Account Transfer Representative

Altis Technology; Calgary; Hybrid; CAD 126,000 - 154,000; Full time

Benefits offered by this job

Employer-funded RRSP contributions

Profit-sharing opportunities

Comprehensive health benefits

Job summary

Altis Technology in Calgary invites an experienced Wealth Advisor to join its growing wealth management team. You will support the transition of acquired client portfolios and provide personalized investment guidance to build long-term relationships.

The role offers base salary around CAD 140,000 with incentives and potential total compensation above CAD 200,000, plus benefits such as RRSP contributions and profit sharing. French bilingualism is an asset.

Qualifications

• 5+ years of financial services experience with client relationships.
• University degree in Business/Finance/Commerce or equivalent.
• CSC completed, RR licensing for mutual funds and securities, CIRO proficiency.
• Strong financial planning software proficiency and capital markets knowledge.
• Polished communication and client-first approach.
• Entrepreneurial mindset in a fast-paced environment.
• CIM or CFA Level 1 in progress; CFP or PFP designation preferred. French bilingualism asset.

Responsibilities

• Manage and grow client relationships with tailored investment advice.
• Support seamless transition of acquired client portfolios.
• Identify opportunities to deepen relationships and grow assets under management.
• Develop investment recommendations aligned with clients' objectives and risk tolerance.
• Collaborate with investment, portfolio and operations teams for a seamless client experience.
• Proactively engage clients and prospects to support retention and growth.

Skills

Client relationships

Investment knowledge

Financial planning

Communication

Entrepreneurial mindset

Adaptability

Education

University degree in Business/Finance/Commerce

CSC completed

RR licensing for mutual funds & securities

CIRO proficiency requirements

CFA Level 1 in progress

CFP or PFP designation preferred

French bilingualism asset

Tools

Financial planning software

Job description

Location: Calgary, AB, hybrid or remote

Language: Excellent written and spoken English required. French bilingualism is an asset.

Employment Type: Permanent, Full-Time

Anticipated Start: Q1

About the Opportunity

An established financial services organization is expanding its wealth advisory team and seeking an experienced Wealth Advisor to support its next phase of growth. With a team approaching 50 professionals and significant opportunities ahead, this is an exciting time to join a business focused on building long-term client relationships.

A key growth initiative involves acquiring and transitioning investment portfolios from retiring financial advisors. You'll help welcome these clients, build trust and provide personalized investment guidance while contributing to an ambitious growth strategy.

What's In It for You

• Base salary typically around $140,000, plus performance-based incentives with total compensation potential exceeding $200,000.
• Employer-funded RRSP contributions, profit-sharing opportunities and comprehensive health benefits.
• Opportunities to expand your client portfolio and contribute to a growing wealth management business.
• A dynamic, entrepreneurial culture where fresh ideas, adaptability and initiative are valued.

Your Responsibilities

• You'll manage and grow client relationships, providing tailored investment advice and financial planning strategies.
• You'll support the seamless transition of acquired client portfolios, building trust and maintaining exceptional service.
• You'll identify opportunities to deepen relationships and grow assets under management.
• You'll develop investment recommendations aligned with clients' financial objectives and risk tolerance.
• You'll collaborate with investment, portfolio and operations teams to deliver a seamless client experience.
• You'll proactively engage clients and prospects to support retention and business growth.

Skills and Qualifications

• 5+ years of financial services experience, with strong investment knowledge and client relationship management skills.
• University degree in Business, Finance, Commerce or a related discipline, or equivalent experience.
• Completed Canadian Securities Course (CSC), Registered Representative (RR) licensing for mutual funds and securities, and compliance with CIRO proficiency requirements.
• Strong financial planning software proficiency and understanding of capital markets, investment products and suitability assessments.
• Polished communication, strong interpersonal skills and a genuine client-first approach.
• Entrepreneurial mindset with the flexibility to thrive in a fast-paced, evolving environment.
• CIM or CFA Level 1 in progress is an asset; CFP or PFP designation is preferred. French bilingualism is an asset.

Note from the Hiring Manager

"We're looking for someone who puts clients first, brings an entrepreneurial mindset and is comfortable navigating change. This is a great opportunity for someone who enjoys building relationships, taking initiative and growing alongside a dynamic team."

We appreciate the time and effort all applicants invest in their submissions.

Please note that only candidates shortlisted for this role will be contacted directly. However, your profile will remain under consideration for future opportunities that align with your experience and career goals.

All qualified applicants will receive fair consideration for employment.

We welcome individuals of all backgrounds, experiences, and identities including those who identify as women, members of racialized groups, Indigenous Peoples, persons with disabilities, and 2SLGBTQIA+ communities.

If you require an accommodation, please review our accessibility policy and reach out to our accessibility officer with any questions.

Our human recruiters review all applications and always make the final hiring decision.

On occasion, we also use AI-assisted tools to help review applications.