Build lasting client relationships as a Wealth Advisor in Calgary, with hybrid or remote flexibility and expertise in investment advice.

This permanent, full time opportunity supports an expanding wealth advisory team. You will manage relationships, provide tailored investment guidance, and develop financial planning strategies. The role also involves transitioning acquired portfolios and collaborating across investment, portfolio, and operations teams.

Key Responsibilities:

- Manage and grow client relationships through personalized advice
- Transition acquired portfolios while maintaining exceptional service
- Develop recommendations aligned with objectives and risk tolerance
- Identify opportunities to deepen relationships and grow assets




- Engage clients and prospects to support retention and growth

Requirements:

- Five or more years of financial services experience
- Strong investment knowledge and relationship management skills
- University degree or equivalent relevant experience
- CSC, RR licensing, and CIRO proficiency compliance
- Financial planning software and capital markets proficiency

Bring investment knowledge, client-first communication, and financial planning expertise to Calgary’s growing wealth advisory team.

📌 Senior Wealth Advisor Calgary
🏢 Altis
📍 Calgary