Calgary Associate Role at Richardson Wealth
Save this job and keep your search organized
Create a free account to save jobs, create alerts and return to this listing from your dashboard.
Become an essential part of Richardson Wealth in Calgary as an Associate. This role focuses on client service and support for investment advisors, offering a chance for growth. You will play a critical role in providing specialized administrative support, ensuring high-level client satisfaction while assisting advisors to boost business growth. Your expertise will enable you to prepare comprehensive reports and adhere to compliance standards. Key Responsibilities:
- Prepare financial plans and investment evaluations
- Facilitate transactions for investment advisors
- Provide high-quality client service through effective communication
- Attend client meetings to strengthen relationships
- Follow compliance procedures for new and existing accounts
- At least 3 years of experience in financial services
- CIRO licensure as an Investment Representative
- Excellent communication and organizational skills
- Strong detail orientation and independence
- Capability to handle multiple tasks efficiently
-
Calgary Associate Role at Richardson Wealth
12 hours ago
Calgary, AB, Canada Richardson Wealth Ltd Full-time €60,000 - €80,000 ContractBecome an essential part of Richardson Wealth in Calgary as an Associate. This role focuses on client service and support for investment advisors, offering a chance for growth. You will play a critical role in providing specialized administrative support, ensuring high-level client satisfaction while assisting advisors to boost business growth. Your...
-
Wealth Solutions Associate – West
12 hours ago
Calgary, AB, Canada AGF Management Limited Full-time €65,000 - €90,000 ContractAGF Management Limited in Calgary is seeking an Associate, Wealth Solutions (West) to support the development and execution of the West region distribution strategy for retail and high net worth investors. Based in Calgary, you will work with a small team and a dedicated fundraising unit, conducting high-volume outreach and nurturing advisor relationships...
-
Associate Role in Wealth Management
1 day ago
Calgary, AB, Canada Wellington-Altus Full-time €65,000 - €90,000 ContractJoin Wellington-Altus Financial in Calgary as an Associate, supporting portfolio management and client services. Enhance operations and elevate client experiences with targeted technologies and detailed reporting. This Associate position reports to Senior Portfolio Managers within the Trivest Wealth Counsel team at Wellington-Altus. You will manage account...
-
Wealth Solutions Associate
4 days ago
Calgary, AB, Calgary Census Division, AB; Alberta, Canada AGF Management Limited Full-timeAGF Management Limited in Calgary is seeking an Associate, Wealth Solutions (West) to support the development and execution of the West region distribution strategy for retail and high net worth investors. Based in Calgary, you will work with a small team and a dedicated fundraising unit, conducting high-volume outreach and nurturing advisor relationships...
-
Sales Associate
12 hours ago
Calgary, Alberta, Canada Scotiabank Full-timeRequisition ID: 271869 Dynamic Funds is a wholly owned subsidiary of Scotiabank, headquartered in Toronto. Dynamic Funds was established as a small investment club in Montreal in 1957, where it was a pioneer in providing professional investment advice to retail investors. Since then, we have evolved to become one of Canada's most recognized...
-
Senior Private Wealth Manager in Calgary
12 hours ago
Calgary, AB, Canada LE0092 CP Services, LLC Full-time €150,000 - €180,000 ContractMaximize your leadership potential at Cardinal Point Wealth Management as a Senior Private Wealth Manager in Calgary, Alberta. This role focuses on managing diverse client portfolios and fostering a high-performance team. As a full-time Senior Private Wealth Manager, you will oversee a team dedicated to managing 200-300 client households in Canada and the...
-
Associate Role in Wealth Management
5 days ago
Calgary, AB, Calgary Census Division, AB; Alberta, Canada Wellington-Altus Full-timeJoin Wellington-Altus Financial in Calgary as an Associate, supporting portfolio management and client services. Enhance operations and elevate client experiences with targeted technologies and detailed reporting. This Associate position reports to Senior Portfolio Managers within the Trivest Wealth Counsel team at Wellington-Altus. You will manage account...
-
Wealth Associate
1 day ago
Calgary, Alberta, Canada NATIONAL BANK OF CANADA Full-timeAttendance On-Site Job number 33795 Category Professional Status: Permanent Type of Contract Permanent Schedule: Part-Time 22.5 hours Full Time / Part Time? Part-Time Number of Hours 22.5 Posting date 17-Jun-2026 Area(s) of interest: Wealth management Location(s): Calgary A career as a Wealth Associate at National Bank is a job where you can showcase your...
-
Wealth Associate
1 day ago
Calgary, Alberta, Canada National Bank Full-timeAttendance On-Site Job number 33795 Category Professional Status: Permanent Type of Contract Permanent Schedule: Part-Time 22.5 hours Full Time / Part Time? Part-Time Number of Hours 22.5 Posting date 17-Jun-2026 Area(s) of interest: Wealth management Location(s): Calgary A career...
-
Associate, Wealth Solutions
2 days ago
Calgary, AB, Calgary Census Division, AB; Alberta, Canada AGF Capital Partners Full-timeTitle: Associate, Wealth Solutions (West) Reports to: Principal, Wealth Solutions About AGF Management Limited: Founded in 1957, AGF is an independent and globally diverse asset management firm. With $75.1B in assets under management, our companies deliver excellence in investing in the public and private markets through three distinct business lines:...
