Wealth Advisor At Canada Life Calgary

Canada Life Group

Join Canada Life as a Wealth Advisor in Calgary, offering personalized financial solutions and client relationship management. Ideal for candidates eager to grow with experienced advisors in a supportive environment.
Investment Planning Counsel is now part of Canada Life, a leading name in wealth management. We seek a motivated Wealth Advisor with a Certified Financial Planner designation to expand an existing portfolio of high-net-worth clients. Your role includes regular client meetings, delivering tailored solutions, and enhancing the client experience.
Key Responsibilities: - Maintain and grow client relationships effectively - Deliver personalized wealth management solutions - Conduct proactive meetings and calls with clients - Educate clients on IPC's services and products - Provide a world-class client experience
Requirements: - Minimum 3 years of relevant industry experience - Strong relationship-building skills - Completion of CSC/CPH required - Certified Financial Planner (CFP) designation preferred - Ability to leverage technology for client enhancement
Bring your expertise in financial planning and your passion for client engagement to Canada Life in Calgary.#J-18808-Ljbffr

Apply

Vacancy posted 1 hour ago

Similar jobs that could be interesting for youBased on the Wealth Advisor At Canada Life Calgary in Winnipeg, MB vacancy

Associate, Wealth Advisor
$110k - $150k per year
...Associate, Wealth Advisor - Stenner Wealth Partners+ Competitive Total Compensation Range: $110-$150K annually depending on experience & credentials... ...team, SWP+ is a highly exclusive practice team with one of Canada’s largest independent wealth management firms. Client range of...
Suggested
Long term contract
Work at office
CGC Canaccord Genuity Corp.
Winnipeg, MB
3 days ago
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...
Suggested
Permanent employment
Full time
Remote work
Altis
Winnipeg, MB
1 hour ago
Wealth Advisor, Employee Accounts
$95k - $140k per year
...Becoming an Wealth Advisor, with CC&L Private Capital may be the only career move you ever need to make. Join one of Canada's largest independent and privately held discretionary investment... ...practices are designed to support work-life balance and provide employees with flexibility...
Suggested
Internship
Flexible hours
Connor, Clark & Lunn Private Capital Ltd. (CC&L)
Winnipeg, MB
9 days ago
Wealth Advisor
$75k - $125k per year
...Investment Planning Counsel (IPC) is one of Canada's leading independent wealth management firms. We are a diverse... ...driven towards one goal: helping our advisors build a better business through a... ...experience. In November 2023, Canada Life acquired IPC. Canada Life is a member...
Suggested
Long term contract
Permanent employment
Full time
Part time
Internship
Work at office
Local area
Flexible hours
Canada Life
Winnipeg, MB
1 hour ago
Wealth Advisor
$140k per year
Location: Calgary, AB, hybrid or remote Language: Excellent written and spoken English required. French... ...financial services organization is expanding its wealth advisory team and seeking an experienced Wealth Advisor to support its next phase of growth. With a team approaching...
Suggested
Long term contract
Permanent employment
Full time
Remote work
Altis
Winnipeg, MB
1 hour ago
Wealth Advisor
$100k - $140k per year
...management organization to find an experienced, client-focused Wealth Advisor in Winnipeg, Manitoba. This is an exciting opportunity to... ...from scratch. More predictable compensation and greater work-life balance compared to traditional business-development-focused...
Long term contract
Permanent employment
Full time
Work at office
Remote work
Altis
Winnipeg, MB
1 hour ago
Senior Wealth Advisor
...through our values (what we call the ATB ID). Life at ATB is about more than work. In fact,... ...we’re consistently recognized as one of Canada's top employers thanks to our high-care,... ...institution. As a Senior Financial Advisor at ATB Wealth, you aren’t just managing portfolios -...
Long term contract
Immediate start
Flexible hours
ATB
Winnipeg, MB
1 hour ago
Wealth Management Advisor
As a wealth management advisor, you're responsible for developing and maintaining lasting and trusting business... ...and business owners across all life stages. Your client base has high business... ...,000 employees and we're named one of Canada's top employers by Mediacorp and Forbes...
