Wealth Growth Associate – HNW/UHNW Client Acquisition
3 weeks ago
A leading financial services firm in Calgary seeks a Business Development Associate to build and sustain relationships with High Net Worth (HNW) clients. The role focuses on client acquisition, strategic marketing, and relationship management. Ideal candidates will possess a degree in business or a related field, along with experience in financial services, particularly in client acquisition and marketing. Join a team dedicated to growth and extraordinary service.
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Business Development Associate
2 weeks ago
Calgary, Canada Wellington-Altus Full timeLocation: This position will be based out of our Calgary office. Our organization: Founded in 2017, Wellington-Altus Financial (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., Independent Advisor Solutions Inc., and...
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Business Development Associate
1 day ago
Calgary, Canada Wellington-Altus Full timeBusiness Development AssociateLocation: This position will be based out of our Calgary office. Our organization: Founded in 2017, Wellington-Altus Financial (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., Independent Advisor...
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Business Development Associate
3 hours ago
Calgary, Alberta, Canada Wellington-Altus Full time $60,000 - $120,000 per yearLocation:This position will be based out of our Calgary office.Our organization:Founded in 2017, Wellington-Altus Financial (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., Independent Advisor Solutions Inc., and...
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Wealth-Management Consultant
2 weeks ago
Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Surrey, Victoria, London, Halton Hills, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada Mercor Full timeWealth-Management Consultant Position: Wealth Advisor / Private Client Advisor Type: Contract Compensation: $200/hour Location: Remote Commitment: 20–30 hours/week Role Responsibilities Manage and deepen relationships with HNW and UHNW clients, delivering exceptional service and trust-based advice. Develop and implement holistic financial and investment...
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Scotiatrust Estate and Trust Consultant
2 weeks ago
Calgary, Canada Scotiabank Full timeRequisition ID: 232254 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 to wealth management, you will work...
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Wealth Mgmt. Advisor | $200/hr
2 weeks ago
Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Surrey, Victoria, London, Halton Hills, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada Mercor Full timeWealth Mgmt. Advisor | $200/hr Position: Wealth Advisor / Private Client Advisor Type: Contract Location: Remote Commitment: 20–30 hours/week Base pay range: $200.00/hr – $200.00/hr Role Responsibilities Manage and deepen relationships with HNW and UHNW clients, delivering exceptional service and trust‑based advice. Develop and implement holistic...
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Private Banking Advisor
3 weeks ago
Calgary, Canada CIBC Full timeJoin to apply for the Private Banking Advisor role at CIBC We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and ambitions, empowering you at work. Our team members have what they need to make a meaningful...
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Private Banking Advisor
3 weeks ago
Calgary, Canada CIBC Full timeJoin to apply for the Private Banking Advisor role at CIBC We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and ambitions, empowering you at work. Our team members have what they need to make a meaningful...
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Wealth Advisor for UHNW Clients
2 weeks ago
Vancouver, Toronto, Montreal, Calgary, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Surrey, Victoria, London, Halton Hills, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada NW Strategic Private Wealth Management Group Full timeA private wealth management firm in Vancouver is seeking a Wealth Management & Financial Planning Advisor to manage client portfolios, conduct financial planning, and market to new clientele. The ideal candidate should possess strong communication skills, a good work ethic, and an existing network of clients. This full-time position offers a competitive...
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Private Client Advisor – Remote
2 weeks ago
Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Surrey, Victoria, London, Halton Hills, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada Mercor Full timeAbout The Job Mecur connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include Benchmark, General Catalyst, Peter Thiel, Adam D'Angelo, Larry Summers, and Jack Dorsey. Position Wealth Advisor / Private Client Advisor Type Contract Compensation $200/hour Location Remote Commitment 20–30...