Calgary, Ab Wealth management associate Jobs – 24 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
11d
Wealth Associate
Canaccord Genuity Corp. —Calgary, AB
- Full-time
- Salesforce
- Microsoft Office
- Communication skills
Client Service Associate
BMO Financial Group —Calgary, AB
- $35,900–$66,300 a year
- Full-time
- Sales
- Analysis skills
- Communication skills
- Tuition reimbursement
- Life insurance
Wealth Associate
National Bank of Canada —Calgary, AB
- Part-time
- Customer service
- English
- Microsoft Office
- Wellness program
- Employee assistance program
Associate Financial Advisor
Gee Insurance and Investment Group Inc. Representing Co-operators —Calgary, AB
- $80,000–$90,000 a year
- Full-time
- CRM software
- Finance
- Organizational skills
- Dental care
- Paid time off
Quick apply
Associate
Richardson Wealth Ltd —Calgary, AB
- Temporary
- English
- Master's degree
- Bachelor's
Quick apply
Private Banking Associate
BMO Financial Group —Calgary, AB
- $45,500–$84,500 a year
- Full-time
- Analysis skills
- Business
- Communication skills
- Tuition reimbursement
- Life insurance
Associate, Private Clients & Foundations
Leith Wheeler Investment Counsel —Calgary, AB
- $68,000–$74,000 a year
- Contract
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
8d
Administrative Associate
Wellington-Altus Private Wealth Inc. —Calgary, AB
- Microsoft Powerpoint
- Microsoft Word
- CRM software
5d
Compliance Analyst, Group Audit
Wellington-Altus Private Wealth Inc. —Calgary, AB
- $52,000–$68,000 a year
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Life insurance
Advisor Internship Program (AIP) (Calgary/Edmonton/Saskatoon)
Raymond James Financial, Inc. —Calgary, AB
- From $60,000 a year
- Temporary
- Sales
- Finance
- Presentation skills
- Tuition reimbursement
- Paid time off
Senior Wealth Management Advisor / Certified Financial Planner (CFP)
Griffith & Associates Financial & Estate Planning Services Ltd —Calgary, AB
- Full-time
- Finance
- Business development
- Presentation skills
Quick apply
11d
Senior Financial Planner
Raymond James Financial, Inc. —Calgary, AB
- $110,000–$130,000 a year
- Full-time
- Microsoft Office
- Finance
- Presentation skills
- Employee stock purchase plan
- Tuition reimbursement
Summit Readiness Associate, Commercial Development Program (RM- Agriculture banking)- Calgary
Scotiabank —Calgary, AB
- Full-time
- Finance
- Business development
- Business
10d
Agricultural Advisory Associate - Alberta or Southwest Ontario
Scotiabank —Calgary, AB
- Finance
- Accounting
- Associate's degree
2d
Senior Associate, Technology and Innovation Banking, Calgary or Vancouver
Scotiabank —Calgary, AB
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
3d
Associate, Commercial Real Estate Banking - Calgary
Scotiabank —Calgary, AB
- Customer service
- Travel
- Communication skills
ScotiaMcLeod Administrative Assistant
Scotiabank —Calgary, AB
- Organizational skills
- Communication skills
- Time management
- Paid time off
3d
ScotiaMcLeod Senior Associate - Calgary
Scotiabank —Calgary, AB
- Administrative experience
- Communication skills
- Time management
- Paid time off
3d

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Client Service Associate
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wealth management 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
11 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

wealth management associate jobs in calgary, ab

Client Relationship Manager (Wealth Advisor)

Wealth Associate

Client Service Associate

Wealth Associate

Associate Financial Advisor

Associate

Private Banking Associate

Associate, Private Clients & Foundations

Administrative Associate

Compliance Analyst, Group Audit

Advisor Internship Program (AIP) (Calgary/Edmonton/Saskatoon)

Senior Wealth Management Advisor / Certified Financial Planner (CFP)

Senior Financial Planner

Summit Readiness Associate, Commercial Development Program (RM- Agriculture banking)- Calgary

Agricultural Advisory Associate - Alberta or Southwest Ontario

Senior Associate, Technology and Innovation Banking, Calgary or Vancouver

Associate, Commercial Real Estate Banking - Calgary

ScotiaMcLeod Administrative Assistant

ScotiaMcLeod Senior Associate - Calgary

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