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Wealth Planning Associate - Client-Focused Path

Job in Calgary, Alberta, D3J, Canada
Listing for: Nicola Wealth Management Ltd.
Full Time position
Listed on 2026-03-01
Job specializations:
  • Finance & Banking
  • Administrative/Clerical
Salary/Wage Range or Industry Benchmark: 70000 - 85000 CAD Yearly CAD 70000.00 85000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Planning Associate - Client-Focused Growth Path
A national wealth management firm in Calgary seeks a motivated Wealth Planning Associate. You will offer exceptional administrative support to Wealth Advisors and play a key role in enhancing client service. With a focus on professional growth and learning, this full-time position values your experience in financial planning. The role offers a competitive salary ranging from $70,000 to $85,000, alongside various benefits and bonuses.

Join us to make a meaningful impact in wealth management.
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Position Requirements
10+ Years work experience
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