Senior Private Client Advisor Calgary

Elevate your consulting expertise as a Senior Private Client Advisor in Calgary, Alberta. Collaborate with owner-managed companies to deliver exceptional tax strategies and client solutions. As a Senior Manager in the Private Client Advisors (PCA) team, you will lead resource coordination and tax consultation for diverse needs. Your role will encompass...

Employment Type: Full-Time | Remote | Uncapped Commission Structure Location: Remote (Must reside in Canada; local travel required) About Capital Markets Advisors (CMA) Capital Markets Advisors (CMA) is a boutique executive search and business advisory firm with over 20 years of experience helping leading financial services companies attract, grow, and...

A leading tax consulting firm in Calgary, Alberta, is seeking a Manager/Senior Manager for the Private Client Advisors group. The role requires strong client relationship building and technical tax experience, focusing on succession, estate, and income tax planning. Ideal candidates will be committed to client service and possess a professional accounting...

Private Client Advisor / Wealth Advisor / Investment Specialist Location: Calgary - REMOTE Salary: $180,000 - $250,000 Yr 1 (base plus uncapped commissions and bonus structure, benefits and career growth) Industry: Financial Services / Wealth Management Company Overview Our client’s primary goal is to help those achieve their investment goals through...

A leading tax consulting firm in Calgary, Alberta, is seeking a Manager/Senior Manager for the Private Client Advisors group. The role requires strong client relationship building and technical tax experience, focusing on succession, estate, and income tax planning. Ideal candidates will be committed to client service and possess a professional accounting...

Maximize your leadership potential at Cardinal Point Wealth Management as a Senior Private Wealth Manager in Calgary, Alberta. This role focuses on managing diverse client portfolios and fostering a high-performance team. As a full-time Senior Private Wealth Manager, you will oversee a team dedicated to managing 200-300 client households in Canada and the...

A boutique executive search firm is looking for a Private Client Advisor to focus on new client acquisition in Canada. This remote role offers warm leads and emphasizes sales without portfolio management. Ideal candidates should have at least 5 years in high-net-worth client acquisition and an IIROC license. The firm recognizes performance and offers...

Private Client Advisor / Wealth Advisor / Investment Specialist Location: Calgary - REMOTE Salary: $180,000 - $250,000 Yr 1 (base plus uncapped commissions and bonus structure, benefits and career growth) Industry: Financial Services / Wealth Management Company Overview Our client’s primary goal is to help those achieve their investment goals through...

Join Suncor in Calgary as a Senior Technical Security Advisor, focusing on complex security challenges and technology implementation. Your role is vital for safeguarding our assets and operations. In this position, you will be integral to Suncor's approach to designing and executing effective security solutions. You will engage with project managers and...