wealth operations jobs in Edmonton

Support wealth management operations at North Road Investment Counsel through accurate account administration, reconciliation, reporting, and technology-enabled workflows. Work in a critical mid-office and back-office capacity.This Analyst position supports advisors, portfolio managers, and corporate teams within an independent Canadian wealth management...

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 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...

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 Canada's top employers thanks to our high-care, high-performance...

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,...

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,...

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...

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...

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,...

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...

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...

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...

Application Deadline: 11/20/2026 Address: 1501 McGill College Avenue Job Family Group: Wealth Sales & Service About BMO Nesbitt Burns BMO Nesbitt Burns has been a cornerstone of Canada's investment industry for more than a century, with roots dating back to 1912. Known for trusted advice, strong client relationships, and disciplined investment...

National Bank Financial – Wealth Management seeks a Branch Administrator to ensure smooth day-to-day operations, assist with HR questions, and maintain compliance with policies. You will support the Regional Manager and collaborate with branch staff to uphold budgetary and administrative standards across the branch network.The role emphasizes strong...

OverviewOur client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management, private clients, commercial banking, treasury, and retail banking.IntroductionPrime Hires is seeking a skilled Operation officer II to join our client in support...

Established in 2018, Conquest is the market-leading technology company behind Strategic Advice Manager® (SAM), a verifiable AI financial advice engine built to power personalized, continuous financial guidance at scale. Today, the company supports more than 75% of financial advisors across Canada, while SAM has powered millions of financial plans globally....

Established in 2018, Conquest is the market-leading technology company behind Strategic Advice Manager® (SAM), a verifiable AI financial advice engine built to power personalized, continuous financial guidance at scale. Today, the company supports more than 75% of financial advisors across Canada, while SAM has powered millions of financial plans globally....

Application Deadline: 11/13/2026 Address: 1501 McGill College Avenue Job Family Group: Wealth Sales & Service Supports the branch and/or region in achieving business objectives by providing effective operational support and management of sales compliance and regulatory requirements. Develops a rapport and instills confidence with the client to develop...