Wealth Consultant - Calgary

GlassRatner is proud to continue supporting its long‑standing partner, Cidel Asset Management, as they expand their team in Calgary, Alberta with the addition of a Wealth Consultant. · In this role, the Wealth Consultant will be responsible for sourcing, developing, and managing ...

Provides wealth planning and advanced financial planning guidance to high net worth and ultra high net worth clients. · Leads/facilitates goals-based discovery process directly with clients; · Develops detailed and complex financial plans for clients to help meet their financial ...

· QA Automation Engineer  · Location: Calgary (Hybrid) | Practice Area: Wealth & Asset Management | Type: Permanent  · Design, develop, and execute manual and automated test cases.  · At Capco, we're driven by three core values that define who we are and how we work: Make a Diff ...

We are a rapidly growing wealth management firm and are looking to add another CPA to our team. This role is ideal for a CPA with tax experience who is looking to transition to the wealth management industry. · ...

We are one of the most educated and technically proficient wealth management teams in Canada. · Be part of one of Canada's fastest-growing wealth management firms. · Have ownership in what you are building - both as a Financial Planning practice and Investment Management practice ...

We are a dynamic firm that will enable you to grow your book alongside the city's top talent in a vibrant, · in-office role. · ...

· Create intuitive, high-performing user experiences for the future of financial services.  · At Capco, we're driven by three core values that define who we are and how we work: Make a Difference, Be Yourself At Work, and Act With Integrity. We challenge the status quo, embrace ...

Create intuitive, high-performing user experiences for the future of financial services. · At Capco, we're driven by three core values that define who we are and how we work: Make a Difference, Be Yourself At Work, and Act With Integrity. We challenge the status quo, embrace dive ...

Reporting to the Senior Vice-President, Insurance & Wellington-Altus Group Solutions (WAGS), the Insurance Associate will be responsible for driving life insurance and living benefit sales to Wellington-Altus advisors and their clients. · Insurance Sales and Prospecting · Develop ...

Permanent Full Time · We're looking for top talent who aspire to be in sales, are willing to work hard and have a will to win to play a key role in driving advisor business forward. · As an inside wholesaler (Business Development Manager), you'll work closely with the outside who ...

This is a dream opportunity for the experienced "hunter" who loves to sell. · Pure Asset gathering. · Discovery calls, presentations and analysis. · Present value propositions to high net worth individuals and close the deal. · ...

Create intuitive, high-performing user experiences for the future of financial services. At Capco, we're driven by three core values that define who we are and how we work: Make a Difference, Be Yourself At Work, and Act With Integrity. We challenge the status quo, embrace divers ...

· Build scalable web-based services that power next-generation wealth and asset management platforms. · The Role · As a NodeJS/Java Developer (Web-Based Services), you will design and develop middle-layer and web-based services that enable secure, scalable, and high-performing e ...

Build scalable web-based services that power next-generation wealth and asset management platforms. · The Role · As a NodeJS/Java Developer (Web-Based Services), you will design and develop middle-layer and web-based services that enable secure, scalable, and high-performing ente ...

This job is with Capco, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly. · Build scalable web-based services that power next-generation wealth and asset management platform ...

Help design and deliver resilient platforms at the heart of modern financial services. · At Capco, we're driven by three core values that define who we are and how we work: Make a Difference, Be Yourself At Work, and Act With Integrity. We challenge the status quo, embrace divers ...

· Help design and deliver resilient platforms at the heart of modern financial services.  · At Capco, we're driven by three core values that define who we are and how we work: Make a Difference, Be Yourself At Work, and Act With Integrity. We challenge the status quo, embrace di ...

We are seeking a full-time Senior Business Analyst to implement OneVest products and services for enterprise customers. · ...

We're looking for a standout Relationship Manager who's already thriving in high-net-worth sales—and now wants the platform, prestige, and performance history to match. · ...

· Ready to take your success to the next level—with a firm that shares your drive? At Skyline, we're looking for a standout Relationship Manager who's already thriving in high-net-worth sales—and now wants the platform, prestige, and performance history to match. You're more tha ...