Calgary Ab Insurance advisor, personal lines Jobs – 746 Openings This Week

Client Relationship Manager (Wealth Advisor)
Confidential —Calgary, AB
- $105,000–$140,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- Management
- Wellness program
- Paid time off
Quick apply
5d
Insurance Advisor, Personal Lines
Mennonite Mutual Insurance —Calgary, AB
- Full-time
- Hybrid work
- Microsoft Outlook
- Customer service
- Windows
- Disability insurance
- Dental care
Quick apply
Senior Electrical Engineer Low - Medium Voltage
CANUSA EPC —Calgary, AB
- $150,000–$225,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Schematics
- Dental care
- Paid time off
Quick apply
Senior Underwriter, Specialty Lines
Intact —Calgary, AB
- $94,200–$115,200 a year
- Full-time
- Hybrid work
- No experience needed
- Negotiation
- Employee stock purchase plan
Lead Plumber (Gasfitter A)
ATCO Frontec —Calgary, AB
- Weekends as needed
- Maintenance
- Plumbing
- Travel
- Dental care
- Life insurance
Quick apply
Program Team Leader (After Hours) - Bowness
Wood's Homes —Calgary, AB
- Full-time
- Writing skills
- In-person
- Leadership
Quick apply
Life Insurance Agent - LLQP License Required - Remote
Specialty Life Insurance —Alberta
- $40,000–$160,000 a year
- Full-time
- Remote
- Sales
- Customer service
- Retail sales
- Dental care
- Work from home
Quick apply
Field Team Lead ( Home Energy & Roof Solutions) - Calgary
Topline Home Solutions —Calgary, AB
- $75,000–$150,000 a year
- Full-time
- CRM software
- In-person
- Communication skills
- Flexible schedule
Quick apply
9d
Home Comfort Advisor
Knight Plumbing, Heating & Air Conditioning —Calgary, AB
- Weekends as needed
- Sales
- Marketing
- Presentation skills
- Dental care
- Life insurance
Quick apply
Program Team Leader (On-Call) - Exceptional Needs Program
Wood's Homes —Calgary, AB
- Full-time
- Writing skills
- In-person
- Leadership
Quick apply
5d
Program Team Leader (On Call) - Community Group Care
Wood's Homes —Calgary, AB
- Full-time
- CPR Certification
- Writing skills
- First Aid Certification
Quick apply
Underground Powerline Technician / Lineman
Southwire —Calgary, AB
- From $52 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Dental care
- Tuition reimbursement
Quick apply
Carpenter (Service & Maintenance Technician - Commercial Construction)
Scott Builders Inc —Calgary, AB
- $25–$40 an hour
- Overtime
- Carpentry
- Microsoft Outlook
- Schematics
- Wellness program
- Dental care
Human Resources & Administration Manager
Chinook Feeders 2024 —Calgary, AB
- Full-time
- Hybrid work
- Bilingual
- Spanish
- English
- Paid time off
- Life insurance
Quick apply
5d
Journeyman Plumber (Calgary South)
Trail Appliances Ltd. —Calgary, AB
- Full-time
- Customer service
- Plumbing
- Communication skills
- Dental care
Quick apply
Client Executive, Farm & Agricultural Insurance
NFP Corp —Calgary, AB
- $55,000–$65,000 a year
- Full-time
- Hybrid work
- Sales
- Customer service
- Microsoft Office
- Dental care
- Tuition reimbursement
Quick apply
Technical Trainer
Heavy Metal Equipment & Rentals —Alberta
- 12 hour shift
- Microsoft Access
- Research
- Microsoft Office
- Store discount
- Commuter benefits
Quick apply
Customer Success & Operations Lead
ABM Integrated Solutions —Calgary, AB
- From $65,000 a year
- Full-time
- Presentation skills
- Bachelor's
- Computer networking
- Wellness program
- Disability insurance
Quick apply
Outside Sales Rep - Comfort Advisor
Milani Plumbing Heating & Air Conditioning Ltd. —Calgary, AB
- $150,000 a year
- Weekends as needed
- Sales
- English
- In-person
- Disability insurance
- Dental care
Quick apply
Insurance Representative
Maple Bay Financial Corp. —Calgary, AB
- $50,000–$150,000 a year
- Full-time
- Remote
- CRM software
- Sales
- Wellness program
Quick apply

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insurance advisor, personal lines jobs near calgary ab

Client Relationship Manager (Wealth Advisor)

Confidential
Calgary, AB

Quick apply

Job details

Full-time
$105,000–$140,000 a year
5 days ago

Qualifications

Microsoft Powerpoint
Microsoft Excel
Management
Salesforce
Microsoft Office
Analysis skills
CFP
Financial services
Chartered Financial Analyst
Communication skills

Full job description

We are seeking a dedicated and professional Client Relationship Manager (Wealth Advisor) to join our financial services team. This role involves building and maintaining strong relationships with clients, providing tailored financial guidance, and supporting their wealth management goals.

