Jobs for client advisor at Calgary

Company:MarshDescription:We are seeking a talented individual to join our FINPRO Advisory team at Marsh Risk. This role will be based in Vancouver or Toronto. This is a hybrid role that has a requirement of working at least three days a week in the office.We will count on you to:Act as lead advisory colleague on large, complex books of business.Develop an...

  We put our people first. As an employer of choice, Acera Insurance, offers an outstanding workplace and employee culture that creates valuable opportunities for all employees.     Our people are: Encouraged to challenge the status quo and never stop learning in their commitment to excellence. Empowered with a sense of accountability and autonomy to...

DescriptionOverview:We believe in the power of delivering the Tiffany Experience to each and every client, where every interaction is an opportunity to make a lasting impression through connection and discovery. Being a part of Tiffany & Co. means being part of a collective vision aligning extraordinary jewels, exceptional craftsmanship, and unwavering...

Company DescriptionAbout PropraAre you looking to transform an industry stuck in outdated systems and processes? Join Propra, an early-stage tech company based in Calgary, on a mission to put property management on autopilot. Propra is reimagining property management by using technology to alleviate the administrative burden for landlords and property...

Become an Insurance Advisor at Westland Insurance Group in Calgary, AB, and enjoy a vibrant work environment. Your expertise in client service will shine as you help clients navigate insurance options. In this role at our Centre North office, you’ll drive client engagement by providing superior service and promoting insurance products. You will play a...

Job Title Title: Client Service Advisor Team: Client Services Capital Markets team Pay rate: $ 25-$27/hour Start Date / Interview Timeline: ASAP Location & Hours - Location: Calgary, AB - Hours: 8:00am-5pm PST M-F Role Overview The TPS Client Services – Non‑Dedicated Service Advisor supports Capital Markets and Bank without Borders (BwB) clients...

Private Client Advisor / Wealth Advisor / Investment Specialist Location: Calgary - REMOTE Salary: $180,000 - $250,000 Yr 1 (base plus uncapped commissions and bonus structure, benefits and career growth) Industry: Financial Services / Wealth Management Company Overview Our client’s primary goal is to help those achieve their investment goals through...

Private Client Advisor / Wealth Advisor / Investment Specialist Location: Calgary - REMOTE Salary: $180,000 - $250,000 Yr 1 (base plus uncapped commissions and bonus structure, benefits and career growth) Industry: Financial Services / Wealth Management Company Overview Our client’s primary goal is to help those achieve their investment goals through...

      We put our people first. As an employer of choice, Acera Insurance, offers an outstanding workplace and employee culture that creates valuable opportunities for all employees.     Our people are: Encouraged to challenge the status quo and never stop learning in their commitment to excellence. Empowered with a sense of accountability and...

Drive client success as a Remote Client Support Advisor with BMO Financial Group. This job entails outbound communications and guiding clients through documentation requirements.In this 100% remote position, you will engage with BMO InvestorLine clients to address missing documentation and enhance overall client satisfaction. An ideal candidate has 1-2 years...

Build a Rewarding Career from Home Are you looking for a career that offers flexibility, professional growth, and the opportunity to make a meaningful impact? If you're motivated, people-focused, and ready to grow with a supportive team, we'd love to hear from you. Join a team where you can work remotely, enjoy a flexible schedule, and receive the training...

Build a Rewarding Career from Home Are you looking for a career that offers flexibility, professional growth, and the opportunity to make a meaningful impact? If you're motivated, people-focused, and ready to grow with a supportive team, we'd love to hear from you. Join a team where you can work remotely, enjoy a flexible schedule, and receive the training...

A leading tax consulting firm in Calgary, Alberta, is seeking a Manager/Senior Manager for the Private Client Advisors group. The role requires strong client relationship building and technical tax experience, focusing on succession, estate, and income tax planning. Ideal candidates will be committed to client service and possess a professional accounting...

Do you enjoy consulting with owner managed companies? Industry: Tax Accounting, Big 4 Title: Manager/Senior Manager - Private Client Advisors (PCA) Location: Calgary, Alberta, Canada Description: Our client is one of Canada's leading professional services firms who provide audit, tax, consulting and financial advisory services to Canadian and...

We put our people first. As an employer of choice, Acera Insurance, offers an outstanding workplace and employee culture that creates valuable opportunities for all employees.     Our people are: Encouraged to challenge the status quo and never stop learning in their commitment to excellence. Empowered with a sense of accountability and autonomy to...

Do you enjoy consulting with owner managed companies? Industry: Tax Accounting, Big 4 Title: Manager/Senior Manager - Private Client Advisors (PCA) Location: Calgary, Alberta, Canada Description: Our client is one of Canada's leading professional services firms who provide audit, tax, consulting and financial advisory services to Canadian and...

A leading tax consulting firm in Calgary, Alberta, is seeking a Manager/Senior Manager for the Private Client Advisors group. The role requires strong client relationship building and technical tax experience, focusing on succession, estate, and income tax planning. Ideal candidates will be committed to client service and possess a professional accounting...

A local accounting firm in Calgary is seeking an Associate (Senior Accountant) to provide financial and accounting analysis support. The ideal candidate will have full-cycle accounting experience, CPA progression, and a strong knowledge of Excel. Responsibilities include analyzing financial results, building financial models, and assisting clients in...

American Income Life: AO is seeking a motivated Client Service Representative to connect with families across Canada in a fully remote capacity. You will guide them through the permanent benefits program, explain options, answer questions, and provide clear, professional support throughout the enrollment process.Responsibilities include presenting options...

Are you a passionate individual seeking a fulfilling career that offers flexibility and growth opportunities? Look no further! With the option to work from home and enjoy a flexible schedule, you can balance your personal and professional life seamlessly while advancing your career.   Perks Include: 1. Work-Life Balance: Embrace the freedom to work from...