Internship
Remote work
Flexible hours
Afternoon shift
Desjardins
Winnipeg, MB
1 hour ago
Associate Wealth Advisor
A career as a Wealth Management Advisor in the National Bank Financial - Wealth Management team at National... ...financial goals at every stage of life. This role allows you to have a positive... ...Bank Financial - Wealth Management is Canada's fifth-largest securities brokerage firm...
Long term contract
Internship
Work at office
Remote work
Flexible hours
Banque Nationale du Canada
Winnipeg, MB
1 hour ago
Financial Life Planning Advisor
At RFL Wealth Management, we help professionals build a Rich, Fulfilling Life™ through high touch financial planning, relationship-driven... ...back-office planning role. Our advisors are expected to lead... ...be legally eligible to work in Canada and be based within a reasonable...
Long term contract
Local area
Immediate start
Remote work
Afternoon shift
RFL Wealth Management
Winnipeg, MB
1 hour ago
Wealth Management Advisor
Help shape the future of wealth management with Virtus Private Wealth (VPW). Financial decisions... ...for an experienced Wealth Management Advisor based in Regina who wants to help us... ...years of experience in financial services. Life Insurance Licence with the Insurance...
Long term contract
Summer work
Work at office
Local area
Flexible hours
Virtus Group
Winnipeg, MB
1 hour ago
Wealth Protection Advisor
$90k - $120k per year
We are currently seeking a Wealth Protection Advisor (Service) to join our team. This is a hybrid role with an opportunity to work from one of our branches... ...planning, solutions and advice to members requiring term life insurance deals. This role completes a review of the member’s...
For contractors
Tru Cooperative Bank
Winnipeg, MB
1 hour ago
Private Wealth Advisor
A career as a Private Wealth Advisor in the Commercial & Private Banking 1859 team means acting as a preferred financial specialist for wealthy... ...candidates! What can you bring to our team? National Bank of Canada 2.96K subscribers Sign up to get information on what's new...
Work at office
Flexible hours
Banque Nationale du Canada
Winnipeg, MB
1 hour ago
Wealth Planning Advisor
$70k - $150k per year
Wealth Planning Support Team (WPST) is a business unit within BMO Wealth Planning, Trust &... ...Planning Support team, the Wealth Planning Advisor (WPA) provides financial planning expertise... ..., tuition reimbursement, accident and life insurance, and retirement savings plans. To...
Contract work
Part time
Work at office
Remote work
BMO
Winnipeg, MB
1 hour ago
Senior Wealth Advisor, Cfp
...recruiting for an established and growing independent wealth management and financial planning firm in Calgary. The firm provides comprehensive financial... ...are seeking an experienced Senior Wealth Management Advisor / Certified Financial Planner (CFP) to join an established...
Long term contract
Summit Search Group
Winnipeg, MB
1 hour ago
Wealth Planning Advisor, Private Wealth
$70k - $150k per year
...College AvenueJob Family Group: Wealth Sales & ServiceThe Wealth... ...Overview The Wealth Planning Advisor (WPA) is responsible for providing... ...tuition reimbursement, accident and life insurance, and retirement... ...than 12 million customers. In Canada, the United States and across the...
Part time
Work at office
Work from home
BMO
Winnipeg, MB
1 hour ago
Senior Actuarial Advisor, Life Insurance
...practices? As a Senior Actuarial Advisor, you will lead a variety of projects supporting individual life insurance activities. You will... ...their insurance, savings, and wealth management.With over $200 billion... ...financial services industry in Canada and the United States. The...
Flexible hours
iA Financial Group
Winnipeg, MB
1 hour ago
Senior Wealth Partner/Advisor
We are working in exclusive partnership with one of Canada's leading boutique wealth practices, a team trusted by some of the country's most successful... ...family offices. Why this opportunity is differentMost advisors at this level are working through a book of small accounts...
Long term contract
Work at office
The Mirillion Group
Winnipeg, MB
1 hour ago
Wealth Advisor/Financial Planner
$5000 per month
Current work authorization for Canada is required for all openings. As part of Fidelity's dynamic work model, you will have a flexible... ...professionally.What We Do The primary responsibility of the Wealth Advisor is to provide support and excellent client experiences. The...
