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Wealth Management Associate Jobs in Calgary, AB (NOW HIRING)

National Bank

Wealth Associate

Calgary, AB · On-site

A career as a Wealth Associate at National Bank is a job where you can showcase your ability to ... Carry out the administrative management of client files by managing agendas, scheduling ...

National Bank

Wealth Associate

Calgary, AB · On-site

A career as a Wealth Associate at National Bank is a job where you can showcase your ability to ... Carry out the administrative management of client files by managing agendas, scheduling ...

National Bank

Associate Wealth Advisor

Calgary, AB · On-site

A career as a Associate Wealth Advisor at National Bank is a job that where you can capitalize on ... Diligently and attentively support and manage your portfolio of clients. * Offer your clients the ...

New

Raymond James Ltd.

Financial Planner

Cochrane, AB · On-site

CA$75K - CA$90K/yr

As part of our wealth management team, you will provide comprehensive financial planning services ... We encourage our associates at all levels to: Grow professionally and inspire others to do the same.

Raymond James Ltd.

Assistant

Cochrane, AB

CA$45K - CA$55K/yr

Cochrane Wealth Management of Raymond James Ltd. is seeking a top-quality Assistant who can provide ... We encourage our associates at all levels to: * Grow professionally and inspire others to do the ...

Raymond James Ltd.

Senior Financial Planner

Calgary, AB

CA$110K - CA$130K/yr

... to their wealth management needs. Senior Financial Planner How does the role impact the ... We encourage our associates at all levels to: * Grow professionally and inspire fellow team members ...

HUB

Commercial Insurance Associate

Calgary, AB

... wealth management specialists that bring clarity to a changing world with tailored solutions and ... As a Commercial Insurance Associate, you'll build relationships with new and existing clients ...

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All JobsWealth Management Associate JobsWealth Management Associate Jobs in Calgary, AB

Wealth Management Associate information

See Calgary, AB salary details

$21K

$63.3K

$114.5K

How much do wealth management associate jobs pay per year?

As of Jul 29, 2026, the average yearly pay for wealth management associate in Calgary, AB is $63,294.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,000.00 and $73,500.00 per year, depending on experience, location, and employer.

How many financial advisors make $500,000 a year?

In the wealth management field, a small percentage of financial advisors earn $500,000 or more annually, typically those with extensive experience, high-net-worth clients, and strong sales skills. Achieving this level often requires advanced certifications like the CFP or CFA, a robust client base, and a focus on high-value financial planning. Exact numbers vary by region and firm size but represent a minority of advisors in the industry.

What are the typical career advancement opportunities for a Wealth Management Associate within a financial firm?

As a Wealth Management Associate, you often have clear paths for career progression within financial services firms. After gaining experience and demonstrating strong client relationship skills, many associates advance to roles such as Wealth Manager or Financial Advisor, where they manage their own client portfolios. Additional certifications, like the CFP or CFA, can accelerate advancement. Many firms also offer mentorship programs and internal training to prepare associates for leadership or specialist positions in investment strategy, portfolio management, or client acquisition.

What is the role of a wealth management associate?

A wealth management associate supports financial advisors by preparing client reports, conducting research, and assisting with investment strategies. They often have strong analytical skills, knowledge of financial products, and may hold certifications like the Series 7 or Series 66. Their role involves client interaction, data analysis, and ensuring the smooth operation of wealth management services.

What is a Wealth Management Associate?

A Wealth Management Associate is a financial professional who supports wealth managers or financial advisors in providing investment and financial planning services to clients. Their responsibilities often include researching investment options, preparing client reports, assisting with account management, and maintaining client relationships. They work closely with clients to understand their financial goals and help develop strategies to achieve them. Wealth Management Associates typically work at banks, investment firms, or wealth management companies and may be on a path to becoming a full-fledged financial advisor themselves.

What are the key skills and qualifications needed to thrive as a Wealth Management Associate, and why are they important?

To excel as a Wealth Management Associate, you need a strong understanding of financial markets, investment products, and client relationship management, typically supported by a bachelor's degree in finance or a related field. Familiarity with portfolio management software, CRM systems, and certifications such as the Series 7 or Series 66 licenses is highly valued. Outstanding interpersonal skills, attention to detail, and proactive problem-solving abilities help you build trust and deliver personalized client solutions. These competencies are crucial for fostering client loyalty, ensuring regulatory compliance, and driving successful investment outcomes.

Is $200,000 enough to work with a financial advisor?

