Private Wealth Manager and Portfolio Manager

About IG Wealth Management">We are a Canadian leader in wealth management, offering a wide range of financial products and services to individuals and families.As a Financial Planning Consultant, you will play a key role in helping us deliver exceptional client service and build long-term relationships with our clients.Your primary responsibility will be to...

About the OpportunityWe are seeking a results-oriented financial services professional to join our team at Hillaby & Associates Private Wealth Management. As a senior financial strategist, you will play a key role in developing high-net-worth referral opportunities and building relationships with clients.Key ResponsibilitiesLeverage our existing client base...

Position: Associate Wealth Advisor Location: Calgary, Alberta Job Id: 1517 # of Openings: 1 Associate Wealth Advisor Connor, Clark & Lunn Private Capital Ltd. Calgary, AB Becoming an Associate 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...

About Hillaby & Associates Private Wealth Management">We are a leading private wealth management practice located in Calgary, with over 20 years of experience providing financial planning and investment advice to individuals and families.As a Financial Planning Consultant, you will play a critical role in helping us deliver exceptional client service and...

Role OverviewThe Private Banker is a key business development position focused on generating new clients and the cross-sell, up-sell, and retention of existing high value Wealth Management clients.Responsibilities include:Portfolio Management and Risk MitigationWorking directly with Retail credit adjudication or with Wealth Credit Solutions for customized...

About the Team:We're excited to expand our team focused on empowering Canada's most successful families when it comes to their overall wealth management. We're committed to delivering a truly bespoke and holistic wealth management experience by cultivating deep, trusting relationships with our clients, ensuring their needs are met with personalized care and...

Job Title:  Wealth Management Associate or Wealth Advisor Job Summary:  We are seeking a diligent and detail-oriented Wealth Management Associate or Wealth Advisor to join our team. The ideal candidate will have 7 or more years of industry experience. You will provide support to Portfolio Managers to help clients with customized financial strategies to...

Job Summary:This is an exciting opportunity for a senior wealth management professional to join our team at IG Wealth Management.Key Responsibilities:Expand existing client relationships to drive revenue growth and build a book of clients within an established practice.Work closely with the practice lead and financial consultants to develop and implement...

Hey looking for guys to frame houses in nw CalgaryLarge custom homesNo drywall wallsTunesBoom on sitePay twice a month 15th and end of monthMust have some experience and vehicleCall or text 403-618-3303Thanks

We are looking for experience siding and wood batten installers.Must have all tools and equipment to complete the job.Fall protections, WCB required.Vinyl SidingHardie SidingSagiper SidingHardie Panel and EasytrimNew construction single family homes in all areas of Calgary-Airdrie.Paid upon completionNo hold backManlifts available for use, Lift ticket...

Requisition ID: 221216Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Job Purpose:The Manager, Wealth Credit Structuring is focused on customized commercial credit underwriting (new applications and annual reviews). The role is responsible for contributing to the quality and the profitable growth of the...

Our client, a registered Independent Fund Manager, is looking for a well-organized Portfolio Management Analyst to oversee and support many elements of the Firm's pooled funds and investment operations. We want to help them find YOU: an ambitious BCom/Finance graduate who wants to continue developing a career working closely with independent Investment PMs....

We Are Seeking a Senior Wealth Management Professional to Join Our TeamKey ResponsibilitiesLeverage existing client base to develop high net worth referral opportunitiesFollow up on new business opportunitiesFinding more opportunities to serve current clientsGather data from clients to prepare plans/proposalsLead relationship advisor, and second-chair in...

Job Description">We are seeking a highly skilled and detail-oriented professional to assist our Advisors in managing client portfolios and wealth management planning opportunities. As a key member of our team, you will be responsible for maintaining existing client accounts, identifying opportunities to contact clients, and responding to client inquiries in...

About UsWellington-Altus Private Wealth is committed to equity and diversity within its community and welcomes applications from women, racialized persons, Indigenous peoples, and persons with disabilities.The company is strongly committed to identifying successful, entrepreneurial advisors and portfolio managers and their high-net-worth clients, providing a...

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Job Purpose:The Private Banker possesses strong knowledge of customized commercial lending, risk management, financial products and services, wealth management, and retail lending. The incumbent has comprehensive experience and product knowledge to deliver...

Is this role right for you? In this role you will: 1.Lead Portfolio Management and Risk Mitigation by: Working directly with Retail credit adjudication (ACE) or with Wealth Credit Solutions for customized credit, negotiate standard Bank terms, conditions, structuring fees, interest rates and documentation. Providing relationship banking and the...

Is this role right for you? In this role you will: Responsible for the completion of all Private Banking cust omized/commercial credit structuring activities in the assigned territory/Centre(s) by: Ensuring the timely analysis, structuring and presentation of credit proposals Performing proper due diligence in evaluating information to ensure the...

Regional Director of Investments, Private Wealth (Western Region)Locations: Calgary, AB, CAN; Vancouver, BC, CAN; Edmonton, AB, CANTime Type: Full TimePosted On: Posted YesterdayJob Requisition ID: R240031014Application Deadline: 01/16/2025Address: 525 8th Ave SW East TowerJob Family Group: Wealth Sales & ServiceProvides high quality sales and service to...

About Wellington-AltusWellington-Altus Financial Inc. is a Canadian wealth management company that provides investment products and solutions to high-net-worth clients. Our mission is to deliver exceptional service and expertise to our clients, helping them achieve their financial goals.Role OverviewWe are seeking a Analyst, Managed Programs to join our...