client service associate jobs in Calgary

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...

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...

BMO Nesbitt Burns seeks a Client Service Assistant to support Investment Advisors and the IA Team, handling day-to-day administration and delivering exceptional client service. The role involves scheduling, client inquiries, and coordination of client events to retain long-term relationships.The position requires 1–2 years' experience, a related...

Work LocationCalgary, Alberta, CanadaHours37.5Line Of BusinessTD 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...

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...

Remote seat on a team that helps families understand and set up protection options.Flexible hours. Mentorship. Clear expectations.Offer1. 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:Toronto, Ontario, CanadaHours:37.5Line of Business:TD WealthPay Details:$52,700 - $74,400 CADTD 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 compensation policies and practices have been designed...

Excel as a Client Service Associate with TD Wealth in Toronto, Ontario. Provide exceptional support to financial planners and clients through effective communication and problem-solving. In this full-time role, you'll manage client inquiries, account transfers, and ensure a smooth operational flow. As an integral part of the TD Wealth team, you’ll develop...

Work Location: Calgary, Alberta, Canada Hours: 37.5 Line of Business: TD Wealth Pay Details: $52,700 - $74,400 CAD 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 compensation policies and practices have been...

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...

Application Deadline: 10/30/2026 Address: 525 8th Ave SW East Tower Job Family Group: Wealth Sales & ServiceSupports 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...

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...

Employment Type: Full-Time Work Model: In-Office About the Opportunity Our client is an established, independent wealth management firm in Calgary providing comprehensive investment and financial planning solutions to high-net-worth individuals, families, business owners, and professionals. They are looking to add a Client Service Associate to their team....

What it’s like to be a Federated Insurance Client Service Associate: Supporting one of our Commercial Insurance Specialist (CIS) we’re looking for an exceptional Client Service Associate to provide excellent customer service to our clients as well as support in the day to day running of our CIS book of business. The most important characteristics of our...

What it’s like to be a Federated Insurance Client Service Associate: Supporting one of our Commercial Insurance Specialist (CIS) we’re looking for an exceptional Client Service Associate to provide excellent customer service to our clients as well as support in the day to day running of our CIS book of business. The most important characteristics of...

BMO Nesbitt Burns seeks a Client Service Assistant to support Investment Advisors and the IA Team, handling day-to-day administration and delivering exceptional client service. The role involves scheduling, client inquiries, and coordination of client events to retain long-term relationships. The position requires 1–2 years’ experience, a related...

The Vantage Talent Group in Calgary is seeking a Client Service Associate to join an established wealth management team. You will serve as a primary contact for clients, support advisors with day-to-day service, and help with account openings, transfers, deposits and documentation. Ideal candidates have 2+ years in financial services, strong communication...

Associate, Client ServicesAt 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 Other:...

BMO Financial Group in Calgary is seeking a client-focused banking professional to support Investment Advisors with day-to-day administration and exceptional client service. You will help manage and grow client relationships through service and advice, and assist in organizing events and prospects' introductions. The role requires strong communication,...

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...