Jobs for financial client at Calgary

Influence client banking experiences as a Client Service Expert with ATB Financial. Work at the Sherwood Park Wye Garden branch and provide tailored financial services. Join ATB Financial and become the welcoming face for clients seeking banking solutions. In this role, you will delve into clients' financial goals and suggest personalized services. Your...

BMO Financial Group in Calgary is seeking a Financial Planner to deliver financial and investment planning, advise clients, and build lasting relationships across branches and channels. You will manage a portfolio, meet regulatory requirements, and work with a supportive network while helping clients achieve their goals.The role offers a salary/commission...

BMO Financial Group in Calgary is seeking a Financial Planner to deliver financial and investment planning, advise clients, and build lasting relationships across branches and channels. You will manage a portfolio, meet regulatory requirements, and work with a supportive network while helping clients achieve their goals. The role offers a salary/commission...

BMO Financial Group in Calgary is seeking a customer-focused Banking Advisor who delivers tailored financial solutions and exceptional service to clients across channels. You will identify needs, offer lending, everyday banking and investment options, and guide customers through digital self-serve tools. With 2–3 years of experience, you will collaborate...

Scotiabank Calgary is seeking a Financial Advisor to help clients build their futures and manage wealth with personalized planning and guidance. You will proactively discover client needs, educate on insights and products, create comprehensive plans, nurture lasting relationships, and contribute to branch sales goals in a busy Canadian Banking...

A financial services firm in Calgary is seeking a Client Service Associate to support Financial Advisors by providing exceptional client service. The role involves collaborating with various stakeholders to resolve inquiries and process financial transactions. Ideal candidates have 2-3 years of experience in the financial services industry, strong MS Office...

Scotiabank Calgary is seeking a Financial Advisor to help clients build their futures and manage wealth with personalized planning and guidance. You will proactively discover client needs, educate on insights and products, create comprehensive plans, nurture lasting relationships, and contribute to branch sales goals in a busy Canadian Banking environment. ...

A financial services firm in Calgary is seeking a Client Service Associate to support Financial Advisors by providing exceptional client service. The role involves collaborating with various stakeholders to resolve inquiries and process financial transactions. Ideal candidates have 2-3 years of experience in the financial services industry, strong MS Office...

A financial services firm in Calgary is seeking a Client Service Associate to support Financial Advisors by providing exceptional client service. The role involves collaborating with various stakeholders to resolve inquiries and process financial transactions. Ideal candidates have 2-3 years of experience in the financial services industry, strong MS Office...

Join a vibrant remote sales team where you guide clients towards effective financial solutions. Harness your strong communication skills to provide exceptional service while advancing your career in a fulfilling role. In this position, you will assist clients through multiple virtual channels, fostering supportive relationships and addressing their needs....

BMO Financial Group in Calgary is seeking a customer-focused Banking Advisor who delivers tailored financial solutions and exceptional service to clients across channels. You will identify needs, offer lending, everyday banking and investment options, and guide customers through digital self-serve tools.With 2–3 years of experience, you will collaborate...

Job Details Application Deadline: 09/17/2026 Address: 8561 8A Avenue SW, Unit 4000 Job Family Group: Retail Banking Sales & Service *Korean speaking is required for this position Join BMO – imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities?...

Financial Planner (CFP) - Cochrane-IFS At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together. Raymond James Ltd. is one of Canada's leading independent investment dealers, offering high-quality investment products and services to Canadians seeking customized wealth management solutions. How does the role impact the...

Job Description As an RBC Financial Planner, you have the opportunity to grow and manage a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients’ financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services. Your boundless energy to meet...

Job Description Posted Tuesday, August 18, 2026 at 4:00 a.m. About Us: As a leading Canadian wealth management organization,Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada’s best investment advisors. We’ve embarked on an exciting growth phase...

TITLE: Financial AdvisorLOCATION: Calgary, ABREPORTING: Senior Financial Advisor  JOB PURPOSE: Why does this role exist?The primary responsibility of a Financial Advisor (FA) is to proactively identify, develop and maintain strong client relationships within the firm’s Legacy book of business through regular contact and providing timely, value-added...

Position Overview: We are seeking an experienced Financial Planner to join our growing team. This is an opportunity for a planning-focused professional who is passionate about helping clients achieve their long-term financial goals through comprehensive and ongoing financial planning. Working closely with advisors, portfolio managers and support staff, the...

Application Deadline: 09/17/2026 Address: 8561 8A Avenue SW, Unit 4000 Job Family Group: Retail Banking Sales & Service Korean speaking is required for this positionJoin BMO - imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO...

FINANCIAL CONTROLLER | Full-time, permanentWorks onsite in Calgary, ABWork schedule: 8:00 AM - 4:30 PMMandatory in-office days are Monday, Tuesday, and FridayRemote optional days are on Wednesday and ThursdayAbout the RoleWe are seeking a highly skilled and detail-oriented Financial Controller to own and lead our financial operations and support strategic...

Application Deadline:09/17/2026Address:8561 8A Avenue SW, Unit 4000Job Family Group:Retail Banking Sales & Service*Korean speaking is required for this positionJoin BMO – imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO®...