Wealth Growth Advisor

A leading wealth management firm in Calgary is seeking a Wealth Planning Associate to provide exceptional administrative support to Wealth Advisors. This role involves managing client reviews and delivering personalized service in a dynamic and fast-paced environment. Candidates should have over 3 years of client-facing experience, a Canadian Securities...

**About Nicola Wealth**: We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of...

About Nicola Wealth:We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of...

A national wealth management firm in Calgary seeks a motivated Wealth Planning Associate. You will offer exceptional administrative support to Wealth Advisors and play a key role in enhancing client service. With a focus on professional growth and learning, this full-time position values your experience in financial planning. The role offers a competitive...

About Nicola Wealth: We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds, and their exceptional performance, our 99% client retention rate and our award‑winning culture combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of...

About Nicola Wealth: We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of...

Join to apply for the Wealth Planning Associate (Calgary) role at Nicola Wealth. At Nicola Wealth, we combine sophisticated financial planning, diversified private investment funds, and award‑winning culture to become a national leader in wealth management. Recognised as a Best Managed Company and one of Canada’s Top Employers, we are dedicated to...

Calgary, ABBecoming a Wealth Advisor with CC&L Private Capital may be the only career move you ever need to make. Join one of Canada's largest independent and privately held discretionary investment managers and help clients achieve their unique financial goals while providing exemplary service. Our independence allows us to attract and retain top talent...

Connor, Clark & Lunn Private Capital Ltd. Calgary, AB Becoming a Wealth Advisor with CC&L Private Capital may be the only career move you ever need to make. Join one of Canada's largest independent and privately held discretionary investment managers and help clients achieve their unique financial goals while providing exemplary service. Our independence...

A leading financial services firm in Calgary is seeking a Wealth Planning Associate to support Wealth Advisors with financial planning and client management. The role requires over 3 years of client-facing experience in wealth management, alongside strong communication and analytical skills. The position offers a competitive salary range of $70,000 - $85,000...