Jobs for wealth advisor at Edmonton

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

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

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,...

Private Client Advisor / Wealth Advisor / Investment Specialist Location: Calgary - REMOTE Salary: $180,000 - $250,000 Yr 1 (base plus uncapped commissions and bonus structure, benefits and career growth) Industry: Financial Services / Wealth Management Company Overview Our client’s primary goal is to help those achieve their investment goals through...

A leading staffing solution provider is seeking a Private Client Advisor to work remotely in Calgary. This role focuses on asset gathering from warm leads, allowing you to maximize your sales potential without the burden of after-sales maintenance. Candidates should possess a CIM or CFA and have a strong background in selling financial products to high net...

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,...

Join RBC as a Wealth Management Advisor, guiding clients through complex financial landscapes. Enjoy total autonomy while leveraging the RBC brand for success in Edmonton.This position is ideal for those with strong people skills and an entrepreneurial spirit. You will focus on managing a diverse client portfolio, providing personalized service and sound...

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...

Wealth Advisor/Financial Planner (Fidelity Canada) Join to apply for the Wealth Advisor/Financial Planner role at Fidelity Canada. Current work authorization for Canada is required for all openings. As part of Fidelity's dynamic work model, you will have a flexible, 100% remote work schedule. At Fidelity, we’ve been helping Canadian investors build better...

A leading financial services firm is seeking a Wealth Advisor/Financial Planner to provide exceptional client experiences and investment advice. This role involves developing financial planning strategies and managing client relationships remotely. Candidates should have at least 5 years in finance, a relevant degree and certification, and outstanding...

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,...

Join ATB as a Wealth Advisor where you will provide personalized investment strategies and financial planning to clients. This role enhances client relationships in Sherwood Park's Lakeland and Wye Road areas. In this client-focused position, you will manage the investment needs of both existing and prospective clients at ATB. Collaborating with branch...

Become a Junior Wealth Management Advisor and enjoy an entrepreneurial journey. Benefit from structured mentorship while developing your own client-focused practice. Ideal for individuals passionate about finance and personal growth, this role allows you to craft tailored financial strategies. You will conduct portfolio reviews, analyze market trends, and...

RBC Insurance in Edmonton is seeking self-motivated Field Sales professionals to join our team. You will provide integrated life, health & wealth advice to your referrals and new RBC clients, leveraging your network and an internal support team.You will prospect, build a new book of business, and use Salesforce to manage client relationships while meeting...

Private Client Advisor / Wealth Advisor / Investment Specialist Location: Calgary - REMOTE Salary: $180,000 - $250,000 Yr 1 (base plus uncapped commissions and bonus structure, benefits and career growth) Industry: Financial Services / Wealth Management Company Overview Our client’s primary goal is to help those achieve their investment goals through...

A leading staffing solution provider is seeking a Private Client Advisor to work remotely in Calgary. This role focuses on asset gathering from warm leads, allowing you to maximize your sales potential without the burden of after-sales maintenance. Candidates should possess a CIM or CFA and have a strong background in selling financial products to high net...

Job DescriptionWhat is the opportunity?We are looking for self-motivated, highly driven and entrepreneurial individuals to join our Field Sales team at RBC Insurance.As an accredited Life, Health & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions. Your...

BMO is seeking a SmartFolio advisor to work remotely from home in Canada. You will focus on delivering sound investment advice, building client trust, and aligning recommendations with client goals.The role emphasizes inbound calls, onboarding, portfolio reviews and service requests within a supportive, equity-driven environment. Ideal candidates have IR...

TD Private Wealth Management in Edmonton is seeking a PIA Client Service Associate to provide dedicated administrative support to an Investment Advisor or team of Advisors, handling client communications and meeting preparations.You will prepare documentation, analyze client accounts, and maintain compliance while delivering the gold standard client...