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📑 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 investment advisors to stand out by offering exceptional customer service and administrative support that will have a positive, long-term impact on our clients. Your job: Support ...

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📑 Senior Wealth Planner Location: This position will be based out of our Calgary, or Edmonton office. Our organization : Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus I ...

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📑 Requisition ID: 196577 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Scotiatrust Estate & Trust Consultant, you are a key member of the Scotiatrust team, providing clients with a premium wealth management experience. As part of an innovative team-based approach ...

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📑 **Description** Opening up a world of opportunity. We're a financial services organization serving more than 40 million customers across the globe through our Wealth & Personal Banking, Commercial Banking and Global Banking & Markets businesses. We’re here to use our unique expertise, capabilities, breadth and perspectives to open ...

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📑 Overview You're a natural teacher and coach, and have a passion for helping others deliver a great in-store Customer experience. Your team responds when you lead, and they want to work hard for you. Reporting to the District Manager, you will be accountable to lead, coach and develop all team members to provide a great in-store Customer experience, ...

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📑 Requisition ID: 197577 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. Wh ...

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📑 Putting people first, every day BDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a with a high priority ...

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📑 Provide in-depth wealth planning for HNW clients ranging from $15-100MIn depth fact finding identifying the clients goals and values at the centre of the planning processDevelop and execute plans and manage deliverablesIdentifying tax minimization and estate planning strategiesUtilizing industry knowledge ...

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📑 Our Scotiatrust Indigenous Trust team based in Calgary has national reach. We support Indigenous communities across Canada as the custodian, agent, administrative trustee or corporate trustee of their Trusts. Our growing team works in a collaborative, inclusive and relationship-focused way with the communities we serve, internal and external pa ...

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📑 The Financial Associate focuses on providing Popowich Karmali Advisory Group Clients with exceptional Client Service, being the first point of contact for high net worth clients, and managing and building strong client relationships. The role also includes the creation and execution of investment strategies under the direction of the PKAG advisor t ...

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📑 ScotiaMcLeod Assistant Branch Administrator - Calgary Requisition ID: 198207 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative a ...

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📑 Job Description What is the opportunity? A key IT role within Wealth Management Technology & Solutions, Data Services Canada team, you will be a Sr. Business System Analyst that will act as an SME for Global Wealth Management Data Hub and provide leadership covering a range of data analysis functions. These includ ...

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📑 SUMMARY:Vesta Wealth Partners Ltd. is a Calgary based Wealth Management firm offering a unique array of active, passive, factor-based and alternatives solutions. We work closely with clients to construct optimal portfolios and are looking to welcome a Client Administration Associate into our company who will be primarily responsible for managing ou ...

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📑 **Work Location:** Calgary, Alberta, Canada **Hours:** 37.5 **Line of Business:** Business Management, Strategy & Support **Pay Details:** We’re committed to providing fair and equitable compensation to all our collea ...

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📑 Seeking Senior US Tax Counsel practicing in the United States or internationally, preferably with a LL.M. in Taxation, to work for an award-winning, nationally regarded tax accountancy and legal firm in Alberta. This is a leadership role and the successful candidate will be responsible for providing expert advice on US tax law and cross-border tran ...

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📑 Our bottom line is different.There's something special about working at ATB, and it's been recognized on every top employer list that matters. Maybe it's our exceptional culture where your total wellness is supported through market-leading benefits and you're free to bring your whole self to work. Maybe it's our commitment to a growth mindset and o ...

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📑 Our bottom line is different.There's something special about working at ATB, and it's been recognized on every top employer list that matters. Maybe it's our exceptional culture where your total wellness is supported through market-leading benefits and you're free to bring your whole self to work. Maybe it's our commitment to a growth mindset and o ...

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📑 Job Summary Job Description What will you do? Coordinate and prepare meetings for Advisors with their clients/prospects. Provide proactive client service with a focus on problem resolution and attention to details. Liaise with various departments for execution, where necessary. ...

