wealth associate rothenberg jobs in Edmonton

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...

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...

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...

Support Wealth Advisors in Edmonton through client administration, portfolio reviews, and day-to-day trading at ScotiaMcLeod.As an Administrative Associate, you will contribute to the success of one or more Wealth Advisors. You will deliver client service through effective administration, trade entry, and timely transaction support. The position also...

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...

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 accounting...

Careers at North Road Investment Counsel Do you love talking about investments and markets? Do you get excited about modern portfolio theory? Are you a CFA or CIM working in the Edmonton area? We should talk! This is a rare career position in Edmonton: The person that we are looking for will work directly with our team of professionals who connect...

ScotiaMcLeod, a cornerstone of Scotia Wealth Management, seeks an Administrative Associate to support Wealth Advisors with client service and day-to-day trading administration. You will manage administrative processes, respond to client inquiries, and assist with trades as directed by the advisor.The role emphasizes strong communication, organization, and...

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,...

North Road Investment Counsel Inc. in Edmonton seeks an Associate Portfolio Manager to support daily firm operations and client service. You will work with advisors and portfolio managers on account administration, reporting, reconciliation, transfers, and advisor support, while upholding fiduciary standards and regulatory compliance.A CFA/CIM is preferred...

Support Wealth Advisors in Edmonton through client administration, portfolio reviews, and day-to-day trading at ScotiaMcLeod. As an Administrative Associate, you will contribute to the success of one or more Wealth Advisors. You will deliver client service through effective administration, trade entry, and timely transaction support. The position also...

Canaccord Genuity Group Inc. in Edmonton is seeking an energetic, organized and detail-oriented individual to join its growing advisory team in the Edmonton office. The role focuses on client relationships, wealth-management planning, and supporting the advisory process with strong organizational and interpersonal skills. Responsibilities include client...

Canaccord Genuity Group Inc. in Edmonton is seeking an energetic, organized and detail-oriented individual to join its growing advisory team in the Edmonton office.The role focuses on client relationships, wealth-management planning, and supporting the advisory process with strong organizational and interpersonal skills. Responsibilities include client...

A leading professional services firm in Canada is seeking an Associate for their Wealth Management/Private Client Advisors team. The role involves consulting on taxation, delivering integrated solutions across various client sectors. Ideal candidates are tax professionals ready to specialize, possessing a professional designation, and strong analytical and...

Canaccord Genuity Corp. in Edmonton is seeking an energetic, organized and detail-oriented individual with exceptional multi-tasking and interpersonal skills to join a growing advisory team in our Edmonton office.You will work directly with Investment Advisors focusing on client relationships, participate in client meetings, prepare financial planning...

Support private wealth administration with precise documentation and client service at Jackson and Associates PWM. This hybrid role requires travel between four locations.Jackson and Associates PWM seeks an experienced administrative professional under the IG Wealth Management umbrella. The position supports daily office tasks through meeting coordination,...

Careers at North Road Investment Counsel Do you love talking about investments and markets? Do you get excited about modern portfolio theory? Are you a CFA or CIM working in the Edmonton area? We should talk! This is a rare career position in Edmonton: The person that we are looking for will work directly with our team of professionals who connect...

Becoming an 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.As an Wealth Advisor, Employee Accounts, you will represent a firm with...

Becoming an 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. As an Wealth Advisor, Employee Accounts, you will represent a firm...