Wealth Management Associate for High-Net-Worth Clients

Wellington-Altus Private Wealth Inc. in Calgary seeks an Associate to manage client relationships and deliver investment management and family office services to West Oak's high and ultra-high-net-worth clients.

The role requires 5+ years in wealth management, a finance-related bachelor’s degree, RR licensing, and completion of the WME program. CFP/PFP and insurance licenses are a plus.

#J-18808-Ljbffr