Calgary, Ab Wealth advisor Jobs – 91 Openings This Week

Insurance Planning Specialist
Servus Credit Union —Calgary, AB
- No university degree
- Profit sharing
Quick apply
5d
Wealth Associate
Canaccord Genuity Corp. —Calgary, AB
- Full-time
- Salesforce
- Microsoft Office
- Communication skills
Investment Administrative Assistant - Wealth Management
Alexandria Wealth Management —Calgary, AB
- $60,000–$70,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Dental care
Quick apply
6d
Wealth Advisor (Winnipeg & Multiple locations available)
Fidelity Investments —Calgary, AB
- $100,000–$140,000 a year
- Full-time
- Remote
- Bilingual
- English
- Bachelor's
- Profit sharing
- Tuition reimbursement
Wealth Associate
National Bank of Canada —Calgary, AB
- Full-time
- Hybrid work
- Customer service
- English
- Microsoft Office
- Wellness program
- Employee assistance program
CA Financial Advisor
Edward Jones —Calgary, AB
- $38,500–$100,000 a year
- Full-time
- Sales
- Business development
- Analysis skills
- Profit sharing
Financial Advisor/ Senior Financial Advisor - TransCanada
Servus Credit Union —Calgary, AB
- Sales
- Customer service
- High school diploma or GED
- Profit sharing
Quick apply
Virtual Financial Advisor - Brookfield Place, Calgary
Scotiabank —Calgary, AB
- Sales
Financial Advisor, Investment & Retirement Planning - 17th Avenue & 33rd Street, Calgary, Alberta
Scotiabank —Calgary, AB
- Sales
Senior Lending Advisor - Horizon Square, Calgary, AB
Scotiabank —Calgary, AB
- Sales
- Salesforce
- Negotiation
Senior Financial Advisor - Ranchlands, Calgary, AB
Scotiabank —Calgary, AB
- Sales
Financial Advisor - Taradale
Servus Credit Union —Calgary, AB
- Sales
- Customer service
- High school diploma or GED
- Profit sharing
Quick apply
Virtual Mortgage Specialist - Calgary, AB
Scotiabank —Calgary, AB
- Monday to Friday
- Remote
- Salesforce
- Finance
- In-person
Virtual Mortgage Specialist - Calgary, AB (Mandarin/Cantonese)
Scotiabank —Calgary, AB
- Monday to Friday
- Remote
- Salesforce
- Finance
- In-person
Journeyman Automotive Service Technician (Signing Bonus Available), Crowfoot Chrysler Dodge Jeep RAM Fiat
2640400 Alberta Ltd./DBA Crowfoot Chrysler Dodge Jeep Ram —Calgary, AB
- $40–$50 an hour
- Full-time
- No university degree
- Dental care
- Vision care
Quick apply
7d
Insurance Advisor Life, Health & Wealth
Royal Bank of Canada —Calgary, AB
- Full-time
- Sales
- English
- Business development
- Profit sharing
Licensed Wealth Advisor Assistant
Raymond James Financial, Inc. —Calgary, AB
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Investment Advisor
Ventum Financial Corp. —Calgary, AB
- Full-time
- Hybrid work
- Customer service
- Finance
- Bachelor's
Quick apply
Senior Investment Advisor
National Bank of Canada —Calgary, AB
- Full-time
- Hybrid work
- English
- Finance
- Business development
- Wellness program
- Employee assistance program
1d
Receptionist
Wellington-Altus Private Wealth Inc. —Calgary, AB
- Microsoft Outlook
- Microsoft Office
- High school diploma or GED
7d

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wealth advisor jobs near calgary, ab

Insurance Planning Specialist

Servus Credit Union -
Calgary, AB

Quick apply

Job details

Permanent
5 days ago

Qualifications

CFP
Insurance sales

Full job description

Join Servus Credit Union - Canada’s Largest Credit Union!

We are hiring for Insurance Planning Specialist to join our Servus Wealth Strategies Team!

Posting closes: June 26th, 4:00 p.m.

Employment Status: Full-time

Location: In person role, candidates are required to work from one of our locations in Calgary, Edmonton, or Red Deer.

Salary: Base, plus bonus structure.

At Servus Credit Union, we do things differently—because we’re a credit union, not a bank. And that difference matters.

