Senior Investment Associate

5 days ago


Calgary, Alberta, Canada Blue Chip Recruiting Ltd. Full time

Blue Chip Recruiting Ltd. is seeking a seasoned Senior Licensed Associate to join their Wealth Management team in Calgary. As a key member of the Multi-Family Office team, you will leverage your industry expertise and business development skills to provide exceptional service to clients and internal partners. Your responsibilities will include account processing, global reporting, and proactive wealth planning, as well as managing client relationships and assisting with business development. You will also be responsible for maintaining current knowledge of policy and procedure changes within the firm and industry. To be successful in this role, you will need a strong understanding of IIROC regulations and a minimum of 5+ years' experience in wealth management, financial planning, or investment operations. You will also need excellent organizational skills, attention to detail, and a reliable work ethic. If you are a motivated and detail-oriented professional looking for a challenging role in a dynamic team, please apply.



  • Calgary, Alberta, Canada Blue Chip Recruiting Ltd. Full time

    Senior Licensed Associate, Wealth ManagementAre you a seasoned professional in wealth management seeking a challenging and rewarding role? Our esteemed client, a leading Multi-Family Office, is expanding its licensed IIROC team with a long-term Senior Investment Associate position in their successful UHNW business.Role Description:The Senior Investment...


  • Calgary, Alberta, Canada BMO Full time

    Job SummaryWe are seeking a highly skilled Investment Associate to join our team at BMO. As an Investment Associate, you will play a key role in building and maintaining strong client relationships, providing personalized investment advice, and driving business growth.Key ResponsibilitiesDevelop and execute business strategies to drive revenue growth and...


  • Calgary, Alberta, Canada BMO Full time

    Job SummaryWe are seeking a highly skilled Investment Associate to join our team at BMO. As an Investment Associate, you will play a key role in building and maintaining strong client relationships, providing personalized investment advice, and driving business growth.Key ResponsibilitiesDevelop and execute business strategies to drive revenue growth and...


  • Calgary, Alberta, Canada BMO Full time

    Job SummaryWe are seeking a highly skilled Investment Associate to join our team at BMO. As an Investment Associate, you will play a key role in building and maintaining strong client relationships, providing personalized investment advice, and driving business growth.Key ResponsibilitiesDevelop and execute business strategies to drive revenue growth and...


  • Calgary, Alberta, Canada Blue Chip Recruiting Ltd. Full time

    Blue Chip Recruiting Ltd. is seeking a seasoned Senior Licensed Associate to join their Wealth Management team. As a key member of the team, you will be responsible for providing exceptional service to clients and internal partners. Your expertise in wealth planning, business development, and customer service will be essential in driving the growth of the...


  • Calgary, Alberta, Canada Blue Chip Recruiting Ltd. Full time

    Blue Chip Recruiting Ltd. is seeking a seasoned Senior Licensed Associate to join their Wealth Management team. As a key member of the team, you will be responsible for providing exceptional service to clients and internal partners. Your expertise in wealth planning, business development, and customer service will be essential in driving the growth of the...


  • Calgary, Alberta, Canada Blue Chip Recruiting Ltd. Full time

    Job Title: Senior Licensed Associate, Wealth ManagementJob Summary:We are seeking a highly skilled and experienced Senior Licensed Associate to join our team at Blue Chip Recruiting Ltd. as a Senior Investment Associate in our successful UHNW business.Key Responsibilities:Support the Multi-Family Office team in Calgary by leveraging your industry knowledge,...


  • Calgary, Alberta, Canada Blue Chip Recruiting Ltd. Full time

    Job Title: Senior Licensed Associate, Wealth ManagementJob Summary:We are seeking a highly skilled and experienced Senior Licensed Associate to join our team at Blue Chip Recruiting Ltd. as a Senior Investment Associate in our successful UHNW business.Key Responsibilities:Support the Multi-Family Office team in Calgary by leveraging your industry knowledge,...


  • Calgary, Alberta, Canada Blue Chip Recruiting Ltd. Full time

    Job Title: Senior Licensed Associate, Wealth ManagementJob Summary:We are seeking a highly skilled and experienced Senior Licensed Associate to join our team at Blue Chip Recruiting Ltd. as a Senior Investment Associate in our successful UHNW business.Key Responsibilities:Support the Multi-Family Office team in Calgary by leveraging your industry knowledge,...


