Calgary, Alberta, Canada · On-site
About Us: As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada&…
Skills: Financial Analysis, Client Service, Portfolio Evaluation, Financial Planning, Compliance Management
Calgary, Alberta, Canada · Remote Solely
Are you a passionate individual seeking a fulfilling career that offers flexibility and growth opportunities? Look no further! With the option to work from home and enjoy a flexible schedule, you can balance your persona…
Skills: Customer Service, Communication, Interpersonal Skills, Leadership, Team Management
Calgary, Alberta, Canada · Hybrid
The role – what you’ll do Barr is seeking a senior water resources engineer to join our Calgary team. In this hybrid role, you will support hydrologic analysis for rural and urban settings; hydraulic analysis and design …
Skills: Hydrologic Analysis, Hydraulic Analysis, Stormwater Infrastructure Design, Flood Control, Natural Channel Design
Calgary, Alberta, Canada · Remote Solely
Are you a passionate individual seeking a fulfilling career that offers flexibility and growth opportunities? Look no further! With the option to work from home and enjoy a flexible schedule, you can balance your persona…
Skills: Customer Service, Communication, Interpersonal Skills, Leadership, Team Management
Calgary, Alberta, Canada · On-site
$50k–$65k/yr
McCuaig & Associates Engineering Ltd. is currently seeking a Jr. Technologist/EIT to join our Asset Management Department at our Calgary, AB office. The ideal candidate will have at least 1-2 years of technical building …
Skills: Technical Writing, Verbal Communication, Presentation Skills, Bluebeam Revu, Microsoft Excel
Calgary, Alberta, Canada · Remote Solely
If you’re tired of: Requesting time off Sitting in traffic Having your income capped This might be what you’ve been looking for. Seeking individuals who are ready to take control of their schedule and income by helping c…
Skills: Client Communication, Consulting, Benefits Administration, Time Management
Calgary, Alberta, Canada · Remote Solely
If you’re driven but stuck in a system that rewards time instead of performance, it’s time to rethink things. This opportunity is for individuals who want to take ownership of their income and growth. You’ll be working w…
Skills: Client Guidance, Education, Leadership, Self-starting, Coachability
Calgary, Alberta, Canada · Remote Solely
If you’re driven but stuck in a system that rewards time instead of performance, it’s time to rethink things. This opportunity is for individuals who want to take ownership of their income and growth. You’ll be working w…
Skills: Client Guidance, Education, Leadership, Self-Management, Coaching
Calgary, Alberta, Canada · Remote Solely
If you’re driven but stuck in a system that rewards time instead of performance, it’s time to rethink things. This opportunity is for individuals who want to take ownership of their income and growth. You’ll be working w…
Skills: Client Guidance, Education, Consulting, Self-Management, Coachability
Calgary, Alberta, Canada · Remote Solely
If you’re tired of: Requesting time off Sitting in traffic Having your income capped This might be what you’ve been looking for. Seeking individuals who are ready to take control of their schedule and income by helping c…
Skills: Client Communication, Consulting, Sales, Time Management
Calgary, Alberta, Canada · Remote Solely
If you’re tired of: Requesting time off Sitting in traffic Having your income capped This might be what you’ve been looking for. Seeking individuals who are ready to take control of their schedule and income by helping c…
Skills: Client Communication, Consulting, Time Management, Sales
Calgary, Alberta, Canada · Hybrid
Company description Publicis Sapient is a digital transformation partner helping established organizations get to their future, digitally enabled state, both in the way they work and the way they serve their customers. W…
Skills: Java, J2EE, Spring, Spring Boot, Azure
Calgary, Alberta, Canada · Hybrid
Company Description Are you looking to join an organization that is growing and dynamic? What about a high-energy, collaborative environment that rewards hard work? J.S. Held is a global consulting firm that combines tec…
Skills: Property Damage Estimating, Xactimate, Symbility, RS Means, Project Management
Calgary, Alberta, Canada · On-site
Inspirational, innovative and entrepreneurial - this is how we describe our empowered teams. Combine your passion with purpose and join a culture that is thriving in the face of change. Make an impact with our Valuations…
Skills: Business Valuation, Financial Modelling, Purchase Price Allocation, Mergers And Acquisitions, Industry Research
Calgary, Alberta, Canada · On-site
We are EnerMech, a specialist service company that delivers safe, integrated solutions for complex energy projects. For over 50 years, we have supported our clients across the world with unrivalled expertise, equipment, …
Skills: Business Development, Account Management, Sales Pipeline Management, Relationship Management, Commercial Negotiation
Calgary, Alberta, Canada · On-site
$65k–$100k/yr
Who we are? Cansel helps clients capture, transform and manage data leading to increased field to finish efficiency and profitability. Position Summary Cansel is currently seeking an Account Manager on our Subsurface Tec…
Skills: Pipe & Cable Locating, Camera Inspection, Strategic Sales, Business Development, Customer Relationship Management
Calgary, Alberta, Canada · Remote OK
The Opportunity Build your own business, where your success is driven by the relationships you build, the people you support, and the impact you make in your community. Co-operators is expanding its financial services pr…
Skills: Financial Planning, Relationship Management, Business Development, Prospecting, Insurance Sales
Calgary, Alberta, Canada · Remote OK
The Opportunity Build your own business, where your success is driven by the relationships you build, the businesses you support, and the impact you make in your community. Co-operators is expanding its commercial insura…
Skills: Commercial Insurance, Business Development, Risk Management, Prospecting, Networking
Calgary, Alberta, Canada · On-site
Role: Accounts Payable Clerk Location: Calgary, AB Job Type: In Office Who We Are Smith + Andersen is a trusted, Canadian engineering firm, recognized for its multi-disciplinary expertise. With more than seven hundred em…
Skills: Accounts Payable, Invoice Processing, Expense Report Analysis, Credit Card Reconciliation, Vendor Statement Reconciliation
Turner & TownsendCalgary, Alberta, Canada · Hybrid
Company Description Turner & Townsend is a global professional services company with over 22,000 people in more than 60 countries. Working with our clients across real estate, infrastructure, energy and natural resources…
Skills: Contract Administration, Claims Management, Dispute Resolution, Change Management, Commercial Risk Mitigation
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The Associate supports Investment Advisors by preparing financial reports, managing transactions, and analyzing industry data. They are also responsible for providing high-level client service and ensuring adherence to compliance and risk management requirements.
