20 meilleures offres (wealth management, calgary, ab) (à pourvoir)

Wealth Management Portfolio Manager
Palisade Capital Management Ltd —Calgary, AB
- De 75 000 $ à 110 000 $ par an
- Temps plein
- Microsoft Excel
- Finance
- Baccalauréat
- Régimes de participation aux bénéfices
- Assurance Invalidité
Postuler rapidement
Senior Insurance Advisor – Life & Living Benefits
Northfront Insurance —Calgary, AB
- De 100 000 $ à 150 000 $ par an
- Temps plein
- Salesforce
- Développement commercial
- En présentiel
- Programmes de Bien-être
- Indemnité kilométrique
Postuler rapidement
il y a 8 jours
Private Banking Officer, Sales
BMO Financial Group —Calgary, AB
- De 40 500 $ à 80 000 $ par an
- Temps plein
- Analyse de données
- Esprit d'analyse
- Compétences en communication
- Bourses d'Études
- Assurance Vie
Senior Relationship Manager Large Com Markets - Calgary
Servus Credit Union —Calgary, AB
- Vente
- Maîtrise
- Développement commercial
- Régimes de participation aux bénéfices
Postuler rapidement
il y a 1 jour
Insurance Advisor Life, Health & Wealth
Royal Bank of Canada —Calgary, AB
- Temps plein
- Salesforce
- Anglais
- Développement commercial
- Régimes de participation aux bénéfices
Financial Advisor - Cochrane, AB
Scotiabank —Calgary, AB
- Vente
- Service à la clientèle
il y a 3 jours
Senior Financial Advisor - Tuscany Market, Calgary, AB (Temporary - 1 Year)
Scotiabank —Calgary, AB
- Vente
- Service à la clientèle
- Services financiers
il y a 9 jours
Financial Advisor - Coventry Hills
Servus Credit Union —Calgary, AB
- Vente
- Service à la clientèle
- Diplôme d'études secondaires
- Régimes de participation aux bénéfices
Postuler rapidement
il y a 2 jours
Financial Advisor, Investment & Retirement Planning - Brentwood Road
Scotiabank —Calgary, AB
- Vente
- Services financiers
Financial Advisor - Taradale
Servus Credit Union —Calgary, AB
- Vente
- Service à la clientèle
- Diplôme d'études secondaires
- Régimes de participation aux bénéfices
Postuler rapidement
il y a 3 jours
Vice President, Relationship Manager - TD Asset Management
TD Bank —Calgary, AB
- De 96 900 $ à 136 800 $ par an
- Temps plein
- Développement commercial
- Capacités de présentation
- Baccalauréat
- Congés payés
il y a 9 jours
Virtual Financial Advisor - Calgary, Alberta
Scotiabank —Calgary, AB
Wealth Associate
National Bank of Canada —Calgary, AB
- Temps plein
- Travail hybride
- Anglais
- Microsoft Office
- En présentiel
- Programmes de Bien-être
- Programme d'Aide aux Employés
Wealth Advisor (Winnipeg & Multiple locations available)
Fidelity Investments —Calgary, AB
- De 100 000 $ à 140 000 $ par an
- Temps plein
- Télétravail
- Vente
- Anglais
- Baccalauréat
- Régimes de participation aux bénéfices
- Bourses d'Études
Professional Assistant Branch Manager Wealth
TD Bank —Calgary, AB
- De 96 900 $ à 136 800 $ par an
- Temps plein
- Développement commercial
- Capacités de présentation
- Baccalauréat
- Congés payés
Associate, Wealth Solutions (Western Canada)
AGF Management Limited —Calgary, AB
- Temps plein
- Travail hybride
- Microsoft Powerpoint
- Microsoft Word
- Salesforce
il y a 8 jours
Associate, Private Wealth
SAF Group —Calgary, AB
- Temps plein
- Logiciels de GRC/CRM
- Marketing
- Anglais
- Assurance Dentaire
- Assurance Vision
il y a 1 jour
Client Support Coordinator
People Corporation —Calgary, AB
- De 70 000 $ à 75 000 $ par an
- Temps plein
- Travail hybride
- Microsoft Powerpoint
- Logiciels de GRC/CRM
- Anglais
- Assurance Dentaire
il y a 9 jours
Wealth Advisor
BDO —Calgary, AB
- Temps plein
- Vente
- Finance
- Maîtrise
- Congés payés
2027 Wealth Management, Winter Administrative Assistant (4-16 months)
Royal Bank of Canada —Calgary, AB
- Temps plein
- Compétences informatiques
- Salesforce
- Recherche
il y a 12 jours

Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : wealth management (calgary, ab)

En vous connectant à votre compte, vous acceptez les conditions d'utilisation, la politique relative aux fichiers témoins et la politique de confidentialité de SimplyHired.

