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Remote Wealth Management Jobs in Alberta (NOW HIRING)

This is a full-time, permanent remote that is based in Canada. Our client is a start-up fin-tech software company which enables consumers and wealth management firms to navigate the world of digital ...

This is a full-time, permanent remote that is based in Canada. Our client is a start-up fin-tech software company which enables consumers and wealth management firms to navigate the world of digital ...

... wealth management products. The team is predominantly Mandarin-speaking and operates fully remote across multiple time zones. The company is rapidly expanding and investing heavily in security ...

... wealth management products. The team is predominantly Mandarin-speaking and operates fully remote across multiple time zones. The company is rapidly expanding and investing heavily in security ...

Keep our CRM humming with accurate data and insights. Qualifications Who are we looking for? * 3-5 years of experience in sales or business development -- preferably connected to remote camps ...

... Relationship Management * Our customers are the best source of potential prospects and ... Fully remote, with offices in Mississauga * Occasional travel within Canada and the USA Employment ...

Our Defined Benefit Consulting team brings a wealth of knowledge and expertise to every engagement ... What you'll do... * Client Relationship Management: maintaining and developing excellent ...

Our Defined Benefit Consulting team brings a wealth of knowledge and expertise to every engagement ... What you'll do... * Client Relationship Management: maintaining and developing excellent ...

We help companies manage and access the world's spatial data.Any size, any slice, any insight.Delivered in seconds.We're building something that hasn't existed before: a new layer of the internet ...

Build and manage a portfolio of accounts while driving retention and growth. * Source vehicles ... Flexibility with remote work, on-the-road days, and collaborative office time. * Career growth ...

Manage and grow an existing customer portfolio through cross-selling and relationship management ... We regret that we will be unable to hire you for this role if your regular remote work location is ...

Manage and grow an existing customer portfolio through cross-selling and relationship management ... We regret that we will be unable to hire you for this role if your regular remote work location is ...

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Remote Wealth Management information

See Alberta salary details

$27K

$94.8K

$148K

How much do remote wealth management jobs pay per year?

As of Aug 11, 2026, the average yearly pay for remote wealth management in Alberta is $94,796.00, according to ZipRecruiter salary data. Most workers in this role earn between $56,500.00 and $127,000.00 per year, depending on experience, location, and employer.

What does a remote wealth management professional do?

A remote wealth management professional usually begins their day by reviewing market updates, client portfolios, and responding to urgent client inquiries. Much of the work involves analyzing financial data, preparing investment recommendations, and conducting virtual meetings with clients to discuss their financial goals and progress. Collaboration with internal analysts, tax specialists, and support teams also takes place through online communication platforms. The role requires excellent time management and adaptability to ensure proactive client service and effective portfolio oversight in a fully remote setting.

What skills and qualifications are needed for remote wealth management?

To thrive in Remote Wealth Management, a strong background in finance, investment strategies, and client relationship management is essential, often supported by a bachelor's degree in finance or a related field and licenses such as Series 65 or CFP certification. Proficiency with financial planning software, CRM tools, and secure communication systems is typically required. Outstanding soft skills include proactive communication, trust-building, and self-motivation to manage client portfolios remotely. These competencies are critical for delivering high-quality, tailored advice to clients while maintaining compliance and meeting performance benchmarks in a virtual environment.

What is remote wealth management?

A Remote Wealth Management job involves providing financial planning, investment advice, and portfolio management services to clients virtually. Professionals in this role use digital tools to assess clients' financial goals, develop strategies, and monitor investments without in-person meetings. They may work for financial firms, banks, or as independent advisors, offering convenience and flexibility to both clients and advisors. Strong communication, analytical skills, and knowledge of financial markets are essential for success in this role.

What are the most commonly searched types of Wealth Management jobs in Alberta? The most popular types of Wealth Management jobs in Alberta are:
What are popular job titles related to Remote Wealth Management jobs in Alberta? For Remote Wealth Management jobs in Alberta, the most frequently searched job titles are:
What job categories do people searching Remote Wealth Management jobs in Alberta look for? The top searched job categories for Remote Wealth Management jobs in Alberta are:
Infographic showing various Remote Wealth Management job openings in Alberta as of August 2026, with employment types broken down into 90% Full Time, and 10% Part Time. Highlights an 100% Remote job distribution, with an average salary of $94,796 per year, or $45.6 per hour.

Director of Sales - Canada

Targeted Talent

Calgary, AB • Remote

Full-time

Re-posted 9 hours ago


Job description

We are looking for an experienced Sales Director to work in the sales and customer service department. This is a full-time, permanent remote that is based in Canada.

Our client is a start-up fin-tech software company which enables consumers and wealth management firms to navigate the world of digital assets and transaction of digital assets on behalf of your clients.

This role is for an established sales executive to lead sales in the Canadian market and manage overall sales efforts for allocated partners and prospective clients.

Responsible For:

  • Developing, managing and successful execution of revenue targets per channel.
  • Developing and implementing sales strategies and plans to achieve targets.
  • Lead detailed presentations, proposals and following through from pitch to close.
  • Demonstrated experience in handling the end of end sales pipeline (initial contact, demo, POC, closing, etc)
  • Initiating new leads through events, emails, and cold calling activities.
  • Qualifying new opportunities and moving them through the sales cycle
  • Meeting with prospects to understand requirements and assist with proposal preparation.
  • Converting those prospects to customers through a solid sales process
  • Relationship building with the channel partners to nurture the account leading to a sale.
  • Representing the company at various events and / or business meetings for promotion.

REQUIREMENTS

  • Must have minimum 10 years sales experience in enterprise level, financial software sales
  • MBA Degree in Business or Masters in Computer Engineering or relevant field is preferred
  • Positive, collaborative and constructive a true team player.
  • Past experience in selling financial software sales is mandatory
  • Past experience in Channel partner management with system integrators is mandatory
  • Past experience in financial services and/or crypto currency software sales is desirable.
  • Expertise in a variety of sales techniques, processes and principles.
  • Exceptional interpersonal and communication skills.
  • Ability to deliver engaging presentations.
  • Skilled negotiator
  • Quick learner
  • Solutions-oriented

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About Targeted Talent

Sourced by ZipRecruiter

Your single source for HR professional services, we offer job seekers specialized employment services, spanning contract, permanent positions, and project solutions for highly specialized and managerial level talent needs. Our team of specialized recruiters and consultants abilities extend far beyond resume or career counseling. With hundreds of collaborators strategically located throughout the country, our organization possess the local market knowledge and industry relationships that make successful geography-specific reach possible.

Industry

Recruiting and staffing services

Company size

11 - 50 Employees

Headquarters location

Vancouver, BC, CA