Top Tech Jobs & Startup Jobs in Calgary

Process and analyze financial transaction requests, ensure documentation and authorizations are in good order, handle account setup/modifications, reconcile data and cleanup reports, communicate with advisors and third parties, assist on projects and participate in user acceptance testing.

The Business Development Manager is responsible for sales, asset retention, and promoting CI Global Asset Management products while educating financial advisers and fostering partnerships in their territory.

The RVP is responsible for growth in the assigned region, focusing on succession planning, advisor recruitment, and strategic planning. They drive initiatives to maximize market share and support advisor and branch development, requiring strong leadership and industry knowledge.

Manage and grow client relationships for the Aligned Capital Partners network, drive asset growth through sales and referrals, provide investment recommendations and financial planning, ensure regulatory compliance, and deliver high-quality client service.