Calgary, Ab Investment Jobs – 114 Openings This Week

Wealth Management Portfolio Manager
Palisade Capital Management Ltd —Calgary, AB
- $75,000–$110,000 a year
- Full-time
- Microsoft Excel
- Finance
- Bachelor's
- Profit sharing
- Disability insurance
Quick apply
Investment Counsellor, Private Wealth
Fiera Capital —Calgary, AB
- Full-time
- Hybrid work
- English
- Business development
- Mentoring
Specialist, Financial Planning
CPKC —Calgary, AB
- Full-time
- Finance
- Bachelor's
- Continuous improvement
Financial Analyst
STEP Energy Services —Calgary, AB
- Engineering
- Data analysis skills
- Microsoft Office
Quick apply
6d
Financial Advisor, Investment & Retirement Planning - Brentwood Road
Scotiabank —Calgary, AB
- Sales
- Financial services
Senior Financial Advisor - Tuscany Market, Calgary, AB (Temporary - 1 Year)
Scotiabank —Calgary, AB
- Sales
- Customer service
- Financial services
10d
Chief Financial Officer (CFO)
Geo Pressure Systems Inc. —Calgary, AB
- Immediate opening
- Finance
- Bachelor's
- Continuous improvement
- Dental care
- Employee assistance program
Quick apply
3d
Supervisor, Financial Reporting
Avenue Living Asset Management —Calgary, AB
- Microsoft Excel
- Research
- Continuous improvement
- Paid time off
Quick apply
Senior Analyst, Finance Operations
Avenue Living Asset Management —Calgary, AB
- Finance
- Bachelor's
- Contracts
- Paid time off
Quick apply
Financial Controller
Rhodium Digital Ltd. —Calgary, AB
- $110,000–$130,000 a year
- Weekends as needed
- Hybrid work
- Microsoft Excel
- English
- Finance
- Dental care
- Paid time off
Quick apply
2d
Analyst, Financial Reporting
Avenue Living Asset Management —Calgary, AB
- Finance
- Presentation skills
- Organizational skills
- Paid time off
Quick apply
Senior banking advisor
National Bank of Canada —Calgary, AB
- $61,800–$73,700 a year
- Full-time
- English
- Financial services
- Training & development
- Wellness program
- Employee assistance program
Banking advisor
National Bank of Canada —Calgary, AB
- $55,200–$66,900 a year
- Full-time
- English
- Analysis skills
- Financial services
- Wellness program
- Employee assistance program
Financial Advisor - Cochrane, AB
Scotiabank —Calgary, AB
- Sales
- Customer service
4d
Financial Advisor - Coventry Hills
Servus Credit Union —Calgary, AB
- Sales
- Customer service
- High school diploma or GED
- Profit sharing
Quick apply
3d
Financial Advisor - Taradale
Servus Credit Union —Calgary, AB
- Sales
- Customer service
- High school diploma or GED
- Profit sharing
Quick apply
4d
Analyst, Liquids Infrastructure Financial Analysis
Keyera —Calgary, AB
- Full-time
- Finance
- Analysis skills
- Bachelor's
2d
Financial Analyst
Procom —Calgary, AB
- Contract
- Hybrid work
- Finance
- Analysis skills
- Bachelor's
Quick apply
3d
Finance Director
Economy Paving Ltd —Calgary, AB
- From $180,000 a year
- Full-time
- Finance
- Business development
- Team management
Quick apply
13d
Virtual Financial Advisor - Calgary, Alberta
Scotiabank —Calgary, AB

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investment jobs near calgary, ab

Wealth Management Portfolio Manager

Palisade Capital Management Ltd -
Calgary, AB

Quick apply

Job details

Full-time
$75,000–$110,000 a year

Qualifications

French
Investment
Economics
Microsoft Excel
Customer relationship building
Finance
Client relationship development
Finance
Bachelor's
Report and presentation preparation
Customer relationship management
Risk management
Client consultation
Business
Chartered Financial Analyst
Communication skills
Client interaction

Full job description

Wealth Management Portfolio Manager – Full-Time, Calgary, Alberta

Company Description Palisade Capital Management Ltd. is an independent, management-owned portfolio and investment fund manager based in Calgary, Alberta. Since 1998, the firm has managed investments for high-net-worth individuals, family trusts, foundations, corporations, and family offices. Palisade offers a complementary suite of investment funds with growth, income, and capital protection mandates, supported by comprehensive wealth management services including financial planning, portfolio design, and estate planning advice. Using an open-architecture framework, the firm builds customized portfolios from a broad universe of investment options. Palisade’s client-centric philosophy emphasizes investor alignment, cost efficiency, integrity, and risk-aware long-term results, reflecting a culture of “investing together” with clients.

