service and help deepen relationships with existing clients through wealth management activities.Coordinate and prepare wealth management meetings...

About the RoleWe are seeking a highly motivated and experienced Financial Services VP to join our Asset Management team in Edmonton, Alberta. In this role, you will be responsible for developing and executing sales strategies to drive growth and expand our presence in the region.Key ResponsibilitiesDevelop and execute annual territory sales plans and budgets...

**Our bottom line is different.** There’s something special about working at ATB, and it’s been recognized on every top employer list that matters. Maybe it’s our exceptional culture where your total wellness is supported through market-leading benefits and you’re free to bring your whole self to work. Maybe it’s our commitment to a growth mindset...

**Our bottom line is different.** There’s something special about working at ATB, and it’s been recognized on every top employer list that matters. Maybe it’s our exceptional culture where your total wellness is supported through market-leading benefits and you’re free to bring your whole self to work. Maybe it’s our commitment to a growth mindset...

At ATB, we exist to make it possible for our clients, team members and communities. Our purpose is more than aspirational. It's a real commitment we live every day through our values (what we call the ATB ID). Life at ATB is about more than work. In fact, we’re consistently recognized as one of Canada's top employers thanks to our high-care,...

**Our bottom line is different.** There’s something special about working at ATB, and it’s been recognized on every top employer list that matters. Maybe it’s our exceptional culture where your total wellness is supported through market-leading benefits and you’re free to bring your whole self to work. Maybe it’s our commitment to a growth mindset...

Your Job: Serve as the day-to-day contact for clients, providing them with timely and informative responses to their inquiries via telephone and email. Work closely with our Investment Advisors, managing client requests and ensuring that daily transactions and trades are accurate. Liaise with various departments, manage key dates for client requests, and...