Senior wealth advisor jobs in Canada

We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth mana ...

Affinity Financial Strategies (AFS) is seeking applicants for a Wealth Coordinator or Associate Wealth Advisor to support a Senior Wealth Advisor through administrative and sales tasks. · ...

Affinity Financial Strategies seeks applicants for a Wealth Coordinator or Associate Wealth Advisor to support Senior Wealth Advisors in administrative tasks such as client relationship management file creation/maintenance marketing activities · Key Responsibilities: · Schedule/p ...

Wealth Compliance AdvisorAbout UsAs a leading Canadian wealth management organization Richardson Wealth offers the personal touch of a boutique firm while delivering big results With offices across the country we are home to some of Canadas best investment advisors Weve embarked ...

The Wealth Compliance Advisor is a resource for the Branch Management Team and Advisor teams regarding industry regulations, requirements and best practices. · This role is part of a centralized supervision team, reporting into National Sales. · ...

The WCA is a resource for the Branch Management Team and Advisor teams regarding industry regulations, requirements and best practices. · ...

Wealth Compliance Advisor is a resource for the Branch Management Team and Advisor teams regarding industry regulations, requirements and best practices. This role is part of a centralized supervision team, reporting into National Sales. · The WCA is accountable to ensure that th ...

We believe that true wealth management is about more than numbers — it's about people, purpose and building lasting legacies. As an established partner of Manulife Wealth Inc., one of Canada's leading independent investment and insurance dealers, · Develop and grow your client ba ...

+Tall Oak Capital Advisors is a London, Ontario based wealth management firm catering to physicians, agricultural families and multi-generational family enterprises. · + · + ...

As a Senior Wealth Advisor, you will be responsible for managing and growing a portfolio of high-net-worth Gold Leaf clients, providing tailored financial strategies, and ensuring their wealth management needs are met with excellence. · ...

This is a full-time, on-site role for a Senior Wealth Advisor. The Senior Wealth Advisor will work closely with clients to develop and implement customized wealth management strategies. · ...

NorthCoast Asset Management is looking for a Senior Wealth Advisor to join our Denver office and inherit a book of high net worth clientele. · A $200k draw starting salary and a 20% net commission. · ...

Opportunité de Carrière : Conseiller en Gestion de Patrimoine chez Manuvie · Vos Responsabilités : · Rencontres Clients : Établir des relations solides en examinant et en comprenant les portefeuilles de vos clients. · Gestion des Relations : Écouter et analyser les besoins des cl ...

The Senior Wealth Advisor will play a key role establishing and maintaining strong relationships with high-net-worth clients. · Develop investment and financial planning strategies for our clients on how to invest their portfolios and plan for long-term financial goals. · Able to ...

Join our team at IG Wealth Management to engage in continuous learning and skill development in a supportive environment. · Manage day-to-day priorities servicing inbound/outbound client, proactive campaigns and retention activities · Provide financial planning advice - assist wi ...

The Advisor will provide financial planning advice and ongoing client servicing to a segment of client accounts nationally. The Advisor will ensure that regulatory compliance requirements are adhered to in all their activities. · ResponsibilitiesManage day-to-day priorities servi ...

The Advisor will provide financial planning advice and ongoing client servicing to a segment of client accounts nationally. · Manage day-to-day priorities servicing inbound/outbound client, proactive campaigns and retention activities. · Provide financial planning advice - assist ...

+ Job Description As part of Fidelity's dynamic work model you will have a flexible 100% remote work schedule + · + +In-depth understanding of product structures capital markets and investments+ ...

We are seeking an Advisor to join our team at IG Wealth Management. As an Advisor, you will provide financial planning advice and ongoing client servicing to a segment of client accounts nationally. · Manage day-to-day priorities servicing inbound/outbound client, proactive campa ...

The Senior Wealth Advisor will play a key role in establishing and maintaining strong relationships with high-net-worth clients. The incumbent will have a strong client relationship focus and employ a holistic goals-based approach to help high net worth families develop a complet ...