Role Description This is a full-time, on-site Portfolio Manager role based in Calgary, AB. The Portfolio Manager will be responsible for managing discretionary client investment portfolios, aligning asset allocation and investment selection with client objectives, risk profiles, and firm guidelines.

Day-to-day tasks include:

Engaging with existing and prospective clients to understand their financial goals, return expectations, and risk tolerance in order to construct and manage portfolios that are suitable to their individual needs.
Assisting in the creation and communication of marketing materials and client presentations, ensuring clarity, accuracy, and a high standard of professional presentation.
Assist in the construction and ongoing monitoring of our model portfolios across equities, alternative strategies and fixed income with the objective of continuous improvement and optimization.
Preparing and presenting portfolio reviews, collaborating with the wealth management team on financial and estate planning considerations, and contributing to investment committee discussions.
The Portfolio Manager will maintain strong client relationships through regular communication, clear reporting, and a focus on long-term outcomes.

Qualifications

One to five years of relevant retail discretionary portfolio management or investment management experience.
Solid foundation in finance, including capital markets, asset allocation, and risk management concepts.
Demonstrated experience in portfolio management and investments, with a track record of managing diversified portfolios.
Experience with trading, including order execution, best execution practices, and familiarity with trading platforms.
Relevant professional designation (e.g., CFA, CIM) or progress toward one is strongly preferred.
Bachelor’s degree or higher in finance, economics, business, or a related field.
Excellent written and verbal communication skills, with the ability to explain complex concepts clearly to a range of clients.
High ethical standards, sound judgment, and a client-first mindset aligned with a fiduciary duty.
Proficiency with portfolio management systems, research tools, and Excel; experience with performance attribution is an asset.
Ability to work collaboratively in a small, high-performing team and manage multiple priorities with attention to detail.
Proficiency in the French language would be a valuable asset.
Registration, or eligibility for registration, as a Portfolio Manager (Advising Representative) with Canadian securities regulators would be a strong asset.
Familiarity with client relationship management (CRM) and portfolio management systems.

To Apply:

Please apply via Indeed or in confidence by including your cover letter, resume and salary expectations in your application with “Portfolio Manager” in the subject line of your email to [email protected]. To be considered for employment, candidates will be required to provide proof of citizenship, permanent residency or eligibility to work in Canada with no restrictions. We require applicants to complete a background verification process prior to commencing employment with Palisade Capital, including but not limited to a criminal record check. Employment is contingent on the satisfactory completion of the pre-employment background check.

Thank you for your interest in this position. Although we thank all applicants, only candidates considered for an interview will be contacted.

Pay: $75,000.00-$110,000.00 per year

Benefits:

Disability insurance
Life insurance
On-site gym
Paid time off
Profit sharing
Vision care

Work Location: In person

Quick apply

Refine Your Search

investment jobs in calgary, ab

Wealth Management Portfolio Manager

Investment Counsellor, Private Wealth

Specialist, Financial Planning

Financial Analyst

Financial Advisor, Investment & Retirement Planning - Brentwood Road

Senior Financial Advisor - Tuscany Market, Calgary, AB (Temporary - 1 Year)

Chief Financial Officer (CFO)

Supervisor, Financial Reporting

Senior Analyst, Finance Operations

Financial Controller

Analyst, Financial Reporting

Senior banking advisor

Banking advisor

Financial Advisor - Cochrane, AB

Financial Advisor - Coventry Hills

Financial Advisor - Taradale

Analyst, Liquids Infrastructure Financial Analysis

Financial Analyst

Finance Director

Virtual Financial Advisor - Calgary, Alberta

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

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