Calgary, Ab Business associate Jobs – 936 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
8d
Assistant General Manager
Holt Renfrew —Calgary, AB
- $138,800–$170,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Dental care
- Tuition reimbursement
Business Development Associate
EAC Global Inc. —Alberta
- $50,000–$90,000 a year
- Full-time
- Remote
- Sales
- Business development
- Project management
- Profit sharing
- Mileage reimbursement
Quick apply
Litigation Associate
Vogel LLP —Calgary, AB
- $90,000–$180,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Wellness program
- Paid time off
Quick apply
12d
Risk Coordinator, Exempt Securities
Olympia Trust Company —Calgary, AB
- Full-time
- Microsoft Outlook
- Microsoft Office
- High school diploma or GED
Sales Manager, New Home Sales
Cantiro —Calgary, AB
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Outlook
- Dental care
- Paid time off
Quick apply
7d
RV Sales Associate - Woody's RV World Calgary
Woody's RV World —Calgary, AB
- $36,000–$120,000 a year
- Full-time
- Microsoft Excel
- Sales
- Customer service
- Disability insurance
- Dental care
Quick apply
15h
Bilingual Automotive Sales Associate (Mandarin/Cantonese)
Kaizen Automotive Group —Calgary, AB
- $60,000–$130,000 a year
- Weekends as needed
- Bilingual
- CRM software
- Sales
- Disability insurance
- Dental care
Mortgage Associate (New and Experienced)
Headway Consultant —Alberta
- $34,449.27–$125,218.18 a year
- Part-time
- Customer service
- English
- Financial services
Quick apply
Real Estate Agent
Blackstone Commercial Real Estate Services Inc. —Calgary, AB
- Full-time
- Sales
- English
- Business development
- Flexible schedule
Quick apply
Wealth Associate
Canaccord Genuity Corp. —Calgary, AB
- Full-time
- Salesforce
- Microsoft Office
- Communication skills
District Sales Manager
Savaria Corporation —Calgary, AB
- Sales
- Business development
- Communication skills
- Dental care
Quick apply
Legal Counsel - Superior Plus
Superior Propane —Calgary, AB
- Full-time
- Hybrid work
- Communication skills
- Employee assistance program
Quick apply
Vehicle Sales Associate
Ryder System —Calgary, AB
- $45,000–$48,000 a year
- 8 hour shift
- Sales
- Marketing
- Customer service
- Employee stock purchase plan
- Dental care
1d
Associate Director
Tsuut'ina Nation —Tsuut'ina, AB
- Full-time
- Supervising experience
- Bachelor's
- Computer skills
- Dental care
- Paid time off
Quick apply
8d
B2B Sales Associate-Commission Only
Wizcart Technologies Inc. —Calgary, AB
- $45,000–$75,000 a year
- Full-time
- Microsoft Powerpoint
- Sales
- Salesforce
- Flexible schedule
Quick apply
5d
Associate Sales Director
IVARI —Calgary, AB
- $66,500–$85,000 a year
- Full-time
- Remote
- Sales
- Customer service
- Presentation skills
Quick apply
Market Manager
Lina's Italian Market —Calgary, AB
- $45,000–$50,000 a year
- Full-time
- Customer service
- High school diploma or GED
- Cashiering
- Store discount
- Dental care
Quick apply
Parts Manager - Utility Heavy Truck
Custom Truck One Source —Calgary, AB
- Full-time
- Microsoft Office
- Associate's degree
- Mechanical knowledge
- Disability insurance
- Dental care
Quick apply
Regional Marketing Manager
Rohit Group —Calgary, AB
- Marketing
- Business
- Associate's degree

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business associate jobs near calgary, ab

Client Relationship Manager (Wealth Advisor)

Confidential
Calgary, AB

Quick apply

Job details

Full-time
$105,000–$140,000 a year
8 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

business associate jobs in calgary, ab

Client Relationship Manager (Wealth Advisor)

Assistant General Manager

Business Development Associate

Litigation Associate

Risk Coordinator, Exempt Securities

Sales Manager, New Home Sales

RV Sales Associate - Woody's RV World Calgary

Bilingual Automotive Sales Associate (Mandarin/Cantonese)

Mortgage Associate (New and Experienced)

Real Estate Agent

Wealth Associate

District Sales Manager

Legal Counsel - Superior Plus

Vehicle Sales Associate

Associate Director

B2B Sales Associate-Commission Only

Associate Sales Director

Market Manager

Parts Manager - Utility Heavy Truck

Regional Marketing Manager

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