Wealth Management Consultant Jobs in Calgary, AB

Champion investment risk assessment by evaluating private markets and enhancing decision-making. Collaborate across teams to report insights and develop risk management practices that foster a culture...

Drive audit excellence by leading risk assessments and audits across wealth businesses while coaching a high-performing team to ensure regulatory compliance and enhance client outcomes through actiona...

Drive the evolution of commercial insurance by deploying an innovative platform across the regional brokerage network. Collaborate strategically to enhance adoption, utilizing data analysis and change...

Transform training initiatives for Integrated Advisory partners, enhancing employee skills and client experiences through the development and execution of comprehensive training programs across multip...

Lead the charge in managing distressed borrowers and enhancing risk strategies. Collaborate with internal partners to assess, restructure, and recover while minimizing risk and maximizing client relat...

Create and drive the strategy for the Financial Risk platform, enhancing fraud prevention techniques and tooling to bolster operational efficiency while balancing client experience and security needs...

Optimize strategic consulting projects in the Downstream sector, leading analysis, project management, and client engagement in collaboration with top-tier teams for impactful solutions during the ene...

Innovate our platform strategy by assessing and rationalizing composition solutions and leading impactful recommendations to enhance client experience in regulated industries with executive sponsorshi...

Transform data insights into strategic growth initiatives that align with business objectives. Collaborate cross-functionally to drive performance metrics, enhance client experiences, and build relati...

Lead the development of innovative AI-powered client experiences. Drive product strategy and execution, collaborating with cross-functional teams to deliver impactful solutions that enhance customer e...

Shape policies to enhance market integrity by researching, drafting, and liaising with stakeholders. Drive key initiatives through analysis and representation, supporting teams in regulatory complianc...

Drive comprehensive financial analysis and strategic benefit solutions, leading complex projects for a diverse client portfolio while ensuring optimal client engagement and collaboration across teams...

Shape the future of finance by leading a dynamic team in a fast-paced environment. Oversee comprehensive financial management with a focus on performance and operational excellence, collaborating clos...

Empower customer success and revenue growth by managing key client accounts, driving renewals, and fostering relationships. Collaborate with internal teams to deliver exceptional service and ensure cu...

Empower your career by driving Wealthsimple's retail equity capital strategy. Lead strategic partnerships and initiatives in a dynamic, high-impact environment, enhancing investment opportunities and...

Join a dynamic team to provide financial expertise and support to Real Estate sales, focusing on risk analysis and credit assessments for complex clients. Develop crucial skills while enhancing profit...

Engage in forensic investigations, analyze financial data, and support litigation efforts. This role offers unique opportunities to develop specialized skills in forensic accounting while collaboratin...

Join our dynamic forensic team to assess and quantify insurance claims, leveraging analytical skills to deliver impactful findings. Collaborate across teams while building relationships and providing...

Join a team that's dedicated to delivering personalized financial strategies. Engage with clients to analyze their needs, provide expert advice on diverse financial products, and foster lasting relati...

Lead the charge in driving specialty strategy and growth for the MidMarket segment, integrating innovative solutions and ensuring high-quality client delivery while developing talent and maintaining s...

Partner with us to design and implement scalable Salesforce solutions that enhance service delivery and operational workflows, collaborating with cross-functional teams to ensure high-quality, maintai...

Innovate with our Valuations team, delivering strategic insights for complex M&A, business valuations, and guiding clients to make informed decisions that drive value and growth. Collaborate across te...

Make your mark at a strategic level by leading integrated marketing initiatives that align with business objectives and drive revenues. Collaborate across teams to create compelling campaigns and opti...

Shape the future of our partnerships by building lasting relationships, driving commercial success, and delivering integrations within an emerging AI-powered platform. Join us to create impactful solu...

Join a team that's committed to empowering clients through exceptional relationship management and proactive consulting within group retirement solutions. Drive business growth while enhancing client...