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Director, Tax and Estate Planning
Sun Life
…potential tax and financial planning opportunities related to their estate planning, wealth planning, risk management planning, and business succession and continuation…
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Regional Sales Manager, Insurance (Outside Wholesaler)
The Canada Life Assurance Company
As a Regional Sales Manager, Insurance, you'll play a pivotal role in growing and strengthening Canada Life's presence within the advisor community. This is more than a
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Senior Manager, HFS Sales Support Team - Winnipeg, Calgary & Vancouver
Scotiabank
Business Development: track business development targets for Home Financing Advisor Associates and provide support for marketing activities for Home Financing Advisors.
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Investment Funds Advisor Assistant
Royal Bank of Canada
Contact clients to book annual reviews on behalf of the advisor and prepare portfolio information for the meeting.
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Regional Wholesaler – Investment Solutions
Peakhill Capital
…Peakhill Capital’s investment solutions to investment advisors and wealth management professionals across an assigned territory. This is an exciting opportunity for a sales professional…
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Investment Funds Advisor Assistant
RBC
Contact clients to book annual reviews on behalf of the advisor and prepare portfolio information for the meeting.
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Wealth Management Associate
Manulife Wealth
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…
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Client Relationship Associate
Tulett, Matthews & Associates
· Assist in coordinating wealth management services such as: portfolio management, retirement planning, tax services, estate planning, philanthropic giving and insurance reviews.
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Wealth Advisor
Talent Edge
Willems Wealth Planning Group, a leading practice of CI Assante Wealth Management Ltd., has been helping Canadian families build, manage, and preserve wealth for nearly 40 years. As a…
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Wealth Advisor
Sonance Wealth Partners
The Wealth Advisor is a critical leadership role within JV, providing holistic wealth management services to individuals, families, professionals and business owners. Reporting to one of…
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Wealth Advisor | Ongoing Opportunities
Sonance Wealth Partners
We welcome expressions of interest from experienced Wealth Advisors interested in future opportunities across Sonance Financial’s Partner Groups in Canada and the United States. This is an…
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Corporate Development Representative - Advisor Acquisition & Growth
Optimize Financial Group
Optimize Financial Group is a premier wealth management firm based out of Toronto, ON, dedicated to achieving our clients' financial goals. We offer personalized financial solutions…
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Vice President, Finance & Tax
Thorek/Scott and Partners
…treasury, financial operations and risk management. As a trusted advisor, this individual will translate complex financial matters into clear recommendations that support wealth…
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Senior Advanced Planning Advisor
Stone Owl Family Office
…financial structuring to help our clients grow and protect their wealth. As we continue to expand, we are looking for a Senior Advanced Planning Advisor to join our team and play a key role…
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Financial Advisory Consultant
RBC
RBC Family Office Services is a team of over 250 financial planning, legal, estate, taxation, business owner and business succession planning specialists, as well as individuals in head…
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Financial Advisory Consultant
RBC
RBC Family Office Services is a team of over 250 financial planning, legal, estate, taxation, business owner and business succession planning specialists, as well as individuals in head…
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Financial Advisory Consultant
RBC
RBC Family Office Services is a team of over 250 financial planning, legal, estate, taxation, business owner and business succession planning specialists, as well as individuals in head…
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Senior Wealth Planning Consultant
BMO
Provides insight and expertise on advanced financial planning concepts to include tax, estate and succession planning, philanthropy, and other complex wealth service offerings.
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CA Financial Advisor
Edward Jones
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…
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Total Wealth Planner, Advanced Planning Services - Western Canada
Scotiabank
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
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Associate (Lions Gate Private Wealth Counsel)
Wellington-Altus
…management, financial planning, retirement, insurance, tax, and estate strategies to deliver a truly integrated wealth management…
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Associate (Lions Gate Private Wealth Counsel)
Wellington-Altus
…management, financial planning, retirement, insurance, tax, and estate strategies to deliver a truly integrated wealth management…
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Total Wealth Planner, Advanced Planning Services - Montreal, QC
Scotiabank
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
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Financial Planning Advisor
CIBC
High net worth clients often require additional expertise due to their level of wealth and the complexities involved. You will be working as part of a leading Wealth Management practice to…
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Wealth Management Associate
Oakbridge Search Partners
As a Wealth Associate, you’ll partner closely with a senior advisor to deliver an exceptional experience to a book of established clients. You’ll be involved in every stage of the client…
