Jobs for wealth associate rothenberg at Calgary

**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 for our individual,...

Attendance On-Site Job number 33795 Category Professional Status: Permanent Type of Contract Permanent Schedule: Part-Time 22.5 hours Full Time / Part Time? Part-Time Number of Hours 22.5 Posting date 17-Jun-2026 Area(s) of interest: Wealth management Location(s): Calgary A career...

Attendance On-Site Job number 33795 Category Professional Status: Permanent Type of Contract Permanent Schedule: Part-Time 22.5 hours Full Time / Part Time? Part-Time Number of Hours 22.5 Posting date 17-Jun-2026 Area(s) of interest: Wealth management Location(s): Calgary A career...

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,...

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,...

Join Wellington-Altus Financial in Calgary as an Associate, supporting portfolio management and client services. Enhance operations and elevate client experiences with targeted technologies and detailed reporting. This Associate position reports to Senior Portfolio Managers within the Trivest Wealth Counsel team at Wellington-Altus. You will manage account...

Staffing In Motion is seeking an Administrative Associate to support a fast-growing wealth management practice in Calgary. The role emphasizes accurate processing, smooth operations, and an exceptional client experience as client volume increases. The ideal candidate is detail-oriented, either a junior entering finance or an experienced administrator...

Staffing In Motion is seeking an Administrative Associate to support a fast-growing wealth management practice in Calgary. The role emphasizes accurate processing, smooth operations, and an exceptional client experience as client volume increases. The ideal candidate is detail-oriented, either a junior entering finance or an experienced administrator...

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and...

Title: Associate, Wealth Solutions (West) Location: Calgary Reports to: Principal, Wealth SolutionsAbout AGF Management LimitedFounded 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...

Enhance wealth management strategies as a Senior Associate in MNP's Family Office Services. Develop and present financial solutions for high net worth clients. MNP is looking for a Senior Associate to join our dynamic Family Office Services team. This role focuses on devising and presenting financial strategies that help clients achieve their wealth...

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...

AGF Management Limited in Calgary is seeking an Associate, Wealth Solutions (West) to support the development and execution of the West region distribution strategy for retail and high net worth investors. Based in Calgary, you will work with a small team and a dedicated fundraising unit, conducting high-volume outreach and nurturing advisor relationships...

Become an essential part of Richardson Wealth in Calgary as an Associate. This role focuses on client service and support for investment advisors, offering a chance for growth. You will play a critical role in providing specialized administrative support, ensuring high-level client satisfaction while assisting advisors to boost business growth. Your...

Join Wellington-Altus Financial in Calgary as an Associate, supporting portfolio management and client services. Enhance operations and elevate client experiences with targeted technologies and detailed reporting. This Associate position reports to Senior Portfolio Managers within the Trivest Wealth Counsel team at Wellington-Altus. You will manage account...

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...

AGF Management Limited in Calgary is seeking an Associate, Wealth Solutions (West) to support the development and execution of the West region distribution strategy for retail and high net worth investors. Based in Calgary, you will work with a small team and a dedicated fundraising unit, conducting high-volume outreach and nurturing advisor relationships...

Become an essential part of Richardson Wealth in Calgary as an Associate. This role focuses on client service and support for investment advisors, offering a chance for growth. You will play a critical role in providing specialized administrative support, ensuring high-level client satisfaction while assisting advisors to boost business growth. Your...

CIBC in Calgary is seeking a Client Associate to support Investment Advisors, help manage portfolios, and develop new business. You’ll engage with high-net-worth clients to uncover opportunities and proactively improve the client experience on-site, full-time, Monday through Friday. Success comes from delivering personalized service, building trusted...

TD Private Wealth Management in Calgary is seeking a detail‑oriented PIA Client Service Associate to provide dedicated administrative support to Investment Advisors and their teams, and to engage with clients and branch staff.You will prepare documents, build client information packages, ensure compliance, and deliver a high‑quality client experience...