Jobs for wealth senior at Calgary

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,...

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,...

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...

Enhance wealth management strategies as a Senior Associate in MNP's Family Office Services. Develop and present financial solutions for high net worth clients. MNP is looking for a Senior Associate to join our dynamic Family Office Services team. This role focuses on devising and presenting financial strategies that help clients achieve their wealth...

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...

Enhance wealth management strategies as a Senior Associate in MNP's Family Office Services. Develop and present financial solutions for high net worth clients. MNP is looking for a Senior Associate to join our dynamic Family Office Services team. This role focuses on devising and presenting financial strategies that help clients achieve their wealth...

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 of Canada's top employers thanks to our high-care,...

Senior Retirement Actuarial Consultant, Canada Wealth Solutions Practice Are you an actuarial expert looking to make a significant impact on the financial outcomes of Canadian companies and their workforce? Do you want to apply and further develop your strategic advisory skills within a growing team that invents plan solutions, addresses financial risk,...

Senior Retirement Actuarial Consultant, Canada Wealth Solutions PracticeAre you an actuarial expert looking to make a significant impact on the financial outcomes of Canadian companies and their workforce? Do you want to apply and further develop your strategic advisory skills within a growing team that invents plan solutions, addresses financial risk, and...

Fiera Capital in Canada seeks an Investment Counsellor to deliver exceptional client experience for assigned clients and grow the business by attracting new relationships. You’ll collaborate with internal partners to design and recommend multi-asset strategies aligned with client goals. You will report to the Head of Private Wealth Canada, cultivate strong...

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....

Fiera Capital in Canada seeks an Investment Counsellor to deliver exceptional client experience for assigned clients and grow the business by attracting new relationships. You’ll collaborate with internal partners to design and recommend multi-asset strategies aligned with client goals.You will report to the Head of Private Wealth Canada, cultivate strong...

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for aSenior Advisor / Lead Advisor, Wealth Managementbased inCanada.This is an opportunity to provide sophisticated, client-first financial advice to high and ultra-high net worth clients in a modern, technology-enabled environment. You...

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,...

Mnp Llp is seeking a Senior Associate for their Family Office Services team in Calgary, Alberta. This role involves devising financial planning strategies for high net worth clients, requiring 5-10+ years of relevant experience. Candidates must be proficient in financial planning software and have a strong analytical background. The position offers a...

Are you an actuarial leader looking to make a significant impact on the financial outcomes of Canadian organizations and their employees? Do you want to apply and further develop your strategic advisory skills within a growing team focused on plan design, financial risk and employee value, while helping shape the future of Aon’s Wealth business in Western...

Are you an actuarial leader looking to make a significant impact on the financial outcomes of Canadian organizations and their employees? Do you want to apply and further develop your strategic advisory skills within a growing team focused on plan design, financial risk and employee value, while helping shape the future of Aon’s Wealth business in Western...

Mnp Llp is seeking a Senior Associate for their Family Office Services team in Calgary, Alberta. This role involves devising financial planning strategies for high net worth clients, requiring 5-10+ years of relevant experience. Candidates must be proficient in financial planning software and have a strong analytical background. The position offers a...

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...