Calgary, Ab Learning and development associate Jobs – 198 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
3d
Gymnastics Coach
Athletica Gymnastics Inc. —Calgary, AB
- $16–$45 an hour
- Part-time
- Childcare
- CPR Certification
- English
- Paid time off
- Flexible schedule
Quick apply
Regional Marketing Manager
Rohit Group —Calgary, AB
- Marketing
- Business
- Associate's degree
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
District Sales Manager
Savaria Corporation —Calgary, AB
- Sales
- Business development
- Communication skills
- Dental care
Quick apply
Sales Manager, New Home Sales
Cantiro —Calgary, AB
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Outlook
- Dental care
- Paid time off
Quick apply
2d
Bilingual Automotive Sales Associate (Mandarin/Cantonese)
Kaizen Automotive Group —Calgary, AB
- $60,000–$130,000 a year
- Weekends as needed
- Bilingual
- CRM software
- Sales
- Disability insurance
- Dental care
14d
Associate Dentist - Chan Chang Boruah Dentistry
Dentalcorp Health Services LTD. —Calgary, AB
- Part-time
- CPR Certification
- Communication skills
Quick apply
Automotive Sales Associate
Kaizen Automotive Group —Calgary, AB
- $60,000–$130,000 a year
- Weekends as needed
- CRM software
- Sales
- Customer service
- Disability insurance
- Dental care
14d
Automotive Sales Associate
Kaizen Automotive Group —Calgary, AB
- $31,000–$120,000 a year
- Weekends as needed
- CRM software
- Sales
- Customer service
- Disability insurance
- Dental care
4d
Customer Care Agent
Grand & Toy —Calgary, AB
- $45,000–$55,000 a year
- Full-time
- Hybrid work
- Bilingual
- English
- Communication skills
- Dental care
- Tuition reimbursement
Quick apply
14d
Sales Associate
The Minto Group —Calgary, AB
- Weekends as needed
- Microsoft Word
- Microsoft Excel
- Sales
- Paid time off
Quick apply
Sales Manager - Crowfoot Hyundai
AutoCanada Inc. —Calgary, AB
- Immediate opening
- CRM software
- Management
- Sales
Quick apply
1d
725 EN - Underwriter, International Financing Guarantee
Export Development Canada | Exportation et développement Canada —Calgary, AB
- $58,189–$128,743 a year
- Full-time
- Hybrid work
- Bilingual
- English
- Finance
- Relocation assistance
Quick apply
11d
Night Auditor
Pomeroy Lodging LP —Calgary, AB
- $20 an hour
- Weekends as needed
- Bar
- Hotel
- Math
Quick apply
2d
Warehouse and Logistics Associate, 12-Month Contract (Calgary, AB.)
Compugen Inc —Calgary, AB
- $19–$22 an hour
- Overtime
- Hybrid work
- High school diploma or GED
- Communication skills
Second Cook
Pomeroy Lodging LP —Calgary, AB
- $20 an hour
- Part-time
- Bar
- Hotel
- High school diploma or GED
Quick apply
7d
Assistant Retail Manager - Mobile
Best Buy Canada —Tsuu T'ina, AB
- Immediate opening
- Retail management
- Flexible schedule
3d
Assistant Retail Manager - Mobile
Best Buy Canada —Calgary, AB
- Immediate opening
- Retail management
- Flexible schedule
4d
Customer Experience Associate - Fixed Term Contract
TD Bank —Calgary, AB
- $22.50–$28.33 an hour
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Paid time off
10d

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learning and development 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
3 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

learning and development associate jobs in calgary, ab

Client Relationship Manager (Wealth Advisor)

Gymnastics Coach

Regional Marketing Manager

Assistant General Manager

District Sales Manager

Sales Manager, New Home Sales

Bilingual Automotive Sales Associate (Mandarin/Cantonese)

Associate Dentist - Chan Chang Boruah Dentistry

Automotive Sales Associate

Automotive Sales Associate

Customer Care Agent

Sales Associate

Sales Manager - Crowfoot Hyundai

725 EN - Underwriter, International Financing Guarantee

Night Auditor

Warehouse and Logistics Associate, 12-Month Contract (Calgary, AB.)

Second Cook

Assistant Retail Manager - Mobile

Assistant Retail Manager - Mobile

Customer Experience Associate - Fixed Term Contract

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