Wealth Management Associate

About Our Practice

Lowe Fox Graham Private Wealth Management, is a Calgary-based wealth management practice managing over $500M in high net worth assets, serving a sophisticated client base of entrepreneurs, professionals, and multi-generational families. With more than 150 years of combined financial industry experience, our team is built on trust, collaboration, and delivering a premium client experience. We operate as a fully aligned team — not a traditional top-down model — where each member is accountable for delivering exceptional outcomes and contributing meaningfully to every client relationship. We operate in a fast-paced, detail-driven environment where exceptional client service, precision, and proactive thinking are essential.

Position Summary

This role offers meaningful responsibility, accountability, and direct impact on client outcomes, and we are seeking a highly organized, proactive, and detail-oriented professional to join our team in this pivotal position. You will not operate from the sidelines — you will be deeply involved in both client interaction and execution, ensuring that every detail is handled with precision and care. Time management and attention to detail are critical to success in this role.

What Makes This Role Unique

You will work directly within a high-caliber environment managing complex wealth strategies, including:

•Multi-generational wealth planning

•Advanced tax strategies and optimization

•Retirement projections and modeling

•Estate and legacy planning

Key Responsibilities

•Direct client communication with professionalism and accountability

•Prepare and execute financial plans, documentation, and meeting materials

•Maintain and update planning tools including Living Plan Portal

•Ensure accurate and efficient transaction processing

•Track and execute action items accurately from client meetings

•Support client engagement initiatives

•Ensure compliance with regulatory and firm standards

•Maintain accurate CRM records and data integrity

•Assist with advisor inbox and client communications

•Identify opportunities to enhance client experience and internal processes

•Collaborate with the team to deliver a consistent, high-quality client journey

Qualifications & Experience

•CSC and CPH required for Securities Licensing

•3–5+ years in financial services or wealth management

•Strong financial planning and investment knowledge

•Proficiency in Microsoft 365

•CFP designation encouraged

•LLQP considered an asset

Who You Are

•A proactive professional who takes initiative and leads within their role

•Highly detail-oriented and accountable

•Personable and client-focused

•Able to manage multiple priorities in a fast-paced environment

•Driven to grow within a high-performance team

Why Join Us

•Work in a high-performing practice

•Direct impact on client experience

•Competitive compensation

•Professional development support

Closing

If you are detail-driven, take pride in accountability, and are serious about building a long-term career working with high-net-worth clients in a team environment, we would welcome the opportunity to connect.

Please send resume and cover letter to ***email_hidden***