Jobs for quadrant private wealth at Calgary

Be Boring. Make Money.™ is our investment approach, but we are anything but dull. We are a diverse, passionate team united by our commitment to provide our clients with financial peace of mind and our desire to create one of the best companies in the world. A career with us will be demanding; however, the experience will also be dynamic, supportive,...

At Fiera Capital We invest in creating a culture of purpose that makes our people feel valued, cared for, seen, and heard. Our approach to employee experience is tailored to your needs and ambitions:Your Inclusive Experience: We are committed to cultivating an inclusive, safe, and trusting work environment.Your Growth & Empowerment: We have ambitious growth...

At Fiera CapitalWe invest in creating a culture of purpose that makes our people feel valued, cared for, seen, and heard. Our approach to employee experience is tailored to your needs and ambitions:Your Inclusive Experience: We are committed to cultivating an inclusive, safe, and trusting work environment.Your Growth & Empowerment: We have ambitious growth...

Be Boring. Make Money.™ is our investment approach, but we are anything but dull. We are a diverse, passionate team united by our commitment to provide our clients with financial peace of mind and our desire to create one of the best companies in the world. A career with us will be demanding; however, the experience will also be dynamic, supportive,...

At Fiera Capital We invest in creating a culture of purpose that makes our people feel valued, cared for, seen, and heard. Our approach to employee experience is tailored to your needs and ambitions: Your Inclusive Experience: We are committed to cultivating an inclusive, safe, and trusting work environment. Your Growth & Empowerment: We have ambitious...

Maximize your leadership potential at Cardinal Point Wealth Management as a Senior Private Wealth Manager in Calgary, Alberta. This role focuses on managing diverse client portfolios and fostering a high-performance team. As a full-time Senior Private Wealth Manager, you will oversee a team dedicated to managing 200-300 client households in Canada and the...

Jobtailor in Calgary seeks a supervision professional to support private wealth branches with regulatory activities and education. You will act as a designee for supervision objectives and guide branch staff on supervision issues. The role involves performing routine supervision reviews, reporting, and collaborating with internal/external stakeholders to...

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and...

Fiera Capital in Canada seeks an Investment Counsellor to deliver exceptional client experience for assigned clients and grow the business by attracting new relationships. You’ll collaborate with internal partners to design and recommend multi-asset strategies aligned with client goals.You will report to the Head of Private Wealth Canada, cultivate strong...

A leading staffing solution provider is seeking a Private Client Advisor to work remotely in Calgary. This role focuses on asset gathering from warm leads, allowing you to maximize your sales potential without the burden of after-sales maintenance. Candidates should possess a CIM or CFA and have a strong background in selling financial products to high net...

EY in Calgary is seeking a Tax Manager to join our Private Tax practice. You will work with specialists advising private organizations and high net worth individuals on domestic and cross-border tax planning, estate and wealth transfer, and postmortem planning. You will lead tax strategy implementation, liaise with legal counsel and tax authorities, and...

Fiera Capital in Canada seeks an Investment Counsellor to deliver exceptional client experience for assigned clients and grow the business by attracting new relationships. You’ll collaborate with internal partners to design and recommend multi-asset strategies aligned with client goals. You will report to the Head of Private Wealth Canada, cultivate...

Cardinal Point Wealth Management is seeking a senior private wealth manager/portfolio manager to lead a team serving 200-300 households across Canada and the United States. Located in Calgary, Alberta, this full-time, exempt role emphasizes client leadership and cross-border expertise.The ideal candidate has 5+ years managing a book of business, is fully...

EY in Calgary is seeking a Tax Manager to join our Private Tax practice. You will work with specialists advising private organizations and high net worth individuals on domestic and cross-border tax planning, estate and wealth transfer, and postmortem planning.You will lead tax strategy implementation, liaise with legal counsel and tax authorities, and...

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...

Jobtailor in Calgary seeks a supervision professional to support private wealth branches with regulatory activities and education. You will act as a designee for supervision objectives and guide branch staff on supervision issues. The role involves performing routine supervision reviews, reporting, and collaborating with internal/external stakeholders to...

Job Description Summary: Cardinal Point Wealth Management is seeking a career-oriented Senior Private Wealth Manager/Portfolio Manager for a team leadership role to managing 200-300 households across Canada and the United States.  This is a full-time role for the ideal candidate located in Calgary, Alberta, who has at least 5 years' experience managing a...

Job Description Summary Cardinal Point Wealth Management is seeking a career-oriented Senior Private Wealth Manager/Portfolio Manager for a team leadership role to managing 200-300 households across Canada and the United States. This is a full-time role for the ideal candidate located in Calgary, Alberta, who has at least 5 years' experience managing a book...

EY is seeking a Tax Manager in Canada to join our Private Tax practice. You will advise private organizations and high net worth owners on domestic and cross-border tax planning, estate and wealth transfer, and postmortem planning. You will work with our multidisciplinary tax teams to deliver client solutions in a fast-paced, professional services...

Cardinal Point Wealth Management is seeking a senior private wealth manager/portfolio manager to lead a team serving 200-300 households across Canada and the United States. Located in Calgary, Alberta, this full-time, exempt role emphasizes client leadership and cross-border expertise. The ideal candidate has 5+ years managing a book of business, is fully...