8 Wealth Management jobs in Calgary.

Hiring now: Administrative Asst Scoti @ Scotiabank, Mortgage Advisor @ Nesto, Associate Investment Coun @ Manulife F, Investment And Planning C @ Servus Cre.Explore more at jobswithgpt.com.

šŸ”„ Skills

compliance (3) financial planning (2) risk management (2) sales targets (2) communication skills (2) wealth management (2) business development (2) administrative (1) customer focused (1) operational excellence (1)

šŸ“ Locations

Calgary (8)
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Scotiabank

Administrative Assistant, Scotia Financial Planning - Western Canada Calgary
Skills & Focus: administrative, financial planning, customer focused, operational excellence, communication, team player, risk management, investment sales, detail-oriented, relationship building
About the Company: Scotiabank is a leading bank in the Americas, providing a broad range of advice, products and services including personal and commercial banking, wealth manageā€¦

Nesto

Mortgage Advisor Calgary
Skills & Focus: Mortgage Advisor, client relationships, mortgage products, sales targets, customer experience, financial services, mortgage industry, communication skills, lead management, compliance
About the Company: At nesto, our mission is to provide a positive, empowering, and transparent property financing experience that is simple from start to finish. Our team consistā€¦
Experience: Experience in the financial services industry, ideally in a customer-facing or sales role.
Type: Full-time
Benefits: Uncapped revenue earnings potential, employee mortgage program with preferred low rates, generous time-off policy incluā€¦

Scotiabank

Trust Officer, Indigenous Trusts Calgary
Skills & Focus: Trust Management, Client Relationships, Indigenous Communities, Financial Solutions, Account Administration, Proactive Client Experience, Operational Excellence, Risk Management, Cultural Awareness, Business Development
About the Company: Scotiabank is a leading bank in the Americas. Guided by our purpose: 'for every future', we help our customers, their families and their communities achieve suā€¦
Private Banker Calgary
Skills & Focus: commercial lending, wealth management, relationship banking, risk management, financial products, high net worth clients, business development, client management, credit risk management, sales pipeline
About the Company: Scotiabank is a leading bank in the Americas. Guided by our purpose: 'for every future', we help our customers, their families and their communities achieve suā€¦
Experience: Minimum 5 years of commercial lending experience and 10 years banking experience
Manager, Wealth Credit Structuring (18-Month Contract) Calgary
Skills & Focus: credit structuring, risk analysis, negotiation, loan pricing, due diligence, credit applications, client relations, compliance, financial analysis, team leadership
About the Company: Scotiabank is a leading bank in the Americas, offering personal and commercial banking, wealth management, private banking, corporate and investment banking, aā€¦
Experience: 3-5 years of Commercial Banking experience
Type: Contract

Manulife Financial Corporation

Associate, Investment Counsel Support Calgary
Skills & Focus: client service, investment counseling, account administration, regulatory compliance, data integrity, relationship management, wealth management, CIM designation, CFA, CFP
About the Company: A leading international financial services provider, helping people make their decisions easier and lives better.
Experience: Minimum of 2 years
Salary: $71,925.00 CAD - $119,875.00 CAD
Type: Hybrid
Benefits: Customizable benefits including health, dental, mental health, vision, short- and long-term disability, life and AD&D iā€¦

Servus Credit Union

Investment and Planning Consultant Calgary
Skills & Focus: financial advisory, sales experience, financial planning, Investment Funds In Canada (IFIC), MFDA License, coaching, mentoring, sales plan, member satisfaction, compliance
About the Company: Servus Credit Union is Alberta's largest member-owned credit union, known for building strong, resilient communities by helping our members feel good about theā€¦
Experience: Minimum 5 years of financial advisory sales experience
Salary: Guaranteed base salary with variable pay bonus structure; commission based structure after 7 months
Type: Full-time
Benefits: Training & Development Opportunities, Career Advancement Potential, Flexible work options, Competitive Compensation incā€¦
Financial Advisor Calgary
Skills & Focus: financial solutions, sales targets, business development, customer service, investment funds, teamwork, communication skills, credit union, community, risk mitigation
About the Company: Servus Credit Union is Alberta's largest member-owned credit union, known for building strong, resilient communities by helping our members feel good about theā€¦
Experience: at least 2 years of retail banking or related financial industry experience, preferably in sales or customer service
Type: Full-time, Permanent
Benefits: health and wellness, vacation, retirement savings, training & development opportunities, career advancement potential, ā€¦