Jobs for wealth planner 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...

Wealth Advisor/Financial Planner (Fidelity Canada) Join to apply for the Wealth Advisor/Financial Planner role at Fidelity Canada. Current work authorization for Canada is required for all openings. As part of Fidelity's dynamic work model, you will have a flexible, 100% remote work schedule. At Fidelity, we’ve been helping Canadian investors build better...

A leading financial services firm is seeking a Wealth Advisor/Financial Planner to provide exceptional client experiences and investment advice. This role involves developing financial planning strategies and managing client relationships remotely. Candidates should have at least 5 years in finance, a relevant degree and certification, and outstanding...

Shape the future of financial planning with Richardson Wealth as a Senior Financial Planner. Partner with clients to devise comprehensive strategies that facilitate their long-term financial goals. In this dynamic role, you will collaborate closely with advisors and team members to refine our financial planning process. Your proficiency in retirement, tax,...

Putting people first, every day BDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a people-first culture with a high priority on your...

Elevate your financial planning career with Richardson Wealth. We are seeking a skilled planner to join our team and help clients achieve their financial dreams through tailored strategies. As an experienced Financial Planner, you will dive into comprehensive financial planning, collaborating with advisors and support staff. Your expertise in retirement,...

Putting people first, every day BDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a people-first culture with a high priority on your...

Financial Planner (CFP) - Cochrane-IFS At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together. Raymond James Ltd. is one of Canada's leading independent investment dealers, offering high-quality investment products and services to Canadians seeking customized wealth management solutions. How does the role impact the...

Job Description Posted Tuesday, August 18, 2026 at 4:00 a.m. About Us: As a leading Canadian wealth management organization,Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada’s best investment advisors. We’ve embarked on an exciting growth phase...

Position Overview: We are seeking an experienced Financial Planner to join our growing team. This is an opportunity for a planning-focused professional who is passionate about helping clients achieve their long-term financial goals through comprehensive and ongoing financial planning. Working closely with advisors, portfolio managers and support staff, the...

Work Location:Calgary, Alberta, CanadaHours:37.5Line of Business:TD WealthPay Details:$60,000 - $70,000 CADThis role is eligible for commission based earnings.TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our...

Wealth Advisor – Fidelity Canada Join Fidelity Canada to help Canadian investors build better financial futures. We offer a range of trusted investment portfolios and services. As a privately owned company, we embrace innovation and continue to grow our business into the future. Current work authorization for Canada is required for all openings. As part of...

## Financial Planner - Vietnamese Language skill preferredPostulerremote type: Sur placelocations: Calgary, Albertatime type: Temps pleinposted on: Publié hiertime left to apply: Date de fin : 1 août 2026 (Il reste plus de 30 jours pour postuler)job requisition id: R/_1496659**Lieu de travail :**Calgary, Alberta, Canada**Horaire...

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...

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 DescriptionWhat is the opportunity?We are looking for self-motivated, highly driven and entrepreneurial individuals to join our Field Sales team at RBC Insurance.As an accredited Life, Health & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions. Your...

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...

      Requisition ID: 228301 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.   “Please note that Scotiabank offers various investment specialist opportunities. If you are interested in learning more about this role, please review our “Financial Advisor Investment and Retirement planning”...