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

Solid 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 (Winnipeg)
🏢 Altis
📍 Winnipeg