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CONTRACT - Financial Advisor, Investment & Retirement Planning - Dundas, Ontario

Scotiabank

Hamilton, 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’…

Estate Planning Specialist, Wealth Management

Wealthsimple Technologies

Remote, Canada

• $153,600 to $192,000 CAD / year
• Full-time
• Remote

This is the first role of its kind at Wealthsimple. As our Estate Planning Specialist, you'll build the foundation of how we review and optimize estate plans for our Wealth Management…

Associate Advisor

RBC Dominion Securities

Oakville, ON

• Full-time

RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that…

Senior Consultant, Sage Intacct

MNP

Burlington, ON

• Full-time

…applications, and digital transformation initiatives. As a trusted advisor, you will help clients align technology with their business goals, improve financial operations, and create…

Associate Advisor

RBC

Oakville, ON

• Full-time

RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that…

Senior Financial Advisor (Wealth Advisor)

MT Talent Solutions Inc.

Hamilton, ON

• Full-time

Senior Financial Advisor / Wealth Advisor (CFP)

Senior Advisor/Lead Advisor, Wealth Management

Wealthsimple Technologies

Remote, Canada

• $124,000 to $192,000 CAD / year
• Full-time
• Remote

This posting covers a single opening on our Wealth Management team that will be leveled as either Senior Advisor or Lead Advisor, based on the candidate's years of experience and…

Financial Advisor, Investment & Retirement Planning - Hamilton, Ontario

Scotiabank

Hamilton, 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’…

Total Wealth Planner - Oakville, ON

Scotiabank

Oakville, ON

Provide In-depth, quality wealth planning advice for all life stages. Guidance through intergenerational wealth transfer process and consults related to Advisor-led Total Wealth Plans

Senior Tax Manager, Family Office Cross Border Tax

KPMG Canada

Oakville, ON

• Full-time

…border tax matters and help families implement generational wealth transfer and estate planning…

Senior Tax Manager, Family Office Cross Border Tax

KPMG Canada

Hamilton, ON

• Full-time

…border tax matters and help families implement generational wealth transfer and estate planning…

Assistant Insurance Service Advisor - Greater Toronto Area

Scotiabank

Burlington, ON

…policies that have been referred directly to SWIS by an unlicensed advisor or business…

Senior Tax Manager, Family Office Cross Border Tax

KPMG

Hamilton, ON · Oakville, ON

• Full-time

…border tax matters and help families implement generational wealth transfer and estate planning…

Associate Investment Advisor

Canaccord Genuity Group Inc.

Oakville, ON

• Full-time

Our Canadian operation, Canaccord Genuity Corp., is currently looking for an Associate Investment Advisor to join the MacInnes Group in our Oakville office. Led by William MacInnes, Senior…

Associate, Financial Planning

Canaccord Genuity Group Inc.

Oakville, ON

• Full-time

…Group in our Oakville office. Led by William MacInnes, Senior Wealth Advisor and Portfolio Manager, the MacInnes Group focuses on supporting the wealth management needs of exceptionally…

VP Marketing and Communications

Equiton

Burlington, ON

• Full-time

Founded in 2015, Equiton is one of Canada’s fastest-growing private equity firms, helping Canadians build wealth through high-quality real estate investments. Our mission is to make private…

Investment Advisor

TD

Remote, Canada

• Full-time
• Remote

TD Wealth Private Investment Advice (TDW PIA) is one of Canada's premier full-service brokerage firms for clients who want to stay involved in decisions about their portfolios. TDW PIA…

Wealth management advisor

Desjardins

Remote, Canada

• Full-time
• Remote

Incorporate estate planning and wealth protection.

(Bilingual) Senior Advisor / Lead Advisor, Wealth Management Service (Quebec Clients)

Wealthsimple Technologies

Remote, Canada

• $124,000 to $192,000 CAD / year
• Full-time
• Remote

This posting covers a single opening on our Wealth Management team that will be leveled as either Senior Advisor or Lead Advisor, based on the candidate's years of experience and…

Wealth management advisor

Desjardins

Remote, Canada

• Full-time
• Remote

Incorporate estate planning and wealth protection.

Wealth management advisor

Desjardins

Remote, Canada

• Full-time
• Remote

Incorporate estate planning and wealth protection.

Bilingual Financial Planner

Opal Corporate Connections

Remote, Canada

• Full-time
• Remote

…business in Ontario. This role is designed for an experienced advisor who wants to focus on managing and growing client relationships, without the pressure of building a book from…