As of November 6, 2026, Jobsy lists 7 wealth advisor jobs in Calgary, AB. The most active employers are Connor, Clark & Lunn Private Capital Ltd., ATB and Aviso Wealth. Skills often requested: sales, cim, cfa and financial planning.
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Altis
5+ YOECandidates need 5+ years of financial services experience, a business or finance degree or equivalent, and the Canadian Securities Course with Registered Representative licensing. Strong investment knowledge, financial planning software skills and excellent English are required, with French as an asset.
Financial planning software
ATB
5+ YOEATB needs candidates with 5 to 7+ years of sales and client experience in financial services, ideally wealth management, and a proven record of building investment clients. Candidates must be immediately eligible to register as an RR with CIRO and hold or pursue an undergraduate degree in commerce, economics, business or a related field.
virtual communication tools
RBC Dominion Securities Inc.
10+ YOECandidates need CIRO Registered Representative approval, at least 10 years of related client-facing industry experience, and a CIM or CFA designation.
Securities, Client relationship management, Financial planning, Financial analysis, Sales, CIRO
The Canada Life Assurance Company
3+ YOECandidates need a CFP designation or equivalent accreditation, a CSC/CPH completion, and an investment dealer licence. They also need 3 or more years of client-facing experience or post-secondary business education, plus strong relationship-building and self-motivated skills.
Fidelity Canada
5+ YOECandidates need five or more years in financial services, a university degree or equivalent experience, and the Canadian Securities Course. They must hold a Registered Representative licence, meet CIRO proficiency requirements, and have strong communication and investment product knowledge.
Financial planning software
Connor, Clark & Lunn Private Capital Ltd.
Candidates need a strong client service background and foundational investment knowledge, with an interest in sales and business development. The posting asks for an undergraduate degree, CIM or CFA Level 1, and the ability to be registered as an AR or AAR.
Sales, Coaching, Documentation, Customer service, Interpersonal skills, Relationship building
Connor, Clark & Lunn Private Capital Ltd.
5+ YOECandidates need five to ten years of related industry experience and a strong sales and relationship-building background. They also need a deep understanding of financial markets, a CIM with two years of registered investment management experience or a CFA, and preferably current or obtainable AAR or CRM-AR registration.
Coaching, Sales, Interpersonal skills, Relationship building, Financial markets, Customer relationship management
Connor, Clark & Lunn Private Capital Ltd. (13), ATB (5), Aviso Wealth (4), Altis (3) and Nicola Wealth (3).
Postings most often mention sales, cim, cfa, financial planning, relationship building, securities, coaching and interpersonal skills.
6 companies