Candidates must have at least 3 years of experience in financial services and be licensed as an Investment Representative with CIRO. An undergraduate or postgraduate degree in Business, Economics, or a related field is required.
Position Overview
We are seeking an individual to join our team in the Calgary office. As an Associate the incumbent will contribute to growing the business by supporting to the Investment Advisor(s), ensuring high-level client service, and providing dedicated specialized administrative support on diverse assignments.
This is an existing vacancy.
Duties and Responsibilities
Investment Advisor Support:
• Prepare, analyze, and present reports and recommendations for clients including investment policy statements, portfolio evaluations, financial plans, retirement projections, client commentaries/reviews and investment proposals
• Manage the execution of transactions on behalf of the Advisor
• Analyze industry and company data, macro data, develop and maintain financial models
Client Service:
• Provide a high level of client service which includes responding to phone, mail and electronic enquiries based on knowledge of full service brokerage
• Attend client meetings as required, including prospect and annual review meetings
• Provide gold standard client service anticipating client needs and delivering proactive and quality communications to ensure clients are apprised of details related to their accounts
Administration:
• Familiarize and adhere to compliance requirements, including all aspects of new and existing account documentation and marketing materials to maintain a culture and operation of risk management
Qualifications
• At least 3 years’ experience in the financial services industry
• Excellent verbal and written communication skills in English
• Strong organizational skills
• Ability to take initiative and work independently
• Understanding of industry compliance regulations
• Strict attention to detail
• The ability to multi-task
• Excellent organizational and time management skills
• Ability to quickly learn new technologies and programs
Education
• An undergraduate and/or postgraduate degree in Business/Economics or related field
• Must be licensed with Canadian Investment Regulatory Organization (CIRO) as an Investment Representative (IR)
The next generation of wealth.™
Richardson Wealth is one of the leading independent wealth management firms in Canada. We offer the personal touch of a boutique firm while simplifying the complexity of your wealth and delivering results in every part of your life, now and for the long term. We empower our advisory teams across the country to help you build your future. Working with a Richardson Wealth advisor isn’t just about getting financial and investing guidance. It’s about building relationships. We are proudly Canadian and committed to providing you with the highest standards of client care as we work together to grow, protect, and enhance your financial wellbeing. Patrimoine Richardson est l'une des principales sociétés indépendantes de gestion de patrimoine au Canada. Nous offrons la touche personnelle d'une société boutique tout en simplifiant la complexité de votre patrimoine et en produisant des résultats dans chaque partie de votre vie, maintenant et à long terme. Nous habilitons nos équipes de conseillers à travers le pays à vous aider à bâtir votre avenir. Travailler avec un conseiller Patrimoine Richardson ne consiste pas seulement à obtenir des conseils en matière de finances et de placements. Il s'agit aussi d'établir des relations. Nous sommes fiers d'être Canadiens et nous nous engageons à vous offrir les normes les plus élevées en matière de service à la clientèle alors que nous travaillons ensemble pour faire croître, protéger et améliorer votre bien-être financier.
Offices: 100 Queens Quay East, Suite 2500, Toronto, Ontario M5E 1Y3, CA
There are currently 747 open consulting positions in Calgary, Canada listed on Clera. New openings are added daily as companies post roles.
Companies currently hiring include MNP, AECOM, Stantec Consulting International Ltd., Global Elite Consultants, WSP, among others. Browse the listings above to see every active employer.
Yes — 446 of the 747 open consulting positions offer remote or hybrid work (101 remote, 345 hybrid).
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