WealthCo places a great deal of emphasis in ensuring we are recruiting the right team members. An alignment to the WealthCo values is a key to securing the right corporate fit.
Check out current opportunities below. To be considered for future opportunities, please forward a copy of your resume to HR@wealthco.ca.
The WealthCo Group of Companies (“WealthCo”) is currently looking for an enthusiastic, engaged full time Associate Wealth Planner who will be an exceptional addition to our head office in Calgary, Alberta.
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 on a daily basis, we become more productive, engaged, and successful.
The key focus of an Associate Wealth Planner at WealthCo is to support advisors and planners and assist the team in developing and implementing financial plans for individuals, business owners and corporate executives and professionals.
You will support the company’s goals through these key accountabilities:
Successful candidates will require:
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, incentive plans, ongoing education and professional development, opportunities for advancement and excellent benefits which include RRSP matching.
While we thank everyone for their interest, we are only able to contact applicants selected for an interview. You are encouraged to watch for future opportunities by checking www.wealthco.ca.
WealthCo is currently looking for an enthusiastic, experienced Investment Operations Manager who will be an exceptional addition to our head offices in Calgary, Alberta.
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.
The key focus of an Investment Operations Manager is tocontinually enhance the core operating environment to meet the evolving business demands. This position is responsible for leading a team of Portfolio Administrators in the delivery of superior service and operational support to our advisors and their clients, ensuring that all activities conducted are in compliance with governing regulations, internal policies and procedures. This role includes both the managerial and administrative functions; responsible for managing the workflow for the Portfolio Administrators, while also performing the same functions as the Administrators. The Manager reports to and works closely with the Chief Operating Officer to minimize reputational risk, and to implement risk and compliance mitigation strategies and programs, regulatory monitoring and the execution of exceptional client onboarding and ongoing client service.
You will support the company’s goals through these key accountabilities:
Successful candidates will require:
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, bonuses, continuous education, opportunities for advancement and excellent benefits which include RRSP matching.
While we thank everyone for their interest, we are only able to contact applicants selected for an interview. You are encouraged to watch for future opportunities by checking www.wealthco.ca.
WealthCo is currently looking for an enthusiastic, experienced Technology Lead who will be an exceptional addition to our head offices in Calgary, Alberta.
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.
The key focus of a Technology Lead is to support WealthCo’s technology footprint which includes fintech applications, cloud storage, backups, data lake and more. You will foster strong working relationships with both our internal team and external providers and leverage your expertise to optimize internal processes, drive efficiencies, and deliver operational excellence. The Technology Lead reports into the COO.
You will support the company’s goals through these key accountabilities:
Planning and implementation, remediation, modernization or decommissioning of critical systems
Successful candidates will require:
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, bonuses, continuous education, opportunities for advancement and excellent benefits which include RRSP matching.
While we thank everyone for their interest, we are only able to contact applicants selected for an interview. You are encouraged to watch for future opportunities by checking www.wealthco.ca.
WealthCo is currently looking for an enthusiastic Investment Administrator who will be an exceptional addition to our head offices in Calgary, Alberta.
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.
The key focus of an Investment Administrator is to provide proactive analytical and operational investment support to the WealthCo Asset Management Team. You will foster strong working relationships with both our internal team and external providers and leverage your technical skills to optimize internal processes, drive efficiencies, and deliver operational excellence with an emphasis on accuracy, reliability, and improvement. The Investment Administrator will execute trades with respect to both client-level and institutional pool-level accounts, support our Fund Accounting team by assessing and interpreting financial statements and related transactions as well as perform financial reporting, forecasting and planning, and other fund administration duties related to WealthCo’s institutional pooled funds and client accounts.
You will support the company’s goals through these key accountabilities:
Successful candidates will require:
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, bonuses, continuous education, opportunities for advancement and excellent benefits which include RRSP matching.
While we thank everyone for their interest, we are only able to contact applicants selected for an interview. You are encouraged to watch for future opportunities by checking www.wealthco.ca.