wealth jobs in Calgary

A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clientsandcolleagues.Inthisrole,youwilljoinoneofthetop10largestwealthmanagementteamswithinNationalBank Financial by assets under management, offering exceptional customer service and attentive administrative support to high-net-worth...

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 personal...

A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clientsandcolleagues. Inthisrole,youwilljoinoneofthetop10largestwealthmanagementteamswithinNationalBank Financial by assets under management, offering exceptional customer service and attentive administrative support to high-net-worth...

A career as a Wealth Management Advisor in the National Bank Financial - Wealth Management team at National Bank means acting as a trusted advisor to clients, helping them achieve their financial goals at every stage of life. This role allows you to have a positive impact on our organization through your entrepreneurial mindset, advisory expertise, and...

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...

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,...

Build wealth management expertise through client outreach, retirement planning, and portfolio strategy within a rigorous mentorship program. Work alongside accomplished advisors supporting high-net-worth clients. As a Junior Investment Advisor, you will develop relationships with accomplished individuals, families, and business owners. You will learn...

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...

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...

About the Opportunity Summit Search Group is recruiting for an established and growing independent wealth management and financial planning firm in Calgary.The firm provides comprehensive financial planning and wealth management solutions to successful individuals, families, and business owners. Its approach is highly relationship focused, with an emphasis...

Tutor Me Education is looking for an outstanding communicator and relationship manager to serve as the primary point of contact for families, students, and instructors in our Special Education Tutoring program. This role is about case management, not instruction — you'll be the calm, organized, professional voice that keeps families informed, schedules...

Becoming an Wealth Advisor, with CC&L Private Capital may be the only career move you ever need to make. Join one of Canada's largest independent and privately held discretionary investment managers, and help clients achieve their unique financial goals while providing exemplary service.As an Wealth Advisor, Employee Accounts, you will represent a firm with...

Fidelity Canada is seeking a Wealth Advisor to provide exceptional client experiences, advising on portfolios and plans while coordinating onboarding with internal teams. This role emphasizes proactive client education and developing long-term relationships in a remote/hybrid setting across Canada. The position requires a university degree in...

Lead end-to-end Wealth Solutions proposals and presentations at Aon, working remotely with consultants, designers, and pursuit stakeholders.This Proposal Writer and Project Manager role combines hands-on content creation with strategic project ownership. You will shape messages, differentiators, and client-ready materials supporting Aon's growth across...

Build wealth management expertise through client outreach, retirement planning, and portfolio strategy within a rigorous mentorship program. Work alongside accomplished advisors supporting high-net-worth clients.As a Junior Investment Advisor, you will develop relationships with accomplished individuals, families, and business owners. You will learn...

Support Individual Wealth administration for Equitable from your home office, using bilingual communication, accuracy, and strong client service skills daily.As an Individual Wealth Administrator, you will process new business and in-force transactions for Non-Registered, Registered Retirement Savings Plans, Tax-Free Savings Accounts, and First Home Savings...

Comprehensive wealth planning and client presentations define this full-time, permanent Financial Planner position with Canaccord Genuity in Calgary. As part of Canaccord Genuity Wealth Management, you will develop plans for high net worth clients. The work spans financial, investment, retirement, risk management, estate planning, and tax strategies. You...

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...

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...