Senior Investment Associate
5 days ago
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.
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Senior Investment Associate
2 hours ago
Calgary, Alberta, Canada Blue Chip Recruiting Ltd. Full timeSenior 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...
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Investment Associate
2 days ago
Calgary, Alberta, Canada BMO Full timeJob 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...
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Investment Associate
2 days ago
Calgary, Alberta, Canada BMO Full timeJob 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...
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Investment Associate
2 days ago
Calgary, Alberta, Canada BMO Full timeJob 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...
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Senior Investment Associate
18 hours ago
Calgary, Alberta, Canada Blue Chip Recruiting Ltd. Full timeBlue 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...
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Senior Investment Associate
21 hours ago
Calgary, Alberta, Canada Blue Chip Recruiting Ltd. Full timeBlue 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...
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Investment Advisor Associate
1 week ago
Calgary, Alberta, Canada Blue Chip Recruiting Ltd. Full timeJob 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,...
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Investment Advisor Associate
1 week ago
Calgary, Alberta, Canada Blue Chip Recruiting Ltd. Full timeJob 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,...
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Investment Advisor Associate
2 weeks ago
Calgary, Alberta, Canada Blue Chip Recruiting Ltd. Full timeJob 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,...
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Investment Advisor Associate
2 weeks ago
Calgary, Alberta, Canada Blue Chip Recruiting Ltd. Full timeJob 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,...
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Senior Investment Analyst
3 weeks ago
Calgary, Alberta, Canada TransAlta Full timeAbout 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...
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Investment Associate, Roynat Capital
4 weeks ago
Calgary, Alberta, Canada Scotiabank Full timeRequisition 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...
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Senior Investment Analyst
1 week ago
Calgary, Alberta, Canada TransAlta Full timeAbout 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...
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Senior Investment Analyst
1 week ago
Calgary, Alberta, Canada TransAlta Full timeAbout 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...
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Senior Investment Analyst
1 week ago
Calgary, Alberta, Canada TransAlta Full timeAbout 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...
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Senior Investment Analyst
1 week ago
Calgary, Alberta, Canada TransAlta Full timeAbout 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...
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Senior Investment Analyst
2 weeks ago
Calgary, Alberta, Canada TransAlta Full timeAbout 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...
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Senior Investment Analyst
2 weeks ago
Calgary, Alberta, Canada TransAlta Full timeAbout 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...
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Investment Associate, Roynat Capital
1 month ago
Calgary, Alberta, Canada Scotiabank Full timeRequisition 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...
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Investment Associate, Roynat Capital
1 month ago
Calgary, Alberta, Canada Scotiabank Full timeRequisition 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...