We believe in putting people before profits, which is why our members are also our owners. Every dollar we earn is reinvested into the things that matter most: our members, our employees, and our communities. Whether it’s through profit sharing, competitive rates, or local initiatives that make a real impact, we’re here to help Albertans feel good about their money.

We’re looking for passionate, values-driven people to join our team. We welcome individuals from all backgrounds who are aligned with our values and are eager to contribute in meaningful ways. If you're excited to grow your career with a team that’s innovative, hardworking, collaborative and deeply rooted in community, we want to meet you.

Join Servus and discover a better way to work.

Reporting to the Regional Vice President, Insurance Services our Insurance Planning Specialists are the diligent professionals who help our members and employees find the right individual life, disability, and critical illness insurance solutions to suit their needs. They are trusted insurance planners that provide sound advice to ensure our members have the right insurance in place to protect their assets and income against unexpected events that may occur.

What You'll be Doing:

Helping members uncover and understand the need for insurance, and work with the member to put those insurance solutions in place as part of their holistic financial plan.
Be proactive in reaching out to existing policy holders for review, uncovering new needs and retention.
Uncover the full financial needs of our members and referring those members to a Financial Advisor, Business Banking Advisor, Financial Planner, and Wealth Protection Specialists.
Actively participate and support Retail and Wealth partners– always with a member-centric focus – doing what’s right for the member.
Maintain up to date Financial Planning and insurance industry knowledge by participating in training programs/industry courses to upgrade skills, obtain and maintain accreditation and licensing requirements.

What you Bring:

Experience:

2 or more years of experience in Insurance
Ability to analyze and interpret the needs of clients and offer the appropriate insurance solutions
Proven experience in providing detailed and accurate information to third parties
Experience with life, disability and health insurance sales

Education:

Life /Accident and Sickness Insurance License in the Province of Alberta
Certified Financial Planner (CFP) or working towards designation
Chartered Life Underwriter (CLU) designation and/or equivalent work experience is an asset

Why Servus?

Working for Servus has outstanding benefits. In addition to standard benefits like health and wellness, vacation and retirement savings programs, we also provide other important benefits such as:

Competitive compensation including performance-based incentive pay and profit share
Training & Development Opportunities
Career Advancement Potential Flexible work options
Meaningful work towards individual and corporate goals
Opportunities to get involved and give back through an employee volunteer program

At Servus, our employees are also members. This means you'll have all the benefits of being a member of the credit union including profit sharing, voting for the board of directors, and all of the financial services we provide…with a few additional perks!

What happens next?

We thank all applicants for their interest. Please note applications will only be accepted online and only those applicants under consideration will be contacted.

At Servus Credit Union, we believe in being purposefully cooperative and working together to create a culture of Belonging for everyone. We are committed to an inclusive, equitable, and accessible workplace where everyone is valued, respected, and supported. We encourage applications from individuals of all backgrounds, and accommodations are available during every stage of the hiring process upon request. Your skills, passion and curiosity may find they belong at Servus, so even if you don't check every box, we encourage you to apply!

Employment Eligibility for External Applicants: The selected candidate(s) must successfully pass a criminal background check, reference check and credit check to qualify for hire by Servus Credit Union.

Qualified applicants are invited to apply online.

We thank all applicants for their interest. Please note applications will only be accepted online and only those applicants under consideration will be contacted.

#indh

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Refine Your Search

wealth advisor jobs in calgary, ab

Insurance Planning Specialist

Wealth Associate

Investment Administrative Assistant - Wealth Management

Wealth Advisor (Winnipeg & Multiple locations available)

Wealth Associate

CA Financial Advisor

Financial Advisor/ Senior Financial Advisor - TransCanada

Virtual Financial Advisor - Brookfield Place, Calgary

Financial Advisor, Investment & Retirement Planning - 17th Avenue & 33rd Street, Calgary, Alberta

Senior Lending Advisor - Horizon Square, Calgary, AB

Senior Financial Advisor - Ranchlands, Calgary, AB

Financial Advisor - Taradale

Virtual Mortgage Specialist - Calgary, AB

Virtual Mortgage Specialist - Calgary, AB (Mandarin/Cantonese)

Journeyman Automotive Service Technician (Signing Bonus Available), Crowfoot Chrysler Dodge Jeep RAM Fiat

Insurance Advisor Life, Health & Wealth

Licensed Wealth Advisor Assistant

Investment Advisor

Senior Investment Advisor

Receptionist

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