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  • Senior Investment Funds Advisor

    Royal Bank of Canada

    Vancouver, BC

    • Full-time

    As a Senior Investment Funds Advisor, you’ll play a crucial role in managing and expanding an established client portfolio, supporting their financial goals while growing our client base.…

  • Senior Investment Funds Advisor

    RBC

    Vancouver, BC

    • Full-time

    As a Senior Investment Funds Advisor, you’ll play a crucial role in managing and expanding an established client portfolio, supporting their financial goals while growing our client base.…

  • Associate

    BMO

    Toronto, ON · FCP

    • Full-time

    …and stability of BMO Financial Group. As part of BMO Private Wealth, BMO Nesbitt Burns professionals operate within a collaborative, team based wealth management model spanning Investment…

  • Senior Financial Planner

    National Bank of Canada

    Toronto, ON

    • Full-time

    A career as a Senior Financial Planning Advisor or Senior

  • CA Financial Advisor

    Edward Jones

    Calgary, AB

    • $38,500 to $100,000 CAD / year
    • Full-time

    Financial Advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial…

  • CA Financial Advisor

    Edward Jones

    Calgary, AB

    • $38,500 to $100,000 CAD / year
    • Full-time

    Financial Advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial…

  • Associate Private Wealth Advisor

    The Mirillion Group

    Vancouver, BC

    • $110,000 to $160,000 CAD / year
    • Full-time

    Associate Private Wealth Advisor | Vancouver, BC

  • Vice President, Finance & Tax

    Thorek/Scott and Partners

    Toronto, ON

    • Full-time

    …treasury, financial operations and risk management. As a trusted advisor, this individual will translate complex financial matters into clear recommendations that support wealth…

  • Financial Advisor, Investment & Retirement Planning - PICKERING TOWN CENTRE

    Scotiabank

    Pickering, ON

    Conducting in-depth reviews for assigned clients including retirement planning, wealth accumulation and estate planning utilizing financial planning skills and tools to support our clients’…

  • Tax Senior Manager - Private Company

    RSM US LLP

    Calgary, AB · Toronto, ON

    • Full-time

    …business owners and high net worth families strengthen their wealth and minimize…

  • Investment Operations Associate

    CI Financial

    CDA-Aligned-Head Office

    • Full-time

    …their mission to provide excellent support to our Investment Advisor clients. The Client Experience Team is the ‘go to’ for our Advisors, this relationship is based on the trust they have…

  • Investment Operations Associate

    CI Financial

    Burlington, ON

    • Full-time

    …their mission to provide excellent support to our Investment Advisor clients. The Client Experience Team is the ‘go to’ for our Advisors, this relationship is based on the trust they have…

  • Private Wealth Advisor (1859)

    National Bank of Canada

    Quebec, QC

    • Full-time

    A career as a Private Wealth Advisor in the Commercial & Private Banking 1859 team means acting as a preferred financial specialist for wealthy clients. This job allows you to have a…

  • Senior Will and Estate Advisor

    Royal Bank of Canada

    Halifax, NS

    • Full-time

    As an RBC Royal Trust professional, the Senior Will and Estate Advisor is responsible for the acquisition of new wills and powers of attorney/mandates appointing Royal Trust in a fiduciary…

  • Investment Funds Advisor Assistant

    Royal Bank of Canada

    Vancouver, BC

    • Full-time

    In your key role as Administrative Support, you will also create estate packages, compile manager review schedules and book appointments, and assist with mail outs as required

  • Senior Will and Estate Advisor

    RBC

    Halifax, NS

    • Full-time

    As an RBC Royal Trust professional, the Senior Will and Estate Advisor is responsible for the acquisition of new wills and powers of attorney/mandates appointing Royal Trust in a fiduciary…

  • Investment Funds Advisor Assistant

    RBC

    Vancouver, BC

    • Full-time

    In your key role as Administrative Support, you will also create estate packages, compile manager review schedules and book appointments, and assist with mail outs as required

  • Wealth Advisor - Orangeville/Newmarket

    DUCA Financial Services Credit Union Ltd.

    Toronto, ON · North York, ON

    • Full-time

    Reporting to the VP, Wealth Management, the Wealth Advisor provides investment, retirement, and financial planning advice, with the focus on consolidation of investment assets through two…

  • Senior Associate Advisor

    RBC Wealth Management

    Toronto, ON

    • Full-time

    We are expanding the team and are looking for an experienced Associate Advisor to work alongside our investment and wealth and estate planning professionals.

  • Senior Private Banking Associate

    CIBC

    Thornhill, ON

    • Full-time

    …which increases overall profit contribution to CIBC Private Wealth Management. As a Senior Private Banking Advisor, you will provide exceptional service to Private Banking clients by…

  • Developing Investment Advisor

    TD

    London, ON

    • Full-time

    …one-on-one relationship with a dedicated and professional Investment Advisor, while maintaining active participation in decisions regarding their investment portfolio. It's a very special…

  • Insurance Advisor, Real Estate Practice

    HUB International

    Burnaby, BC

    • Full-time

    …risk management, insurance, employee benefits, retirement and wealth management solutions to businesses and individuals across the United States and Canada - through locally led teams…

  • Financial Advisor, Investment & Retirement Planning (Canada)

    Scotiabank

    Edmonton, AB

    Conducting in-depth reviews for assigned clients including retirement planning, wealth accumulation and estate planning utilizing financial planning skills and tools to support our clients’…

  • Senior Manager, Advice Innovation & Experience (16-month Fixed Term Contract)

    Wealthsimple Technologies

    Remote, Canada

    • $156,000 to $195,000 CAD / year
    • Full-time
    • Remote

    Define what "5-star" client experiences look like in wealth management. Draw on deep knowledge of premium service (luxury hospitality, high-end retail, or elite financial services) to…

  • Director, Client Enablement

    Questrade Financial Group

    Toronto, ON

    Questrade Financial Group (QFG), through its companies - Questrade, Questbank, Questrade Wealth Management, Community Trust Company, Zolo, and Flexiti, provides securities and foreign…