Wealth Management Jobs in Calgary

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Client Relationship Specialist

Focus Financial Partners

profile Calgary - Canada

Position SummaryAt Cardinal Point Capital Management ULC we pride ourselves on delivering exceptional client experiences across the U.S. and Canada. As a Client Relationship Specialist you will play a vital role in supporting our clients team members and custodial partners by ensuring smooth onboard...

30+ days ago
Full Time

Senior Analyst, Health And Benefits Consulting

Hub International Insurance

profile Calgary - Canada

HUB Internationals National Accounts Team is the cornerstone of our Employee Benefits consulting expertise in Canada. Dedicated to delivering innovative and customized solutions this team partners with organizations of all sizes to help them attract retain and support their most valuable assetpeople...

30+ days ago
Full Time

Business Development Associate

Picton Mahoney Asset Management

profile Calgary - Canada

Best Workplaces in Canada 2020 - 2026 Best Workplaces with Most Trusted Executive Teams 2024 - 2026 Best Workplaces in Financial Services & Insurance 2020 - 2025 Best Workplaces for Mental Wellness 2023 - 2025 Best Workplaces for Giving BackBest Workplaces for InclusionBest Workplaces for Women...

30+ days ago
Full Time

Business Development Associate

Picton Mahoney Asset Management

profile Calgary - Canada

Best Workplaces in Canada 2020 - 2026 Best Workplaces with Most Trusted Executive Teams 2024 - 2026 Best Workplaces in Financial Services & Insurance 2020 - 2025 Best Workplaces for Mental Wellness 2023 - 2026 Best Workplaces for Giving BackBest Workplaces for InclusionBest Workplaces for Women...

30+ days ago
Full Time

Business Development Associate

Picton Mahoney Asset Management

profile Calgary - Canada

Best Workplaces in Canada 2020 - 2026 Best Workplaces with Most Trusted Executive Teams 2024 - 2026 Best Workplaces in Financial Services & Insurance 2020 - 2025 Best Workplaces for Mental Wellness 2023 - 2026 Best Workplaces for Giving BackBest Workplaces for InclusionBest Workplaces for Women...

30+ days ago
Full Time

Wealth Manager

Blue Ocean Wealth Solutions- A Massmutual Firm

profile East Hills - USA

Job Description Blue Ocean Wealth Solutions LLC A MassMutual Firm East Hills Long Island New YorkBlue Ocean Wealth Solutions LLC is a MassMutual firm dedicated to delivering innovative client-centric financial strategies tailored to each clients unique goals. We believe lasting success...

30+ days ago
Full Time

Client Services Officer

Haventree Bank

profile Calgary - Canada

Haventree Bank is a private Canadian Schedule 1 bank specializing in alternative mortgage programs and insured GIC deposits. We help hardworking Canadians from coast-to-coast achieve homeownership by offering flexible mortgage solutions. Our insured GIC deposits offer competitive rates and are avail...

30+ days ago
Full Time

Senior Manager, Operations & Client Experience Ini...

Haventree Bank

profile Calgary - Canada

Haventree Bank is a private Canadian Schedule 1 bank specializing in alternative mortgage programs and insured GIC deposits. We help hardworking Canadians from coast-to-coast achieve homeownership by offering flexible mortgage solutions. Our insured GIC deposits offer competitive rates and are avail...

30+ days ago
Full Time

Virtual Mortgage Specialist Calgary, Ab

Scotiabank Global Site

profile Calgary - Canada

Requisition ID: 257790Join a purpose driven winning team committed to results in an inclusive and high-performing culture.Virtual Mortgage Retention SpecialistIn-office roleLocation: 225 6 Ave SW Calgary (Brookfield Place)Working Conditions: This role will operate under extended hours. Hours of oper...

30+ days ago
Full Time

Virtual Mortgage Specialist Calgary, Ab

Scotiabank Global Site

profile Calgary - Canada

Requisition ID: 257790Join a purpose driven winning team committed to results in an inclusive and high-performing culture.Virtual Mortgage Retention SpecialistIn-office roleLocation: 225 6 Ave SW Calgary (Brookfield Place)Working Conditions: This role will operate under extended hours. Hours of oper...

30+ days ago
Full Time

Fall Intern 2026 Inside Sales Department (calgary ...

Mackenzie Investments

profile Calgary - Canada

Job DescriptionIGM Financial Inc. is a leading wealth and asset management company in Canada managing approximately$310billionin assetsas of December 31 2025. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie Investments.Mac...

30+ days ago
Intern

Director, Tax And Estate Planning

Mackenzie Investments

profile Calgary - Canada

Job DescriptionReferral Level: Level 3Location: CalgaryDivison: MI Retail DistributionReports to: Vice President Tax and Estate Planning.IGM Financial Inc. is a leading wealth and asset management company in Canada managing approximately$310billionin assetsas of December 31 2025. It offers financial...

30+ days ago
Full Time

Director, Tax And Estate Planning

Mackenzie Investments

profile Calgary - Canada

Job DescriptionReferral Level: Level 3Location: CalgaryDivison: MI Retail DistributionReports to: Vice President Tax and Estate Planning.IGM Financial Inc. is a leading wealth and asset management company in Canada managing approximately$310billionin assetsas of December 31 2025. It offers financial...

30+ days ago
Full Time

Director, Tax And Estate Planning

Mackenzie Investments

profile Calgary - Canada

Job DescriptionReferral Level: Level 3Location: CalgaryDivison: MI Retail DistributionReports to: Vice President Tax and Estate Planning.IGM Financial Inc. is a leading wealth and asset management company in Canada managing approximately$310billionin assetsas of December 31 2025. It offers financial...

30+ days ago
Full Time

Personal Insurance Account Manager

Hub International Insurance

profile Calgary - Canada

Job DescriptionIgnite your potential. Impact what matters.Hi were HUB a network of doers with diverse stories and a shared goal to support our clients and communities. To do it we believe in supporting each other because great work happens when people come together and that means building a team wh...

30+ days ago
Full Time

Portal Specialist

Hub International Insurance

profile Calgary - Canada

Ignite your potential. Impact what matters.Hi were HUB a network of doers with diverse stories and a shared goal to support our clients and communities. To do it we believe in supporting each other because great work happens when people come together and that means building a team where anyone can...

30+ days ago
Full Time

Senior Commercial Insurance Marketer

Hub International Insurance

profile Calgary - Canada

Ignite your potential. Impact what matters.Hi were HUB a network of doers with diverse stories and a shared goal to support our clients and communities. To do it we believe in supporting each other because great work happens when people come together and that means building a team where anyone can...

30+ days ago
Full Time

Business Development Manager

Ci Financial

profile Calgary - Canada

At CI we see a great place to work as one that is a safe place for everyone to have a voice where people are empowered to take ownership over meaningful work where there is an opportunity to grow through stretching themselves where they can work on innovative products and projects and where employee...

30+ days ago
Full Time