Private Wealth Admin Associate | CIRO Licensed (Edmonton)

14 Oct

Robertson u0026 Company

Edmonton

14 Oct

Robertson u0026 Company

Edmonton

Robertson & Company Ltd. is a reputed private wealth management firm in Edmonton, helping high net worth clients with investment plans, tax management, insurance, wealth transitions and more.

The role requires a CIRO license, 5 years in the investment industry with private clients, and a solid knowledge of account types (RRSP, RRIF, LIF, TFSA, RESP). You will manage client communications, execute transfers, and prepare reports as part of a busy team.

📌 Private Wealth Admin Associate | CIRO Licensed (Edmonton)
🏢 Robertson u0026 Company
📍 Edmonton

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