Job Overview

- The Wealth Management Associate supports financial advisors and clients with day-to-day account administration, financial planning preparation, and investment research.
- This role helps deliver accurate, responsive service by organizing client information, coordinating account activity, and preparing materials that support informed financial decisions.
- The position is suited to a detail-oriented professional interested in building a career in wealth management and financial services. Training and opportunities to develop relevant industry knowledge may be provided.

Responsibilities

- Assist with opening, maintaining, and updating client accounts and records.
- Support cash management activities, including tracking transactions, preparing documentation, and coordinating routine account requests.
- Gather and organize financial information to help advisors prepare for client meetings and planning discussions.
- Conduct research on investments, markets, financial products, and relevant economic developments; summarize findings for the advisory team.
- Help prepare reports, presentations, and other client-facing materials, checking information for accuracy and clarity.
- Coordinate follow-up items, monitor outstanding requests,



and communicate professionally with clients and internal partners.
- Maintain organized, confidential records and follow applicable firm procedures and regulatory requirements.
- Collaborate with colleagues to support efficient service and a positive client experience.

Skills

- Robust attention to detail, organization, and follow-through.
- Clear written and verbal communication skills and a professional approach to client service.
- Comfort working with numbers and applying math skills to review financial information and identify discrepancies.
- Familiarity with accounting concepts, financial statements, or bookkeeping practices.
- Interest in financial services, wealth management, investment products, and financial planning.
- Understanding of cash management processes or willingness to learn them.
- Ability to conduct research, evaluate information, and present findings in a concise, useful format.
- Proficiency with common office software and the ability to learn financial and client relationship management systems.
- Sound judgment when handling sensitive information, with a commitment to accuracy, confidentiality, and ethical conduct.

Pay: $65,000.00-$100,000.00 per year

Work Location: In person

📌 Wealth Management Associate (Calgary)
🏢 Holtby Investment
📍 Calgary