Assistants and Associates

The Calgary Dome Branch is looking for Assistants and Associates to support our leading Advisory teams.

Working in a team environment and leading client service initiatives, successful candidates will be a valuable resource to our Advisors and clients.

Responsibilities may include but are not limited to:

  • Provide timely response to client inquiries
  • Conduct client meetings
  • Manage client investments in collaboration with the Advisor
  • Provide investment and administrative support to the Advisor
  • Marketing to new and existing clients
  • Organizing client and prospect investment seminars
  • Preparing internal and client-facing reports

Required Skills:

  • Strong client support and communication skills
  • Well developed time management and organizational skills
  • Superior written and spoken communication
  • Completion of or enrollment in the CSC and CPH
  • Preview financial industry experience

Please contact John Whitmore at or 403-299-7086 for applications or inquiries.