Administrative Assistant, Wealth Management - Calgary

Wealth Coordinator to join our Wealth Management Services practice in Alberta and own the following responsibilities: · Assist the Wealth Advisor with daily administrative needs; · Assist Wealth Advisor to prepare meeting packages for clients; · ...

Wealth Coordinator role at BDO in Alberta with responsibilities including administrative support for Wealth Advisors daily needs as well as coordinating financial planning process gathering required information following up on client requests ensuring data integrity system update ...

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. · ...

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 a rapidly growing wealth management firm seeking a CPA-designated Private Wealth Manager. · This role is ideal for a CPA who wants autonomy over running their practice while leveraging their tax background to provide superior value. · ...

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. About Us Up Financial is a Wealth Management firm that specializes in providing sophisticated investment advice and comprehensive financial planning across C ...

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. · Licensed Wealth Manager in investment advising/financial planning. · Professional demeanor, resourceful,self-motivated. · ...

Job summary · We are seeking a highly organized and detail-oriented Administrative Assistant to support a growing, high-touch investment advisory practice. · ResponsibilitiesWorking directly with a team of Investment Advisors where the focus is on client relationships and buildin ...

We are seeking an Administrative Assistant to support our growing investment advisory practice. This role is critical to delivering exceptional client experience while ensuring operational efficiency across account administration, documentation, and CRM management. · Prepare and ...

You will play a pivotal role in driving our mission by activating wealth advisors within strategic partnerships and managing client acquisition from referred leads. · You will work alongside a team of dedicated, high-performing professionals, making a tangible impact on the succe ...

This Senior Manager will oversee the development and implementation of multiple complex systems that impact WMC on the Salesforce platform. · ...

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. · We care about each other, reaching our potential, making a difference to our communities, and achi ...

Thriving on challenge to be our best progressive thinking to keep growing working together deliver trusted advice help clients thrive communities prosper. · Allocating ensuring resource arrangements application development life cycle initiatives WMC CRM team. · Overseeing develop ...

We thrive on the challenge to be our best progressive thinking to keep growing and working together · to deliver trusted advice help our clients thrive communities prosper.We care about each other reaching our potential making difference · our communities achieving success mutu ...

Job Description · What will you do? · Allocating and ensuring resource arrangements during the application development life cycle for the different initiatives within the WMC CRM team. · Overseeing the development and implementation of multiple complex systems that impact WMC. · ...

The Senior Manager Salesforce Development will lead the development and implementation of multiple complex systems that impact Wealth Management CRM. · Overseeing the development and implementation of multiple complex systems that impact WMC · Lead scrum team(s) in gathering asse ...

Wealth Management Associate in the Greater Calgary Region with a focus on providing financial planning services to clients. · An experienced associate-level talent with 5+ years of industry experience. · Able to support or manage at least 200+ client households. · ...

We are a leader in providing the best advice experience and outcomes for our clients personalized throughout their lifetime This is your opportunity to build a career with a leading organization where you can learn grow and thrive both professionally and personally You will join ...

We are seeking a Senior Financial Planning Associate to support an Advisor in Total Wealth Planning by preparing and delivering financial plans to clients. · ...

As an Administrative Associate you will be responsible for contributing to the overall success of one or more Wealth Advisors by ensuring a high level of client service achieved by effective administration and day-to-day trading of their business. · ...