For a Wealth Management Associate, having $200,000 in assets can be sufficient to work with a financial advisor, as many advisors set minimum investment thresholds around this amount. However, the specific requirements vary by firm and service level, and some advisors may require higher or lower minimums depending on their client base and offerings. It is advisable to consult with individual advisors to understand their minimum investment criteria and fee structures.

What is an associate in wealth management?

A wealth management associate is a professional who supports financial advisors by preparing client reports, conducting research, and assisting with investment strategies. They typically have a background in finance or related fields and may hold certifications such as the Series 7 or Series 66. The role involves client interaction, financial analysis, and using tools like CRM systems to help manage client portfolios.
What are the most commonly searched types of Wealth Management jobs in Calgary, AB? The most popular types of Wealth Management jobs in Calgary, AB are:
What are popular job titles related to Wealth Management Associate jobs in Calgary, AB? For Wealth Management Associate jobs in Calgary, AB, the most frequently searched job titles are:
What job categories do people searching Wealth Management Associate jobs in Calgary, AB look for? The top searched job categories for Wealth Management Associate jobs in Calgary, AB are:
Wealth Management Associate jobs near you
Infographic showing various Wealth Management Associate job openings in Calgary, AB as of July 2026, with employment types broken down into 1% As Needed, 69% Full Time, 28% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $63,294 per year, or $30.4 per hour.

Wealth Associate

The Consumer Goods Forum

Calgary, AB

Full-time

Re-posted 7 days ago

Job description

Who we are:

Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. CG is driven by an unwavering commitment to build lasting client relationships - we achieve this by generating value for our individual, institutional, and corporate clients through comprehensive wealth management solutions and investment banking services. We are a leading independent wealth management firm in Canada, and the leading mid-market provider of investment banking advisory, equity research, sales and trading services for corporations and institutions.

We pride ourselves on understanding our clients' needs and finding innovative, bespoke solutions. Our entrepreneurial and friendly team will challenge you to learn and grow every day. We value great work and collaboration and strive to eliminate bureaucratic thinking. We're looking for talented people who thrive in a fast-paced environment and want to have an impact with innovative ideas and best practices.

Come be a part of our Canadian success story and help deliver superior experiences for our clients. At CG, we recognize that diversity across our business strengthens our client relationships and enables more innovative solutions. We strongly encourage applications from all qualified individuals regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status. CG provides an accessible candidate experience. If you need any accommodations throughout the interview process and beyond, please let us know.

About the role:

The Cartograph Group is looking for an experienced Wealth Associate that is passionate in supporting clients and a team of advisors and associates. The Cartograph Group is focused on exceptional client servicing for high net worth clients.

Responsibilities:

  • Working directly with a team of Investment Advisors where the focus is on client relationships and building a sustainable wealth management business;
  • Assist Investment Advisors with processing, confirming and management of client transactions including: transfers, contributions, withdrawals, and account updates;
  • Maintain account lists and compile statistical information and reports;
  • Prepare, process and follow-up on client documentation for proper maintenance of accounts;
  • Coordinate with custodians and head office;
  • Assist with meeting preparation and follow-up;
  • Assist with servicing existing clients;
  • Perform additional administrative duties as required;
  • Assist with additional team projects as required;
  • Support new client onboarding workflows;
  • Execute a high degree of client follow-ups;

Skills & Qualifications:

  • CIRO Licensed as an Investment Representative required and Registered Representative preferred;
  • 5 years of industry experience at a minimum;
  • Excellent communication and interpersonal skills;
  • Excellent organizational and time-management skills with a strong attention to detail;
  • Demonstrated ability to meet deadlines, take initiatives and manage competing priorities;
  • Ability to work collaboratively and effectively with team members and clients at all levels;
  • Intermediate to advanced computer skills: good working knowledge of MS Office programs;
  • Experience with Dataphile, Envestnet, Salesforce and netx360 would be an asset;

#LI-SK1 #LI-Onsite #INDHP

All applications will be held in strict confidence.

In order to be considered for employment, candidates selected for interviewswill be required to show proof of citizenship, permanent residence or eligibility to work in Canada with no restrictions.

Protecting your online safety:

Canaccord Genuity and its affiliates do not use text messages for recruitment purposes. If you have received a text message claiming to be from CG or an authorized representative regarding job recruitment, please treat as fraudulent and do not respond.

We wish to thank all candidates for their interest but only those applicants selected for an interview will be contacted. No phone calls please. Thank you for your understanding.

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