Talent.com
Wealth Assistant: Client Service & Admin in Edmonton
Wealth Assistant: Client Service & Admin in EdmontonRichardson Wealth • Edmonton, Division No. 11, CA
Wealth Assistant : Client Service & Admin in Edmonton

Wealth Assistant : Client Service & Admin in Edmonton

Richardson Wealth • Edmonton, Division No. 11, CA
27 days ago
Job type
  • Full-time
Job description

A financial services firm in Edmonton is looking for an Assistant to support Investment Advisors and ensure high-level client service. The role requires strong organizational and communication skills, with expectations of maintaining client relationships and performing administrative tasks. Candidates should have post-secondary education and relevant experience in finance or administration. The position offers a competitive salary in a dynamic and supportive environment.

#J-18808-Ljbffr

Create a job alert for this search

Wealth Assistant Client Service Admin in Edmonton • Edmonton, Division No. 11, CA

Similar jobs
Client-First Insurance Advisor (In-Office, Edmonton)

Client-First Insurance Advisor (In-Office, Edmonton)

Link Insurance Agency Inc. • Edmonton
Full-time
An insurance services company in Edmonton is seeking an Insurance Broker who values relationships and clear communication. The ideal candidate will build long-term client relationships, advise on ap...Show more
Last updated: 19 hours ago • Promoted • New!
Finance Private Tutoring Jobs Beaumont (Alberta)

Finance Private Tutoring Jobs Beaumont (Alberta)

Superprof • Beaumont (Alberta), Canada
Full-time +1
Superprof is Canada's #1 tutoring platform, and we're actively recruiting passionate tutors! Whether you're a student, a professional, or simply someone who loves teaching, join the largest communi...Show more
Last updated: 30+ days ago • Promoted
Private Trust Client Service Associate — Wealth Support

Private Trust Client Service Associate — Wealth Support

TD • Edmonton
Full-time
Une institution financière réputée à Edmonton cherche un associé au service des clients fiduciaires pour fournir un soutien administratif et de service aux gestionnaires de fiducie.Vous aiderez à m...Show more
Last updated: 5 days ago • Promoted
Private Wealth Client Service Specialist

Private Wealth Client Service Specialist

TD Securities • Edmonton
Full-time
A leading Canadian financial institution in Edmonton is seeking a PIA Client Service Associate to enhance client service delivery and support Investment Advisors. The role involves preparing documen...Show more
Last updated: 8 days ago • Promoted
Financial Advisor : Grow Client Wealth & Community Impact

Financial Advisor : Grow Client Wealth & Community Impact

Sun Life • Edmonton
Full-time
A financial services company in Edmonton seeks a Financial Advisor to build long-term relationships with clients and help them plan financially for various life stages. This role offers unlimited in...Show more
Last updated: 8 days ago • Promoted
Life & Wealth Insurance Advisor - Build Trusted Client Relationships

Life & Wealth Insurance Advisor - Build Trusted Client Relationships

RBC Insurance • Edmonton
Full-time
A leading financial institution is seeking an Insurance Advisor to provide life insurance planning and advice.You will connect with clients, develop relationships, and leverage your sales experienc...Show more
Last updated: 8 days ago • Promoted
Earn Winter Money - Deliver with Uber

Earn Winter Money - Deliver with Uber

Uber eats • Beaumont, AB, CA
Full-time +2
Delivering with Uber is an alternative to a part-time or full-time job and can get you earning cash quickly.Delivering with Uber allows you to earn quick cash while maintaining the flexibility your...Show more
Last updated: 13 days ago • Promoted
Associate, Wealth Mgnt / PCA - Edmonton

Associate, Wealth Mgnt / PCA - Edmonton

ROSS • Edmonton
Full-time
Become a Big 4 Tax Professional.Associate, Wealth Management / Private Client Advisors (PCA).Our client is one of Canada’s leading professional services firms who provide audit, tax, consulting and f...Show more
Last updated: 8 days ago • Promoted
Client Services Coordinator

Client Services Coordinator

WCB Alberta • Edmonton
Full-time +1
As an equal opportunity employer, we are looking to build a diverse workforce that reflects the diversity of our clients and the customers we serve. Learn more about working for WCB at.Temporary Lon...Show more
Last updated: 6 days ago • Promoted
Wealth Planning Associate — Edmonton

Wealth Planning Associate — Edmonton

Scotiabank • Edmonton
Full-time
A leading financial institution in Edmonton is seeking a dedicated Investment Associate to enhance client relationships and drive business growth. You will collaborate closely with a Wealth Advisor,...Show more
Last updated: 8 days ago • Promoted
Reception & Admin Assistant - Edmonton Construction Association

Reception & Admin Assistant - Edmonton Construction Association

Edmonton Construction Association • edmonton, ab, ca
Full-time
This role is essential for our continued success in our core pillars.Your primary role as you represent the ECA will be in Administration. You will be responsible for assisting all members and non-m...Show more
Last updated: 1 day ago • Promoted
Edmonton Banking Client Service Rep (Temporary)

Edmonton Banking Client Service Rep (Temporary)

ATB Financial • Edmonton
Full-time
A leading Canadian financial institution is looking for a Client Service Representative in Edmonton.This role involves engaging with clients, understanding their financial needs, and providing tail...Show more
Last updated: 8 days ago • Promoted
Financial Advisory Co-op – Edmonton (On-site)

Financial Advisory Co-op – Edmonton (On-site)

Mnp Llp • Edmonton
Full-time
Co-op Student, External Financial Advisory (January 2027) - Edmonton.Inspirational, innovative and entrepreneurial - this is how we describe our empowered teams. Combine your passion with purpose an...Show more
Last updated: 8 days ago • Promoted
Co-op Student, External Financial Advisory (January 2027) - Edmonton

Co-op Student, External Financial Advisory (January 2027) - Edmonton

Mnp Llp • Edmonton
Full-time
Co-op Student, External Financial Advisory (January 2027) - Edmonton.Inspirational, innovative and entrepreneurial - this is how we describe our empowered teams. Combine your passion with purpose an...Show more
Last updated: 8 days ago • Promoted
Associate Advisor : Wealth Planning & Client Growth

Associate Advisor : Wealth Planning & Client Growth

Canada Life • Edmonton
Full-time
A leading wealth management firm in Canada is seeking an Associate Advisor to provide exceptional client experiences while learning to perform financial planning functions under mentorship.Ideal ca...Show more
Last updated: 8 days ago • Promoted
Administration Assistant / Financial Advisor Assistant

Administration Assistant / Financial Advisor Assistant

Principled Centred Financial Services Inc. • Edmonton, AB, Canada
Full-time
ARE YOU ORGANIZED, TECH-SAVVY, AND CLIENT-FOCUSED?.Join Principle Centered Financial Services Inc.Edmonton since 1996—as our new Administrative Assistant / Financial Advisor Assistant.Princip...Show more
Last updated: 30+ days ago • Promoted
Wealth Management Client Services Associate

Wealth Management Client Services Associate

TD Bank • Edmonton
Full-time
Une institution financière de premier plan à Edmonton cherche un Associé au Service à la clientèle pour fournir un soutien administratif et établir des relations clients solides.Dans ce rôle, vous ...Show more
Last updated: 8 days ago • Promoted
Financial Advisor - Flexible Hours to Grow Members' Wealth

Financial Advisor - Flexible Hours to Grow Members' Wealth

Servus Credit Union • Edmonton
Full-time
Join a forward-thinking credit union as a Financial Advisor, where you'll build meaningful relationships with members and help them achieve financial fitness. This role offers the chance to work in ...Show more
Last updated: 8 days ago • Promoted