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 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.

  • What You’ll Do 

    Support Advisors & Clients 

    • Partner with insurance advisors and specialists to deliver comprehensive insurance solutions 

    • Act as a key liaison between clients, advisors, underwriters, and internal teams 

    • Support policy applications, amendments, renewals, and client reviews with precision and care 

    • Prepare for client meetings by coordinating documentation, compliance forms, and follow-ups 

    • Build strong, trusted client relationships through proactive communication and service 

     

    Support Sales & Growth 

    • Manage insurance files from lead through to policy placement 

    • Assist with post-meeting processes to drive successful sales outcomes 

    • Track sales activity, new business progress, and reporting dashboards 

     

    Drive Operational Excellence 

    • Serve as a CRM “super-user,” ensuring accurate and timely data 

    • Manage Zendesk tickets to support a seamless client experience 

    • Maintain organized, compliant insurance documentation 

    • Support in-force policy servicing and contribute to process improvements 

    Uphold Compliance & Professional Standards 

    • Adhere to all regulatory and internal compliance requirements 

    • Protect client confidentiality and sensitive information 

    • Stay current on industry trends, insurer guidelines, and product updates 

     

    What You Bring 

    • Bachelor’s degree or diploma in business, finance, risk management, or a related field 

    • LLQP designation with a valid Life & Accident & Sickness license 

    • Experience in insurance sales, advisory, or client service 

    • Strong knowledge of insurance products, underwriting, and administration 

    • High attention to detail with excellent organizational and communication skills 

    • Confidence working with CRM systems, insurance software, and Microsoft Office 

    • A proactive, collaborative mindset and commitment to continuous learning 

     

    Who You Are 

    • Client-focused and service-oriented 

    • Organized, adaptable, and comfortable managing multiple priorities 

    • A problem-solver who takes initiative and ownership 

    • A team player who aligns with WealthCo’s values and culture 

  • Role Overview 

    As an Insurance Advisor, your primary focus will be delivering life and living benefits insurance advice in collaboration with Financial Planners and directly with clients. The role emphasizes needs-based planning, strong client service, and consistent execution within WealthCo’s integrated advisory model. 

     

    Reporting to the VP, Insurance Advisory, you will work as part of the Risk Team to support client planning objectives while contributing to the firm’s overall insurance growth strategy. 

     

    Key Responsibilities 

    Working in a team-based advisory environment, responsibilities include: 

    • Conducting insurance needs assessments aligned with financial plans and client objectives 

    • Designing and implementing life and living benefits insurance solutions 

    • Supporting and participating in client meetings as the insurance subject-matter expert 

    • Building and maintaining strong relationships with Financial Planners, clients, and professional partners 

    • Preparing customized insurance illustrations, presentations, and planning support materials 

    • Managing the insurance application and underwriting process from submission to policy delivery 

    • Reviewing in-force policies to ensure ongoing suitability and alignment with client goals 

    • Maintaining a high standard of client service, documentation, and regulatory compliance 

    • Contributing to internal collaboration, learning, and continuous improvement initiatives 

     

    Qualifications 

    • Post-secondary education (college or university) or equivalent experience 

    • Minimum 5 years of experience in a client-facing life insurance advisory or sales role 

    • Life and Accident & Sickness licenses in good standing 

    • Strong understanding of life insurance and living benefit planning concepts 

    • CFP and/or CLU designation (required or strongly preferred, depending on final role level) 

    • Strong written and verbal communication skills 

    • High attention to detail with strong organizational and time management abilities 

    • Comfortable working in a professional, fast-paced, and evolving advisory environment 

    • Proficiency in Microsoft Office and insurance-related technology tools