Independent Financial Advisor - Greater Toronto Area

This role as Financial Advisor involves providing expert financial guidance and tailored solutions to clients. · ...

This is a full-time hybrid role for a Financial Advisor located in the Greater Toronto Area, Canada, · with flexibility for partial remote work.The Financial Advisor will assist clients with financial planning, · designing retirement and investment strategies, · and offering expe ...

+Desjardins is looking for a motivated and strategic Regional Sales Director Investment Solutions Outside Wholesale to drive the growth of our investment product offerings within the greater Toronto area. · +Promoting and positioning Desjardins investment solutions to meet the ev ...

About 747FINANCE is the branding name of Parham Vafaeiseresht, Insurance and Investment Advisor operating in Ontario. · No prior experience required · No license required to start — we help you learn and obtain your license · ...

+ Join our team as a Senior Insurance Advisor/Designated Agent and play a key role in shaping advisor behavior and protecting client retention. · + Supervise daily the activities of licensed insurance agents · + Ensure all recommendations are appropriate and justified based on do ...

We're looking for a Development Intern to support the team on a range of activities related to planning, approvals, financial analysis, and project coordination. · Periodic reporting and forecasting · Supporting return updates and financial analysis · Providing modelling assistan ...

+This posting is for an existing vacancy in Wellington-Altus's Winnipeg or Toronto office. · + · +Investment Practice & Program Management · Support the development and execution of program and practice management policies and procedures. · , Work directly with Advisor teams to a ...

Welcome to Mackenzie Investments where you can build your career with confidence. We are proud to be recognized as one of Canada's Top 100 Employers for the fourth consecutive year. · Join our team to engage in continuous learning and skill development in a supportive environment ...

The Senior Business Operations Specialist plays a critical leadership role within Operations, driving strategic initiatives that enhance operational efficiency, strengthen risk management, and elevate the overall client and advisor experience. · ...

We are hiring a Client Experience Intern based in Toronto for a summer term position. The role reports to the AVP, Client Experience & Insights and supports cross-functional initiatives to improve the experience of financial advisors and investors. · Support journey mapping activ ...

We are an independent financial advisory practice operating within DFSIN working primarily with high-net-worth individuals and business owners specialized in retirement and estate planning. · Serve as a primary point of contact for clients by answering calls and responding to ema ...

The Senior Marketing Associate will oversee multi-channel initiatives with a focus on email marketing, personalization, and digital enablement tools, · Manage the end-to-end execution of email campaigns · Develop journey-based email campaigns in Salesforce Marketing Cloud · ...

Job Description · **Grade: P10 · Referral Level: Level 2 · Division:  MI-PR** · IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $271 billion in assets. It offers financial planning and investment services to over two million C ...

Wealth management firm seeks Clients Service Associate. · Support Senior Investment Advisor with client relationships and administrative tasks. · ...

We are proud to be recognized as one of Canada's Top 100 Employers for the fourth consecutive year s and one of Canada's Best Diversity Employers. Our vision and strategy aim to innovate the industry and support Canadians in achieving their financial goals. The Role Reporting to ...

We are looking for a sales-focused Senior Mortgage Advisor to continue our growth and bring their competitive sales mindset to drive strong revenue and income opportunities. · ...

We are proud to be recognized as one of Canada's Top 100 Employers for the fourth consecutive year and one of Canada's Best Diversity Employers. Our vision and strategy aim to innovate the industry and support Canadians in achieving their financial goals. · Collaborate with the M ...

+This role offers an exceptional opportunity to deepen expertise in cross-border tax and wealth planning for high-net-worth individuals, families, and business owners. · +Act as the client's primary liaison, team leader, and advocate... · ...

/h2/bJob summary/b/h2/pXIO AI builds wearable assist devices that reduce fatigue for walking-heavy roles in security facilities and warehousing./p/ul/li/ul/liWe're looking for someone who can invest 100k–250k via SAFE note act as an active GTM advisor in your vertical security fa ...

We are looking for representatives who deliver an exceptional customer experience in every interaction they have. · ...