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Entry Level Wealth Management Advisor Jobs in Calgary, AB

National Bank

Wealth Associate

Calgary, AB · On-site

Coordinate advisors' agendas, schedule appointments, and prepare clients meetings * Ensure adherence to compliance and risk management rules Your team: National Bank Financial - Wealth Management is ...

National Bank

Wealth Associate

Calgary, AB · On-site

We have close to 1,000 investment advisors who manage the assets of more than 400,000 clients in about 100 branches. Reporting to the regional manager, you will team up with a wealth advisor to offer ...

National Bank

Wealth Associate

Calgary, AB · On-site

We have close to 1,000 investment advisors who manage the assets of more than 400,000 clients in about 100 branches. Reporting to the regional manager, you will team up with a wealth advisor to offer ...

Td

Associate Investment Advisor

Calgary, AB · On-site

CA$42K - CA$57K/yr

TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth ... Then, the role of Associate Investment Advisor might be the right fit for you. This roleis ...

National Bank

Wealth Associate

Calgary, AB · On-site

We have close to 1,000 investment advisors who manage the assets of more than 400,000 clients in about 100 branches. Reporting to the regional manager, you will team up with a wealth advisor to offer ...

National Bank

Wealth Associate

Calgary, AB · On-site

We have close to 1,000 investment advisors who manage the assets of more than 400,000 clients in about 100 branches. Reporting to the regional manager, you will team up with a wealth advisor to offer ...

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All JobsWealth Management Advisor JobsEntry Level Wealth Management Advisor JobsEntry Level Wealth Management Advisor Jobs in Calgary, AB

Entry Level Wealth Management Advisor information

See Calgary, AB salary details

$24.5K

$67.1K

$151K

How much do entry level wealth management advisor jobs pay per year?

As of Sep 4, 2026, the average yearly pay for entry level wealth management advisor in Calgary, AB is $67,108.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,000.00 and $73,000.00 per year, depending on experience, location, and employer.

What does an entry level wealth management advisor do?

An Entry Level Wealth Management Advisor helps clients understand and manage their finances by offering advice on investments, retirement planning, and other financial goals. They typically work under the guidance of more experienced advisors at the beginning of their careers, learning how to analyze financial information, recommend suitable products, and build client relationships. Entry level advisors focus on developing their skills, gaining certifications, and building a client base while providing support for more senior team members.

What are the key skills and qualifications needed to thrive as an entry level wealth management advisor?

To thrive as an Entry Level Wealth Management Advisor, you need a solid understanding of financial principles, investment strategies, and at least a bachelor's degree in finance or a related field. Familiarity with CRM systems, financial planning software, and obtaining relevant certifications like the Series 7 or Series 66 licenses are typically required. Strong interpersonal skills, active listening, and the ability to build trust with clients make someone stand out in this role. These skills and qualifications are crucial for providing sound financial advice, fostering lasting client relationships, and achieving business growth.

What are some common challenges faced by entry level wealth management advisors during their first year, and how can they overcome them?

Entry level wealth management advisors often face challenges such as building a client base from scratch, learning to effectively communicate complex financial concepts, and adapting to a fast-paced, performance-driven environment. To overcome these obstacles, new advisors should actively seek mentorship from senior colleagues, participate in ongoing training programs, and focus on building trust and rapport with potential clients. Emphasizing strong organizational skills and a willingness to continuously learn will help advisors navigate their first year and lay the groundwork for long-term success.

What is the difference between Entry Level Wealth Management Advisor vs Financial Planning Assistant?

AspectEntry Level Wealth Management AdvisorFinancial Planning Assistant
Required CredentialsSeries 7, Series 66/65, CFP (preferred but not always required)Typically no licensing required; may assist with CFP candidates
Work EnvironmentClient-facing, financial advisory firms, banksSupport role within financial planning teams, administrative setting
Employer & Industry UsageFinancial advisory firms, banks, wealth management companiesFinancial planning firms, advisory teams, insurance companies

The Entry Level Wealth Management Advisor primarily interacts directly with clients, providing investment and financial advice, often requiring licensing and certifications. In contrast, a Financial Planning Assistant supports advisors with administrative tasks and research, usually without licensing. Both roles are essential in the wealth management industry but differ in responsibilities and client engagement levels.