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📑 Our bottom line is different.There's something special about working at ATB, and it's been recognized on every top employer list that matters. Maybe it's our exceptional culture where your total wellness is supported through market-leading benefits and you're free to bring your whole self to work. Maybe it's our commitment to a growth mindset a ...

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📑 Job Description Grow your business, your way – with RBC As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but haven’t had the training, support, and resources from a company like RBC. ...

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📑 Job Description What is the opportunity? As an integral member of Wealth Management Services, your role as a Will & Estate Consultant is to work with Investment Advisors to provide consulting services to their clients, which can then be implemented in coordination with their own tax and legal professi ...

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📑 Application Deadline: 04/26/2024Address:525 8th Ave SW East TowerProvides subject matter expertise and effective solutions within a professional practice area of the assigned portfolio to support business/group strategies. Ensures that initiatives and solutions, programs and processes are consistently and effectively imp ...

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📑 Education: Expérience: EducationBachelor's degreeWork settingInsurance companyTasksIdentify clients' financial goals and objectivesAnalyze clients' financial recordsDevelop financial plans for clientsMake recommendations concerning cash management, ins ...

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📑 Job Summary< ...

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📑 Manager, SSI Supervision Requisition ID: 197905 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Manager, Scotia Securities Inc. (SSI) Supervision, you will be responsible for leading and overseeing the execution of the SSI Tier I pro ...

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📑 Location : CalgaryYears of experience : 7 to 15 years ( purely as IOS developer)Position DescriptionThis position is for a senior iOS Developer on our Wealth Management hybrid App in Calgary (currently 3 days a week on-site min).Responsibilities & Skills Required:Objective-C, Swift 5.5, and C++ as required by Apple frameworksBroad iOS API experienc ...

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📑 Senior Software Engineer (Fullstack) Location: Calgary, Canada Come thrive at SigFig! We empower everyone to achieve their life goals and ambitions with intuitive and customer centric financial solutions. Whether it’s through our direct-to-consumer or business-to-consumer products, or through partnerships with some of the world’s la ...

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📑 Senior Software Engineer (Fullstack)Location: Calgary, CanadaCome thrive at SigFig!We empower everyone to achieve their life goals and ambitions with intuitive and customer centric financial solutions. Whether it’s through our direct-to-consumer or business-to-consumer products, or through partnerships with some of the world’s largest and m ...

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📑 Job Description:The Director of Business Development will report directly to the AVP, Learning & Practice Management, and will work closely with the Director of Sun Life Consulting, Research & Development, as well as the Regional Leaders and Sales Directors on the Insurance (IID), Wealth (SLGI) and SLFD teams. This role will be responsible for ...

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📑 The team at *Morrisburg Altima Dental* in *Morrisburg, Ontario *is looking for a passionate, hard-working *Associate Dentist* on a *full-time basis!*You will *take over an existing patient base *and working with a full-time hygienist. No need to share patients as *you will be the only dentist in the office! *Altima Morrisburg is a well-established ...

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📑 The team at Morrisburg Altima Dental in Morrisburg, Ontario is looking for a passionate, hard-working Associate Dentist on a full-time basis! You will take over an existing patient base and working with a full-time hygienist. No need to share patients as you will be the only dentist in the office! Altima Morrisburg is a well-established practice ne ...

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📑 The team at *Morrisburg Altima Dental* in *Morrisburg, Ontario *is looking for a passionate, hard-working *Associate Dentist* on a *full-time basis!*You will *take over an existing patient base *and working with a full-time hygienist. No need to share patients as *you will be the only dentist in the office! *Altima Morrisburg is a well-established ...

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📑 The team at *Morrisburg Altima Dental* in *Morrisburg, Ontario *is looking for a passionate, hard-working *Associate Dentist* on a *full-time basis!*You will *take over an existing patient base *and working with a full-time hygienist. No need to share patients as *you will be the only dentist in the office! *Altima Morrisburg is a well-established ...

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