Wealth Management Advisor
Save this job and keep your search organized
Create a free account to save jobs, create alerts and return to this listing from your dashboard.
By continuing, you agree to our Terms & Privacy Policy.
Largeglobal portfolio management firm with over 300 billion in assets undermanagement. Each client would have a separately managed portfolio based ontheir risk tolerance, asset allocation and securities preferences. A fee-basedplatform that offers global portfolio management solutions. Role:
Inthis home-based outside sales role, you will be focused on closing leads ofhigh net worth clients that have already expressed interest in investing withthis firm and who have over 500k or more to invest. There is absolutely no coldcalling/prospecting in this role and the firm prefers that you just focus onclosing the client leads that the firm provides. Responsibilities:
Dedicatedportfolio management and service team are primarily responsible for thetransition and retention of client relationships. Marketing:
Thefirm actively markets its services via direct mail, internet, televisionadvertising and other mediums. The firm receives pre-qualified responses frominterested investors who are willing to have a discussion about moving overtheir investment portfolio. Home Office:
The firm covers all home officeexpenses: computer, phone, scanner, printer, etc. The firm also covers alltravel expenses and gives you an expense account. Compensation:
$100,000base salary to start + uncapped commission, with average total compensation300-350k and top producers at 500k+. Comprehensive Benefits program Requirements:
MBAor CFA level 1 completed or CIM (or willing to complete the CIM within 3months) & licensed to sell/manage portfolios containing stocks/bonds (notjust mutual funds) for at least 2 out of the past 3 years.
-
Wealth Advisor
4 days ago
Winnipeg, Manitoba, Canada Assiniboine Credit Union Full-timeROLE OVERVIEW Reporting to AVP Wealth or Manager, Wealth Advisors, the Wealth Advisor contributes positively to the bottom line of ACU Wealth Management by playing a key role in providing financial advice and building relationships among our current and new Aviso Mutual Fund members. This position will be proactive in cross-selling new business to our...
-
Insurance Advisor Life, Health
4 days ago
Winnipeg, Manitoba, Canada Royal Bank of Canada Full-timeJob DescriptionWhat is the opportunity?We are looking for self-motivated, highly driven and entrepreneurial individuals to join our Field Sales team at RBC Insurance.As an accredited Life, Health & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions. Your...
-
Wealth & Business Succession Advisor
4 hours ago
Winnipeg, Manitoba, Canada The Toronto-Dominion Bank (Canada) Full-timeTD Private Wealth Management is seeking a Business Succession Advisor to deliver specialized planning for high-net-worth business owners, focusing on tax, estate, and succession strategies. You will collaborate with Investment Advisors and Relationship Managers to develop comprehensive wealth plans and strengthen client relationships. Responsibilities...
-
Winnipeg, Manitoba, Canada Canaccord Genuity Group Full-timeWho we are:Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. CG is driven by an unwavering commitment to build lasting client relationships – we achieve this by generating value for our individual, institutional,...
-
Wealth Financing
3 days ago
Winnipeg, Manitoba, Canada Desjardins Group Full-timeDesjardins Group is seeking an experienced wealth management advisor to grow and manage relationships with mass-affluent and high-net-worth clients within the specialized wealth management network. You will advise on financing, investments and everyday banking solutions, while collaborating with wealth managers and business centre managers to deliver premium...
-
Administrative Associate
3 days ago
Winnipeg, Manitoba, Canada Wellington-Altus Full-timeAdministrative Associate Location: This posting is for an existing vacancy in Wellington-Altus’ Winnipeg office. Our organization: Founded in 2017, Wellington-Altus Private Wealth Inc. (Wellington-Altus) is Canada's top-rated* investment dealer and a subsidiary of Wellington-Altus Financial Inc., one of Canada’s Top Growing Companies**. With more than...
-
Manager, Wealth Management
8 hours ago
Winnipeg, Manitoba, Canada Scotiabank Full-timeSelect how often (in days) to receive an alert: Title: Manager, Wealth Management - FinanceRequisition ID: 274098 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose The Manager, Wealth Management Finance oversees financial analysis and reporting functions for the Private Banking Business Line within...
-
Winnipeg, MB, Winnipeg Census Division, MB; Manitoba, Canada IG Gestion de patrimoine Full-time €49,000 - €51,000IG Wealth Management is offering a winter term internship in Winnipeg, designed for students pursuing finance-related studies. You will work under a Wealth Advisor, gaining exposure to client service, financial planning, and practice management. The program runs January to April 2027, about 37.5 hours per week, with potential for part‑time work during...
-
Financial Advisor Role at TD Wealth Canada
5 hours ago
Winnipeg, Manitoba, Canada The Toronto-Dominion Bank (Canada) Full-timeLaunch your journey with TD Wealth as a Developing Investment Advisor in Winnipeg, focusing on delivering comprehensive wealth management. Build strong relationships and manage investment strategies for discerning clients. TD Wealth seeks driven individuals for its Developing Investment Advisor Program, designed to equip candidates with essential technical...
-
Senior Wealth Advisor
3 days ago
Winnipeg, Manitoba, Canada Cambrian Credit Union Limited Full-timeCambrian Credit Union in Winnipeg seeks a Senior Financial Advisor to join our Wealth & Advisory Services team. The role manages and grows an assigned investor portfolio, delivering comprehensive advice and ongoing service in collaboration with Cambrian branches and partner wealth advisors.The advisor uses financial planning tools, supports retirement and...
