wealth assistant jobs in Edmonton

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...

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...

Harbourfront Wealth Management, part of Blueridge Private Wealth, seeks an Administrative Assistant for a fully remote, part-time role supporting the Investment Advisor. You will handle onboarding, client records, scheduling, and correspondence with a focus on accuracy and efficiency.The ideal candidate has at least 2 years in a similar role, with...

Bring your organizational skills to Richardson Wealth as a Client-Focused Assistant. This role combines administrative support with a commitment to client satisfaction in a professional financial environment.As part of the Porter Zylstra Wealth Management Group, you will be instrumental in ensuring efficient practices through comprehensive administrative and...

Become an integral part of Harbourfront Wealth as a Remote Administrative Assistant. Support investment advisors while managing details, communication, and coordination in a part-time, fully remote role.Harbourfront Wealth, a leader in financial services, is seeking a dedicated Administrative Assistant to enhance its operations. In this part-time position,...

Become an integral part of Harbourfront Wealth as a Remote Administrative Assistant. Support investment advisors while managing details, communication, and coordination in a part-time, fully remote role. Harbourfront Wealth, a leader in financial services, is seeking a dedicated Administrative Assistant to enhance its operations. In this part-time position,...

Bring your organizational skills to Richardson Wealth as a Client-Focused Assistant. This role combines administrative support with a commitment to client satisfaction in a professional financial environment. As part of the Porter Zylstra Wealth Management Group, you will be instrumental in ensuring efficient practices through comprehensive administrative...

A career as a Wealth Associate at National Bank is a job where you can showcase 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.Support investment advisors in providing superior customer...

Work Location: Edmonton, Alberta, Canada Hours: 37.5 Line of Business: TD Wealth Pay Details: $81,600 - $115,200 CAD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have...

Work Location: Edmonton, Alberta, Canada Hours: 37.5 Line of Business: TD Wealth Pay Details: $81,600 - $115,200 CAD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been...

Angus Watt Advisory Group at National Bank Financial Wealth Management delivers comprehensive investment management, financial planning, and wealth advisory solutions to high-net-worth individuals, families, business owners, and professionals. Built on a foundation of Trust, Clarity, and Heart, our team is committed to creating lasting relationships and...

Work Location:Edmonton, Alberta, CanadaHours:37.5Line Of Business:TD WealthPay Details:$81,600 - $115,200 CADTD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been...

Client Coordinator, WealthNavacord Alberta | Wealth | Reporting to: Unit ManagerTHE ROLEThe Client Coordinator provides centralized administrative support to our production and service teams to allow a seamless execution of our service strategy. Client Coordinator are passionate administrative professionals who can effectively manage their workflow around...

A career as a Wealth Associate at National Bank is a job where you can showcase 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. Support investment advisors in providing superior customer...

Angus Watt Advisory Group at National Bank Financial Wealth Management delivers comprehensive investment management, financial planning, and wealth advisory solutions to high-net-worth individuals, families, business owners, and professionals. Built on a foundation of Trust, Clarity, and Heart, our team is committed to creating lasting relationships and...

Scotiabank is seeking an Administrative Assistant to support Financial Planners in growing wealth management client portfolios in Canada. The role involves day-to-day administrative tasks, client service, and collaboration with a national administration team.The ideal candidate will have a post-secondary degree, Mutual Fund License, and a willingness to work...

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...

A leading investment firm in Canada seeks a Wealth Advisor to assist clients in building financial futures. The role offers a flexible, 100% remote work schedule and requires strong communication skills, a university degree in finance, and 5+ years in the financial services sector. The ideal candidate will develop strategies for clients and ensure...

Become a Big 4 Tax ProfessionalTitleAssociate, Wealth Management/Private Client Advisors (PCA)LocationEdmonton, AlbertaDescriptionOur 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 accounting...

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...