Long term contract
Remote work
Home office
Flexible hours
Fidelity International
Winnipeg, MB
1 hour ago
Desjardins Wealth Management Advisor
Build trusted client relationships as a Desjardins Wealth Management Advisor, using financial planning and investment expertise to shape suitable solutions... ...affluent individuals, businesses, and business owners across life stages. The position combines comprehensive financial plans,...
Internship
Desjardins
Winnipeg, MB
1 hour ago
Financial Life Planning Advisor Gta
Deliver high-touch Financial Life Planning for RFL Wealth Management while maintaining accurate coordination and client communication near the GTA.This Financial Planner role supports professionals through client meetings, strategic guidance, and coordinated execution. You will...
RFL Wealth Management
Winnipeg, MB
1 hour ago
Investment And Wealth Advisor Opportunities
Investment Advisor Opportunities For more than 100 years, Odlum Brown has helped clients... ...and corporate culture. We have been one of Canada's Best Managed Companies since 1999 and one... ...are supported by experienced teams in wealth planning, insurance, trust, tax, portfolio...
Long term contract
Odlum Brown
Winnipeg, MB
1 hour ago
Calgary (Canada)
$55k - $100k per year
Territory Sales Representative with Leaf FilterRemote Full-time Are you financially happy in your current role? Does your current position offer opportunities for growth and a rewarding career? If you need to make more money and want to build a pathway to career advancement...
Full time
Work from home
Weekend work
Afternoon shift
Leaf Home, LLC.
Winnipeg, MB
1 hour ago
Financial Advisor Wealth Advice Centre
...values (what we call the ATB ID). Life at ATB is about more than work. In fact... ...’re consistently recognized as one of Canada's top employers thanks to our high-care... ...every day. About the RoleAs ATB Wealth’s next Financial Advisor in our Wealth Advice Centre, you will...
Immediate start
Flexible hours
Shift work
Afternoon shift
ATB Financial
Winnipeg, MB
1 hour ago
Wealth Management Senior Advisor
As a senior wealth management advisor, you help serve, solicit and develop and maintain business relationships with mass-affluent Signature Service members and clients. RequiredYou advise and assist members and clients in executing strategies using the 360° approach, including...
Internship
Remote work
Flexible hours
Desjardins
Winnipeg, MB
1 hour ago
Wealth Advisor For Employee Accounts
Elevate your career as a Wealth Advisor with CC&L Private Capital, actively engaged in driving financial success for employee clients. This role offers hands-on mentorship and exceptional investment and portfolio management service. As a Wealth Advisor focusing on Employee...
Connor, Clark & Lunn Private Capital Ltd. (CC&L)
Winnipeg, MB
1 hour ago
Investment Advisor Wealth Management
...advisory business with BMO Nesbitt Burns in the GTA, using portfolio management and comprehensive wealth advice. Serve clients through trusted relationships.As an Investment Advisor, you will advise high-net-worth individuals, families, and business owners. Build multi-...
Bank of Montreal
Winnipeg, MB
1 hour ago
Wealth Management Investment Advisor
...high-net-worth advisory practice with BMO Nesbitt Burns in the GTA, using portfolio construction and comprehensive wealth management advice.As an Investment Advisor, you will serve individuals, families, and business owners through trusted, long-term relationships. The work...
Long term contract
Bank N.A.
Winnipeg, MB
1 hour ago
Wealth Management Client Advisor
Deliver exemplary service through wealth planning and portfolio management as a Wealth Advisor serving CC&L employee clients. Build trusted investment relationships.This client-facing position manages an established book within the CC&L Employee Investment Program. You will...
Connor, Clark & Lunn Private Capital Ltd. (CC&L)
Winnipeg, MB
1 hour ago
Senior Wealth Management Advisor
Serve mass-affluent Signature Service members through wealth management, financial planning, and investment strategies. Build relationships... ...expert partners and colleagues.As a senior wealth management advisor at Desjardins, you advise members and clients using the 360° approach...
Desjardins
Winnipeg, MB
1 hour ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Advisor At Canada Life Calgary. Be the first to apply!