Number of Applicants
:000+
Veres Careeris searching for an outstanding, dynamic Associate Wealth Advisor for our exclusive client, WealthCo Asset Management, in their Calgary office. Are you an ambitious professional looking to make a meaningful impact in the financial industry? Reporting directly to the Manager of Investment & Advisory Services, you will have the opportunity to develop your career while contributing to the firm’s growth and reputation.
As a registered Associate Wealth Advisor, you will represent WealthCo Asset Management, a discretionary investment management firm known for its innovative pension-style investment solutions. With a strong focus on team culture and growth, you will collaborate closely with peers and external professionals through our membership in the Integrated Advisory Professionals Network; delivering exceptional client experiences and fostering long-term relationships.
Our Client has a unique business model: They get referrals from their CPA partner firms to help their clients with every aspect of their financial lives, both business and personal. The Associate Wealth Advisor will work with these CPA partners to support, develop, and foster client relationships.
If you have your CIM or CFA level 1 designation and are interested in learning from the best while nurturing existing and new client relations, this could be the job for you. In this role, you would help clients to build plans & strategies they can use to meet their financial goals!
What’s Required?
Other than an entrepreneurial approach and a willingness to innovate, here’s what will make you successful:
What You’ll Be Doing
What’s In It For You?
You’ll get to work every day with a team of collaborative, sharp, passionate professionals. Plus:
Are you ready to help our client change the financial services industry?
We’re looking for someone to join our client’s team immediately, so contact us for an interview today!
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