wealth associate rothenberg jobs in Calgary

A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clientsandcolleagues. Inthisrole,youwilljoinoneofthetop10largestwealthmanagementteamswithinNationalBank Financial by assets under management, offering exceptional customer service and attentive administrative support to high-net-worth...

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. Your job: • Support investment advisors in providing...

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...

A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clientsandcolleagues.Inthisrole,youwilljoinoneofthetop10largestwealthmanagementteamswithinNationalBank Financial by assets under management, offering exceptional customer service and attentive administrative support to high-net-worth clients....

Support investment advisors in Calgary through financial analysis, transaction execution, and high-level client service at Richardson Wealth. Apply strong organization and communication skills. As an Associate, you will support Investment Advisor(s) while providing specialized administrative assistance across diverse assignments. The work includes client...

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 seeking...

Support investment advisors in Calgary through financial analysis, transaction execution, and high-level client service at Richardson Wealth. Apply strong organization and communication skills.As an Associate, you will support Investment Advisor(s) while providing specialized administrative assistance across diverse assignments. The work includes client...

Explore an exciting Associate position at Wellington-Altus in Calgary, focusing on enhancing client services and operational excellence through technology integration and process improvements. You will play a vital role in supporting the Trivest Wealth Counsel team, ensuring efficient account management and client onboarding. Your expertise will help...

BMO Nesbitt Burns seeks a Client Service Assistant to support Investment Advisors and the IA Team, handling day-to-day administration and delivering exceptional client service. The role involves scheduling, client inquiries, and coordination of client events to retain long-term relationships.The position requires 1–2 years' experience, a related...

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...

Explore an exciting Associate position at Wellington-Altus in Calgary, focusing on enhancing client services and operational excellence through technology integration and process improvements. You will play a vital role in supporting the Trivest Wealth Counsel team, ensuring efficient account management and client onboarding. Your expertise will help...

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...

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...

Build exceptional client experiences with 801 Wealth in Calgary through onboarding, meeting coordination, and diligent wealth management administration.As a Wealth Associate at National Bank Financial, you will work directly with an investment advisor. You will support high-net-worth clients through attentive administrative service and routine investment...

Title: Associate, Wealth Solutions (West)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 business lines: AGF...

BMO Financial Group in Calgary is seeking a client-focused banking professional to support Investment Advisors with day-to-day administration and exceptional client service. You will help manage and grow client relationships through service and advice, and assist in organizing events and prospects' introductions. The role requires strong communication,...

Richardson Wealth Ltd is seeking an Associate to join its Calgary wealth management team. You will support Investment Advisors, prepare client materials, and help grow client relationships in a dynamic advisory setting. The role emphasizes strong communication, organization, and initiative, with licensing in CIRO within 6 months and possible CFP/CFA...

Richardson Wealth Ltd is seeking an Associate to join its Calgary wealth management team. You will support Investment Advisors, prepare client materials, and help grow client relationships in a dynamic advisory setting.The role emphasizes strong communication, organization, and initiative, with licensing in CIRO within 6 months and possible CFP/CFA...

RBC PH&N Investment Counsel is seeking an attentive administrative professional to support a high-performing wealth management team in Calgary. You will handle client inquiries, ensure accurate trade processing, and manage account opening and documentation while maintaining client cash flows and balances.The role requires at least 2 years in the investment...

TD Private Wealth Management is seeking a PIA Client Service Associate in Calgary to provide dedicated administrative support to Investment Advisors and teams. You will assist with client communications, meeting preparation, and referral activities, contributing to a high-standard client experience and compliant operations.Ideal candidates hold an...