Client Portfolio Manager

ModernAdvisor

Vancouver, BC

• Full-time

As demand for personalized advice continues to grow, we are expanding our Personal Portfolio Manager business, a service model designed to provide clients with direct access to professional…

Trade Representative Ottawa

Scotiabank

Ottawa, ON

Contributes to the overall success of the Virtual Channels, Wealth Services in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the…

Associate

National Bank of Canada

Trois-Rivières, QC · Greater Trois-Rivieres Metropolitan Area

• Full-time

A Career as an assistant at National Bank Financial Wealth Management within an Advisory Group Beauchamp, Beaulieu, Toupin, will give you the opportunity to show your ability to work in…

Client Care Representative - Auto Insurance Trainee

HUB International

Williams Lake, BC

• Full-time

…network of insurance, risk, employee benefits, retirement, and wealth management specialists dedicated to delivering tailored solutions and unrelenting advocacy - so you're always ready for…

Member Experience Representative (Temporary up to 12 months) - Repost

FirstOntario Credit Union

Hamilton, ON

• Full-time

The Member Experience Representative is responsible for providing the optimal member experience through exceptional member service and identifying and providing solutions for members'…

Financial Services Representative - Ormstown

CIBC

Ormstown, QC

• Full-time

…meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide…

Coordinator, Region Office Operations (12 Months Contract) - Mississauga, ON

IG Wealth Management

ON · Ontario, Canada

• Contract

IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and…

Senior Manager, Events

IG Wealth Management

MB · Manitoba, Canada

• Full-time

IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and…

Senior Manager, Events

IG Wealth Management

ON · Ontario, Canada

• Full-time

IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and…

Business Development Representative (BDR)

Canadian Wealth Inc.

Calgary, AB

• Full-time

Approximately 6–12 months of sales, customer service, or business development experience preferred.

Associate Wealth Advisor

First West

Chilliwack, BC

Sales and Service Strategy: Provides and/or prepares complex financial planning advice on a wide range of investment products and services to high value current and potential members,…

Universal Banker I

CIBC

Calgary, AB

• Full-time

…meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide…

Financial Advisor, Investment & Retirement Planning - College & Grace, Toronto

Scotiabank

Toronto, ON

Please note that Scotiabank offers Financial Planning opportunities within our Scotia Financial Planning, Wealth Management division. If you are interested in learning more about this role,…

Operations Manager, Scotia iTRADE - Toronto, ON

Scotiabank

Toronto, ON

High level of brokerage industry, including knowledge in Client Onboarding, Brokerage Transfer-ins, Cash Management, Physical Deposits, Mail Room or Client Communications Superior customer…

Operations Coordinator

Gibson Energy

Edmonton, AB

…preparing equipment for maintenance, Operations commissioning representative for new projects and assists with Operations training and…

AVP HR Service Delivery & Technology

Mackenzie Investments

Toronto, ON · Greater Toronto Area, Canada

• Full-time

IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $ 310 billion in assets as of December 31, 2025 . It offers financial planning and…

Financial Planner

TD

Toronto, ON

• Full-time

Collaborating with your team to achieve shared objectives while enhancing the client experience and demonstrating a commitment to service excellence

Wealth Management Advisor

Desjardins

Mirabel, QC · Caisse Desjardins de l'Envolée

• Full-time

As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your…

Financial Services Representative

CIBC

Toronto, ON

• Full-time

…meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide…

Financial Service Representative

CIBC

Okotoks, AB

• Full-time

…meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide…

Bilingual Client Services Representative

CI Financial

Toronto, ON

• Full-time

We are seeking a Bilingual Client Service Representative to join the CI Direct Trading Support team. In this role, you will help self-directed investors navigate their accounts, resolve…

Trade Representative

MD Financial Management | Gestion financière MD

Calgary, AB

• Full-time

Contributes to the overall success of the Virtual Channels, Wealth Services in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the…

Associate Advisor/Financial Planner

Raymond James

Waterloo, ON

• Full-time

Please submit your resume and a brief cover letter outlining your experience in wealth management, investment research, portfolio administration, and client service.

Bilingual Client Services Representative

CI Financial

Toronto, ON

• Full-time

We are seeking a Bilingual Client Service Representative to join the CI Direct Trading Support team. In this role, you will help self-directed investors navigate their accounts, resolve…

Wealth Management Advisor

Desjardins

Bécancour, QC · Deschaillons-sur-Saint-Laurent, QC · Caisse Desjardins de Gentilly-Lévrard-Rivière du Chêne

• Full-time

As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your…