Wealth Management Associate: Client Services

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...

**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...

**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...

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...

A leading investment firm in Calgary is seeking an Associate to enhance client relations and support Advisors. The role requires CIRE certification and strong Microsoft Office skills, alongside high organizational abilities. Responsibilities include managing client queries, preparing meetings, and ensuring compliance in documentation. Joining this dynamic...

A leading Canadian wealth management organization in Calgary is seeking an Associate to support Investment Advisors and ensure high-level client service. The role involves preparing and analyzing investment reports, managing transactions, and coordinating marketing initiatives. Ideal candidates must have a strong background in financial services, excellent...

**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 career as a Wealth Associate at National Bank Private Banking 1859 is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help Wealth Advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. **Your job**: - Assist the Wealth...