Calgary Ab Management Jobs – 2510 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
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
Construction Design & Development Lead
Confidential —Calgary, AB
- $70,000–$95,000 a year
- Full-time
- AutoCAD
- Childcare
- PMP
Quick apply
PPF Paint Protection Film Installer Team Leader
Ultimate Auto Protection Inc. —Calgary, AB
- $27–$40 an hour
- Full-time
- English
- Supervising experience
- In-person
- Profit sharing
- Disability insurance
Quick apply
Automotive Shop Manager / Senior Service Advisor
Mister Transmission & Milex (Auto Care), Calgary —Calgary, AB
- From $90,000 a year
- Full-time
- Sales
- Inventory management
- Customer service
- Store discount
Quick apply
Senior Technical Support Manager – Agricultural Equipment(Deutz‑Fahr Dealer Network)
MRG Canada inc. —Calgary, AB
- $90,000–$120,000 a year
- Full-time
- Hybrid work
- English
- Travel
- In-person
Quick apply
Division Manager - Plumbing
WM SCHMIDT MECHANICAL CONTRACTORS —Calgary, AB
- $110,000–$200,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Disability insurance
- Dental care
Quick apply
Ironworker Foreman, Lead Hands ( Ironworkers Commercial Field Install
Main Beam Fabrication —Alberta
- $49–$57 an hour
- Full-time
- Heavy lifting
- Supervising experience
- Team management
- Dental care
- Vision care
Quick apply
Program Team Leader (After Hours) - Bowness
Wood's Homes —Calgary, AB
- Full-time
- Writing skills
- In-person
- Leadership
Quick apply
Territory Sales Manager
Walter Surface Technologies —Calgary, AB
- Full-time
- Sales
- Salesforce
- Master's degree
- Disability insurance
- Dental care
Quick apply
6d
Fleet Manager | Journeyman
Uray Transportation Inc. —Calgary, AB
- $90,000–$100,000 a year
- Full-time
- Mechanic experience
- Maintenance
- English
- Dental care
- Vision care
Quick apply
Service Manager
TransWestern Truck Centres —Calgary, AB
- From $100,000 a year
- Full-time
- Mechanic experience
- Sales
- Customer service
- Disability insurance
- Dental care
Quick apply
12d
Territory Manager
Confidential —Calgary, AB
- $75,000–$85,000 a year
- Full-time
- Microsoft Excel
- Sales
- Presentation skills
Quick apply
Regional Field Sales Manager
ONTARIO WHOLESALE ENERGY GAS & ELECTRIC —Calgary, AB
- $60,000–$75,000 a year
- Full-time
- Microsoft Word
- Sales
- Salesforce
- Paid sick leave
Quick apply
Senior Engineer Supervisor, Long Range Planning - Elkford, B.C.
Elk Valley Resources —Alberta
- $140,000–$173,000 a year
- Full-time
- Engineering
- Leadership
- Communication skills
- Relocation assistance
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
Disaster Restoration - Lead Technician
MDR Services —Calgary, AB
- $22–$30 an hour
- Overtime
- In-person
- Dental care
- Paid time off
Quick apply
Skilled Asphalt Leads, Operators, & Labourers
Infinity Asphalt Inc. —Calgary, AB
- $20–$50 an hour
- Temporary
- Heavy equipment operation
- Construction experience
- Commercial driving
Quick apply
Landscaping Maintenance Operations Manager
Landform Inc. —Calgary, AB
- $90,000–$120,000 a year
- Full-time
- English
- High school diploma or GED
- Human resources
- Dental care
Quick apply
Manager of Proposals
TRI Innovations —Calgary, AB
- Full-time
- Hybrid work
- Marketing
- Writing skills
- Engineering
- Dental care
- Vision care
Quick apply
5d

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management 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

management jobs in calgary ab

Client Relationship Manager (Wealth Advisor)

Assistant General Manager

Construction Design & Development Lead

PPF Paint Protection Film Installer Team Leader

Automotive Shop Manager / Senior Service Advisor

Senior Technical Support Manager – Agricultural Equipment(Deutz‑Fahr Dealer Network)

Division Manager - Plumbing

Ironworker Foreman, Lead Hands ( Ironworkers Commercial Field Install

Program Team Leader (After Hours) - Bowness

Territory Sales Manager

Fleet Manager | Journeyman

Service Manager

Territory Manager

Regional Field Sales Manager

Senior Engineer Supervisor, Long Range Planning - Elkford, B.C.

Chief Financial Officer (CFO)

Disaster Restoration - Lead Technician

Skilled Asphalt Leads, Operators, & Labourers

Landscaping Maintenance Operations Manager

Manager of Proposals

I want to receive the latest job alerts for management in calgary ab

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