Private client advisor jobs in Canada

We've partnered exclusively with a world-renowned investment firm that's expanding rapidly across Canada — and they're looking for exceptional finance professionals ready to build something of their own within a global platform. · You'll work directly with high-net-worth clients ...

This is a dream opportunity for experienced sales professionals who want to focus on what they do best – selling.This unique business model offers a top-down approach to business where you'll receive continuous lists of warm pre-qualified leads and work remotely on your own sched ...

This is a compelling opportunity for results-oriented professionals ready to elevate their career and income by working with qualified high-net-worth prospects. · ...

+ Private Client Advisor Job summary: Dream opportunity for experienced hunters who love sales. Work remotely on your own schedule with steady support, relationship management team handling accounts after sale, and superior leadership available for ongoing collaboration. + Pure A ...

This is a dream opportunity for the experienced hunter who loves to sell. · ...

This is a dream opportunity for the experienced "hunter" who loves to sell. · Pure Asset gathering. · Discovery calls, presentations and analysis. · Present value propositions to high net worth individuals and close the deal. · ...

Join Henley & Partners as a Private Client Advisor and establish and strengthen relationships with intermediary and direct clients. · ...

Join Henley & Partners as a Private Client Advisor to establish and strengthen relationships with intermediary and direct clients. Convert leads into client cases by delivering exceptional customer service and providing world-class advisory services. · Raise awareness about H&P's ...

As the leading global citizenship and residency advisory firm for over two decades, Henley & Partners helps clients navigate the complex landscape of investment migration and citizenship planning. · ...

We are a venture-backed, tech-enabled commercial insurance brokerage redefining what it means to be a modern insurance partner. With strong values—Sustainability, Ownership, Transparency, and Impact—we move fast, · support one another · ,and raise the bar for industry standards. ...

Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. The industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. · Actively work to build a profitable book o ...

The Client Advisor is responsible for serving, prospecting for, soliciting, developing and maintaining business relationships with members and clients. · ...

Desjardins Private Wealth Management offers a comprehensive advisory service based on a personalized approach to discretionary portfolio management and tax and trust services. · ...

As a Desjardins Private Wealth Management Client Advisor, you contribute to managing business relationships with members and clients. You communicate with clients and are responsible for administrative tasks related to transactions. · ...

As a Desjardins Private Wealth Management Client Advisor, you contribute to managing, prospecting, soliciting, developing and maintaining business relationships with members and clients. · ...

KAI Asset Management is looking for a Client & Advisor Service Associate to complement our dynamic team. · ...

KAI Asset Management is looking for a Client & Advisor Service Associate to complement their dynamic team. · Operating as lead contact from an admin perspective on client onboarding and additional account opening. · Reviewing initial information and documentation for completeness ...

We are looking a Private Client Service Associate to join our firm in our Toronto office. In this role, you will be a member of a collaborative and client focused team delivering exemplary service to our high-net-worth clients. · * Support Investment Professional(s) in providing ...

Join one of Canada's largest independent and privately held discretionary investment managers and help clients achieve their unique financial goals while providing exemplary service. · Support Investment Professional(s) in providing first-class wealth management services to our c ...

The Client Advisor will be responsible for driving Neuberger Berman Canada's distribution strategy by building and maintaining relationships with financial advisors in Canada. · Be part of a globally recognized, employee-owned investment firm with a strong reputation for excellen ...