The ideal candidate will initially support Advisors and Portfolio Managers in developing customized financial strategies for clients by gathering and analyzing financial data, contributing to sound investment recommendations, and staying current on financial markets and investment trends. Over time, the successful candidate will assume responsibility for an existing book of business while managing established client relationships and developing new ones.

Duties

Support the development and implementation of client financial plans and investment strategies, including drafting Investment Policy Statements and recommending suitable asset allocations using model portfolios and pooled funds.
Maintain regular client contact to understand, document, and update client needs, objectives, and circumstances while strengthening long-term relationships.
Prepare client account reports, portfolio summaries, meeting materials, and presentations to support client reviews and planning discussions.
Support client onboarding, account maintenance, documentation, and administrative workflows, including coordination with internal departments, custodians, and external service providers.
Collaborate with Advisors, Portfolio Managers, and other internal and external partners to support coordinated client service and advice delivery.
Monitor financial market trends, portfolio activity, and client circumstances to identify when updates or adjustments may be required.
Ensure client files, documentation, and recommendations are maintained in accordance with regulatory requirements, company policies, and internal procedures.
Participate in continuing education and professional development to remain current with industry standards, regulatory requirements, and best practices.
Over time, assume responsibility for managing an existing book of business, including leading client review meetings, deepening client relationships, and identifying opportunities for additional planning and service needs.

Requirements

Currently in an Associate or similar Advising Representative role with a bank.  
Minimum 8 years of financial services industry experience and/or financial planning. 
Preferred certifications: Possession of, or near completion of CIM, CFA, CFP.
Excellent organizational and analytical skills, with a keen attention to detail.
Proficiency in financial software and Microsoft Office Suite (Excel, PowerPoint).
Experience using Salesforce and Dataphile is a strong asset. 
Ability to work independently and as part of a team.
Excellent communication and interpersonal skills.
Strong analytical and problem-solving skills.
A proactive approach to problem-solving and continuous learning in the finance industry.

Why Join Us: 

Work with a highly skilled team committed to excellence in wealth management. 
Engage with a sophisticated client base, providing tailored investment strategies. 
Competitive compensation and benefits package in a growing firm with a strong reputation. 
If you are a dedicated wealth management professional eager to take the next step in your career, we invite you to apply and contribute to a culture of excellence and client success. 
Opportunities for professional development and career advancement.

If you have the skills and experience to excel in this role, we encourage you to apply! Please submit your resume and cover letter.

Pay: $105,000.00-$140,000.00 per year

Benefits:

Company events
Extended health care
Life insurance
On-site parking
Paid time off
RRSP match
Wellness program

Experience:

Wealth Management : 8 years (required)
supporting wealth management client: 4 years (required)

Licence/Certification:

CIM, CFA, or CFP (preferred)

Work Location: In person

Quick apply

Refine Your Search

insurance advisor, personal lines jobs in calgary ab

Client Relationship Manager (Wealth Advisor)

Insurance Advisor, Personal Lines

Senior Electrical Engineer Low - Medium Voltage

Senior Underwriter, Specialty Lines

Lead Plumber (Gasfitter A)

Program Team Leader (After Hours) - Bowness

Life Insurance Agent - LLQP License Required - Remote

Field Team Lead ( Home Energy & Roof Solutions) - Calgary

Home Comfort Advisor

Program Team Leader (On-Call) - Exceptional Needs Program

Program Team Leader (On Call) - Community Group Care

Underground Powerline Technician / Lineman

Carpenter (Service & Maintenance Technician - Commercial Construction)

Human Resources & Administration Manager

Journeyman Plumber (Calgary South)

Client Executive, Farm & Agricultural Insurance

Technical Trainer

Customer Success & Operations Lead

Outside Sales Rep - Comfort Advisor

Insurance Representative

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