Investment Funds Advisor - Calgary

L'Association du développement des affaires est responsable de la commercialisation. · ...

The Opportunity · Are you a detail-oriented professional with a passion for the capital markets? Acumen Capital Partners is looking for a versatile  · Investment Advisor Assistant · to support high-performing, diverse advisory teams. · This is a unique "best of both worlds" role. ...

We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society. The best part is that you will work with people that care passionately about you, our clients, and our communities. · ...

We are seeking a hands-on Senior Accountant to support day-to-day accounting operations and financial reporting in a regulated financial services environment. · Active CPA designation5+ years of accounting experienceStrong technical accounting and financial reporting skillsExperi ...

Neuberger Berman, established in 1939, is a global, employee-owned investment management firm with over $540 billion (USD) in assets under management globally. Renowned for its active, research-driven approach, the firm delivers investment solutions across asset classes, includin ...

PPI is an Insurance Marketing Organization that sits between independent advisors and insurance companies. · We provide value-added services and support such as digital tools, education, marketing, and processing to help advisors elevate and grow their business with a socially re ...

We are looking for Financial Advisors with diverse backgrounds and levels of experience to work independently and together to provide exceptional service to our clients. · Funding Buy - Sell Arrangements · Overhead and Key Person Insurance · ...

This role is eligible for commission-based earnings. · This is a full-time role for a licensed mutual fund/insurance advisor located in Calgary, AB. The role will be responsible for identifying client needs and providing service while adhering to compliance rules and regulations ...

The Director, Advisor Sales, External Distribution – is responsible for selling BMO ETFs in an assigned geographic region to third-party financial advisors. · ...

TD Wealth Private Investment Advice (TDW PIA) propose aux clients fortunés un service complet de gestion patrimoniale personnalisée. · Bâtir une base clientèle composée de personnes fortunées et ultrafortunées. · Développer des stratégies complètes pour gérer les richesses financ ...

Job ID · 2632 · Work Type · Hybrid · Business unit · Advisory Services · Pay grade · O - OTH · Apply before · 14 March 2026 · Number of openings · 1 · Posting type · Internal & External · At ATB, we exist to make it possible for our clients, team members and communities. Our purp ...

Attention Retention/Renewal Specialists, Mortgage Agents and Financial Advisors – we are looking for you · Ratehub has an opening on our inside sales team for a Mortgage Agent (Alberta) who will be responsible to convert leads into closed mortgage transactions. This is a great op ...

The Associate will contribute to the analysis of Private Equity investment opportunities across a range of industries and geographies, and help manage the program's existing portfolio of assets. · Researching, examining, and evaluating new investment opportunities, industries, an ...

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. · ...

This is a part-time on-site and remote role, located in Northwest Calgary, AB. The Admin Staff will handle various administrative tasks, such as scanning, copying, digital filing of client documents etc. · handle various administrative tasks · ...

· Job Description · IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under management. The company provides a broad range of financial planning and investment management services to he ...

We are seeking Institutional Sales to help develop Matco's Institutional distribution platform. · This role will focus on originating new relations with investment advisors, financial planners, multi-family offices, non-profit organizations, endowments, trusts etc. Working closel ...

TITLE: Investment Counsellor · LOCATION: Calgary, AB · REPORTING: COO/CCO · JOB PURPOSE: Why does the role exist?  · The Investment Counsellor (IC) is responsible for interacting directly with clients, assisting in sales and marketing efforts, working cooperatively within a team ...

Advancing Educational Equity Through Thought Leadership and Philanthropy · Location: Remote (Preferred: Los Angeles, Washington, D.C., Minneapolis) · Commitment: Volunteer (5–10 hours per quarter) · Fundraising Expectation: Contribute or help raise $25,000–$50,000 annually · Abou ...

The Sinneave Family Foundation is a Canadian charitable organization focused on improving the quality of life for Autistic individuals and their families. Sinneave works at a systems level across education, employment, and housing, collaborating with partners to create meaningful ...