Top Tech Jobs & Startup Jobs in Calgary

Provides comprehensive financial planning, investment advice, relationship management, and business development for mass-affluent clients. The role involves identifying financial goals, delivering tailored investment solutions, analyzing client and program results, recommending improvements, managing risk, strengthening client relationships, and contributing to team objectives. Candidates should have financial services experience, strong communication and problem-solving skills, sales and networking abilities, and knowledge of financial markets and regulations. CIRO registration and CFP designation are required within specified timeframes.

Provides comprehensive financial planning and investment advice to mass-affluent clients. Builds long-term relationships, identifies financial goals, develops tailored solutions, and supports business development through networking and high-value sales. Conducts analysis, monitors service effectiveness, manages risk, contributes to team objectives, and mentors colleagues. Requires financial services experience, CIRO registration, and pursuit of the CFP designation.

Supports Account Managers serving agriculture and agribusiness clients. Responsibilities include analyzing financial statements and business plans, assessing lending opportunities, identifying client needs, developing customized financial solutions, participating in client meetings, researching agricultural markets, and building relationship management, business development, financial analysis, and credit structuring skills. The role provides training and mentorship for students and recent graduates pursuing commercial banking careers.

Provide comprehensive financial planning and advice to mass-affluent clients, manage relationships, conduct reporting and analysis, prospect and develop business, mentor teammates, monitor service and productivity, implement continuous improvements, and maintain risk controls. Must obtain CIRO RR license within 120 days and CFP designation within three years while staying current on industry trends and regulatory requirements.

Develop Investment Advisors will build a client base of high-net-worth clients, develop comprehensive wealth management strategies, and implement sales strategies to attract and retain clients.