Wealth Management Associate: Drive Client Growth

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...

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...

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...

**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...

An investment and wealth management firm in Calgary seeks an Associate Advisor to work with the Investment Advisor team. You will provide proactive advice to clients, deepen relationships, and identify growth opportunities. The role demands a university degree and approval as a Registered Representative, alongside strong skills with business applications....

**Client Services Associate** **Location**:This position will be based out of our Calgary office. **Our organization**: Founded in 2017, Wellington-Altus Financial Inc. (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., and...

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 leading financial institution is seeking an Administrative Associate in Calgary to support Wealth Advisors and ensure exceptional client service. Responsibilities include managing administrative processes, responding to client inquiries, and supporting business growth. Ideal candidates have experience in the securities industry, are Investment...