Senior Financial Advisor
1 week ago
IG Wealth Management is seeking an experienced individual who has a passion helping families achieve their financial goals, based out of Calgary, AB.
The candidate should hold a valid
MFDA or IIROC
license and possess at least 2 years of financial planning experience.
Bachelor's Degree (preferred)
Experience: Financial Planning 2 years (required)
License/Certification: Driver's license and your own vehicle for commuting (required)
Work Location: In person / remotely
The benefits of IG Wealth are:
Teaming options available
Ability to work from the IG Wealth offices in Calgary or remotely
Access to IG Wealth specialists such as estate lawyers and accountants
Access to IG Wealth investment and insurance specialists
Mentorship from senior leadership
Your responsibilities will include, but not be limited to:
Managing your existing clients while seeking growth opportunities
Documenting and keeping record of client interactions
Participating in team activities / workshops
Ensuring client files are held with integrity and within compliance guidelines
The appropriate candidate will possess the following qualifications:
Business Administration Diploma or other Postsecondary degree in a relevant business discipline or equivalent experience
Minimum of two years experience in a Financial Planner capacity and hold a valid MFDA/IIROC license
Strong computer skills in the MS Office Suite (Outlook, Word, Excel, Power Point)
Strong verbal and written communication skills
Client-focused approach
Excellent organizational and time management skills, with the ability to quickly adapt to ever-changing priorities/time restrictions
Flexible and willing to adapt and evolve
Please submit your resume and cover letter on why you believe you're right for this role.
-
Financial Advisor
2 weeks ago
Calgary, Alberta, Canada Targeted Talent Full timeTITLE: Financial AdvisorLOCATION: Calgary, ABREPORTING: Senior Financial Advisor JOB PURPOSE: Why does this role exist?The primary responsibility of a Financial Advisor (FA) is to proactively identify, develop and maintain strong client relationships within the firm's Legacy book of business through regular contact and providing timely, value-added...
-
Investment Advisor
2 weeks ago
Calgary, Alberta, Canada Ventum Financial Full timeCompany DescriptionVentum Financial Corp. is an independent full-service brokerage. We are a Canadian-owned and operated private client and capital markets firm, renowned for its client-centric approach and entrepreneurial culture. The firm offers comprehensive and unbiased financial advice tailored to meet the unique needs of each client. With a focus on...
-
Financial Advisor
1 day ago
Calgary, Alberta, Canada RBC Full timeJob DescriptionWhat is the opportunity?As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and key...
-
Advisor, Financial Reporting
2 weeks ago
Calgary, Alberta, Canada Avenue Living Full timeAvenue Living Asset Management is dedicated to sourcing, analyzing, and strategizing long-term investments. Our unique approach has led to rapid growth across North America now representing one of Canada's largest alternative asset managers. Since 2006, we have acquired over $8.5 billion in assets under management across a variety of sectors throughout...
-
Senior Advisor
6 days ago
Calgary, Alberta, Canada Acute Care Alberta Full timeCalgary Zone ACA, Calgary, Richmond Road Diag & Trt CtrNEWBusiness Support - OtherACU 6 hours agoYour Opportunity:The Senior Advisor, Pharmacy Alberta provides expert leadership to advance the coordination, performance and continuous improvement of medication management across Alberta's health system. Reporting to the Executive Director, Programs and...
-
Wealth Advisor
2 weeks ago
Calgary, Alberta, Canada Connor, Clark & Lunn Financial Group Full timeWealth AdvisorConnor, Clark & Lunn Private Capital Ltd.Calgary, ABBecoming 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...
-
Senior Web Advisor
6 days ago
Calgary, Alberta, Canada Alberta Health Services Full timeYour Opportunity:The Innovation and Digital Solutions (IDS) team at Health Shared Services (HSS) is committed to creating valuable and innovative digital experiences. We transform complex problems into digital solutions that are valuable to Albertans and staff members across all Provincial Health Agencies (PHA). HSS is looking for an experienced web advisor...
-
ScotiaMcLeod Senior Financial Planner
1 day ago
Calgary, Alberta, Canada Scotiabank Full timeRequisition ID: 248531ScotiaMcLeod, a cornerstone of Scotia Wealth Management, is a full-service wealth management firm with a proud history dating back to 1921. Known for service excellence, trusted advice, and a collaborative culture, we're committed to helping clients grow and protect their wealth by understanding their complete financial picture—life,...
-
Director, Financial Planning
3 days ago
Calgary, Alberta, Canada Western Financial Group Full timeProudly Canadian. Driven by Purpose. Rooted in Care.Join a national team where people, purpose, and community come first. Western Financial Group was named a 2025 Top Insurance Employer by Insurance Business Canada and is home to more than 2,300 team members supporting over one million customers across 200+ locations across Canada.Director, Financial...
-
Senior Advisor
3 days ago
Calgary, Alberta, Canada Alberta Health Services Full timeYour Opportunity:Health Shared Services [HSS] provides essential services to Alberta's provincial health agencies and corporations. HSS offers a challenging work environment that provides opportunities for personal achievement and career growth. Eligible employees enjoy a full range of benefits including life insurance, short term disability, long term...