Careers

WealthCo places a great deal of emphasis in ensuring we are recruiting the right team members.

 

Our core values

An alignment to the WealthCo values is a key to securing the right corporate fit

 

  • We value diversity, unique ability, and contributions.

    We foster a trusting, open, and inclusive environment, and treat each person in a way that reflects our values. Respect is measured by how we treat each other, by the productivity of our relationships, and by a job well done.

  • We are one team.

    We attract, develop, and retain top talent. We challenge each other, demonstrate a can-do attitude, and foster a collaborative and mutually supportive environment where honest conversations happen.

  • We believe that we are all leaders. We strive to be leaders in our field and within our community.

    We will change the financial service industry by challenging the conventional way of doing business and finding more effective and efficient processes that focus on an unbeatable client experience.

  • We are reliable and accept responsibility for our actions. We make and support business decisions through experience, good judgment, and a ‘client first’ philosophy.

  • Ours is a workplace where high performing individuals come together and are passionate about the work they do. We celebrate our successes and enjoy delivering unbeatable client experiences. We start each meeting and each day with a Positive Focus.

Our culture

An entrepreneurial and innovative spirit are highly valued at WealthCo and align to our core values

 

Team members are encouraged to work within their unique ability. By doing what we are passionate about daily, we become more productive, engaged, and successful.

WealthCo’s mission is to change the financial services industry. By leveraging the unique relationship between an accountant and their client, we are able to help better serve them through our Integrated Advisory model. WealthCo serves our clients through Wealth Planning, Risk Management, Asset Management, Group Benefits, and Integrated Advisory across Western Canada.

WealthCo offers competitive salaries based on education and experience, ongoing education and professional development, opportunities for advancement and excellent benefits which include Profit Sharing and RRSP matching.

To be considered for future opportunities, please forward a copy of your resume to HR@wealthco.ca.

Open positions

  • The WealthCo Group of Companies (“WealthCo”) continues to grow our amazing team and is actively looking for an enthusiastic, engaged Wealth Planner to join our team, who will be an exceptional addition to our head office in Calgary, Alberta. This position offers competitive benefits, opportunities for advancement and the advantages of growing and learning alongside accomplished business leaders in the Wealth Management industry. The opportunity to work in the CPA community, with an experienced team of specialists, as well as an opportunity to utilize innovative technology and receive ongoing education are a few of the benefits of this role.

    The key focus for our Wealth Planner is working with our CPA partners in supporting, developing and fostering client relationships ensuring all aspects of their financial plans (business and personal) are supported by our team of internal and external specialists Helping clients live their best life is core to our planning philosophy.

    You will support the company’s goals and objectives by:

    Building plans and strategies which clients can use to achieve their financial goals and objectives, including advice on asset management, asset protection, financial management, retirement planning, business planning and estate planning.

    Meeting with clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan.

    Building relationships with CPA partner firms to assist them in Financial Planning with their clients.

    Provides value-added information by introducing clients to the firm's services.

    Exhibits the firm’s values of leadership, teamwork, respect, accountability, and passion.

    Successful candidates will require:

    A minimum of 5 years experience in financial planning

    CFP Designation and Membership in the Financial Planning Association or other industry groups

    Insurance licensing would be considered an asset

    A CPA or CIM designation would be considered an asset

    Self motivation, accountability, and an entrepreneurial spirit

    Demonstrated ability to build trust and maintain long term client relationships

    Exceptional communication skills

    Results oriented, accurate and reliable

    Excellent time management and problem-solving skills

  • The WealthCo Group of Companies (“WealthCo”) is currently looking for an enthusiastic and engaged full time Associate Wealth Advisor to join our growing team and become an exceptional addition to our head office in Calgary, Alberta.

    This position offers the advantages of growing and learning alongside accomplished business leaders in the Wealth Management industry. The opportunity to work in the CPA community, with an experienced team of specialists, as well as an opportunity to utilize innovative technology and receive mentorship and ongoing education are a few of the benefits of this role.

    As a registered Associate Wealth Advisor, you will represent WealthCo Asset Management, a discretionary investment management firm known for its innovative pension-style investment solutions. Your focus will be on team culture and growth, you will collaborate closely with peers and external professionals through our membership in the Integrated Advisory Professionals Network; delivering exceptional client experiences and fostering long-term relationships.

    You will support the company’s goals through these key accountabilities:

    • Client Relationship Building: Develop and maintain strong client and partner relationships, ensuring an exceptional client experience for both existing and prospective clients.

