Jobs for wealth management at Calgary

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...

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...

ScotiaMcLeod Branch Administrator in Calgary is responsible for ensuring a high level of client service through efficient branch operations and administrative processes. You will oversee support staff, coordinate transactional banking functions, and ensure compliance while contributing to branch profitability. The role emphasizes integrity, client focus,...

Become an integral part of HUB Wealth Management as an Investment Specialist. In this role, you'll support Advisors with strategic investment guidance and drive regional sales of wealth management products. This pivotal position reports to the Vice President of Investments and requires up to five years of relevant experience in the financial sector. Key...

Maximize your leadership potential at Cardinal Point Wealth Management as a Senior Private Wealth Manager in Calgary, Alberta. This role focuses on managing diverse client portfolios and fostering a high-performance team. As a full-time Senior Private Wealth Manager, you will oversee a team dedicated to managing 200-300 client households in Canada and the...

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....

Join Morgan Stanley as a Senior Product Manager, driving Salesforce-based wealth management solutions. Make an impact on diverse workflows and enhance the client journey while collaborating with key business stakeholders. Located in Calgary, this role focuses on developing effective strategies for Salesforce capabilities within Wealth Management Platforms....

Company DescriptionPalisade Capital Management Ltd. is an independent, management-owned portfolio and investment fund manager based in Calgary, Alberta. Since 1998, the firm has managed investments for high-net-worth individuals, family trusts, foundations, corporations, and family offices. Palisade offers a complementary suite of investment funds with...

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...

A global consulting firm is seeking a Software Developer to work on its Wealth Management Technology platform in Calgary. The role involves collaborating with various teams to design, develop, and maintain software solutions. Candidates should have 3-7+ years of software development experience with strong proficiency in Java and Type Script, along with...

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, institutional,...

Become a Wealth Management Portfolio Manager at Palisade Capital Management in Calgary, AB. Specialize in building customized client portfolios and maintaining client-centric service. This on-site role invites experienced professionals to manage discretionary investment portfolios effectively. Your responsibilities will include aligning investments with...

Cardinal Point Wealth Management is seeking a senior private wealth manager/portfolio manager to lead a team serving 200-300 households across Canada and the United States. Located in Calgary, Alberta, this full-time, exempt role emphasizes client leadership and cross-border expertise.The ideal candidate has 5+ years managing a book of business, is fully...

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....

Palisade Capital Management Ltd. is an independent, management-owned portfolio and investment fund manager based in Calgary, Alberta. Since 1998, the firm has managed investments for high-net-worth individuals, family trusts, foundations, corporations, and family offices. Palisade offers a complementary suite of investment funds with growth, income, and...

Job Description Summary: Cardinal Point Wealth Management is seeking a career-oriented Senior Private Wealth Manager/Portfolio Manager for a team leadership role to managing 200-300 households across Canada and the United States.  This is a full-time role for the ideal candidate located in Calgary, Alberta, who has at least 5 years' experience managing a...

Job Description SummaryCardinal Point Wealth Management is seeking a career-oriented Senior Private Wealth Manager/Portfolio Manager for a team leadership role to managing 200-300 households across Canada and the United States. This is a full-time role for the ideal candidate located in Calgary, Alberta, who has at least 5 years' experience managing a book...

Job Description SummaryCardinal Point Wealth Management is seeking a career-oriented Senior Private Wealth Manager/Portfolio Manager for a team leadership role to managing 200-300 households across Canada and the United States. This is a full-time role for the ideal candidate located in Calgary, Alberta, who has at least 5 years' experience managing a book...

Griffith & Associates is a growing independent wealth management and financial planning firm dedicated to helping successful individuals, families, and business owners achieve their financial goals through personalized, comprehensive financial planning.With over $450 million in assets under management, we provide sophisticated wealth management and bespoke...

Become a Wealth Management Portfolio Manager at Palisade Capital Management in Calgary, AB. Specialize in building customized client portfolios and maintaining client-centric service. This on-site role invites experienced professionals to manage discretionary investment portfolios effectively. Your responsibilities will include aligning investments with...