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Investment manager Jobs in Calgary, AB

Last updated: 6 hours ago
  • Promoted
Account Executive, Investment

Account Executive, Investment

Empire LifeCalgary, AB, Canada
Location : Remote in Western Canada, preferably Alberta).Empire life is looking to hire an Account Executive, Investment to join our Retail Distribution team!. Join a transforming business -.Canadian...Show moreLast updated: 16 days ago
Investment Accountant

Investment Accountant

CB CanadaCalgary, Alberta, Canada
CA$60,000.00–CA$70,000.00 yearly
Our client, a growing company located in downtown Calgary currently seeks a well-rounded Accounting Clerk for a permanent opportunity slated to begin immediately. Duties of this Accounting Clerk rol...Show moreLast updated: 30+ days ago
Investment Counsellor

Investment Counsellor

CI FinancialCalgary, AB
CA$20.00 hourly
Full-time
At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to gro...Show moreLast updated: 30+ days ago
  • Promoted
  • New!
Investment Banking Analyst Acquisitions and Divestitures (On-Site)

Investment Banking Analyst Acquisitions and Divestitures (On-Site)

NATIONAL BANK OF CANADACalgary, Alberta, Canada
Full-time +2
Attendance On-Site Job number 24479 Category Professional.Permanent State Alberta Type of Contract Permanent Country Canada. Full-Time Full Time / Part Time? Full-Time Posting date 15-May-2024.Calga...Show moreLast updated: 6 hours ago
Investment Specialist

Investment Specialist

CIBCCalgary, 309 8th Avenue SW
CA$35.00–CA$45.00 hourly
Nous bâtissons une banque axée sur les relations pour un monde moderne.Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu’il faut pour nos clients.À la Banque ...Show moreLast updated: 30+ days ago
Manager, Branch Administrator

Manager, Branch Administrator

Blue Chip Recruiting Ltd.Calgary, Canada
Our client, a top tier Investment Management firm, would like an energetic.The role is on-site, in their flagship branch in Calgary. This leadership Role is strongly focussed on providing administra...Show moreLast updated: 30+ days ago
  • Promoted
Investment Operations Associate

Investment Operations Associate

Aligned Capital Partners Inc.Calgary, AB, Canada
Full-time
ACPI) is a fast-growing investment dealer with a dynamic team looking to expand our business.Our corporate culture encourages teamwork, service excellence, creativity, and initiative.We are current...Show moreLast updated: 11 days ago
ScotiaMcLeod Investment Associate

ScotiaMcLeod Investment Associate

ScotiabankCalgary, AB, CA
As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride...Show moreLast updated: 30+ days ago
  • Promoted
Investment Banking Analyst and / or Associate

Investment Banking Analyst and / or Associate

Kluane PartnersCalgary, AB, Canada
Full-time
Applicably named after the national park that hosts the highest peak in Canada, Kluane Partners is a boutique Investment Bank focused on client growth and strategic capital.With extensive experienc...Show moreLast updated: 30+ days ago
  • Promoted
Fund Accountant

Fund Accountant

RECRUITMENT PARTNERS INC.Calgary, AB
Full-time +2
Our client is searching for a Fund Reporting Manager to join their team.This role will be responsible for drafting financial statements, including note disclosures, oversees the day-to-day financia...Show moreLast updated: 19 days ago
  • Promoted
Senior Manager, Product Solutions Operations

Senior Manager, Product Solutions Operations

The Vantage Talent GroupCalgary, AB, Canada
Full-time
Investment Operations Oversight • Ensure accurate and timely execution of all investment-related activities, including trade settlements, trade confirmations, asset servicing, and reporting.Lead pr...Show moreLast updated: 13 days ago
Investment Banking Analyst Acquisitions and Divestitures (On-Site)

Investment Banking Analyst Acquisitions and Divestitures (On-Site)

National BankCalgary, Alberta, Canada
Full-time +2
Attendance On-Site Job number 24479 Category Professional.Permanent State Alberta Type of Contract Permanent Country Canada. Full-Time Full Time / Part Time? Full-Time Posting date 15-May-2024.Calga...Show moreLast updated: 1 day ago
Investment Advisor

Investment Advisor

0000050599 RBC Dominion Securities Inc.CALGARY, Alberta, Canada
CA$34.50 hourly
Full-time
Grow your business, your way – with RBC.As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of start...Show moreLast updated: 30+ days ago
Student, Community Investment and Engagement

Student, Community Investment and Engagement

Inter PipelineCalgary, AB, CA
Full-time
We are seeking an ambitious student to join the Community Investment & Engagement team in our Calgary office.Reporting to the Team Lead, Community Investment & Engagement, the successful candidate ...Show moreLast updated: 7 days ago
Investment Product Administrator

Investment Product Administrator

019983 Hub Capital Inc.Calgary, AB
CA$47,000.00–CA$50,000.00 yearly
Full-time
Investment Product Administrator.At HUB Financial, we pride ourselves on fostering an environment dedicated to professional growth and client-centric values. As part of the HUB International family,...Show moreLast updated: 30+ days ago
Associate, Investment Banking, Energy

Associate, Investment Banking, Energy

BMOCalgary, AB
CA$28.38 hourly
Part-time
Opportunity to join a leading Energy sector investment banking team and support coverage and transaction execution efforts for clients across the Energy value chain. Attractive opportunity for drive...Show moreLast updated: 30+ days ago
RBC Financial Planning, Investment Retirement Planner Networking Event - Calgary

RBC Financial Planning, Investment Retirement Planner Networking Event - Calgary

0000050007 Royal Bank of CanadaCALGARY, Alberta, Canada
CA$61,152.00–CA$65,887.00 yearly
Full-time
Are you either an accredited Financial Planner or working through your accreditation and interested in building a career with RBC?We are always on the look-out for top talent for opportunities with...Show moreLast updated: 30+ days ago
Investment Advisor