What are popular job titles related to Entry Level Wealth Management Advisor jobs in Calgary, AB?

For Entry Level Wealth Management Advisor jobs in Calgary, AB, the most frequently searched job titles are:

What job categories do people searching Entry Level Wealth Management Advisor jobs in Calgary, AB look for?

The top searched job categories for Entry Level Wealth Management Advisor jobs in Calgary, AB are:

What cities near Calgary, AB are hiring for Entry Level Wealth Management Advisor jobs?

Cities near Calgary, AB with the most Entry Level Wealth Management Advisor job openings:

Entry Level Wealth Management Advisor jobs near you
Infographic showing various Entry Level Wealth Management Advisor job openings in Calgary, AB as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $67,108 per year, or $32.3 per hour.

Licensed Wealth Advisor Assistant

Raymond James Ltd.

Calgary, AB • On-site

Full-time

Re-posted 4 days ago

Raymond James rating

7.2

Company rating: 7.2 out of 10

Based on 72 frontline employees who took The Breakroom Quiz

129th of 154 rated financial services

Job description

Raymond James Independent Financial Services is seeking a full-time Licenced Wealth Advisor Assistant to work in our Mission Wealth Advisors Calgary office. Raymond James Ltd. is one of Canada's leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.

Drawing on at least two years previous experience as a Licenced Administrative Assistant/Wealth Manager Assistant in a financial services firm, the candidate must have a meticulous attention to detail, possess a positive attitude and have exceptional interpersonal skills, as they will be dealing directly with clients. The successful candidate must also be responsible, self-motivated and a team player.

This position's primary focus is to assist Financial Advisor's build their business using strong administration, communication, and interpersonal skills.

Responsibilities:
    Process and follow-up on security transfers & transactions including liaising with the trade desk and back office.
    Manage incoming and outgoing phone calls with clients.
    Foster and support client relationships.
    Open accounts and manage all documentation requirements.
    Update accounts and create quarterly / bi-annual portfolio reviews.
    Foster and support client relationships by liaising with clients, respond to requests and proactive problem solving.
    Be involved in preparing correspondence and reports, event planning and coordination.
    Review and process all cheques, banking, and stock certificates from clients.
    Maintain Financial Advisor files and other general office duties.
 

Requirements:

    A minimum of 2 years investment industry experience.
    Completion of the Canadian Securities Course as well as the Conducts and Practices Handbook (IR or RR Registration).
    Experience with Dataphile & Microsoft Dynamics is a definite asset.
    Superior customer service skills and excellent verbal and written communication skills.
    Proficiency with Microsoft Office (Word, Excel, PowerPoint & Outlook).
    The ability to handle confidential information.
    The ability to work in a team environment and demonstrate a professional and friendly manner.
    Strong organizational and problem-solving skills.
    Meticulous attention to detail.

This is a permanent full-time position with a competitive compensation and benefits package.

If you are interested in joining our team, please submit your cover letter and resume, quoting the position, by 11/10/2025 to:

Mission Wealth Advisors | Raymond James Ltd.
#400 - 320 23 Ave SW
Calgary, AB  T2S 0J2
missionwealthadvisors@raymondjames.ca

We require applicants to complete a background verification process prior to commencing employment with the company, including but not limited to a credit and criminal record check.

We thank all candidates for their interest and advise that only those under consideration will be contacted.

Raymond James Ltd. recognizes the value of a diverse workforce and appreciates the unique skills and special contribution of each employee.  We are committed to accessibility for candidates through all stages of the recruitment process.  Should you require accommodation, please contact us using the above details and we will be happy to help.

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