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 ...
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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 ...
Quick apply
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 ...
Quick apply
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 ...
Calgary, AB · Remote
... 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 ...
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Calgary, AB · Remote
... 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 ...
Calgary, AB · Remote
... 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 ...
Quick apply
Calgary, AB · Remote
... 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 ...
Flexible work arrangements, including remote work options. * Be part of a high performing team ... banking, wealth management and private banking, corporate and investment banking, and capital ...
Flexible work arrangements, including remote work options. * Be part of a high performing team ... banking, wealth management and private banking, corporate and investment banking, and capital ...
Flexible work arrangements, including remote work options. * Be part of a high performing team ... banking, wealth management and private banking, corporate and investment banking, and capital ...
Flexible work arrangements, including remote work options. * Be part of a high performing team ... banking, wealth management and private banking, corporate and investment banking, and capital ...
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 ...
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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 ...
Promoting referrals to our Wealth Management, Business Banking teams, and our 3rd party providers * Building a comprehensive knowledge of the local market, competitive offers, and economic trends
Promoting referrals to our Wealth Management, Business Banking teams, and our 3rd party providers * Building a comprehensive knowledge of the local market, competitive offers, and economic trends
Promoting referrals to our Wealth Management, Business Banking teams, and our 3rd party providers * Building a comprehensive knowledge of the local market, competitive offers, and economic trends
Promoting referrals to our Wealth Management, Business Banking teams, and our 3rd party providers * Building a comprehensive knowledge of the local market, competitive offers, and economic trends
Calgary, AB · Remote
$80K - $100K/yr
... 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 ...
Calgary, AB · Remote
$80K - $100K/yr
... 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 ...
Edmonton, AB · On-site +1
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 ...
Edmonton, AB · On-site +1
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 ...
Calgary, AB · On-site +1
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 ...
Calgary, AB · On-site +1
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 ...
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 ...
The Citizen Experience Evolution branch within Service Alberta and Red Tape reduction (SARTR) is responsible for managing the budget allocated to modernize Land Titles services, Motor Vehicles, and ...
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The Citizen Experience Evolution branch within Service Alberta and Red Tape reduction (SARTR) is responsible for managing the budget allocated to modernize Land Titles services, Motor Vehicles, and ...
Calgary, AB · On-site +1
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 ...
Calgary, AB · On-site +1
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 ...
Calgary, AB · On-site +1
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 ...
Calgary, AB · On-site +1
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 ...
Calgary, AB · On-site +1
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 ...
Calgary, AB · On-site +1
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 ...
Edmonton, AB · On-site +1
Qualify and manage new sales leads through the full sales cycle. * Identify opportunities that would benefit from our technology suite using a consultative sales approach. * Work with Solution ...
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Edmonton, AB · On-site +1
Qualify and manage new sales leads through the full sales cycle. * Identify opportunities that would benefit from our technology suite using a consultative sales approach. * Work with Solution ...
Calgary, AB · On-site +1
Qualify and manage new sales leads through the full sales cycle. * Identify opportunities that would benefit from our technology suite using a consultative sales approach. * Work with Solution ...
Quick apply
Calgary, AB · On-site +1
Qualify and manage new sales leads through the full sales cycle. * Identify opportunities that would benefit from our technology suite using a consultative sales approach. * Work with Solution ...
Calgary, AB · On-site +1
Qualify and manage new sales leads through the full sales cycle. * Identify opportunities that would benefit from our technology suite using a consultative sales approach. * Work with Solution ...
Quick apply
Calgary, AB · On-site +1
Qualify and manage new sales leads through the full sales cycle. * Identify opportunities that would benefit from our technology suite using a consultative sales approach. * Work with Solution ...
$27K - $38K
5% of jobs
$38K - $49K
13% of jobs
$55.4K is the 25th percentile. Wages below this are outliers.
$49K - $60K
13% of jobs
$60K - $71K
8% of jobs
$71K - $82K
6% of jobs
$82K - $93K
4% of jobs
The median wage is $93.6K / yr.
$93K - $104K
19% of jobs
$104K - $115K
3% of jobs
$120.5K is the 75th percentile. Wages above this are outliers.
$115K - $126K
8% of jobs
$126K - $137K
10% of jobs
$137K - $148K
10% of jobs
$27K
$94.8K
$148K
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.
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.
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.

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:
REQUIREMENTS
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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.
Recruiting and staffing services
11 - 50 Employees
Vancouver, BC, CA