wealth assistant jobs in Calgary

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 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...

Support the Wealth Management team at Canaccord Genuity in Calgary as an Investment Advisor Assistant. Provide exceptional client service and handle administrative tasks to strengthen client relationships. Canaccord Genuity is on the lookout for an organized and proactive individual to join its Wealth Management team. As an Investment Advisor Assistant, you...

Support the Wealth Management team at Canaccord Genuity in Calgary as an Investment Advisor Assistant. Provide exceptional client service and handle administrative tasks to strengthen client relationships. Canaccord Genuity is on the lookout for an organized and proactive individual to join its Wealth Management team. As an Investment Advisor Assistant, you...

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...

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...

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...

A leading financial services firm in Calgary is seeking a Licensed Assistant to support Financial Advisors with administrative tasks. The ideal candidate should have at least 2 years of experience in the investment industry and possess strong communication and organizational skills. Responsibilities include managing client relationships, processing...

Canaccord Genuity Corp. is seeking a detail-oriented professional to join the Wealth Management team in Calgary. The role supports Investment Advisors in cultivating client relationships and ensuring accurate, compliant account administration. The ideal candidate will have CIRO licensing or progress toward it, 2–3 years in securities, and strong...

Canaccord Genuity Corp. is seeking a detail-oriented professional to join the Wealth Management team in Calgary. The role supports Investment Advisors in cultivating client relationships and ensuring accurate, compliant account administration.The ideal candidate will have CIRO licensing or progress toward it, 2–3 years in securities, and strong...

A leading financial services firm in Calgary is seeking a Licensed Assistant to support Financial Advisors with administrative tasks. The ideal candidate should have at least 2 years of experience in the investment industry and possess strong communication and organizational skills. Responsibilities include managing client relationships, processing...

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,...

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,...

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,...

Harbourfront Wealth Management, part of Blueridge Private Wealth, seeks an Administrative Assistant for a fully remote, part-time role supporting the Investment Advisor. You will handle onboarding, client records, scheduling, and correspondence with a focus on accuracy and efficiency.The ideal candidate has at least 2 years in a similar role, with...

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...

Support RBC Dominion Securities Advisors in Calgary with Microsoft Office expertise and highly organized client service. Work full time within Wealth Management. This Administrative Assistant supports a Calgary advisory team serving existing clients and prospects. You will coordinate meetings, resolve inquiries, maintain accounts, and support client...