active wealth management jobs in Calgary

About the Role: As a CBRE Events Planner Consultant, you will strategically manage small to medium-sized events and programs ensuring alignment with the client's business needs, goals, and objectives. This job is part of the Workplace Experience function. They are responsible for providing world-class customer service to the clients and visitors of a...

About the Role: As a CBRE Events Planner Consultant, you will strategically manage small to medium-sized events and programs ensuring alignment with the client's business needs, goals, and objectives. This job is part of the Workplace Experience function. They are responsible for providing world-class customer service to the clients and visitors of a...

About the Role:As a CBRE Events Planner Consultant, you will strategically manage small to medium-sized events and programs ensuring alignment with the client's business needs, goals, and objectives. This job is part of the Workplace Experience function. They are responsible for providing world-class customer service to the clients and visitors of a...

About the Role:As a CBRE Events Planner Consultant, you will strategically manage small to medium-sized events and programs ensuring alignment with the client's business needs, goals, and objectives. This job is part of the Workplace Experience function. They are responsible for providing world-class customer service to the clients and visitors of a...

Grow your practice with Q Wealth as an experienced Portfolio Manager in Saskatoon. Leverage your existing client base while receiving robust operational and planning support to thrive. This role is ideal for established professionals transitioning to full registration. At Q Wealth, you will collaborate with Financial Planners and Wealth Advisors,...

Make a difference as a Wealth Management Advisor with National Bank Financial. Guide clients through their financial journeys with personalized strategies in a hybrid work environment. As a trusted advisor, you will manage a portfolio of clients with professionalism and diligence. Your role requires a strong focus on building long-term relationships and...

CI Investments Inc. is seeking a Business Development Manager to drive sales and asset retention of CI Global Asset Management products. You will educate and motivate financial advisers, generate high‑quality leads, and collaborate with the DVP to expand market share within the territory.The role is primarily office‑based with required travel to clients...

Lead daily branch operations for Manulife Wealth in Calgary through reception management, administrative coordination, and professional client service. This full-time role supports a new branch.As Operations Manager, you will combine front-office responsibilities with office management, recruitment support, and marketing coordination. You will keep workflows...

Support the Wealth Management team at Canaccord Genuity in Calgary as an Investment Advisor Assistant. Provide exceptional client service and handle administrative tasks to strengthen client relationships. Canaccord Genuity is on the lookout for an organized and proactive individual to join its Wealth Management team. As an Investment Advisor Assistant, you...

Staffing In Motion is seeking an Administrative Associate to support a fast-growing wealth management practice in Calgary. The role emphasizes accurate processing, smooth operations, and an exceptional client experience as client volume increases.The ideal candidate is detail-oriented, either a junior entering finance or an experienced administrator seeking...

Support investment advisors in Calgary through financial analysis, transaction execution, and high-level client service at Richardson Wealth. Apply strong organization and communication skills.As an Associate, you will support Investment Advisor(s) while providing specialized administrative assistance across diverse assignments. The work includes client...

Canada Life in Calgary is seeking an Inside Wholesaler (Business Development Manager) to drive advisor wealth sales growth and support a robust sales workflow from the head office. You will work closely with the Director, Business Development and a sales support team to increase access to wholesale support for Advisors, leveraging SFDC tools and a proactive...

Comprehensive financial planning and wealth management define this Calgary opportunity for an experienced Senior Advisor and Certified Financial Planner. Build trusted client relationships.Summit Search Group is recruiting for an established independent wealth management and financial planning firm. The Senior Wealth Management Advisor serves affluent and...

Salary Range: $45,000 - $50,000Who we are:Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. CG is driven by an unwavering commitment to build lasting client relationships – we achieve this by generating value for...

Support TD Wealth clients with financial advice, tailored investment solutions, and relationship management in Calgary, Alberta. This role offers 37.5 hours weekly.The Financial Planner position serves mass affluent investing clients through a sophisticated goals discovery approach. You will help clients pursue financial and life goals while delivering...

Build wealth management expertise through client outreach, retirement planning, and portfolio strategy within a rigorous mentorship program. Work alongside accomplished advisors supporting high-net-worth clients.As a Junior Investment Advisor, you will develop relationships with accomplished individuals, families, and business owners. You will learn...

Wealth Management Associates at National Bank use client service and financial transaction skills to support advisors and investment clients. English is required for this role.Reporting to a regional manager, you will partner with a wealth advisor within National Bank Financial - Wealth Management. Your work supports an exceptional client experience through...

Richardson Wealth Ltd is seeking an Associate to join its Calgary wealth management team. You will support Investment Advisors, prepare client materials, and help grow client relationships in a dynamic advisory setting.The role emphasizes strong communication, organization, and initiative, with licensing in CIRO within 6 months and possible CFP/CFA...

Vice President, Wealth Management Registered Supervisor About the Company Top-tier global investment bank Industry Financial Services Type Public Company Founded 1935 Employees 10,001+ Categories - Asset Management - Financial Services - Lending - Investment Banking - Investment Management - B2B - Consulting & Professional Services - Marketplace -...

A global consulting firm is seeking a Software Developer to work on its Wealth Management Technology platform in Calgary. The role involves collaborating with various teams to design, develop, and maintain software solutions. Candidates should have 3-7+ years of software development experience with strong proficiency in Java and Type Script, along with...