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 ...

Rejoignez notre équipe dynamique et mobilisez votre potentiel pour bâtir une carrière enrichissante. · Rencontres clients : Établir des relations solides · Prospection : Identifier et cibler de nouveaux clients · ...

L'opportunité de carrière consiste à travailler comme conseiller en gestion de patrimoine junior pour Manuvie. · Rendre visite aux clients pour comprendre leurs portefeuilles. · Effectuer des prospections pour développer son réseau. · Gérer les relations avec les clients pour leu ...

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 ...

Join our team to engage in continuous learning and skill development in a supportive environment. Experience the best of both worlds with our hybrid work environment. · Competitive compensation & recognition: Competitive base salary, performance-weighted bonus · ...

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 ...

We are seeking an Advisor to provide financial planning advice and ongoing client servicing to a segment of client accounts nationally. · Manage day-to-day priorities servicing inbound/outbound client · Provide financial planning advice - assist with estate planning debt manageme ...

We are proud to be recognized among Canada's Top 100 Employers by Mediacorp Canada Inc. in the national ranking for our focus on supporting employees with a number of initiatives that promote personal wellness with a focus on four key pillars including physical mental social and ...

The Advisor will provide financial planning advice and ongoing client servicing to a segment of client accounts nationally. · ...

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 ...

+Join our team at IG Wealth Management as a Financial Advisor! · As a key player in our hybrid work environment, you will engage in continuous learning and skill development. · With competitive compensation, recognition, employee benefits & insurance + retirement savings programs ...

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 ...

Join our team to engage in continuous learning and skill development in a supportive environment. Experience the best of both worlds with our hybrid work environment, where you spend three days a week in the office, connecting, collaborating, and enjoying quality time with your a ...