Jobs for iiroc at Calgary

AGF Management Limited in Calgary is seeking an Associate, Wealth Solutions (West) to support the development and execution of the West region distribution strategy for retail and high net worth investors. Based in Calgary, you will work with a small team and a dedicated fundraising unit, conducting high-volume outreach and nurturing advisor relationships...

Advance your career in wealth management with Aligned Capital Partners Inc. as a CIRO Licensed Associate Investment Advisor. Your focus will be on developing investment strategies and enhancing client relationships for long-term financial growth. As an integral member of Shafik Hirani’s team, you will engage in portfolio management and deliver customized...

Advance your career in wealth management with Aligned Capital Partners Inc. as a CIRO Licensed Associate Investment Advisor. Your focus will be on developing investment strategies and enhancing client relationships for long-term financial growth. As an integral member of Shafik Hirani’s team, you will engage in portfolio management and deliver customized...

Subject Matter Expert(s) SME – CIRO Exams (Learning Content & Exam Validation)Contract | Remote (Canada) | ~20+ hours per week | up to 20-week contract Multiple Specializations & Contractors Needed (9 Exam Areas)Help Us Reinvent Exam Prep for the Modern Investment Professional. We’re building a powerful, adaptive learning solution that goes way beyond...

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...

AGF Management Limited in Calgary is seeking an Associate, Wealth Solutions (West) to support the development and execution of the West region distribution strategy for retail and high net worth investors. Based in Calgary, you will work with a small team and a dedicated fundraising unit, conducting high-volume outreach and nurturing advisor relationships...

A boutique executive search firm is looking for a Private Client Advisor to focus on new client acquisition in Canada. This remote role offers warm leads and emphasizes sales without portfolio management. Ideal candidates should have at least 5 years in high-net-worth client acquisition and an IIROC license. The firm recognizes performance and offers...

An investment firm in Canada is seeking a Private Client Adviser to focus on high-net-worth clients. In this role, you will manage a local territory remotely and be responsible for contacting qualified leads with C$500K or more to invest. You will present tailored wealth management solutions while receiving full support from dedicated teams to ensure your...

Shafik Hirani’s Private Wealth Management Practice at Aligned Capital Partners Inc. is seeking a CIRO Licensed Associate Investment Advisor to join our team.The ideal candidate will support portfolio management, investment strategy development, and the delivery of customized financial planning solutions that help clients achieve long-term financial...

Shafik Hirani’s Private Wealth Management Practice at Aligned Capital Partners Inc. is seeking a CIRO Licensed Associate Investment Advisor to join our team. The ideal candidate will support portfolio management, investment strategy development, and the delivery of customized financial planning solutions that help clients achieve long-term financial...

Bank of Montreal is seeking a Wealth Sales & Service professional for remote engagements in Canada. You will assess client needs, advise on investments, and manage end-to-end sales and service activities while maintaining regulatory compliance.Ideal candidates have 2–3 years of relevant experience, a post-secondary degree, and CSC/IFIC/IIROC credentials or...

Title: Associate, Wealth Solutions (West) Reports to: Principal, Wealth Solutions About AGF Management Limited: Founded in 1957, AGF is an independent and globally diverse asset management firm. With $75.1B in assets under management, our companies deliver excellence in investing in the public and private markets through three distinct business lines:...

Permanent Full TimeInvestment Planning Counsel (IPC) is one of Canada's leading independent wealth management firms. We are a diverse group of people all driven towards one goal: helping our advisors build a better business through a remarkable client experience.In November 2023, Canada Life acquired IPC. Canada Life is a member of the Power Financial...

Title: Associate, Wealth Solutions (West) Location: Calgary Reports to: Principal, Wealth Solutions About AGF Management Limited Founded in 1957, AGF is an independent and globally diverse asset management firm. With $75.1B in assets under management, our companies deliver excellence in investing in the public and private markets through three distinct...

Transform your career as a Private Client Advisor focusing on acquiring high-net-worth clients. This fully remote opportunity features an uncapped commission structure, warm leads, and no ongoing service duties. You will excel in a results-driven environment where client acquisition is prioritized. Engage prequalified high-net-worth prospects, conduct...

Title: Associate, Wealth Solutions (West) Reports to: Principal, Wealth Solutions About AGF Management Limited: Founded in 1957, AGF is an independent and globally diverse asset management firm. With $75.1B in assets under management, our companies deliver excellence in investing in the public and private markets through three distinct business lines: AGF...

Job Description - Administrative Assistant (2600551) Administrative Assistant - 2600551 Administrative Assistant IFS-Kingston Raymond James Independent Financial Services is seeking a part-time Administrative Assistant to work in our Kingston Office. Raymond James Ltd. is one of Canada’s leading independent investment dealers, offering high-quality...

Enhance your financial advisory career as a Remote Investment Specialist with BMO. Engage customers with wealth strategies and investment products tailored to their needs.BMO is seeking a passionate Investment Specialist with 2-3 years of relevant experience for their virtual team. You will advise clients on wealth management, fulfilling the sales process...

Permanent Full Time Investment Planning Counsel (IPC) is one of Canada's leading independent wealth management firms. We are a diverse group of people all driven towards one goal: helping our advisors build a better business through a remarkable client experience. In November 2023, Canada Life acquired IPC. Canada Life is a member of the Power Financial...

Permanent Full Time Investment Planning Counsel (IPC) is one of Canada's leading independent wealth management firms. We are a diverse group of people all driven towards one goal: helping our advisors build a better business through a remarkable client experience. In November 2023, Canada Life acquired IPC. Canada Life is a member of the Power Financial...