Jobs for wealth assistant at Calgary

A leading bank in the Americas is seeking an Assistant Branch Manager in Calgary. This role is vital for maintaining client service excellence and supporting advisor teams. Candidates should have over 5 years of investment industry experience and approval as a Registered Representative. The position offers opportunities for coaching and professional growth...

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...

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...

Application Deadline:08/23/2026Address:525 8th Ave SW East TowerJob Family Group:Wealth Sales & ServiceSupports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. A client-focused role, committed to managing...

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...

Work Location: Calgary, Alberta, Canada Hours: 37.5 Line of Business: TD Wealth Pay 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...

A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. Ensure effective...

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...

A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. Your job: Ensure effective...

A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. The ideal candidate would have 3-5 years experience and be...

Join TD as a Financial Planner in Calgary, where you will provide strategic wealth management advice tailored to affluent clients. Your expertise will drive client success. In this full-time role, you will focus on relationship building and financial planning, assisting clients to navigate their financial ambitions. With a background in the financial...

Be Boring. Make Money.™ is our investment approach, but we are anything but dull. We are a diverse, passionate team united by our commitment to provide our clients with financial peace of mind and our desire to create one of the best companies in the world. A career with us will be demanding; however, the experience will also be dynamic, supportive,...

Title: Associate, Wealth Solutions (West) Location: Calgary Reports to: Principal, Wealth Solutions About AGF Management Limited Founded in 1957, AGF is an independent and globally diverse asset management firm. With $75.1B in assets under management, our companies deliver excellence in investing in the public and private markets through three distinct...

Elevate your career with Richardson Wealth as an Investment Support Associate in Calgary. Deliver exceptional client service while providing specialized administrative assistance and supporting investment advisors. This role seeks an experienced candidate who can contribute to business growth by supporting investment advisors with high-quality client...

A leading wealth management firm in Calgary seeks an Assistant Branch Manager to drive client service success and team performance. The ideal candidate has 5+ years in the investment industry, CIRO approvals, and a coaching mindset. Responsibilities include supporting advisor teams, implementing strategies, and fostering an inclusive work culture. This...

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...

Job Category: Private Investment Counselling Requisition Number: ASSOC001291 - Posted : August 14, 2026 - Full-Time - Hybrid Locations Showing 1 location Calgary Office Calgary, AB T2R0A8, CAN Description Be Boring. Make Money. is our investment approach, but we are anything but dull. We are a diverse, passionate team united by our commitment to...

Mawer Investment Management is seeking an Associate in Private Wealth Management to join their Calgary team. Engage in a hybrid environment focusing on client service and investment support. This Associate position plays a pivotal role in assisting Investment Counsellors with essential administrative functions and building enduring client relationships....

Title: Associate, Wealth Solutions (West)Location: CalgaryReports to: Principal, Wealth SolutionsAbout AGF Management Limited:Founded in 1957, AGF is an independent and globally diverse asset management firm. With $75.1B in assets under management, our companies deliver excellence in investing in the public and private markets through three distinct business...

Make a difference as a Client-Focused Wealth Consultant with Sun Life in British Columbia or Alberta. This hybrid opportunity emphasizes strong client relationships and personalized financial advice. As a licensed Financial Services Consultant at Sun Life, you will engage with existing members of Group Retirement Savings plans. Your mission is to enhance...