Calgary Ab Associate wealth advisor Jobs – 30 Openings This Week

ScotiaMcLeod Administrative Associate
Scotiabank —Calgary, AB
- Organizational skills
- Communication skills
- Time management
- Paid time off
8d
ScotiaMcLeod Senior Associate - Calgary
Scotiabank —Calgary, AB
- Administrative experience
- Communication skills
- Time management
- Paid time off
14d
ScotiaMcLeod Administrative Associate - Calgary
Scotiabank —Calgary, AB
- Organizational skills
- Communication skills
- Time management
- Paid time off
5d
Agricultural Advisory Associate - Advanced Planning Services
Scotiabank —Calgary, AB
- Finance
- Accounting
- Associate's degree
1d
VP, Advisor Experience & Programs
Richardson Wealth Ltd —Calgary, AB
- Full-time
Quick apply
7d

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Wealth Associate
National Bank of Canada —Richmond Hill, ON
Health and wellness program, including many options. Employee and family assistance program. Carry out the administrative management of client files by managing…
Associate Wealth & Investment Advisor
Royal Bank of Canada —Aurora, ON
Help build and execute business plans, client segmentation, and client service plans. 4 years or more of professional experience within investment industry.
11d

I want to receive the latest job alerts for associate wealth advisor in calgary ab

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

associate wealth advisor jobs near calgary ab

Administrative Associate jobs in Calgary, AB

Administrative Associate jobs in Toronto, ON

Administrative Associate jobs in Vancouver, BC

Administrative Associate jobs in Ottawa, ON

Entry Level Administrative jobs in Mississauga, ON

Administrative jobs in Newmarket, ON

Volunteer, Administrative Assistant jobs in Edmonton, AB

Vice President Risk jobs in Toronto, ON

Vice President Of Programs jobs in Ontario

Vice President, Construction, Low Rise jobs in Toronto, ON

Vice President Health Hospital jobs in Ontario

Mental Health Clinic Administrative jobs in Toronto, ON

Administrative Associate jobs in Minesing, ON

Administrative Associate jobs in Surrey, BC

Sales Associate jobs in Montréal, QC

Part Time Administrative Assistant jobs in Calgary, AB

Service Associate jobs in Toronto, ON

Service Associate jobs in Lachute, QC

Service Associate jobs in Montréal, QC

Dnata, Passenger Service Agent jobs in Toronto Pearson International Airport, ON

ScotiaMcLeod Administrative Associate

Scotiabank -
Calgary, AB

Apply Now

Job details

8 days ago

Qualifications

Organizational skills
Communication skills
Time management

Full job description

Requisition ID: 267867

Employee Referral Program – Potential Reward: $1,000.00

ScotiaMcLeod, a cornerstone of Scotia Wealth Management®, is a full-service wealth management firm with a proud history dating back to 1921. Known for service excellence, trusted advice, and a collaborative culture, we’re committed to helping clients grow and protect their wealth by understanding their complete financial picture—life, family, business, and future.

Our signature Enriched Thinking® approach brings together investment, wealth planning, and advisory specialists to deliver truly personalized solutions. You’ll be supported by an innovative, team-based environment that values integrity, client focus, and continuous growth.

At ScotiaMcLeod, you’re not just building a career—you’re joining a firm where ideas spark, collaboration thrives, and you’re empowered to reach your full potential while making a real impact in your clients' lives.

BRIEF INTRODUCTION

As an Administrative Associate you will be responsible for contributing to the overall success of one or more Wealth Advisors by ensuring a high level of client service achieved by effective administration and day-to-day trading of their business.

IS THIS ROLE RIGHT FOR YOU

In the role you will:

Ensure effective client administration by managing all administrative processes and escalations requiring investigation

Consistently demonstrate high levels of client service to deepen relationships;

by supporting the advisor in regular reviews of portfolios including entering client trades as directed by the client or Advisor and identifying client needs

by responding to client inquiries, resolving issues and effecting client transactions in a timely and responsive manner

Provide marketing assistance by coordinating materials, events and seminars to increase/identify opportunities to increase assets and/or revenue

Support the growth of the business by managing tracking reports for Wealth Advisor to review targets, recommendations, and financial plans/concepts

Build effective working relationships across various departmental and business line contacts by actively collaborating and sharing knowledge and experience

DO YOU HAVE THE SKILLS

We would love to work with you if you have:

Experience in the securities industry

Approval as an Investment Representative (IR) with the Canadian Investment Regulatory Organization (CIRO)

Excellent verbal and written communication

Strong organizational skills

Ability to take initiative, work independently and meet deadlines

Meticulous attention to detail and excellent time management skills

Exceptional client service skills, providing a professional and respectful experience

WHAT’S IN IT FOR YOU

Competitive Compensation and Benefits package including annual incentive plans, time off entitlements, Pension Plan, Employee Share Ownership Plan and favourable employee rates for employee banking

The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers.

An organization committed to making a difference in our communities– for you and our clients.

An inclusive working environment that encourages creativity, curiosity and celebrates success.

Learning and Development – free access to Scotia Academy to upskill and develop your skills.

#SWM

Location(s): Canada : Alberta : Calgary

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

Apply Now

Refine Your Search

associate wealth advisor jobs in calgary ab

ScotiaMcLeod Administrative Associate

ScotiaMcLeod Senior Associate - Calgary

ScotiaMcLeod Administrative Associate - Calgary

Agricultural Advisory Associate - Advanced Planning Services

VP, Advisor Experience & Programs

Explore jobs in cities nearby

I want to receive the latest job alerts for associate wealth advisor in calgary ab

Related Searches

Explore jobs in more locations

Job seeker tools

Employer Tools

Browse

Stay Connected