Wealth manager jobs in Canada

We are a high-performing independent wealth management team working with successful individuals, families, and business owners. Our focus is on providing long-term guidance across investments, retirement, and estate planning. · Wealth Management Associate role is designed for som ...

We are a high-performing independent wealth management team working with successful individuals,families and business owners. · We provide long-term guidance across investments retirement and estate planning.This role is designed for someone at the beginning of their career who w ...

The Wealth Manager develops client relationships to gain an intimate understanding of their life goals, circumstance and needs in order to provide multidisciplinary private wealth solutions integrated into ongoing and continuous life-based discovery process that is supported by a ...

+ Develop client relationships to gain an intimate understanding of their life goals,circumstances and needs in order to provide multidisciplinary private wealth solutions integrated into ongoing and continuous life-based discovery process that is supported by a robust offering f ...

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 ...

Wealth Stewards Inc. is seeking a highly motivated early-career professional to fill the position as Wealth Management Associate at our boutique wealth management firm. · Completed a bachelor's or college diploma in Finance, Business Administration or similar field. · Excellent w ...

This position is a trusted advisor of private wealth services that meet high net worth clients' short- and long-term holistic wealth management and investment growth goals. · Consistently delivering exceptional client experience · Developing a professional, mutually beneficial r ...

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 ...

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 ...

We're looking for a Wealth Associate to join our team in our Swift Current Advice Centre.If you're passionate about helping people achieve their financial goals and thrive in a fast-paced, client-focused environment, this is the role for you. · ...

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 98% client retention rate and our award-winning culture, · combine to position us as a national leader in wealth ma ...

We're looking for a Wealth Associate to join our team in Swift Current Advice Centre. If you're passionate about helping people achieve their financial goals and thrive in a fast-paced environment, this is the role for you. · Grade 12 diplomaSom experience or familiarity in finan ...

We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance combine to position us as a national leader in wealth management. · Provide high-touch leadership to a span of ~15–20 As ...

Wealth consultant sought to provide financial planning and investment advice services. · Provision of financial planning and investment advice services · Production of financial and investment plans · ...

Wealth Consultant at Avanti Wealth. Responsible for financial planning and investment advice services to membership. Can be located in Windsor or Kitchener-Waterloo regions. · Offer advice related to investment products/solutions. · Foster relationships to gain service retain bus ...

We are seeking a motivated Private Wealth Manager with expertise in cross-border tax and wealth planning for high-net-worth individuals families and business owners.This role combines strong technical tax knowledge with client-first mindset helping to design implement tailored fi ...

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. The ideal candidate will combine strong technical tax knowledge with a client-first mindset—helping to design and i ...

We are seeking a motivated Private Wealth Manager with a self-starter mentality to support our cross-border tax offerings. · This role offers an exceptional opportunity to deepen expertise in cross-border tax and wealth planning for high-net-worth individuals, · families and busi ...

Wealth Planning AssociateNicola Wealth is a national leader in wealth management with a sophisticated financial planning system and diversified private investment funds. · ...