Calgary, Ab & career advisors Jobs – 653 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
6d
Customer Service Advisor
TransWestern Truck Centres —Calgary, AB
- From $27 an hour
- Full-time
- Sales
- Customer service
- English
- Wellness program
- Disability insurance
Quick apply
13d
Journeyperson Technician
Stampede Leasing Ltd. —Calgary, AB
- Full-time
- Heavy lifting
- Sales
- Customer service
- Disability insurance
- Relocation assistance
Quick apply
19h
Apprentice Technician
STRAIGHLTINE KIA —Calgary, AB
- $20.00–$33.39 an hour
- Full-time
- Maintenance
- In-person
- Communication skills
- Store discount
- Wellness program
Quick apply
Journeyperson Automotive Service Technician / Mechanic
Foothills Group Inc. —Calgary, AB
- $40–$50 an hour
- Overtime
- Automotive diagnostics
- Mechanical knowledge
Quick apply
Automotive Technician
Midas Auto Service —Calgary, AB
- $21–$40 an hour
- Full-time
- Heavy lifting
- Customer service
- English
- Store discount
- Tuition reimbursement
Quick apply
9d
Outside Sales Representative
Work Truck West —Alberta
- From $60,000 a year
- Full-time
- CRM software
- Sales
- Marketing
- Dental care
- Paid time off
Quick apply
Licensed Automotive Technician
Precision Hyundai —Calgary, AB
- From $34 an hour
- 8 hour shift
- Customer service
- In-person
- Automotive diagnostics
- Store discount
- Tuition reimbursement
Quick apply
Territory Sales Manager
Influence Marketing —Calgary, AB
- $50,000–$54,000 a year
- Full-time
- Sales
- Leadership
- Mileage reimbursement
- 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
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
Group Tours Sales Consultant
Anderson Vacations —Calgary, AB
- From $40,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Dental care
- Paid time off
Quick apply
Automotive Red Seal Journeyman Technician
Kaizen Automotive Group —Calgary, AB
- $32–$52 an hour
- Full-time
- Automotive diagnostics
- Communication skills
- Mechanical knowledge
- Disability insurance
- Dental care
Chief Financial Officer (CFO)
Complete Environmental Group —Calgary, AB
- $160,000–$200,000 a year
- Full-time
- Customer service
- ERP systems
- Microsoft Office
- Dental care
- Employee assistance program
Quick apply
Legal Counsel - Superior Plus
Superior Propane —Calgary, AB
- Full-time
- Hybrid work
- Communication skills
- Employee assistance program
Quick apply
VCIO
MSP OPERATIONAL CORP —Calgary, AB
- $100,000–$110,000 a year
- Full-time
- Azure
- PMP
- Microsoft Office
Quick apply
Heavy Duty Field Mechanic
Foothills Group Inc. —Calgary, AB
- Overtime
Quick apply
Service Advisor / Parts & Labor Specialist
Basecamp Motorsports —Calgary, AB
- $50,000–$90,000 a year
- Full-time
- Customer service
- In-person
- Communication skills
- Store discount
- Dental care
Quick apply
Home Comfort Advisor
Knight Plumbing, Heating & Air Conditioning —Calgary, AB
- Weekends as needed
- Sales
- Marketing
- Presentation skills
- Dental care
- Life insurance
Quick apply
Trades Recruiter
Phoenix Industrial —Alberta
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Wellness program
- Dental care
Quick apply

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& career advisors jobs near calgary, ab

Client Relationship Manager (Wealth Advisor)

Confidential
Calgary, AB

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Job details

Full-time
$105,000–$140,000 a year
6 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

& career advisors jobs in calgary, ab

Client Relationship Manager (Wealth Advisor)

Customer Service Advisor

Journeyperson Technician

Apprentice Technician

Journeyperson Automotive Service Technician / Mechanic

Automotive Technician

Outside Sales Representative

Licensed Automotive Technician

Territory Sales Manager

Client Executive, Farm & Agricultural Insurance

Life Insurance Agent - LLQP License Required - Remote

Group Tours Sales Consultant

Automotive Red Seal Journeyman Technician

Chief Financial Officer (CFO)

Legal Counsel - Superior Plus

VCIO

Heavy Duty Field Mechanic

Service Advisor / Parts & Labor Specialist

Home Comfort Advisor

Trades Recruiter

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