Financial Advisor
4 days ago
Griffith & Associates Financial & Estate Planning Services Ltd is a well-established financial planning firm based in Calgary, Alberta. With nearly two decades of experience, they have earned a reputation as one of the top firms in the city, excelling in comprehensive financial, tax, and estate planning services.
We are seeking an Associate Financial Advisor to join our dynamic team. This role will be responsible for managing an assigned portfolio of clients, growing and prospecting their own book, and providing exceptional client service. Key duties will include meeting preparation, regular review meetings, portfolio rebalances, investment recommendations, and tax planning. The successful candidate will also be responsible for communicating with clients, creating financial plans, providing administrative support, and preparing necessary documentation.
Key Responsibilities:
- Client communication and request fulfillment
- Financial plan creation and implementation
- Investment administrative support
- Preparation and completion of account opening and transfer forms
- Meeting preparation and follow-up
- Prospecting and growing a network of referral sources
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Financial Freedom Advisor
2 days ago
Calgary, Alberta, Canada Up Financial Full timeAs a licensed financial advisor with Up Financial, you'll have the opportunity to provide independent, customized advice to clients across Canada and the US. Our firm specializes in wealth management and financial planning, offering sophisticated investment advice and comprehensive planning services.We're dedicated to providing a client-first approach,...
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Financial Protection Advisor Trainee
2 weeks ago
Calgary, Alberta, Canada Neilson Financial Services Full timeDevelop Your Skills in Life InsuranceAre you ready to kickstart an exciting and rewarding career in sales? We're looking for ambitious individuals who are eager to learn, grow, and succeed. As a Financial Protection Advisor Trainee, you'll have the opportunity to work with a leading provider of life insurance options, Neilson Financial Services. With fully...
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Calgary, Alberta, Canada Up Financial Full timeAbout UsUp Financial is a leading Wealth Management and Financial Planning firm specializing in providing sophisticated investment advice and comprehensive financial planning across Canada and the US.We pride ourselves on delivering independent, customized advice without the conflicts associated with larger brokerage firms and banks. Our values center around...
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Expert Wealth Advisor
2 weeks ago
Calgary, Alberta, Canada Up Financial Full timeAbout UsUp Financial is a reputable wealth management firm dedicated to providing expert investment advice and comprehensive financial planning services across Canada and the US.Job DescriptionWe are seeking an experienced Financial Planning Specialist to join our team. As an independent contractor, you will have the autonomy to run your own practice while...
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Financial Independence Specialist
2 weeks ago
Calgary, Alberta, Canada Up Financial Full timeUnlock Your Potential as a Financial Independence SpecialistWe are seeking a highly motivated and experienced Licensed Financial Advisor to join our team at Up Financial. As a Financial Independence Specialist, you will have the opportunity to work with clients across Canada and the US, providing tailored investment advice and comprehensive financial...
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Financial Career Opportunities
2 weeks ago
Calgary, Alberta, Canada Up Financial Full timeAbout Up FinancialWe are a dynamic Wealth Management and Financial Planning firm specializing in providing sophisticated investment advice and comprehensive financial planning across Canada and the US.Our mission is to empower clients with independent, customized advice without conflicts associated with larger brokerage firms and banks.Why Choose Up...
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Elite Financial Advisor
4 weeks ago
Calgary, Alberta, Canada National Bank Full timeAbout the RoleWe are seeking a highly skilled Elite Financial Advisor to join our team at National Bank Private Banking 1859 in Calgary, Alberta. This is an exciting opportunity for a professional with excellent customer service skills and a passion for delivering personalized banking solutions.
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Calgary, Alberta, Canada Up Financial Full timeWealth Management OpportunityUp Financial is a leading wealth management firm providing expert investment advice and comprehensive financial planning across Canada and the US.Leverage our national client base while enjoying the flexibility of remote work. Collaborate with an experienced team, specializing in asset management fees and fee-for-service...
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Financial Advisor
3 weeks ago
Calgary, Alberta, Canada Griffith & Associates Financial & Estate Planning Services Ltd Full timeAbout Griffith & Associates Financial & Estate Planning Services Ltd.A leading financial planning firm in Calgary, Alberta, with a reputation for delivering expert advice on wealth management and estate planning.Job SummaryWe are seeking an experienced Associate Financial Advisor to join our dynamic team. As a key member of our advisory team, you will be...
