client associate jobs in Calgary

What is the opportunity?RBC PH&N Investment Counsel ("RBC PH&N IC") is one of Canada's leading boutique investment counselling firms with investment professionals nationwide acting exclusively for high-net-worth clients and small business owners. We provide clients with discretionary investment management and privileged access to the expertise of our RBC...

What is the opportunity? RBC PH&N Investment Counsel ("RBC PH&N IC") is one of Canada's leading boutique investment counselling firms with investment professionals nationwide acting exclusively for high-net-worth clients and small business owners. We provide clients with discretionary investment management and privileged access to the expertise of our RBC...

Job DescriptionWhat is the opportunity?RBC PH&N Investment Counsel (“RBC PH&N IC”) is one of Canada’s leading boutique investment counselling firms with investment professionals nationwide acting exclusively for high-net-worth clients and small business owners. We provide clients with discretionary investment management and privileged access to the...

Location: Calgary Headquarters Position Type: Full time, salaried Reports to: VP, Customer Success About Orennia Orennia provides an all-in-one platform for accurate data, predictive analytics and actionable insights across the energy transition. We drive faster capital allocation decisions and help our clients maximize returns across the solar, wind,...

Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. A client-focused role, committed to managing and growing client relationships through the delivery of service and advice.Books meetings with new...

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.As Client...

Work Location: Calgary, Alberta, Canada Hours: 37.5 Line of Business: TD Wealth Pay Details: $43,300 - $56,700 CAD This role is eligible for commission based earnings. TD is committed to providing fair and equitable compensation opportunities to all colleagues. Our compensation policies and practices have been designed to allow colleagues to progress through...

Elevate your career as a Client Associate at CIBC Wood Gundy. Focus on client relationships and engage with high-net-worth individuals to enhance their experience. In this full-time role, you will collaborate closely with Investment Advisors, managing portfolios and developing business opportunities. Your proactive approach will not only improve client...

RBC PH&N Investment Counsel is seeking an attentive administrative professional to support a high-performing wealth management team in Calgary. You will handle client inquiries, ensure accurate trade processing, and manage account opening and documentation while maintaining client cash flows and balances.The role requires at least 2 years in the investment...

Home-based client role for people who want a flexible schedule and a scoreboard.You will run video meetings, work warm leads, and build a book. We supply the process and the coaching. You supply the work ethic.Why people stay1. Control of the calendar. Full-time or part-time structure.2. No commute. Presentations are web-based.3. No cold calling....

Who we are Employment Hero is on a mission to make employment easier and more valuable for everyone. Our Employment Operating System brings hiring, HR, payroll and benefits into an all-in-one solution. Since our inception in 2014, we’ve scaled to a $2 billion valuation and gained a presence in 6 countries globally - Australia, New Zealand, Singapore,...

Support client relationships in Calgary with Odyssey Trust Company, using strong communication, organization, and problem-solving skills across service requests.As a Client Services Associate, you will assist the Calgary team with client service requirements and incoming inquiries. You will work with directors, clients, shareholders, counsel, and advisors...

Work Location:Calgary, Alberta, CanadaHours:37.5Line of Business:TD WealthPay Details:$43,300 - $56,700 CADThis role is eligible for commission based earnings.TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our...

RBC PH&N Investment Counsel is seeking an attentive administrative professional to support a high-performing wealth management team in Calgary. You will handle client inquiries, ensure accurate trade processing, and manage account opening and documentation while maintaining client cash flows and balances. The role requires at least 2 years in the...

Associate, Client Services At Odyssey Trust Company, we do things differently. Our core mission is to provide peace of mind to our clients by making things simple, fast, and easy. Odyssey is a tight-knit, solution-driven team. Our shared values, as defined by our own employees, guide us in reaching our individual and collective goals: We Show Up for Each...

Support client relationships in Calgary with Odyssey Trust Company, using strong communication, organization, and problem-solving skills across service requests. As a Client Services Associate, you will assist the Calgary team with client service requirements and incoming inquiries. You will work with directors, clients, shareholders, counsel, and advisors...

Home-based client role for people who want a flexible schedule and a scoreboard. You will run video meetings, work warm leads, and build a book. We supply the process and the coaching. You supply the work ethic. Why people stay 1. Control of the calendar. Full-time or part-time structure. 2. No commute. Presentations are web-based. 3. No cold calling....

Remote seat on a team that helps families understand and set up protection options. Flexible hours. Mentorship. Clear expectations. Offer 1. Purpose with a process — not vague "help people."2. Work from home. 3. A growth path if the numbers and the attitude are there. 4. Coaching instead of sink-or-swim. 5. Honest conversations only. No pressure...

Work Location Calgary, Alberta, Canada Hours 37.5 Line Of Business TD Wealth Pay Details $43,300 - $56,700 CAD This role is eligible for commission based earnings. TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at...

Who we are Employment Hero is on a mission to make employment easier and more valuable for everyone. Our Employment Operating System brings hiring, HR, payroll and benefits into an all-in-one solution. Since our inception in 2014, we've scaled to a $2 billion valuation and gained a presence in 6 countries globally - Australia, New Zealand, Singapore,...