Calgary, Ab Associate insurance advisor Jobs – 41 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
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
Legal Counsel - Superior Plus
Superior Propane —Calgary, AB
- Full-time
- Hybrid work
- Communication skills
- Employee assistance program
Quick apply
Automotive Red Seal Journeyman Technician
Kaizen Automotive Group —Calgary, AB
- $42–$52 an hour
- Full-time
- Automotive diagnostics
- Communication skills
- Mechanical knowledge
- Disability insurance
- Dental care
Automotive Red Seal Journeyman Technician, Medium Duty
Kaizen Automotive Group —Calgary, AB
- $42–$52 an hour
- Full-time
- Automotive diagnostics
- Communication skills
- Disability insurance
- Dental care
Associate Sales Director
IVARI —Calgary, AB
- $66,500–$85,000 a year
- Full-time
- Remote
- Sales
- Customer service
- Presentation skills
Quick apply
Service Advisor
Kaizen Automotive Group —Calgary, AB
- $60,000–$80,000 a year
- Full-time
- Customer service
- Organizational skills
- Disability insurance
- Dental care
Parts Counter Advisor, Retail
Kaizen Automotive Group —Calgary, AB
- $55,000–$80,000 a year
- Full-time
- Customer service
- Organizational skills
- Communication skills
- Disability insurance
- Dental care
Sales Associate
Kaizen Automotive Group —Calgary, AB
- $50,000–$170,000 a year
- Weekends as needed
- CRM software
- Sales
- Customer service
- Disability insurance
- Dental care
Parts Counter Advisor, Retail
Kaizen Automotive Group —Calgary, AB
- $3,500–$4,200 a month
- Full-time
- Customer service
- Organizational skills
- Communication skills
- Disability insurance
- Dental care
11h
Automotive Red Seal Journeyman Technician
Kaizen Automotive Group —Calgary, AB
- Full-time
- Automotive diagnostics
- Communication skills
- Mechanical knowledge
- Disability insurance
- Dental care
11h
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
WHS Specialist
Amazon Canada Fulfillment Services, ULC - B85 —Calgary, AB
- $29–$40 an hour
- Weekends as needed
- Microsoft Word
- Microsoft Excel
- High school diploma or GED
- Profit sharing
- Dental care
Wealth Associate
National Bank of Canada —Calgary, AB
- Part-time
- Customer service
- English
- Microsoft Office
- Wellness program
- Employee assistance program
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
13d
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
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
12d
Client Advisor, AX Outlet, CrossIron (PT)
A|X Armani Exchange Outlet —Rocky View, AB
- Part-time
- Sales
- High school diploma or GED
- Communication skills
- Store discount
- Disability insurance
Quick apply
Investment Banking Analyst or Associate Private Company
National Bank of Canada —Calgary, AB
- Full-time
- Microsoft Powerpoint
- English
- Finance
- Wellness program
- Employee assistance program
Junior/Intermediate Accident Benefits Advisor
Aviva —Calgary, AB
- Hybrid work
- Customer service
- Bachelor's
- Case management

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associate insurance advisor 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

associate insurance advisor jobs in calgary, ab

Client Relationship Manager (Wealth Advisor)

Automotive Red Seal Journeyman Technician

Legal Counsel - Superior Plus

Automotive Red Seal Journeyman Technician

Automotive Red Seal Journeyman Technician, Medium Duty

Associate Sales Director

Service Advisor

Parts Counter Advisor, Retail

Sales Associate

Parts Counter Advisor, Retail

Automotive Red Seal Journeyman Technician

Associate Financial Advisor

WHS Specialist

Wealth Associate

Client Service Associate

Compliance Analyst, Group Audit

Private Banking Associate

Client Advisor, AX Outlet, CrossIron (PT)

Investment Banking Analyst or Associate Private Company

Junior/Intermediate Accident Benefits Advisor

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