Jobs for veritable wealth advisory at Calgary

Scotiabank in Calgary seeks an Administrative Support Assistant to provide administrative support to one or more Advisors and their teams, enabling efficient client service. You will handle onboarding of new client relationships through digital account opening, process client requests, transfers, deposits, and payments, and respond to inquiries with timely...

Canadian Imperial Bank of Commerce's Wood Gundy team is seeking an Administrative Assistant to provide critical support to the Investment Advisor group on-site in Calgary. You will assist with client communications, investment planning materials, and documentation, while helping maintain compliant client files and delivering a responsive, high‑touch...

Putting people first, every day BDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a people-first culture with a high priority on your...

Becoming a Wealth Advisor with CC&L Private Capital may be the only career move you ever need to make. Join one of Canada's largest independent and privately held discretionary investment managers and help clients achieve their unique financial goals while providing exemplary service. Our independence allows us to attract and retain top talent with a model...

At ATB, we exist to make it possible for our clients, team members and communities. Our purpose is more than aspirational. It's a real commitment we live every day through our values (what we call the ATB ID). About Life at ATB is about more than work. In fact, we're consistently recognized as one of Canada's top employers thanks to our high-care,...

Becoming a Wealth Advisor with CC&L Private Capital may be the only career move you ever need to make. Join one of Canada's largest independent and privately held discretionary investment managers and help clients achieve their unique financial goals while providing exemplary service. Our independence allows us to attract and retain top talent with a model...

At ATB, we exist to make it possible for our clients, team members and communities. Our purpose is more than aspirational. It's a real commitment we live every day through our values (what we call the ATB ID). About Life at ATB is about more than work. In fact, we're consistently recognized as one of Canada's top employers thanks to our high-care,...

At Diligence Wealth Management, we believe that true wealth management is about more than numbers — it’s about people, purpose, and building lasting legacies. As an established partner of Manulife Wealth Inc., one of Canada’s leading independent investment and insurance dealers, we combine the strength of a national institution with the personalized...

Senior Vice President, Client Advisory About the Company Leading multi-family office providing trusted counsel to successful entrepreneurial families. Industry Financial Services Type Privately Held About the Role The Company is seeking a Senior Vice President, Client Advisory to join their team. The successful candidate will be responsible for leading...

Enhance wealth advisory partnerships at ClearEstate as a Strategic Partnerships Manager within Western Canada. Focus on client acquisition and servicing through strategic collaborations. ClearEstate seeks a driven manager to oversee key partnerships in the wealth advisory arena. This role involves expanding ClearEstate’s distribution through effective...

Enhance wealth advisory partnerships at ClearEstate as a Strategic Partnerships Manager within Western Canada. Focus on client acquisition and servicing through strategic collaborations. ClearEstate seeks a driven manager to oversee key partnerships in the wealth advisory arena. This role involves expanding ClearEstate’s distribution through effective...

Embark on a rewarding career as a Wealth Advisor at CC&L Private Capital, serving clients across Canada. With independence and a strong brand, you will help clients reach financial prosperity. At CC&L Private Capital, you will engage with high net worth clients and leverage your sales expertise to develop a successful practice. The firm’s commitment to...

Chief Growth Officer (CGO), Wealth Management About the Company Established, independent Canadian wealth manager with a substantive national footprint. Industry Financial Services Type Privately Held About the Role The Company is in search of a Chief Growth Officer to spearhead its national growth strategy and enhance enterprise value. The successful...

Work Location:Calgary, Alberta, CanadaHours:37.5Line of Business:TD WealthPay Details:$96,900 - $136,800 CADThis role is eligible for a discretionary variable compensation award that considers business and individual performance.TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill...

A career in our Transformation Risk & Advisory practice will provide you with an opportunity to participate in engagements that relate to Digital Transformation Strategies, Transformation Advisory and helping clients manage risks within their large transformation programs. Our team is distinctive in this service offering and helps bring people, process &...

Embark on a rewarding career as a Wealth Advisor at CC&L Private Capital, serving clients across Canada. With independence and a strong brand, you will help clients reach financial prosperity. At CC&L Private Capital, you will engage with high net worth clients and leverage your sales expertise to develop a successful practice. The firm’s commitment to...

Staffing In Motion is seeking an Administrative Associate to support a fast-growing wealth management practice in Calgary. The role emphasizes accurate processing, smooth operations, and an exceptional client experience as client volume increases. The ideal candidate is detail-oriented, either a junior entering finance or an experienced administrator...

Staffing In Motion is seeking an Administrative Associate to support a fast-growing wealth management practice in Calgary. The role emphasizes accurate processing, smooth operations, and an exceptional client experience as client volume increases. The ideal candidate is detail-oriented, either a junior entering finance or an experienced administrator...

Please be advised that our Careers site will be unavailable from November 28 at 12am ET to November 29 12am ET for scheduled system maintenance. Title: Wealth & Tax Planning Consultant, Agriculture - Advanced Planning Services Requisition ID: 267877 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The...

Employment Type: Internship IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie Investments. Founded in 1926, IG Wealth Management...