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  • Director, Advisor Experience

    Meridian Credit Union

    St. Catharines, ON · Toronto, ON · Etobicoke, ON

    • Full-time

    The role: The Director, Advisor Experience leads Wealth field activation and sustained adoption by translating business priorities and enterprise programs into clear advisor and leader…

  • Director, Distribution & Activation

    Meridian Credit Union

    St. Catharines, ON · Toronto, ON · Etobicoke, ON

    • Full-time

    Define and govern Wealth requirements for referral ecosystems, campaigns, lead management and segment strategies for mass affluent and high-net-worth members, leveraging data and…

  • Corporate - Commercial Lines - Commercial Account Manager

    OTIP Group of Companies (OTIP, Orbit, Curo)

    Waterloo, ON

    The Commercial Account Manager serves as the lead relationship manager and trusted risk advisor for a portfolio of complex commercial clients. This role is responsible for developing and…

  • Wealth Associate

    National Bank of Canada

    Oakville, ON

    • 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 Associate

    National Bank of Canada

    Saguenay, QC · Chicoutimi, 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…

  • Assistant

    Richardson Wealth Ltd

    Ottawa, 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…

  • Wealth Management Advisor

    Desjardins

    Montreal, QC · Caisse Desjardins de Lachine

    • 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. You…

  • Advisor Transition Coordinator

    Optimize Financial Group

    Toronto, ON

    • Full-time

    3+ years of experience in financial services, wealth management, or banking (advisor support, branch administration, transition/onboarding, or operations strongly preferred).

  • Wealth Protection Advisor, Service (Hybrid)

    First West

    Penticton, BC

    …planning and advice to members, referring complex cases to the Wealth Protection Advisor. Builds and maintains relationships, analyzes member data on income, assets, liabilities and wealth…

  • Tangerine Growth Advisor - Tangerine

    Scotiabank

    Toronto, ON

    Contributes to Tangerine’s overall success and growth of Tangerine Wealth by building trusted relationships with new and existing clients. Models an entrepreneurial mindset and ensures…

  • Senior Wealth Advisor

    IG Private Wealth Management - Larouche Private Wealth Management

    Timmins, ON

    • Full-time

    Larouche Private Wealth Management is seeking a Senior Wealth Advisor to join our growing team. We serve families, business owners and professionals across Northern Ontario, providing…

  • Administrative Assistant

    RBC

    Calgary, AB

    • Full-time

    You will provide quality client service and help deepen relationships with existing clients through ongoing, efficient support to both clients and the Advisor Team.

  • Financial Advisor - Eglinton & Laird Branch

    Scotiabank

    Toronto, ON

    …products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…

  • VP, Accounting & Controllership (Husky)

    Husky Technologies

    Bolton, ON

    • Full-time

    Husky TechnologiesTM offers a wealth of opportunity for personal growth and development. Most importantly, Husky Technologies TM offers an opportunity to work with – and be challenged by –…

  • Client Service Coordinator/Administrative Assistant

    Raymond James Ltd.

    Waterloo, ON

    • Full-time

    BLA Private Wealth is a wealth management advisory practice committed to delivering exceptional client experiences and high ‑ quality financial guidance. We are seeking a reliable,…

  • ScotiaMcLeod Administrative Associate - Toronto Plaza

    Scotia Wealth Management

    Toronto, ON

    • Full-time

    Support the growth of the business by managing tracking reports for Wealth Advisor to review targets, recommendations, and financial plans/concepts

  • ScotiaMcLeod Investment Associate - Toronto Plaza

    Scotia Wealth Management

    Toronto, ON

    • Full-time

    As an Investment Associate you will work closely with a Wealth Advisor in the development and management of their book of business by providing effective client service and contributing to…

  • ScotiaMcLeod Senior Associate - Laval, Qc

    Scotia Wealth Management

    Laval, QC

    • Full-time

    ScotiaMcLeod, a cornerstone of Scotia Wealth Management®, is a full-service wealth management firm with a proud history dating back to 1921. Known for service excellence, trusted advice,…

  • Design Lead

    Croesus

    Laval, QC · Montreal, QC

    • Full-time

    Croesus provides innovative, high-performance, and secure wealth management solutions that include portfolio management systems, portfolio rebalancing tools, and application programming…

  • AVP, Programs & Deployment

    TD

    Toronto, ON

    • Full-time

    …model evolution, and business transformation to strengthen TD Wealth's position as a leading voice for advice. The role is accountable for advancing strategic growth priorities, enabling…

  • Independent Financial Services Advisor

    Desjardins Financial Security Independent Network Markham

    Markham, ON

    • Full-time

    As an Insurance & Wealth Advisor, you will have the opportunity to:

  • ScotiaMcLeod Investment Associate - Toronto Plaza

    Scotiabank

    Toronto, ON

    As an Investment Associate you will work closely with a Wealth Advisor in the development and management of their book of business by providing effective client service and contributing to…

  • Financial Advisor - Village Green Branch, Vernon, BC

    Scotiabank

    Vernon, BC

    …products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…

  • ScotiaMcLeod Administrative Associate - Toronto Plaza

    Scotiabank

    Toronto, ON

    Support the growth of the business by managing tracking reports for Wealth Advisor to review targets, recommendations, and financial plans/concepts

  • Private Banking Advisor

    Royal Bank of Canada

    Ottawa, ON

    • Full-time

    Please Note: This is an opportunity for candidate to express their interest in current and future Private Banking Advisor positions across the Ontario North East region.