Jobs for wealth manager at Calgary

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...

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...

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...

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...

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....

Become a Junior Wealth Management Advisor and enjoy an entrepreneurial journey. Benefit from structured mentorship while developing your own client-focused practice. Ideal for individuals passionate about finance and personal growth, this role allows you to craft tailored financial strategies. You will conduct portfolio reviews, analyze market trends, and...

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, and...

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....

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...

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...

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...

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...

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 book of business, is a good...

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...

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 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...

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....

A leading financial services firm in Calgary is seeking a Licensed Assistant to support Financial Advisors with administrative tasks. The ideal candidate should have at least 2 years of experience in the investment industry and possess strong communication and organizational skills. Responsibilities include managing client relationships, processing...