Will & Estate Consultant: Wealth Planning & Advisory
6 days ago
A leading financial institution in Calgary seeks a Will & Estate Consultant to work with Investment Advisors in delivering integrated wealth management services. The role involves client interviews, maintaining records, and collaborating with various professionals. Applicants must have a Canadian Law Degree, be called to the bar, and possess at least 5 years of relevant experience in estate planning and related tax laws. Join a progressive team and enjoy competitive compensation and benefits.
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Electrician - Apprentice
1 week ago
Calgary, Alberta, Canada Amp Electric Full timeAmp Electric is seeking electrical apprentices at various levels to join our growing team.We are looking for motivated individuals with a broad range of experience who can contribute to our diverse client base across Calgary and surrounding areas.Qualifications:Well-rounded with the ability to work effectively in small teams (experience with smaller...
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Wealth Planning Associate
2 weeks ago
Calgary, Canada Nicola Wealth Full time**Nicola Wealth Description**: We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, proprietary limited partnerships and investment products, 99% client retention rate and 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...
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Senior Wealth Planning Consultant
2 weeks ago
Calgary, Canada BMO Full timeProvides wealth planning, advanced financial planning, guidance and counsel focussed on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments. Works collaboratively in partnership with Investment Advisors to develop and deliver a client‑focused wealth planning experience culminating in a documented wealth strategy. Participates in the...
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Senior Wealth Planning Consultant
3 weeks ago
Calgary, Canada BMO Full timeProvides wealth planning, advanced financial planning, guidance and counsel focussed on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments. Works collaboratively in partnership with Investment Advisors to develop and deliver a client‑focused wealth planning experience culminating in a documented wealth strategy. Participates in the...
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Senior wealth planning consultant
2 weeks ago
Calgary, Canada BMO Financial Group Full timeApplication Deadline: 01/08/2026 Address: 525 8th Ave SW East Tower Job Family Group: Wealth Sales & Service Provides wealth planning, advanced financial planning, guidance and counsel focussed on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments. Works collaboratively in partnership with Investment Advisors to develop and deliver a...
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Senior wealth planning consultant
3 weeks ago
Calgary, Canada BMO Financial Group Full timeApplication Deadline: 01/08/2026 Address: 525 8th Ave SW East Tower Job Family Group: Wealth Sales & Service Provides wealth planning, advanced financial planning, guidance and counsel focussed on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments. Works collaboratively in partnership with Investment Advisors to develop and deliver a...
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Senior Wealth Planning Consultant
4 days ago
Calgary, Canada BMO Full timeApplication Deadline:01/08/2026Address:525 8th Ave SW East TowerJob Family Group:Wealth Sales & ServiceProvides wealth planning, advanced financial planning, guidance and counsel focussed on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments. Works collaboratively in partnership with Investment Advisors to develop and deliver a...
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Senior Wealth Planning Consultant
3 days ago
Calgary, Alberta, Canada BMO Full time $64,400 - $120,400Application Deadline:01/08/2026Address:525 8th Ave SW East Tower Job Family Group:Wealth Sales & ServiceProvides wealth planning, advanced financial planning, guidance and counsel focussed on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments. Works collaboratively in partnership with Investment Advisors to develop and deliver a...
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Will & Estate Consultant
3 weeks ago
Calgary, Canada RBC Full timeJoin to apply for the Will & Estate Consultant role at RBCWhat is the opportunity?As an integral member of Wealth Management Services, your role as a Will & Estate Consultant is to work with Investment Advisors to provide consulting services to their clients, which can then be implemented in coordination with their own tax and legal professionals. This team...
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Will & Estate Consultant
6 days ago
Calgary, Canada Royal Bank of Canada Full timeJob DescriptionAs an integral member of Wealth Management Services, your role as a Will & Estate Consultant is to work with Investment Advisors to provide consulting services to their clients, which can then be implemented in coordination with their own tax and legal professionals. This team of accredited professionals enables RBC advisors to deliver a level...