wealth operations jobs in Calgary

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...

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...

Operations Manager needed in person at Manulife Wealth's Calgary branch, combining reception leadership with office coordination and client service.This full-time position oversees day-to-day operations for a new Manulife Wealth branch. Responsibilities span front-office coverage, administrative coordination, recruitment support, university relations, vendor...

Operations Manager needed in person at Manulife Wealth’s Calgary branch, combining reception leadership with office coordination and client service. This full-time position oversees day-to-day operations for a new Manulife Wealth branch. Responsibilities span front-office coverage, administrative coordination, recruitment support, university relations,...

Project Manager – Operations & Technology (6-Month Contract) Company: RFL Wealth Management Employment Type: Full-Time-Contract- Remote At RFL Wealth Management, we help professionals build a Rich, Fulfilling Life through high touch financial planning, relationship-driven guidance, and long-term strategic thinking. We are not a traditional wealth...

Project Manager – Operations & Technology (6-Month Contract) Company: RFL Wealth Management Employment Type: Full-Time-Contract- Remote At RFL Wealth Management, we help professionals build a Rich, Fulfilling Life through high touch financial planning, relationship-driven guidance, and long-term strategic thinking. We are not a traditional wealth firm....

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...

At ATB, we exist to make it possible for our clients, team members and communities. Our purpose is more than aspirational. It's a real commitment we live every day through our values (what we call the ATB ID). About Life at ATB is about more than work. In fact, we’re consistently recognized as one of Canada's top employers thanks to our high-care,...

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...

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 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...

At Fiera Capital We invest in creating a culture of purpose that makes our people feel valued, cared for, seen, and heard. Our approach to employee experience is tailored to your needs and ambitions:Your Inclusive Experience: We are committed to cultivating an inclusive, safe, and trusting work environment.Your Growth & Empowerment: We have ambitious growth...

At ATB, we exist to make it possible for our clients, team members and communities. Our purpose is more than aspirational. It's a real commitment we live every day through our values (what we call the ATB ID). Life at ATB is about more than work. In fact, we’re consistently recognized as one Canada's top employers thanks to our high-care, high-performance...

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...

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...

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...

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...

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...

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,...