    • Investment Advisory: Guide clients through investment suitability assessments, asset allocation, and portfolio construction discussions.

    • Holistic Wealth Planning: Engage clients in comprehensive wealth planning discussions, working collaboratively with Planning and Risk teams to ensure thorough and updated Wealth Plans.

    • Client Documentation: Maintain detailed notes and documentation for all client-related activities, ensuring operational excellence and accuracy.

    • Client Engagement: Conduct regular client strategy sessions, deliver presentations to prospective clients, and ensure timely and positive client outreach throughout the year.

    • Compliance and Regulatory Adherence: Uphold all compliance and regulatory requirements, ensuring the highest standards of integrity and accountability.

    • Teamwork: Work closely with members of the team and Integrated Advisory Professionals Network to ensure a high level of client care & experience. Proactively coordinate with the administrative teams to identify & prepare required paperwork, etc.

    Successful candidates will require:

    • University Degree in Business, Economics, Accounting, Finance, or related experience.

    • CIM designation or CFA Level 1

    • Must be able to register as an AAR (Associate Advising Representative) with the AB Securities Commissions.

    • QAFP or CFP considered an asset.

    • 2 years of proven sales experience within the wealth management industry.

    • Availability for travel to partner firms.

    • Proactive – you take the initiative to ask, learn, and make things happen.

    • Ability to handle multiple project and requests, prioritize, and respond quickly and efficiently.

    • Strong client service skills.

    • Excellent written and verbal communication skills.

    • Ability to handle confidential information in a professional manner.

    • Intermediate level of proficiency with the Microsoft Office suite

  • The WealthCo Group of Companies (“WealthCo”) is currently looking for an enthusiastic and engaged full time Senior Wealth Advisor to join our growing team and become an exceptional addition to our head office in Calgary, Alberta.

    This position offers the advantages of growing and learning alongside accomplished business leaders in the Wealth Management industry. The opportunity to work in the CPA community, with an experienced team of specialists, as well as an opportunity to utilize innovative technology and receive mentorship and ongoing education are a few of the benefits of this role.

    As a registered Senior Wealth Advisor, you will represent WealthCo Asset Management,

    a discretionary investment management firm known for its innovative pension-style investment solutions. Your focus will be on managing client relationships, contributing to sales and marketing initiatives, and collaborating within a team environment. The position requires extensive interaction with Integrated Advisory partners and the broader investment community. Core responsibilities include meeting with existing and prospective clients to assess their financial needs, making informed portfolio recommendations, reviewing performance, and discussing market developments.

    You will support the company’s goals through these key accountabilities:

    Compliance and Administration

    • Ensure client funds administration aligns with compliance standards, external custodian requirements, and financial balancing.

    • Complete projects and special assignments by setting priorities, gaining cooperation, solving problems, and adjusting plans as needed.

    Client Management

    • Deliver client service excellence by communicating material portfolio changes and their rationale.

    • Develop, strengthen, and maintain client relationships.

    • Collaborate with team members to identify opportunities and craft client solutions.

    • Expand existing client relationships by cross-selling additional services.

    • Align client portfolios with evolving market conditions and personal needs.

    Business Development

    • Deliver impactful presentations to prospective clients.

    • Build the firm’s brand, reputation, and awareness within the market.

    • Drive business development initiatives.

    • Expand the firm's client base and deepen existing relationships.

    Client Service Delivery

    • Ensure consistent delivery of an exceptional client experience.

    • Identify and implement process improvements to enhance client service.

    • Support team goal setting and service level reporting.

    Financial and Business Performance

    • Maintain client portfolios within established tolerance limits.

    • Identify opportunities to grow assets and increase client revenue.

    • Achieve and exceed financial performance goals.

    Successful candidates will require:

    • University Degree (Business, Economics, Accounting, Finance) or equivalent related experience

    • 8-10 years’ proven sales experience within the wealth management industry

    • CFA Level 1 or CIM Designation.

    • Must be able to register as an AAR (Associate Advising Representative) with the AB Securities Commissions

    • CFP or PFP Designation.

    • CPA Designations considered an asset.

    • Availability for travel to partner firms.

    • Proactive – you take the initiative to ask, learn, and make things happen.

    • Ability to handle multiple project and requests, prioritize, and respond quickly and efficiently.

    • Excellent written and verbal communication skills.

    • Ability to handle confidential information in a professional manner.

    • Intermediate level of proficiency with the Microsoft Office suite.