Calgary Ab Wealth management Jobs – 100 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
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
7d
Financial Advisor - Cochrane, AB
Scotiabank —Calgary, AB
- Sales
- Customer service
1d
Private Banking Officer, Sales
BMO Financial Group —Calgary, AB
- $40,500–$80,000 a year
- Full-time
- Data analysis skills
- Analysis skills
- Communication skills
- Tuition reimbursement
- Life insurance
Virtual Financial Advisor - Calgary, Alberta
Scotiabank —Calgary, AB
Wealth Associate
National Bank of Canada —Calgary, AB
- Full-time
- Hybrid work
- English
- Microsoft Office
- In-person
- Wellness program
- Employee assistance program
Professional Assistant Branch Manager Wealth
TD Bank —Calgary, AB
- $96,900–$136,800 a year
- Full-time
- Business development
- Presentation skills
- Bachelor's
- Paid time off
Wealth Advisor (Winnipeg & Multiple locations available)
Fidelity Investments —Calgary, AB
- $100,000–$140,000 a year
- Full-time
- Remote
- Sales
- English
- Bachelor's
- Profit sharing
- Tuition reimbursement
Associate, Wealth Solutions (Western Canada)
AGF Management Limited —Calgary, AB
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Salesforce
6d
Wealth Advisor
BDO —Calgary, AB
- Full-time
- Sales
- Finance
- Master's degree
- Paid time off
Private Banking Associate, Private Banking 1859
National Bank of Canada —Calgary, AB
- Full-time
- Hybrid work
- Sales
- English
- Financial services
- Wellness program
- Employee assistance program
Insurance Sales Advisor
GroupHEALTH Benefit Solutions —Calgary, AB
- $70,000–$80,000 a year
- Hybrid work
- CRM software
- Finance
- Business development
Quick apply
Commercial Insurance Advisor
HUB International —Calgary, AB
- Full-time
- Marketing
- Customer service
- Bachelor's
14d
Trust Administrator
Royal Bank of Canada —Calgary, AB
- Full-time
- Microsoft Word
- Quality Control
- Data entry
Client Support Coordinator
People Corporation —Calgary, AB
- $70,000–$75,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- CRM software
- English
- Dental care
7d
Portfolio Assistant
BMO Financial Group —Calgary, AB
- $38,500–$71,000 a year
- Full-time
- Data analysis skills
- Business development
- Analysis skills
- Tuition reimbursement
- Life insurance
6d
Trust Officer, Indigenous Wealth Solutions - Calgary/Vancouver
Scotiabank —Calgary, AB
- Business development
- Accounting
- Financial services
3d
Investment Advisor Assistant
Ventum Financial Corp. —Calgary, AB
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- CRM software
Quick apply
Learning Specialist, AVP
Morgan Stanley —Calgary, AB
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel

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wealth management 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

wealth management jobs in calgary ab

Wealth Management Portfolio Manager

Financial Advisor, Investment & Retirement Planning - Brentwood Road

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

Financial Advisor - Cochrane, AB

Private Banking Officer, Sales

Virtual Financial Advisor - Calgary, Alberta

Wealth Associate

Professional Assistant Branch Manager Wealth

Wealth Advisor (Winnipeg & Multiple locations available)

Associate, Wealth Solutions (Western Canada)

Wealth Advisor

Private Banking Associate, Private Banking 1859

Insurance Sales Advisor

Commercial Insurance Advisor

Trust Administrator

Client Support Coordinator

Portfolio Assistant

Trust Officer, Indigenous Wealth Solutions - Calgary/Vancouver

Investment Advisor Assistant

Learning Specialist, AVP

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

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