wealth management jobs in Calgary

Build wealth management expertise through client outreach, retirement planning, and portfolio strategy within a rigorous mentorship program. Work alongside accomplished advisors supporting high-net-worth clients. As a Junior Investment Advisor, you will develop relationships with accomplished individuals, families, and business owners. You will learn...

Support TD Wealth clients with financial advice, tailored investment solutions, and relationship management in Calgary, Alberta. This role offers 37.5 hours weekly.The Financial Planner position serves mass affluent investing clients through a sophisticated goals discovery approach. You will help clients pursue financial and life goals while delivering...

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...

Build wealth management expertise through client outreach, retirement planning, and portfolio strategy within a rigorous mentorship program. Work alongside accomplished advisors supporting high-net-worth clients.As a Junior Investment Advisor, you will develop relationships with accomplished individuals, families, and business owners. You will learn...

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 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...

Build wealth management expertise through client outreach, retirement planning, and portfolio strategy within a rigorous mentorship program. Work alongside accomplished advisors supporting high-net-worth clients. As a Junior Investment Advisor, you will develop relationships with accomplished individuals, families, and business owners. You will learn...

Support Canada Life’s Wealth sales team in a hybrid Calgary or Vancouver internship using Salesforce, activity management, and client communication skills. This temporary full-time position runs January through April.The Wealth Management Intern supports external and inside wholesalers through sales coordination and case support. You will manage advisor...

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...

Comprehensive wealth planning and client presentations define this full-time, permanent Financial Planner position with Canaccord Genuity in Calgary.As part of Canaccord Genuity Wealth Management, you will develop plans for high net worth clients. The work spans financial, investment, retirement, risk management, estate planning, and tax strategies. You will...

Comprehensive wealth planning and client presentations define this full-time, permanent Financial Planner position with Canaccord Genuity in Calgary. As part of Canaccord Genuity Wealth Management, you will develop plans for high net worth clients. The work spans financial, investment, retirement, risk management, estate planning, and tax strategies. You...

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...

Canaccord Genuity is seeking a Wealth Management Client Support professional in Calgary. This role focuses on enhancing client relationships while assisting the Investment Advisors with administrative duties.The chosen candidate will join the esteemed team in Calgary to support client engagement in Wealth Management. A proactive approach towards...

Mako is seeking an Account Executive passionate about finance and technology to work remotely in Canada. You'll leverage your skills to help clients enhance their operations with our cutting-edge SaaS platform.As part of Mako's sales team, you will play a crucial role in the wealth management sector, handling the sales process from lead generation through...

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,...

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...