Managing Consultant
CA$90K - CA$110K/yr
Provide technical and peer review work for the analysts and other associates * Coordinate new ... We are a national provider of benefits, retirement, wealth, wellness, and human resource solutions.
Managing Consultant
CA$90K - CA$110K/yr
Provide technical and peer review work for the analysts and other associates * Coordinate new ... We are a national provider of benefits, retirement, wealth, wellness, and human resource solutions.
Private Client Account Manager
Edmonton, AB · On-site
... wealth management specialists that bring clarity to a changing world with tailored solutions and ... The Account Manager will function as a mentor to Associate Account Manager(s), and support Account ...
Private Client Account Manager
Edmonton, AB · On-site
... wealth management specialists that bring clarity to a changing world with tailored solutions and ... The Account Manager will function as a mentor to Associate Account Manager(s), and support Account ...
Wealth Associate information
See Edmonton, AB salary details
$21K - $32.5K
8% of jobs
$32.5K - $44K
13% of jobs
$47.3K is the 25th percentile. Wages below this are outliers.
$44K - $55.5K
16% of jobs
The median wage is $60.6K / yr.
$55.5K - $67K
30% of jobs
$71.2K is the 75th percentile. Wages above this are outliers.
$67K - $78.5K
23% of jobs
$78.5K - $90K
9% of jobs
$90K - $101.5K
2% of jobs
$101.5K - $113K
0% of jobs
$113K - $124.5K
0% of jobs
$124.5K - $136K
0% of jobs
$136K - $147.5K
0% of jobs
$21K
$66.7K
$147.5K
How much do wealth associate jobs pay per year?
As of Aug 14, 2026, the average yearly pay for wealth associate in Edmonton, AB is $66,678.00, according to ZipRecruiter salary data. Most workers in this role earn between $51,000.00 and $75,000.00 per year, depending on experience, location, and employer.
What does a wealth associate do?
A Wealth Associate supports financial advisors and wealth management teams in serving clients' investment and financial planning needs. Their responsibilities often include preparing client reports, assisting with account administration, researching investment options, and ensuring compliance with regulatory requirements. Wealth Associates also help facilitate client communications and may participate in developing financial strategies under the guidance of senior advisors. They play a critical role in delivering high-quality service and enhancing the client experience within wealth management firms.
What are the typical growth opportunities for a wealth associate within a financial advisory firm?
Wealth Associates often start by supporting senior advisors with client management, financial planning, and administrative tasks. As they gain experience and demonstrate strong client relationship skills, they may progress to roles such as Associate Wealth Advisor or Wealth Advisor, eventually managing their own client portfolios. Many firms also offer structured training, mentorship, and licensing support to help Wealth Associates advance. Career growth is typically linked to developing technical expertise, building trust with clients, and contributing to the firm's overall success.
What is the difference between Wealth Associate vs Financial Advisor?
| Aspect | Wealth Associate | Financial Advisor |
|---|---|---|
| Credentials | Typically requires a bachelor's degree; certifications like Series 7 or 66 are common | Often requires a bachelor's degree; certifications such as CFP, Series 7, or 66 are standard |
| Work Environment | Works in financial firms, supporting senior staff and client service teams | Works directly with clients to provide financial planning and investment advice |
| Employer & Industry Usage | Used by wealth management firms, banks, and financial institutions | Used across independent firms, banks, and advisory practices |
While both roles involve finance and client interaction, a Wealth Associate typically supports senior staff and handles administrative tasks, whereas a Financial Advisor works directly with clients to develop personalized financial plans and investment strategies.
What are the key skills and qualifications needed to thrive as a wealth associate?
To thrive as a Wealth Associate, you need a solid understanding of financial products, investment strategies, and regulatory compliance, often supported by a degree in finance or economics and relevant certifications such as FINRA Series 7 and 66. Proficiency in portfolio management software, CRM systems, and financial planning tools is typically required. Strong interpersonal skills, attention to detail, and a client-focused mindset distinguish top performers in this role. These skills and qualities are essential for building trust, managing client portfolios effectively, and ensuring compliance in a highly regulated industry.
CA$90K - CA$110K/yr
Full-time
Medical, Retirement
Re-posted 27 days ago
Job description
We are seeking a Managing Consultant to join our team in Edmonton.
The Managing Consultant's primary responsibility will be to retain and grow relationships for an assigned block of group benefits clients. They will be committed to understanding our client needs and work in collaboration with supporting teams to unlock opportunities to identify products and solutions that will enhance their benefits journey.The Managing Consultant will:
The Managing Consultant's primary responsibility will be to retain and grow relationships for an assigned block of group benefits clients. They will be committed to understanding our client needs and work in collaboration with supporting teams to unlock opportunities to identify products and solutions that will enhance their benefits journey.The Managing Consultant will:
Set strategic consulting plan for client relationship
Identify cross sell opportunities that add value for our clients
Review plan performance and client files to understand the claims experience
Prepare market specifications for clients using both internal and external quoting systems
Analyze data and multiple carrier proposals, prepare cost comparisons, facilitate finalist presentations as required and make recommendations related to the best option for the client
Perform ad hoc investigations of claims data in order to explain trends to client
Work in collaboration with analyst and underwriting for client renewals, reporting and reviews, and creating commentary that is presented to clients
Provide technical and peer review work for the analysts and other associates
Coordinate new business implementation
Prepare documents for client presentations and meet in person to deliver client information
Support working relationships with Plan Sponsors, Plan Administrators and Representatives
Reach across the organization to leverage expertise and relationships for clients concerns or upsell/cross sell opportunities
Track ongoing work, update workflow systems regularly and as necessary
Bachelor's degree (or equivalent) relevant to Commerce or Business Administration
Minimum 3 - 5 years' experience in group benefits in a client facing role
Understanding of the group benefits industry including funding arrangements
A Life license (LLQP) is required
A customer service-oriented mindset, an entrepreneurial spirit, and the ability to adapt to a quickly changing environment
To be self-motivated and able to work independently
Proficiency in Microsoft Office, Adobe Acrobat
Proficiency and comfort working with multi-channel technology
Valid driver's license and consistent access to a vehicle
GBA or CEBS designation
Learn by working alongside our experts
Best in class total compensation
A retirement savings plan with company contributions
A suite of Health & Wellness offerings
Mental Health programs and support for you and your family
Support achieving industry designations
Competitive compensation
At People Corporation we are committed to helping businesses succeed. We are a national provider of benefits, retirement, wealth, wellness, and human resource solutions. Our experts and solutions serve over 20,000 clients representing nearly 3 million Canadians. We offer customized solutions designed to fit the unique needs of businesses and their employees, members and stakeholders.
Providing an inclusive, accessible environment, where all employees and clients feel valued, respected and supported is something we're committed to. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employeehas the opportunity toreach their potential. If you require an accommodation or an alternative format of any posting please reach out tocareers@peoplecorporation.com
The base salary range for this position is $90,000 - $110,000 per annum.
This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). The actual base salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. If you are selected to move forward in our recruitment process, the Talent Acquisition Specialist will be able to provide additional details of the total compensation for this role.