  • Calgary, Alberta, Canada Blue Chip Recruiting Ltd. Full time

    Job Title: Senior Licensed Associate, Wealth ManagementJob Summary:We are seeking a highly skilled and experienced Senior Licensed Associate to join our team at Blue Chip Recruiting Ltd. as a Senior Investment Associate in our successful UHNW business.Key Responsibilities:Support the Multi-Family Office team in Calgary by leveraging your industry knowledge,...


  • Calgary, Alberta, Canada TransAlta Full time

    About the RoleAs a Senior Investment Analyst at TransAlta, you will play a critical role in evaluating potential investment opportunities and supporting the company's investment strategy. Your expertise in financial modeling, market research, and risk analysis will be essential in identifying and recommending new investment opportunities that align with the...


  • Calgary, Alberta, Canada Scotiabank Full time

    Requisition ID: 205352 Roynat Capital, a fully owned division of Scotiabank, serves as a national financier and investor, specializing in delivering innovative long-term capital solutions tailored for mid-sized enterprises. Our expertise encompasses senior term loans, subordinated debt, mezzanine financing, and common equity investments. We craft...


  • Calgary, Alberta, Canada TransAlta Full time

    About the RoleWe are seeking a highly skilled Senior Investment Analyst to join our team at TransAlta. As a key member of our investment analysis team, you will play a critical role in evaluating and managing investments in the power generation and utilities sector.Key ResponsibilitiesDevelop, maintain, and refine complex financial models to evaluate...


  • Calgary, Alberta, Canada TransAlta Full time

    About the RoleWe are seeking a highly skilled Senior Investment Analyst to join our team at TransAlta. As a key member of our investment analysis team, you will play a critical role in evaluating and managing investments in the power generation and utilities sector.Key ResponsibilitiesDevelop, maintain, and refine complex financial models to evaluate...


  • Calgary, Alberta, Canada TransAlta Full time

    About the RoleAs a Senior Investment Analyst at TransAlta, you will play a critical role in evaluating potential investment opportunities and supporting the company's investment strategy.Key ResponsibilitiesDevelop, maintain, and refine complex financial models to assess the viability of investment opportunities, including mergers, acquisitions, joint...


  • Calgary, Alberta, Canada TransAlta Full time

    About the RoleAs a Senior Investment Analyst at TransAlta, you will play a critical role in evaluating potential investment opportunities and supporting the company's investment strategy.Key ResponsibilitiesDevelop, maintain, and refine complex financial models to assess the viability of investment opportunities, including mergers, acquisitions, joint...


  • Calgary, Alberta, Canada TransAlta Full time

    About the RoleAs a Senior Investment Analyst at TransAlta, you will play a critical role in evaluating potential investment opportunities and supporting the company's investment strategy. This is an exciting opportunity to join a dynamic team and contribute to the growth and success of the organization.Key ResponsibilitiesDevelop, maintain, and refine...


  • Calgary, Alberta, Canada TransAlta Full time

    About the RoleAs a Senior Investment Analyst at TransAlta, you will play a critical role in evaluating potential investment opportunities and supporting the company's investment strategy. This is an exciting opportunity to join a dynamic team and contribute to the growth and success of the organization.Key ResponsibilitiesDevelop, maintain, and refine...


  • Calgary, Alberta, Canada Scotiabank Full time

    Requisition ID: 205352 Roynat Capital, a fully owned subsidiary of Scotiabank, operates as a national lender and investor, specializing in delivering innovative long-term capital solutions tailored for mid-sized enterprises. Our expertise encompasses senior term loans, subordinated debt, mezzanine financing, and common equity investments. We offer...


  • Calgary, Alberta, Canada Scotiabank Full time

    Requisition ID: 205352 Roynat Capital, a fully owned subsidiary of Scotiabank, operates as a national lender and investor, specializing in delivering innovative long-term capital solutions for mid-sized enterprises. Our expertise encompasses senior term loans, subordinated debt, mezzanine financing, and common equity. We tailor our solutions to meet the...