Découvrir les offres d'emploi dans d'autres lieux

wealth management jobs near calgary, ab

Financial Advisor (Calgary, AB) : offres d'emploi

Wealth Management Advisor (Calgary, AB) : offres d'emploi

Administrative Assistant (Calgary, AB) : offres d'emploi

Insurance Advisor (Calgary, AB) : offres d'emploi

Senior Financial Advisor (Calgary, AB) : offres d'emploi

Branch Manager (Calgary, AB) : offres d'emploi

Senior Relationship Manager (Calgary, AB) : offres d'emploi

Locator (Calgary, AB) : offres d'emploi

Financial Advisor (Breckenridge, QC) : offres d'emploi

Financial Advisor (Argyll, AB) : offres d'emploi

Financial Advisor (Fairview, QC) : offres d'emploi

Junior Financial Analyst (Mississauga, ON) : offres d'emploi

Sun Life Financial (Waterloo, ON) : offres d'emploi

Chrp Hr Manager Hr Advisor Hr Generalist Hrbp (Toronto, ON) : offres d'emploi

Financial Advisor (Chaparral, AB) : offres d'emploi

Healthcare Management (Ottawa, ON) : offres d'emploi

Wealth Management Advisor (Dartmouth, NS) : offres d'emploi

Property Management (Winnipeg, MB) : offres d'emploi

Wealth Management Advisor (Vancouver, BC) : offres d'emploi

Management (Edmonton, AB) : offres d'emploi

Wealth Management Portfolio Manager

Palisade Capital Management Ltd -
Calgary, AB

Postuler rapidement

Détails du poste

Temps plein
De 75 000 $ à 110 000 $ par an

Profil recherché

Français
Investissement
Économie
Microsoft Excel
Développement des relations avec la clientèle
Finance
Développement des relations avec la clientèle
Finance
Baccalauréat
Préparation de rapports et de présentations
Gestion de la relation client
Gestion des risques
Consultation auprès de la clientèle
Affaires
Analyste financier agréé (CFA)
Compétences en communication
Interaction avec les clients

Description complète du poste

Wealth Management Portfolio Manager – Full-Time, Calgary, Alberta

Company Description Palisade Capital Management Ltd. is an independent, management-owned portfolio and investment fund manager based in Calgary, Alberta. Since 1998, the firm has managed investments for high-net-worth individuals, family trusts, foundations, corporations, and family offices. Palisade offers a complementary suite of investment funds with growth, income, and capital protection mandates, supported by comprehensive wealth management services including financial planning, portfolio design, and estate planning advice. Using an open-architecture framework, the firm builds customized portfolios from a broad universe of investment options. Palisade’s client-centric philosophy emphasizes investor alignment, cost efficiency, integrity, and risk-aware long-term results, reflecting a culture of “investing together” with clients.

Role Description This is a full-time, on-site Portfolio Manager role based in Calgary, AB. The Portfolio Manager will be responsible for managing discretionary client investment portfolios, aligning asset allocation and investment selection with client objectives, risk profiles, and firm guidelines.

Day-to-day tasks include:

Engaging with existing and prospective clients to understand their financial goals, return expectations, and risk tolerance in order to construct and manage portfolios that are suitable to their individual needs.
Assisting in the creation and communication of marketing materials and client presentations, ensuring clarity, accuracy, and a high standard of professional presentation.
Assist in the construction and ongoing monitoring of our model portfolios across equities, alternative strategies and fixed income with the objective of continuous improvement and optimization.
Preparing and presenting portfolio reviews, collaborating with the wealth management team on financial and estate planning considerations, and contributing to investment committee discussions.
The Portfolio Manager will maintain strong client relationships through regular communication, clear reporting, and a focus on long-term outcomes.

Qualifications

One to five years of relevant retail discretionary portfolio management or investment management experience.
Solid foundation in finance, including capital markets, asset allocation, and risk management concepts.
Demonstrated experience in portfolio management and investments, with a track record of managing diversified portfolios.
Experience with trading, including order execution, best execution practices, and familiarity with trading platforms.
Relevant professional designation (e.g., CFA, CIM) or progress toward one is strongly preferred.
Bachelor’s degree or higher in finance, economics, business, or a related field.
Excellent written and verbal communication skills, with the ability to explain complex concepts clearly to a range of clients.
High ethical standards, sound judgment, and a client-first mindset aligned with a fiduciary duty.
Proficiency with portfolio management systems, research tools, and Excel; experience with performance attribution is an asset.
Ability to work collaboratively in a small, high-performing team and manage multiple priorities with attention to detail.
Proficiency in the French language would be a valuable asset.
Registration, or eligibility for registration, as a Portfolio Manager (Advising Representative) with Canadian securities regulators would be a strong asset.
Familiarity with client relationship management (CRM) and portfolio management systems.

To Apply:

Please apply via Indeed or in confidence by including your cover letter, resume and salary expectations in your application with “Portfolio Manager” in the subject line of your email to [email protected]. To be considered for employment, candidates will be required to provide proof of citizenship, permanent residency or eligibility to work in Canada with no restrictions. We require applicants to complete a background verification process prior to commencing employment with Palisade Capital, including but not limited to a criminal record check. Employment is contingent on the satisfactory completion of the pre-employment background check.

Thank you for your interest in this position. Although we thank all applicants, only candidates considered for an interview will be contacted.

Pay: $75,000.00-$110,000.00 per year

Benefits:

Disability insurance
Life insurance
On-site gym
Paid time off
Profit sharing
Vision care

Work Location: In person

Postuler rapidement

Affinez votre recherche

wealth management emplois - calgary, ab

Wealth Management Portfolio Manager

Senior Insurance Advisor – Life & Living Benefits

Private Banking Officer, Sales

Senior Relationship Manager Large Com Markets - Calgary

Insurance Advisor Life, Health & Wealth

Financial Advisor - Cochrane, AB

Senior Financial Advisor - Tuscany Market, Calgary, AB (Temporary - 1 Year)

Financial Advisor - Coventry Hills

Financial Advisor, Investment & Retirement Planning - Brentwood Road

Financial Advisor - Taradale

Vice President, Relationship Manager - TD Asset Management

Virtual Financial Advisor - Calgary, Alberta

Wealth Associate

Wealth Advisor (Winnipeg & Multiple locations available)

Professional Assistant Branch Manager Wealth

Associate, Wealth Solutions (Western Canada)

Associate, Private Wealth

Client Support Coordinator

Wealth Advisor

2027 Wealth Management, Winter Administrative Assistant (4-16 months)

Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : wealth management (calgary, ab)

Related Searches

Découvrir les offres d'emploi dans d'autres lieux

Outils pour les chercheurs d'emploi

Outils Employeurs

Parcourir

Garder le contact