Compliance Officer, RJLU

Raymond James Ltd.

Toronto, ON

• Full-time

RJLU is a cross-border firm registered in the U.S · broker-dealer or Canadian cross-border dealer highly desired

Private Wealth Manager/Portfolio Manager

Cardinal Point Wealth Management, ULC

Toronto, ON

• Full-time

The ideal candidate is fully licensed in Canada, preferably with US/cross-border licensing and experience

Senior Advisor Onboarding & Transitions Specialist

Manulife

Montreal, QC

• Full-time

Conduct proactive outbound calls to potential advisor recruits, effectively communicate the Manulife Wealth value proposition, and secure appointments for follow-up conversations with field…

Compliance Officer, RJLU

Raymond James

Toronto, ON · Vancouver, BC

• Full-time

RJLU is a cross-border firm registered in the U.S · broker-dealer or Canadian cross-border dealer highly desired

Senior Fund Accountant (12-Month Contract)

Nicola Wealth

Vancouver, BC

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…

Insurance Advisor, Commercial Auto

HUB International

Surrey, BC

• Full-time

HUB International is one of North America’s largest insurance brokers, delivering risk management, insurance, employee benefits, retirement and wealth management solutions to businesses and…

SUNLIFE FINANCIAL ADVISOR - British Columbia

Sun Life

Prince George, BC · Victoria, BC · Abbotsford, BC · Nanaimo, BC · Kamloops, BC · Burnaby, BC · Surrey, BC · Vancouver, BC · Richmond, BC · Kelowna, BC · Canada Western Region Career Sales Force Location

• Full-time

People from various professional and educational backgrounds have found success in the advisor career at Sunlife. That’s because being a successful advisor is not just about what’s on your…

Private Wealth Manager/Portfolio Manager

Focus Financial Partners

Toronto, ON

• Full-time

The ideal candidate is fully licensed in Canada, preferably with US/cross-border licensing and experience

Senior Investment Analyst

DeeCon Service

Toronto, ON

• Full-time

Our client is a growing Canadian alternative investment and wealth management firm focused on private markets, with its own fund-of-funds platform. It serves high-net-worth clients across…

Senior Recruiter- Technology Strong talent advisor

Robertson & Company Ltd.

Toronto, ON

• Contract

8 years of Recruitment experience required

Senior Wealth Management Advisor | Financial Planner - Mainstreet Credit Union

Ahria Consulting

Sarnia, ON

• $77,080 to $128,467 CAD / year
• Full-time

Ahria Consulting is pleased to partner with Mainstreet Credit Union in the search for a Senior Wealth Management Advisor | Financial Planner (Full-time) to serve members across Sarnia and…

Regional Manager, Wealth Advice

CU Financial Management

Fredericton, NB

• Full-time

Contribute to CU Financial Management's overall wealth management results, including Advisor growth, business development, client experience, and execution of strategic priorities.

Senior Wealth Advisor | Financial Planner (Full-time)

Mainstreet Credit Union Canada

Sarnia, ON

• $77,080 to $128,466.67 CAD / year
• Full-time

Internally the Senior Wealth Advisor works in close collaboration with the retail branch network and the commercial lending division to establish trusted internal relationships and raise…

Business Readiness Analyst

International Financial Data Services (IFDS)

Toronto, ON

• Full-time

The incumbent will act as a trusted advisor to business stakeholders and leadership, providing expertise in business readiness, change management, impact assessment, and operational…

Business Readiness Analyst

International Financial Data Services (IFDS)

Toronto, ON

• Full-time

The incumbent will act as a trusted advisor to business stakeholders and leadership, providing expertise in business readiness, change management, impact assessment, and operational…

Associate Investment Advisor

Research Capital Corporation

Toronto, ON · North York, ON

• Full-time

…independent, fully integrated investment dealers, offering wealth management and capital markets services to private clients, institutions, and growth companies. Our practice serves,…

Administrative Assistant

iA Financial Group

Toronto, ON

• Full-time

…advisors who have chosen us for their insurance, savings, and wealth…

AVP, Client Engagement & Communications

Mackenzie Financial Corporation

Toronto, ON · Greater Toronto Area, ON

• Other

Financial services context. Experience in asset management, wealth management, advisor distribution or another regulated, relationship-led business, with a practical understanding of…

Assistant

Richardson Wealth Ltd

Toronto, ON

As 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…

Associate

National Bank of Canada

Quebec, QC

• Full-time

National Bank Financial – Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000…

Wealth Management Advisor

Desjardins

Levis, QC · Caisse Desjardins de la Chaudière

• 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…

Wealth Management Senior Advisor

Desjardins

Baie-Saint-Paul, QC · Dolbeau-Mistassini, QC · Roberval, QC · Baie-Comeau, QC · Sept-Îles, QC · Alma, QC · Saguenay, QC

• Full-time

As a senior wealth management advisor, you help serve, solicit and develop and maintain business relationships with mass-affluent Signature Service members and clients. You advise and…

Summer Intern 2027 - Digital Marketing

Manulife

Toronto, ON

• Full-time

…clients achieve their financial goals. As part of Manulife Wealth, you'll contribute to a variety of projects spanning digital marketing, social media, content publishing, website…

Senior Private Wealth Manager/Tax Director

Cardinal Point Wealth Management, ULC

Toronto, ON

• Full-time

Being a peer resource for ad-hoc cross-border tax questions

Wealth Services Assistant

Island Savings

Victoria, BC

• $49,100 to $66,000 CAD / year
• Full-time

The Wealth Services Assistant provides administrative and marketing support to assigned Senior Wealth Advisors and responds to routine member/client inquiries. Responsibilities include…