wealth associate 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 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....

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 optimize...

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...

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...

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...

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 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...

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...

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...

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,...

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...

National Bank of Canada – Wealth Management is seeking a Wealth Associate to support high-net-worth clients within 801 Wealth, Calgary. You will assist with onboarding, client service, and portfolio reporting while coordinating meetings and ensuring compliance.A two-year background in wealth management or related fields is preferred, with CIRE or...

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...

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...

Application Deadline: 11/27/2026 Address: 2828 boul Laurier Job Family Group: Wealth Sales & Service About BMO Nesbitt Burns BMO Nesbitt Burns has been a cornerstone of Canada's investment industry for more than a century, with roots dating back to 1912. Known for trusted advice, strong client relationships, and disciplined investment expertise, our...

A leading professional services firm in Canada is seeking an Associate for their Wealth Management/Private Client Advisors team. The role involves consulting on taxation, delivering integrated solutions across various client sectors. Ideal candidates are tax professionals ready to specialize, possessing a professional designation, and strong analytical and...