Wealth Management Associate

A leading wealth management firm in Calgary is seeking an Administrative Associate to support Wealth Advisors in client service and administrative tasks. Responsibilities include managing client inquiries, facilitating trades, and coordinating marketing efforts. Ideal candidates have experience in the securities industry and CIRO approval. The firm offers...

A prominent financial services firm seeks a Senior Associate in Calgary to support Wealth Advisors in delivering exceptional client service. The role involves managing operational support, enhancing client relationships, and contributing to business development initiatives. Ideal candidates have experience in the securities industry and possess excellent...

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 Canada’s Top...

A financial services company in the Greater Calgary Region seeks a Wealth Management Associate to support a Financial Advisor in providing comprehensive financial planning. The role involves daily client interactions, managing compliance, and utilizing technology for enhanced service. Ideal candidates will have significant industry experience, manage...

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...

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...

A financial services company in Calgary is seeking an Administrative Associate to support Wealth Advisors. The ideal candidate will manage client administration processes, ensuring high service standards while collaborating with various teams. Responsibilities include coordinating marketing materials and resolving client inquiries efficiently. Strong...

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...

**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...