Jobs for wealth advisor at Calgary

About the Role Application Form About Connor, Clark & Lunn P… 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...

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...

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 of Canada's top employers thanks to our high-care,...

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...

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...

Wealth Advisor/Financial Planner (Fidelity Canada) Join to apply for the Wealth Advisor/Financial Planner role at Fidelity Canada. Current work authorization for Canada is required for all openings. As part of Fidelity's dynamic work model, you will have a flexible, 100% remote work schedule. At Fidelity, we’ve been helping Canadian investors build better...

Wealth Advisor – Fidelity Canada Join Fidelity Canada to help Canadian investors build better financial futures. We offer a range of trusted investment portfolios and services. As a privately owned company, we embrace innovation and continue to grow our business into the future. Current work authorization for Canada is required for all openings. As part of...

A leading financial services firm is seeking a Wealth Advisor/Financial Planner to provide exceptional client experiences and investment advice. This role involves developing financial planning strategies and managing client relationships remotely. Candidates should have at least 5 years in finance, a relevant degree and certification, and outstanding...

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...

Your strategic insights will shape advisor development, training, and effective communications. By partnering with critical stakeholders, you'll implement scalable solutions that improve advisor performance and client satisfaction. Oversee the design of comprehensive advisor training programs • Lead change management for advisor initiatives and events •...

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...

Enhance advisor-client interactions at Richardson Wealth in the VP role focused on Advisor Experience. Lead transformational initiatives and advisor support programs. As the VP, you will team with the SVP, Head of Advisor Experience & Growth. Your strategic insights will shape advisor development, training, and effective communications. By partnering with...

A leading investment firm in Canada seeks a Wealth Advisor to assist clients in building financial futures. The role offers a flexible, 100% remote work schedule and requires strong communication skills, a university degree in finance, and 5+ years in the financial services sector. The ideal candidate will develop strategies for clients and ensure...

Join ATB as a Wealth Advisor where you will provide personalized investment strategies and financial planning to clients. This role enhances client relationships in Sherwood Park's Lakeland and Wye Road areas. In this client-focused position, you will manage the investment needs of both existing and prospective clients at ATB. Collaborating with branch...

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...

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...

Pursue a fulfilling career as a Wealth Advisor at ATB Financial, focusing on client-centric investment advice and financial planning. This role supports growth in Sherwood Park's Lakeland and Wye Road branches. As a Wealth Advisor at ATB, you will play a crucial role under the Regional Director, providing exceptional investment advice and financial planning...

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...

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...