Senior Wealth Advisor Calgary

Build lasting client relationships as a Wealth Advisor in Calgary, with hybrid or remote flexibility and expertise in investment advice.This permanent, full-time opportunity supports an expanding wealth advisory team. You will manage relationships, provide tailored investment guidance, and develop financial planning strategies. The role also involves transitioning acquired portfolios and collaborating across investment, portfolio, and operations teams.Key Responsibilities:
Manage and grow client relationships through personalized adviceTransition acquired portfolios while maintaining exceptional serviceDevelop recommendations aligned with objectives and risk toleranceIdentify opportunities to deepen relationships and grow assetsEngage clients and prospects to support retention and growthRequirements:
Five or more years of financial services experienceStrong investment knowledge and relationship management skillsUniversity degree or equivalent relevant experienceCSC, RR licensing, and CIRO proficiency complianceFinancial planning software and capital markets proficiencyBring investment knowledge, client-first communication, and financial planning expertise to Calgary’s growing wealth advisory team.
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