wealth un ltd jobs in Calgary

At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together.Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.Wealth Advisor AssistantHow does the role impact the...

Attendance On-Site Job number 35878 Category Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 29-Sep-2026 Area(s) of interest: Wealth management Location(s): Calgary A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with...

Attendance On-Site Job number 35878 Category Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 29-Sep-2026 Area(s) of interest: Wealth management Location(s): Calgary A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with...

Richardson Wealth Ltd is seeking an Associate to join its Calgary wealth management team. You will support Investment Advisors, prepare client materials, and help grow client relationships in a dynamic advisory setting.The role emphasizes strong communication, organization, and initiative, with licensing in CIRO within 6 months and possible CFP/CFA...

Richardson Wealth Ltd. is seeking an experienced Financial Planner to join our Calgary team. You will lead and continually enhance our comprehensive wealth planning process using Planworth, preparing retirement, tax, estate and cash flow plans, and presenting recommendations to clients.You will collaborate with advisors and support staff to deliver a...

Canaccord Genuity Wealth & Estate Planning Services Ltd in Calgary seeks a Financial Planner to design comprehensive wealth plans, covering investments, retirement, estate and tax planning. You will tailor solutions for NHW clients and collaborate with Investment Advisors to attract and retain business.Ideal candidates hold the CFP designation, have 3+ years...

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...

Attendance Hybrid Job number 35878 Category Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 29-Sep-2026 Area(s) of interest: Wealth management Location(s): Calgary A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with...

emergiTEL is hiring a Senior Wealth Technology Consultant for our client. Position Summary We are seeking an experienced Senior Wealth Technology Consultant to join our client’s Wealth Technology team. In this role, you will evaluate the technical landscape, provide hands-on support for key in-flight wealth initiatives, and design a scalable roadmap to...

emergiTEL is hiring a Senior Wealth Technology Consultant for our client. Position Summary We are seeking an experienced Senior Wealth Technology Consultant to join our client’s Wealth Technology team. In this role, you will evaluate the technical landscape, provide hands-on support for key in-flight wealth initiatives, and design a scalable roadmap to...

Canaccord Genuity Wealth & Estate Planning Services Ltd in Calgary seeks a Financial Planner to design comprehensive wealth plans, covering investments, retirement, estate and tax planning. You will tailor solutions for NHW clients and collaborate with Investment Advisors to attract and retain business. Ideal candidates hold the CFP designation, have 3+...

Raymond James Ltd. in Calgary, AB, is seeking a Wealth Advisor Assistant to support a team of financial advisors. You will enter client trades, service requests, and manage paperwork, calls, meetings, and onboarding for new clients.This role emphasizes attention to detail, strong interpersonal skills, and collaboration within a supportive team. Ideal...

At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs. AVP, Wealth Planning & Tax Consulting How does the role impact...

Join Richardson Wealth as a Bilingual Client Support Specialist, providing top-tier service to Advisors and clients. This front-line role focuses on efficient inquiry resolution and support in a high-volume environment. In this position, you will deliver accurate assistance to Advisors, advisor teams, and end clients using Richardson Wealth's digital tools....

Richardson Wealth Ltd is seeking an Associate to join its Calgary wealth management team. You will support Investment Advisors, prepare client materials, and help grow client relationships in a dynamic advisory setting. The role emphasizes strong communication, organization, and initiative, with licensing in CIRO within 6 months and possible CFP/CFA...

Richardson Wealth Ltd. is seeking an experienced Financial Planner to join our Calgary team. You will lead and continually enhance our comprehensive wealth planning process using Planworth, preparing retirement, tax, estate and cash flow plans, and presenting recommendations to clients. You will collaborate with advisors and support staff to deliver a...

Raymond James Ltd. in Calgary, AB, is seeking a Wealth Advisor Assistant to support a team of financial advisors. You will enter client trades, service requests, and manage paperwork, calls, meetings, and onboarding for new clients. This role emphasizes attention to detail, strong interpersonal skills, and collaboration within a supportive team. Ideal...

Elevate client and advisor support with a senior bilingual role at Richardson Wealth. Provide top-tier assistance in a hybrid setting, enhancing user confidence and service delivery. As a Senior Bilingual Advisor & Client Support Specialist, you will manage complex client inquiries while operating as an essential resource for advisors and teams. Your...

Attendance Hybrid Job number 35878 Category Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 29-Sep-2026 Area(s) of interest: Wealth management Location(s): Calgary A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with...

TD Private Wealth Management propose un poste d'Associate Investment Advisor à Calgary. Le rôle consiste à soutenir l'Investment Advisor responsable et son équipe, en gérant un portefeuille client et en fournissant des conseils et une planification personnalisés.Idéalement, vous avez un diplôme universitaire ou collégial avec plus de 3 ans...