Wealth Management Consultant Jobs in Edmonton, AB

Engage with clients to provide comprehensive financial planning and advice. Manage a complex portfolio while mentoring a team of advisors. Cultivate relationships and leverage expertise to achieve cli...

Optimize performance intelligence for a large-scale support operation, ensuring data-driven insights and measurable outcomes. Collaborate with cross-functional teams to elevate client experience and d...

Join a team that's driving investment growth by partnering with financial advisors to deliver education, strategy, and support for investment products, enhancing relationships, and building brand pres...

Elevate client relationships while managing a complex portfolio. Deliver tailored financial strategies, mentor advisors, and drive engagement to achieve client satisfaction and business growth in a co...

Partner with us to drive sales efforts and provide tailored investment solutions for high-net-worth Canadian families, leveraging qualified leads and your expertise in financial advisory to enhance cl...

Unlock the potential of our compliance framework; be a strategic advisor shaping the future of Portfolio Management operations and driving excellence in securities regulations and operational integrit...

Lead the charge in transforming a digital sales organization, collaborating with stakeholders to enhance growth with a focus on technology, training, and strategic relationship building. Drive broker...

Lead risk assessments and analysis for private market investments, supporting decision-making across asset classes. Collaborate with teams to enhance risk reporting and ensure informed investment stra...

Explore risk assessment and analysis across diverse private market investments, partnering to enhance reporting and decision-making in a collaborative environment; contribute to a culture of transpare...

Transform client businesses through expert M&A transaction management, leveraging strong analytical skills and collaborative teamwork. Drive financial analyses, due diligence, and relationship-buildin...

Champion the deployment of innovative solutions by partnering with teams to drive the adoption of Contact AE within the brokerage network, leveraging strategic insights and project management expertis...

Create and drive the strategy for the Financial Risk platform, enhancing fraud prevention techniques and tooling to bolster operational efficiency while balancing client experience and security needs...

Innovate our platform strategy by assessing and rationalizing composition solutions and leading impactful recommendations to enhance client experience in regulated industries with executive sponsorshi...

Accelerate the growth of Wealth Management client relationships by identifying high net worth prospects and developing tailored acquisition strategies to enhance portfolio management, marketing, and c...

Lead the development of innovative AI-powered client experiences. Drive product strategy and execution, collaborating with cross-functional teams to deliver impactful solutions that enhance customer e...

Join a team that's dedicated to delivering personalized financial planning. Collaborate with specialists and Financial Advisors to provide comprehensive advice, build trusted relationships, and ensure...

Shape the future of finance by leading a dynamic team in a fast-paced environment. Oversee comprehensive financial management with a focus on performance and operational excellence, collaborating clos...

Empower customer success and revenue growth by managing key client accounts, driving renewals, and fostering relationships. Collaborate with internal teams to deliver exceptional service and ensure cu...

Pioneer client relationships while analyzing and enhancing group benefits solutions. Collaborate with teams to unlock opportunities, ensuring exceptional service and performance for diverse clients in...

Lead the way in commercial banking by developing client relationships and delivering tailored financial solutions to enhance growth and efficiency. Engage at all levels to connect clients with opportu...

Transform relationships into growth opportunities in this dynamic sales role focused on client retention and expansion within an existing tenant portfolio. Your insights will drive renewals, relocatio...

Empower your career by driving Wealthsimple's retail equity capital strategy. Lead strategic partnerships and initiatives in a dynamic, high-impact environment, enhancing investment opportunities and...

Unlock your potential in forensic accounting by assessing financial damages from motor vehicle insurance claims. Collaborate with legal and insurance professionals while fostering client relationships...

Join a team that's dedicated to delivering personalized financial strategies. Engage with clients to analyze their needs, provide expert advice on diverse financial products, and foster lasting relati...

Shape the future of our partnerships by building lasting relationships, driving commercial success, and delivering integrations within an emerging AI-powered platform. Join us to create impactful solu...