veritable wealth advisory jobs in Edmonton

Scotiabank is seeking a Regional Administrative Specialist to provide administrative and operational support to Financial Advisors and Portfolio Managers, ensuring high service standards for MD clients.The successful candidate will maintain client records, prepare meeting materials, handle time-sensitive requests, and assist with tax documents, compliance...

OverviewBecoming 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 exemplary service. Our independence allows us to attract and retain top talent with a...

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,...

Senior Vice President, Client Advisory About the Company Leading multi-family office providing trusted counsel to successful entrepreneurial families. Industry Financial Services Type Privately Held About the Role The Company is seeking a Senior Vice President, Client Advisory to join their team. The successful candidate will be responsible for leading...

Chief Growth Officer (CGO), Wealth Management About the Company Established, independent Canadian wealth manager with a substantive national footprint. Industry Financial Services Type Privately Held About the Role The Company is in search of a Chief Growth Officer to spearhead its national growth strategy and enhance enterprise value. The successful...

Scotiabank in Edmonton is seeking a Senior Signature Banker to drive high‑impact client advisory, tailor banking and lending solutions, and deepen client relationships. You will handle end‑to‑end advice, from accounts to mortgages, while maintaining regulatory compliance and risk controls. The role emphasizes delivering superior client experiences,...

Become a Big 4 Tax Professional Title Associate, Wealth Management/Private Client Advisors (PCA) Location Edmonton, Alberta Description Our client is one of Canada’s leading professional services firms who provide audit, tax, consulting and financial advisory services to Canadian and international companies through their exceptional team of...

Join CC&L Private Capital as a Wealth Advisor in Vancouver and help clients achieve financial goals through expert guidance and exceptional service. As an ideal candidate, you possess strong sales skills and financial industry background, allowing you to build a successful client practice from your existing network. This role will empower you to maintain...

At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve togetherRaymond James Ltd. is Canada's leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.AVP, Wealth Planning & Tax ConsultingHow does the role impact the...

Please be advised that our Careers site will be unavailable from November 28 at 12am ET to November 29 12am ET for scheduled system maintenance. Title: Senior Total Wealth Planner - Edmonton, AB Requisition ID: 268831 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Financial Planning is a key service...

Senior Retirement Actuarial Consultant, Canada Wealth Solutions PracticeAre you an actuarial expert looking to make a significant impact on the financial outcomes of Canadian companies and their workforce? Do you want to apply and further develop your strategic advisory skills within a growing team that invents plan solutions, addresses financial risk, and...

Raymond James Ltd. in Canada seeks a Senior Financial Planner to support advisory teams and clients with modular and comprehensive planning deliverables from discovery through delivery. You will work with the Total Wealth Solutions team to deliver planning deliverables, stay current on financial planning topics, and build advisor relationships to enhance...

Become a Financial Advisor with IPC, part of Canada Life, specializing in personalized wealth management and client relationships. This full-time role is designed for those eager to impact clients' financial futures. Investment Planning Counsel, backed by Canada Life, focuses on helping clients achieve long-term financial success. In this position, you...

Job Type: Full-time, long-term contractorWorkplace: RemoteSchedule: Full-time, aligned with U.S. business hours (Pacific Time Zone)Compensation: $2000 - $ 3500 USDJoin a boutique wealth management firm as a client-facing specialist supporting advisors and operations. Handle client inquiries, account administration, and custodial processes with Charles...

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for aSenior Advisor / Lead Advisor, Wealth Managementbased inCanada. This is an opportunity to provide sophisticated, client-first financial advice to high and ultra-high net worth clients in a modern, technology-enabled environment....

Please be advised that our Careers site will be unavailable from November 28 at 12am ET to November 29 12am ET for scheduled system maintenance. Title: ScotiaMcLeod Administrative Associate - Edmonton Requisition ID: 272149 ScotiaMcLeod, a cornerstone of Scotia Wealth Management®, is a full-service wealth management firm with a proud history dating back...

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). About 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,...

Requisition ID: 267730 Purpose This position focuses on generating new and deepening existing high value Wealth Management client relationships. Responsible for identifying high net worth prospects with lending, deposit and transactional support needs in target markets, developing acquisition strategies, growing relationships, maintaining a sustainable...

Who are we? The Ballad team is comprised of business professionals, strengthening the communities in which we live and work. Our diverse team brings a wealth of knowledge, experience, and creativity to each project we undertake. We provide services related to training, business planning, government relations, Indigenous engagement, and community...

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,...