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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.

 
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"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

Financial Advisor

 

We are currently seeking to add an experienced Financial Advisor to our team based in Calgary, Alberta. The opportunity to work with an experienced team, 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 Financial Advisors is working with our CPA partners in supporting, developing and fostering client relationships ensuring all aspects of their financial plan are well looked after and you guide clients toward their financial goals. 

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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. 

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Investment Counsellor 

We are currently seeking a full time Investment Counsellor 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 an Investment Counsellor (IC) entails meeting with existing and prospective private clients to discuss their needs, make portfolio recommendations, and review their performance and market developments. Business development to help further expand WealthCo’s private client business is also a key component of this role. The IC assists in sales and marketing efforts, works cooperatively within a team environment, and interacts with our Integrated Advisory partners and other members in the investment community.  

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Portfolio Administrator 

WealthCo is currently seeking a full time Portfolio Administrator 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. 

Your key focus will be delivering exceptional client service and support to new and existing clients. Working in a team environment, you will support the company’s goals and objective by:

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Financial Analyst  

WealthCo is currently seeking a full time Financial Analyst 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. 

The key focus of a Financial Analyst at WealthCo is to be responsible for providing proactive analytical and administrative support to the Portfolio Management Team. You will foster strong working relationships with our internal and external clients and leverage your technical skills to optimize internal processes and drive efficiencies. You will prepare and present insights based on analyses of key metrics, quantified risks and opportunities as well as perform regular financial reporting, forecasting and planning, and fund administration duties.

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Executive Assistant 

WealthCo is currently seeking a full time Executive Assistant to join our growing team, who will be an exceptional addition to our head offices in Calgary, Alberta. 

The Executive Assistant (EA) to the COO & CEO will be focused on providing full administrative support to the CEO & COO in addition to managing special projects. You will function as a business partner to both the COO & the CEO and will work together with the team in moving the business forward. The role reports to the Operations Manager.

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