Investment Advisor: Partnership Desk for Client Wealth

Investment Advisor, National Partnership Office Job Description Posted Wednesday, January 28, 2026 at 5:00 a.m. About Us: As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada’s best investment...

A leading Canadian wealth management organization is seeking an Investment Advisor to support the National Partnership Office. This role involves servicing existing clients by providing low-cost investment advice, enhancing client relationships, and reducing compliance risks through thorough documentation. Candidates must have a Registered Representative...

Investment Advisor, National Partnership Office Job Description Posted Thursday, January 29, 2026 at 5:00 a.m. About Us: As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada’s best investment advisors....

525 8 Ave SW, Calgary, AB T2P 1G1, Canada Req #270March 5, 2025About Us:As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada’s best investment advisors. We’ve embarked on an exciting growth phase –...

A leading Canadian wealth management firm in Calgary is seeking an Associate to support Investment Advisors. Responsibilities include preparing client reports, managing transactions, and ensuring high-level client service. The ideal candidate has a background in financial services, excellent communication skills, and must be licensed with CIRO. If you're...

**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...

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...

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...

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...

Connor, Clark & Lunn Private Capital Ltd.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...