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, bonuses, continuous education, opportunities for advancement and excellent benefits which include 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