cfa jobs in Calgary

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...

ATB Financial in Calgary is seeking a Senior Manager, Governance & Associates within ATB Investment Management to lead the design, implementation, and oversight of the PIC governance framework. You will ensure adherence to risk limits and ASC requirements while mentoring Associate Investment Counselors and driving operational excellence. Ideal candidates...

The Toronto-Dominion Bank (Canada) in Calgary is seeking an Investment Advisor for TD Wealth Private Investment Advice to serve high-net-worth clients with tailored wealth solutions. The role requires an undergraduate finance/business degree, a CIRO license, and 3+ years in client-facing sales, with strong communication and market knowledge; designation...

A leading staffing solution provider is seeking a Private Client Advisor to work remotely in Calgary. This role focuses on asset gathering from warm leads, allowing you to maximize your sales potential without the burden of after-sales maintenance. Candidates should possess a CIM or CFA and have a strong background in selling financial products to high net...

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...

A leading staffing solution provider is seeking a Private Client Advisor to work remotely in Calgary. This role focuses on asset gathering from warm leads, allowing you to maximize your sales potential without the burden of after-sales maintenance. Candidates should possess a CIM or CFA and have a strong background in selling financial products to high net...

The Toronto-Dominion Bank (Canada) in Calgary is seeking an Investment Advisor for TD Wealth Private Investment Advice to serve high-net-worth clients with tailored wealth solutions.The role requires an undergraduate finance/business degree, a CIRO license, and 3+ years in client-facing sales, with strong communication and market knowledge; designation...

Transform corporate finance strategies as a Senior Decision Modelling Analyst at EY. Use your strong Excel skills and analytical mindset to drive impactful client solutions. As a senior member of the Decision Modelling team, you'll craft advanced financial models that support essential business decisions across sectors. This role requires collaborating...

FYidoctors is seeking a Financial Analyst to join our FP&A team in Calgary. You will support budgeting, forecasting, performance analysis, and management reporting across the organization, turning financial and operational data into insights that inform business decisions.You'll work closely with Finance and business partners to develop models, analyze...

ATB Financial in Calgary is seeking a Senior Manager, Governance & Associates within ATB Investment Management to lead the design, implementation, and oversight of the PIC governance framework. You will ensure adherence to risk limits and ASC requirements while mentoring Associate Investment Counselors and driving operational excellence. Ideal candidates...

TD Private Wealth Management propose un poste d'Associate Investment Advisor à Calgary. Le rôle consiste à soutenir l'Investment Advisor responsable et son équipe, en gérant un portefeuille client et en fournissant des conseils et une planification personnalisés. Idéalement, vous avez un diplôme universitaire ou collégial avec plus de 3 ans...

TD Securities in Calgary, Alberta, is seeking a focused credit professional to assist in preparing credit submissions and conducting market and client research. You will collaborate with Investment Banking and other product groups to meet credit needs and support risk assessment. Ideal candidates have 2–3 years in credit, strong Excel skills, and...

Lead financial strategy as the Senior Manager, SSU Finance at ATB, where you influence decisions through monthly reporting, forecasting, and your strong leadership. This hybrid role allows you to thrive while mentoring a dynamic team. At ATB, you will partner with Strategic Support Units to drive financial excellence as a Senior Manager. Responsible for...

Join QV Investors as an Institutional Sales and Relationship Manager focused on strengthening ties with key institutional clients in Canada. This role blends business development with client service expertise. Your primary responsibility as the Institutional Sales and Relationship Manager is to establish and nurture relationships with institutional...

Elevate your career as a Business Valuation Manager with Aspen in Calgary, Alberta. This full-time role emphasizes both client relationships and valuation expertise in a hybrid work environment. As a Manager or Senior Manager at Aspen, you will guide complex valuation engagements while ensuring quality analysis and reports. This position is ideal for...

TD Private Wealth Management propose un poste d'Associate Investment Advisor à Calgary. Le rôle consiste à soutenir l'Investment Advisor responsable et son équipe, en gérant un portefeuille client et en fournissant des conseils et une planification personnalisés.Idéalement, vous avez un diplôme universitaire ou collégial avec plus de 3 ans...

Lead financial analysis and forecasting for Suncor’s Midstream portfolio from the Calgary head office. Use Excel and Power BI to guide decisions. This senior finance advisor partners with business leaders across Downstream’s Midstream portfolio. You will support transportation, logistics, terminals, pipelines, marine operations, ethanol production, and...

Suncor Energy Inc. is seeking an accomplished finance professional in Calgary to partner with business leaders and provide financial analysis, insights, and recommendations to support operations and strategy. The role involves leading forecasting, budgeting, and long-range planning across a diverse asset portfolio. The ideal candidate has 8+ years of...

Manager / Senior Manager -Business Valuation (Calgary, AB) Full-time | On-site / Hybrid We are seeking an experienced Manager or Senior Manager to join our growing valuation practice. This is a unique opportunity for a valuation professional who is passionate about the craft of valuation, committed to excellence, and eager to play a meaningful role in...

Join Transdev Canada as the Head of Finance, providing essential financial leadership in a dynamic transportation environment. Be a strategic business partner driving sustainable growth. As the Head of Finance in Transdev West, you will play a crucial role in financial oversight, including planning and reporting, and lead a finance team committed to...