Associate Financial Advisor — Grow Client Wealth
4 weeks ago
A leading Canadian bank in Calgary is seeking an Associate Financial Advisor. In this role, you will meet with clients to understand their needs and provide personalized solutions to achieve their financial goals. You will engage in relationship building, networking, and leverage technology to enhance client experiences. The ideal candidate has 2–3 years of financial advisory experience, holds relevant certifications, and embodies values of trust and teamwork. This is a full-time position with opportunities for professional growth.
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Associate Vice President, Private Wealth
3 days ago
Calgary, Canada Nicola Wealth Full time**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...
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Associate Wealth Advisor, Employee Accounts
5 days ago
Calgary, Canada Connor, Clark & Lunn Financial Group Full time**Associate Wealth Advisor, Employee Accounts** **Connor, Clark & Lunn Private Capital Ltd.** **Calgary, AB** **Role can also be based any PCM location across Canada** Becoming an Associate 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...
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Wealth Planning Associate
3 weeks ago
Calgary, Canada Nicola Wealth Full timeAbout 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...
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Calgary, Canada Nicola Wealth Full timeA 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...
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Wealth Planning Associate
3 weeks ago
Calgary, Canada Nicola Wealth Full timeJoin 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...
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Associate Wealth Advisor
2 weeks ago
Calgary, Alberta, Canada Canaccord Genuity Group Inc. Full timeWho we are:Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. CG is driven by an unwavering commitment to building lasting client relationships – we achieve this by generating value for our individual,...
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Associate Wealth Advisor
2 weeks ago
Calgary, Canada Canaccord Genuity Group Inc. Full time1 week ago Be among the first 25 applicantsWho we are: Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. CG is driven by an unwavering commitment to building lasting client relationships – we achieve this by...
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Wealth Advisor
3 days ago
Calgary, Canada Connor, Clark & Lunn Financial Group Full timeConnor, 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...
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Wealth Planning Advisor
1 week ago
Calgary, Canada BMO Financial Group Full time525 8th Ave SW East Tower Calgary Alberta,T2P 1G1 **Wealth Planning Advisor** The Wealth Planning Support Team is a business unit within BMO Wealth Planning, Trust & Advisory Services, dedicated to providing advisory, planning solutions, and Subject Matter Expertise support to BMO Wealth Professionals around the wealth planning process. Wealth **Quality...
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Client Services Associate
1 week ago
Calgary, Canada Wellington-Altus Private Wealth Inc. Full time**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...