optimize wealth management jobs in Edmonton

National Bank of Canada is seeking an organized, motivated Associate to join the Angus Watt Advisory Group within National Bank Financial Wealth Management. You will coordinate client service and support the day-to-day administration of client accounts.Working closely with Wealth Advisors and internal partners, you will ensure client requests are handled...

National Bank of Canada is seeking an organized, motivated Associate to join the Angus Watt Advisory Group within National Bank Financial Wealth Management. You will coordinate client service and support the day-to-day administration of client accounts. Working closely with Wealth Advisors and internal partners, you will ensure client requests are handled...

Support Financial Planners with client relationships and operational excellence as an Administrative Assistant at Scotiabank in Edmonton. This is primarily a work-from-home role with required in-office client meetings.Scotiabank's Scotia Financial Planning Team seeks a self-motivated Administrative Assistant to support wealth management business acquisitions...

Lead end-to-end Wealth Solutions proposals and presentations at Aon, working remotely with consultants, designers, and pursuit stakeholders.This Proposal Writer and Project Manager role combines hands-on content creation with strategic project ownership. You will shape messages, differentiators, and client-ready materials supporting Aon's growth across...

Mako is seeking an Account Executive passionate about finance and technology to work remotely in Canada. You'll leverage your skills to help clients enhance their operations with our cutting-edge SaaS platform.As part of Mako's sales team, you will play a crucial role in the wealth management sector, handling the sales process from lead generation through...

Technology Wealth Management Experience is a MUST; Drives the overall software development lifecycle including working across functional teams to transform requirements into features, managing development teams and processes, and conducting software testing and maintenance. Specific project areas of focus includes translating user requirements into...

Blacksmith AgencyMarketingFull timeRemote (Canada, South Africa or USA)Search only. Paid media is a separate seat with its own strategist, so you are never split across both.About The RoleBlacksmith Agency is an AI-first digital agency. As SEO (Search Engine Optimization) Manager you own search for a book of B2B and growing-brand clients: the technical...

Blacksmith AgencyMarketingFull timeRemote (Canada, South Africa or USA)Search only. Paid media is a separate seat with its own strategist, so you are never split across both.About The RoleBlacksmith Agency is an AI-first digital agency. As SEO (Search Engine Optimization) Manager you own search for a book of B2B and growing-brand clients: the technical...

Blacksmith AgencyMarketingFull timeRemote (Canada, South Africa or USA)Search only. Paid media is a separate seat with its own strategist, so you are never split across both.About The RoleBlacksmith Agency is an AI-first digital agency. As SEO (Search Engine Optimization) Manager you own search for a book of B2B and growing-brand clients: the technical...

Blacksmith AgencyMarketingFull timeRemote (Canada, South Africa or USA)Search only. Paid media is a separate seat with its own strategist, so you are never split across both.About The RoleBlacksmith Agency is an AI-first digital agency. As SEO (Search Engine Optimization) Manager you own search for a book of B2B and growing-brand clients: the technical...

Mako is seeking an Account Executive passionate about finance and technology to work remotely in Canada. You’ll leverage your skills to help clients enhance their operations with our cutting-edge SaaS platform. As part of Mako's sales team, you will play a crucial role in the wealth management sector, handling the sales process from lead generation...

Support Financial Planners with client relationships and operational excellence as an Administrative Assistant at Scotiabank in Edmonton. This is primarily a work-from-home role with required in-office client meetings. Scotiabank’s Scotia Financial Planning Team seeks a self-motivated Administrative Assistant to support wealth management business...

Jobgether in Canada is seeking a Représentant en fonds communs de placement for a fully remote, full-time role in wealth management. You will provide personalized investment guidance, assist with account openings, and support clients through transactions while building lasting relationships based on trust.You will handle inquiries, stay informed about...

Lead end-to-end Wealth Solutions proposals and presentations at Aon, working remotely with consultants, designers, and pursuit stakeholders. This Proposal Writer and Project Manager role combines hands-on content creation with strategic project ownership. You will shape messages, differentiators, and client-ready materials supporting Aon’s growth across...

Blacksmith Agency Marketing Full time Remote (Canada, South Africa or USA) Search only. Paid media is a separate seat with its own strategist, so you are never split across both. About The Role Blacksmith Agency is an AI-first digital agency. As SEO (Search Engine Optimization) Manager you own search for a book of B2B and growing-brand clients: the...

Blacksmith Agency Marketing Full time Remote (Canada, South Africa or USA) Search only. Paid media is a separate seat with its own strategist, so you are never split across both. About The Role Blacksmith Agency is an AI-first digital agency. As SEO (Search Engine Optimization) Manager you own search for a book of B2B and growing-brand clients: the...

A top Canadian professional services firm is seeking an Associate in Wealth Management/Private Client Advisors. In this intermediate role, you will work with Managers and Senior Managers to specialize in taxation consulting for diverse clients. This is a great opportunity for aspiring tax professionals eager to develop skills in areas like estate planning,...

Scotia Wealth Management is seeking a Receptionist to serve as the first point of contact, greeting clients and directing them to the right contacts. You will relay messages, respond to client requests, and support a collaborative, client-focused office culture.The role emphasizes superior customer service, strong organization, and the ability to manage...

Proposal Writer & Project Manager – Wealth SolutionReady to turn complex Wealth solutions into winning, client-ready stories? Want end-to-end ownership of high-impact proposals that directly influence Aon's growth?Join Aon's industry‐leading pursuit team as a Proposal Writer & Project Manager and shape compelling, bilingual (EN/FR) proposals and...

Blacksmith AgencyMarketingFull timeRemote (Canada, South Africa or USA)Search only. Paid media is a separate seat with its own strategist, so you are never split across both.About The RoleBlacksmith Agency is an AI-first digital agency. As SEO (Search Engine Optimization) Manager you own search for a book of B2B and growing-brand clients: the technical...