veritable wealth advisory jobs in Calgary

Richardson Wealth Ltd is seeking an Associate to join its Calgary wealth management team. You will support Investment Advisors, prepare client materials, and help grow client relationships in a dynamic advisory setting.The role emphasizes strong communication, organization, and initiative, with licensing in CIRO within 6 months and possible CFP/CFA...

Richardson Wealth Ltd is seeking an Associate to join its Calgary wealth management team. You will support Investment Advisors, prepare client materials, and help grow client relationships in a dynamic advisory setting. The role emphasizes strong communication, organization, and initiative, with licensing in CIRO within 6 months and possible CFP/CFA...

TD Wealth in Calgary seeks an experienced Financial Planner to help mass affluent clients achieve financial goals with personalized planning and investment advice. You will identify client objectives, provide comprehensive reviews, and build lasting relationships through ongoing service.Responsibilities include conducting analyses, documenting...

TD Wealth in Calgary seeks an experienced Financial Planner to help mass affluent clients achieve financial goals with personalized planning and investment advice. You will identify client objectives, provide comprehensive reviews, and build lasting relationships through ongoing service. Responsibilities include conducting analyses, documenting...

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 personal...

A career as a Wealth Management Advisor in the National Bank Financial - Wealth Management team at National Bank means acting as a trusted advisor to clients, helping them achieve their financial goals at every stage of life. This role allows you to have a positive impact on our organization through your entrepreneurial mindset, advisory expertise, and...

The Toronto-Dominion Bank (Canada) TD Wealth is seeking a Financial Planner in Calgary to deliver personalized financial planning and advisory services to mass affluent clients. This role emphasizes relationship management, advice, and business development to grow client base and assets. You will conduct comprehensive reviews, set and monitor goals, make...

The Toronto-Dominion Bank (Canada) TD Wealth is seeking a Financial Planner in Calgary to deliver personalized financial planning and advisory services to mass affluent clients. This role emphasizes relationship management, advice, and business development to grow client base and assets.You will conduct comprehensive reviews, set and monitor goals, make...

Salary Range: $45,000 - $50,000 Who we are: Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. CG is driven by an unwavering commitment to build lasting client relationships – we achieve this by generating value...

Salary Range: $45,000 - $50,000Who we are:Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. CG is driven by an unwavering commitment to build lasting client relationships – we achieve this by generating value for...

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). Life at ATB is about more than work. In fact, we’re consistently recognized as one Canada's top employers thanks to our high-care, high-performance...

A career as a Wealth Management Advisor in the National Bank Financial - Wealth Management team at National Bank means acting as a trusted advisor to clients, helping them achieve their financial goals at every stage of life. This role allows you to have a positive impact on our organization through your entrepreneurial mindset, advisory expertise, and...

Salary Range: $45,000 - $50,000Who we are:Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. CG is driven by an unwavering commitment to build lasting client relationships – we achieve this by generating value for...

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...

Who we are:Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. Our success is built on deep sector expertise, strong relationships, and a commitment to delivering value across our business - for clients, colleagues,...

About the Company and Role Who we are: Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. Our success is built on deep sector expertise, strong relationships, and a commitment to delivering value across our...

Who we are:Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. Our success is built on deep sector expertise, strong relationships, and a commitment to delivering value across our business - for clients, colleagues,...

About the Company and RoleWho we are: Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. Our success is built on deep sector expertise, strong relationships, and a commitment to delivering value across our business -...

Who we are:Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. Our success is built on deep sector expertise, strong relationships, and a commitment to delivering value across our business - for clients, colleagues,...

Make a difference as a Wealth Management Advisor with National Bank Financial. Guide clients through their financial journeys with personalized strategies in a hybrid work environment. As a trusted advisor, you will manage a portfolio of clients with professionalism and diligence. Your role requires a strong focus on building long-term relationships and...