Team meeting

Join our growing team.

We're Hiring

Who is WealthCo?

As a team we bring simplicity to the lives of our clients by working with their accountants to integrate their personal and professional financial plans.

We strive to lead by example by creating a company culture based on our core values and entrepreneurial spirit.

Everyone in our organization is encouraged to work within their unique ability; a set of unique talents each one of us has that energize, motivate and encourage. When we do what we are passionate about and love doing on a daily basis, we become more productive, engaged and successful.

 

See our most recent updates on LinkedIn.

 
lCawslAE_400x400.jpg
"Innovation is an important component to the future success of any company. “Focused” innovation to constantly improve the service and value we provide to our clients both externally and internally is at the center of everything we do."
David Udy | Founder & CEO

Current Opportunities

Associate, Insurance and Estate Planning

The WealthCo Group of Companies (“WealthCo”) is currently seeking an experienced and energetic full time Insurance & Estate Planning Associate 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. 

 As the Insurance & Estate Planning Associate, your key focus will be developing life insurance sales in collaboration with integrated advisory partners (accounting firms) and their clients. The Associate will have a passion for the life insurance industry specifically as it relates to both financial and advanced planning concepts. The role reports to the VP, Sales. 

Click the PDF Icon Below to download the full job description.

Associate Advisor

WealthCo is currently seeking a full time Associate Advisor / Paraplanner who will be an exceptional addition to our head offices in Calgary, Alberta. WealthCo offers mentoring programs through experienced VP’s and senior executives, as well as an opportunity to utilize innovative technology and receive continuous education.

 

The key focus of the Associate Advisor is to support Financial Advisors and assist the financial planning team in developing and implementing financial plans for individuals, business owners and corporate executives and professionals. This role reports to the Senior Financial Advisor. 

Click the PDF Icon Below to download the full job description.

HR & Payroll Administrator

The WealthCo Group of Companies (“WealthCo”) is currently seeking an energetic full time HR & Payroll Administrator who is eager to learn and grow their career in Human Resources and 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.

As the HR & Payroll Administrator, your key focus will be in support of the recruitment process, ensuring systems are maintained and updated to support our people in all aspects of their employment journey; through Onboarding, Performance Acceleration and Offboarding, as well as the oversight of the day-to-day human resources administrative functions, benefits and payroll for the Firm, with the goal of ensuring organizational effectiveness and efficiency.  This role reports to the Corporate Operations Manager.  

 

Click the PDF Icon Below to download the full job description.

Client Service Administrator

WealthCo is currently seeking full time Client Service Administrator(s) to join our growing team, who will be an exceptional addition to our head offices in Calgary, Alberta. This position offers the advantages of growing and learning alongside accomplished business leaders in the Wealth Management industry. WealthCo offers mentoring programs through experienced VP’s and senior executives.

 

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.

 

Your key focus will be delivering exceptional client service and support to new and existing clients.

 

Click the PDF Icon Below to download the full job description.

Staff Accountant

The WealthCo Group of Companies (“WealthCo”) is currently seeking a full time Staff Accountant with a passion for accounting, 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.

As the Staff Accountant, your main focus will include handling the basic financial activities of the company, maintaining accounts payable and receivable, and updating financial statements. In addition to being comfortable with financial calculations, a Staff Accountant must also demonstrate a level of client service skill when interacting with clients. The Staff Accountant 1 is diplomatic, ethical, and has well-developed people skills that create a good relationship with clients, as well as gain the trust of coworkers. This role reports to the Controller. Working in a team environment, you will support the company’s goals and objective by:

 

Click the PDF Icon Below to download the full job description.