Investment Advisor

RBC - Royal BankCalgary, AB
CA$20.00 hourly
Grow your business, your way - with RBC.As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you've dreamed of start...Show moreLast updated: 30+ days ago
Investment Advisor

Investment Advisor

Royal Bank of Canada>CALGARY, Canada
Grow your business, your way – with RBC.As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of start...Show moreLast updated: 30+ days ago
  • Promoted
Head of Investment Sales

Head of Investment Sales

Staffing In MotionCalgary, Alberta, Canada
CA$175,000.00–CA$225,000.00 yearly
We are seeking an experienced and dynamic Head of Sales based out of our Calgary office to lead our Canadian external wholesaling team. The ideal candidate will have a proven track record in alterna...Show moreLast updated: 30+ days ago
Account Executive, Investment

Account Executive, Investment

Empire LifeCalgary, AB, Canada
16 days ago
Job description

Account Executive, Investment

Location : Remote in Western Canada, preferably Alberta)

Empire life is looking to hire an Account Executive, Investment to join our Retail Distribution team!

Why pursue this opportunity

  • Our mission - to make insurance, investments and benefits simple, fast and easy for our customers.
  • Join a transforming business - we are a medium-sized Canadian company in a stable industry which is rapidly transforming.
  • Play an integral role - this is an opportunity that allows you to develop your skills, while directly contributing to the business unit you are a part of.
  • Deliver excellence - provide a personal, accurate, professional, and courteous service and resolution to our customers.

What you’ll be working on

  • Conduct regular and targeted face-to-face and virtual meetings with our Distribution Partner - World Financial Group - to gain an in-depth understanding of their unique business needs in order to advise on business strategies, sales concepts and revenue generating ideas, and to promote the features and benefits of Empire Life’s investment products.
  • Leverage a strong competitive drive to uncover and influence sales opportunities and share in-depth knowledge and experience in the Canadian investment market to support defined sales goals.
  • Represent the Empire Life brand with strategic account management to drive sales and ensure retention of existing business in the investment markets.
  • Drive and influence sales decision and retention in the investment market to achieve defined sales targets; proactively seek opportunities to initiate and build new relationships in untapped markets and gain access to World Financial Group branches, agents, and decision makers.
  • Use a consultative approach during regular face-to-face and virtual meetings with Distribution Partner - World Financial Group to uncover needs, promote features and benefits of Empire Life’s investment and / or insurance products, and assist in providing financial solutions for clients, adhering to Empire Life’s prescribed sales process.
  • Manage case development, liaising with internal partners, such as Tax & Estate Planning, to ensure product mix meets underlying needs.
  • Leverage cross-channel sales opportunities by proactively referring business to appropriate internal insurance and / or investment partners.
  • Apply strategic territory and account management principles to build a comprehensive annual business plan in collaboration with Senior Management and the Sales team to achieve sales objectives, and execute business plan, monitoring activity and reassessing regularly.
  • Organize, and participate in business and appreciation events for World Financial Group, industry events and leveraging appropriate internal resources for support.
  • Build and maintain exceptional knowledge and understanding of current market trends and competitive landscape, competitor product lines, and Empire Life’s defined sales process and practices for investments and insurance.
  • What we’re looking for you to have

  • 5+ years’ face-to-face sales experience in financial services
  • In-depth knowledge and understanding of World Financial Group, investment and insurance products and their application in financial planning
  • In-depth knowledge of segregated funds, working knowledge of insurance related products, including term and whole life products, and their application in creating solutions for financial and estate planning needs
  • Sound understanding of regulatory and compliance issues
  • Established network in the financial services industry, including World Financial Group
  • LLQP and one of the following required : CFA, CLU, CFP, CIM, FMA, ChFC, RHU
  • Exceptional relationship building skills, collaboration and interpersonal skills
  • Excellent influencing and presentation skills
  • Excellent organization, prioritization and time management skills
  • Excellent written and verbal communication skills
  • Strong integrity and leadership skills with sound judgment and decision making
  • Undergraduate degree required; business major, an asset
  • Proficiency with MS Office (Excel, Word, PowerPoint)
  • If you are applying for a position which is open to applicants across Canada, unless otherwise indicated in the position, language proficiency in English is required for communicating with customers, advisors, or employees across Canada.
  • Beyond the salary

    For regular full-time positions, Empire Life offers a comprehensive total rewards package that includes :

  • Competitive salaries with annual pay increases
  • Annual bonus program, which recognizes both strong company performance and individual contributions, for non-sales positions
  • Competitive uncapped commission, for sales positions
  • A comprehensive employer-funded benefits package starting from day one of employment, that includes life insurance, disability, health and dental, and a generous health account
  • Flexible work arrangements and an annual allotment of personal health days.
  • Four weeks annual vacation from hire date
  • A defined contribution pension plan with generous employer matching
  • Top up programs for parental leave and compassionate leave
  • Employer-sponsored wellness and recognition programs
  • A cash employee referral program
  • To learn more about working at Empire Life, visit https : / / www.empire.ca / workatempire .

    Get to know us

    Empire life is proud to be an equal opportunity employer. We celebrate diversity, are committed to creating an inclusive environment, and welcome everyone to participate in our application process. We encourage those of all backgrounds and experiences to apply, even if you don't believe you meet each unique qualification outlined. Applicants will receive equal consideration without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, disability, or age.

    Empire Life welcomes applications from people with disabilities and disabled people. Accommodations are available upon request for candidates taking part in all aspects of the screening and selection process. If you need this job posting in an alternative format or have any accessibility questions, please contact [email protected] .