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Calgary, Alberta, Canada Veres Career Consulting Full timeWe are excited to announce a remarkable career advancement opportunity for licensed financial advisors at Veres Career Consulting, a specialized recruitment agency. Our client, one of Canada's leading wealth management firms, is seeking talented professionals to join their team or become independent practice owners.The ideal candidate profile...
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Financial Independence Expert
1 day ago
Calgary, Alberta, Canada Up Financial Full timeAbout Up FinancialUp Financial is a specialized Wealth Management and Financial Planning firm with expertise in providing tailored investment advice and comprehensive financial planning across Canada and the US.We were established to offer clients independent, customized guidance without the conflicts associated with larger brokerage firms and...
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High Net Worth Financial Advisor
4 weeks ago
Calgary, Alberta, Canada Royal Bank of Canada Full timeUnlock Your Potential as a High Net Worth Financial AdvisorWe are seeking an exceptional individual to join our team as a High Net Worth Financial Advisor in Calgary. As a key member of our client relationship team, you will provide tailored advice and solutions to high net worth clients, supporting their financial goals and aspirations.About the RoleDeliver...
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Financial Planning Specialist
4 days ago
Calgary, Alberta, Canada Disability Solutions Full timeAbout the RoleWe are seeking a highly skilled Financial Planning Specialist to join our team at Disability Solutions. As a Senior Financial Planner, you will be responsible for delivering high-quality financial planning deliverables to our clients.You will manage each client planning engagement from initial discovery meetings to generating and delivering...
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Senior Wealth Management Professional
2 weeks ago
Calgary, Alberta, Canada Up Financial Full timeUnlock Your Potential in Wealth ManagementAt Up Financial, we're on a mission to empower talented professionals like you to succeed in the fast-paced world of wealth management. As a senior advisor with our firm, you'll have the autonomy to grow your practice while being part of a dynamic team that shares your passion for delivering exceptional client...
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Calgary, Alberta, Canada iA Financial Group Full timeAt iA Financial Group, we are a leading insurance organization that values diversity and inclusion. Our team is committed to providing financial security and peace of mind to our clients across Canada.The Digital Sales Enablement Specialist role plays a critical part in supporting our advisors and sales teams nationwide by providing comprehensive technology...
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Senior Financial Advisor
4 days ago
Calgary, Alberta, Canada Disability Solutions Full timeAbout the TeamOur team at Disability Solutions is dedicated to delivering exceptional service and support to our clients. As a Senior Financial Planner, you will be an integral member of our team, working closely with our Total Wealth Solutions team to develop and implement customized financial plans.You will be responsible for:Delivering high-quality...
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Financial Services Professional
4 days ago
Calgary, Alberta, Canada Scotiabank Full timeJob DescriptionWe are seeking a talented Financial Advisor to join our team at Scotiabank. As a Financial Advisor, you will be responsible for building strong relationships with customers and providing expert advice on financial planning and wealth management.About ScotiabankScotiabank is a leading bank in the Americas, guided by our purpose: 'for every...
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Strategic Wealth Advisor
1 month ago
Calgary, Alberta, Canada The Wealth Council Full timeWe are seeking a highly skilled Strategic Wealth Advisor to join our team at The Wealth Council. As a key member of our financial planning division, you will be responsible for providing expert advice and support to our clients in achieving their wealth management goals.The successful candidate will possess excellent analytical and problem-solving skills,...
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IT Architect
4 days ago
Calgary, Alberta, Canada iA Financial Group Full timeCompany OverviewiA Financial Group is a leading provider of insurance, savings, and wealth management services in Canada and the United States. With over $235 billion in assets, we have earned the trust of our clients and advisors.We are committed to innovation and excellence, and we believe that our employees are the key to our success. That's why we invest...
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Financial Support Specialist
4 weeks ago
Calgary, Alberta, Canada Disability Solutions Full timeKey ResponsibilitiesManage paperwork and process transactions efficiently to maintain operational efficiencyProvide exceptional client service by handling client communications promptly and professionallySupport financial advisors in delivering high-quality client service and growing their client baseEnsure compliance with industry regulations by maintaining...