Wealth Management Associate for High-Net-Worth Clients (Calgary)

Wealth Management Associate for High-Net-Worth Clients (Calgary)

03 Nov
|
Wellington-Altus
|
Calgary

03 Nov

Wellington-Altus

Calgary

Wellington-Altus Private Wealth Inc. in Calgary seeks an Associate to manage client relationships and deliver investment management and family office services to West Oak's high and ultra-high-net-worth clients.

The role requires 5+ years in wealth management, a finance-related bachelor’s degree, RR licensing, and completion of the WME program. CFP/PFP and insurance licenses are a plus.

📌 Wealth Management Associate for High-Net-Worth Clients (Calgary)
🏢 Wellington-Altus
📍 Calgary

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