wealth advisor jobs in Calgary

Putting people first, every dayBDO 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...

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...

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,...

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...

At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together.Raymond James Ltd. is Canada's leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.Wealth Advisor AssistantHow does the role impact the...

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...

About the Opportunity Summit Search Group is recruiting for an established and growing independent wealth management and financial planning firm in Calgary. The firm provides comprehensive financial planning and wealth management solutions to successful individuals, families, and business owners. Its approach is highly relationship focused, with an emphasis...

Becoming an 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. As an Wealth Advisor, Employee Accounts, you will represent a firm...

CIBC Wood Gundy is seeking an Investment Advisor to build and grow customized client portfolios through trusted investment advice and exceptional service. You will research products, make informed recommendations, and deliver tailored wealth management solutions designed to meet clients' financial goals and risk profiles.You will cultivate a high-net-worth...

Raymond James Ltd. in Calgary, AB, is seeking a Wealth Advisor Assistant to support a team of financial advisors. You will enter client trades, service requests, and manage paperwork, calls, meetings, and onboarding for new clients.This role emphasizes attention to detail, strong interpersonal skills, and collaboration within a supportive team. Ideal...

Elevate your career as a Wealth Advisor, Employee Accounts with CC&L Private Capital. Help clients achieve financial goals while providing exceptional service and expert investment management. In this pivotal client-facing role, you'll manage an established book of employee clients while cultivating valuable relationships within the Connor, Clark Financial...

Becoming an 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. As an Wealth Advisor, Employee Accounts, you will represent a firm with...

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...

At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together. Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs. Wealth Advisor Assistant How does the role impact...

Fidelity Canada is seeking a Wealth Advisor to provide exceptional client experiences, advising on portfolios and plans while coordinating onboarding with internal teams. This role emphasizes proactive client education and developing long-term relationships in a remote/hybrid setting across Canada. The position requires a university degree in...

Becoming an 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.As an Wealth Advisor, Employee Accounts, you will represent a firm with...

Raymond James Ltd. in Calgary, AB, is seeking a Wealth Advisor Assistant to support a team of financial advisors. You will enter client trades, service requests, and manage paperwork, calls, meetings, and onboarding for new clients. This role emphasizes attention to detail, strong interpersonal skills, and collaboration within a supportive team. Ideal...

Qopia Financial in Calgary, AB seeks an Insurance Financial Advisor for a full-time, hybrid role focusing on investments and financial planning. You will meet with clients, tailor recommendations, and explain insurance products and mandates, integrating insurance strategies into comprehensive plans.Responsibilities include maintaining client records, staying...

Wealth Advisor – Fidelity CanadaJoin 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...

Build wealth management expertise through client outreach, retirement planning, and portfolio strategy within a rigorous mentorship program. Work alongside accomplished advisors supporting high-net-worth clients. As a Junior Investment Advisor, you will develop relationships with accomplished individuals, families, and business owners. You will learn...