Wealth Advisor

3 months ago


Toronto, Canada the Ladders Full time

Wealth AdvisorConnor, Clark & Lunn Private Capital Ltd.Toronto, ONBecoming a Wealth Advisor with CC&L Private Capital may be the only career move you ever need to make. Join one of Canada's largest independent and privately held discretionary investment managers and help clients achieve their unique



  • Toronto, Ontario, Canada Nicola Wealth Full time

    About UsNicola Wealth is a leading wealth management firm in Canada, recognized for its exceptional financial planning, diversified investment platform, and award-winning culture.Job SummaryWe are seeking an experienced Advisory Services Director to lead our Wealth Advisor team and operations in Ontario. As a key member of our leadership team, you will be...


  • Toronto, Ontario, Canada Nicola Wealth Full time

    Role OverviewNicola Wealth is a leading wealth management firm seeking a skilled Wealth Planning Associate to join our Advisory Services Division.As a key member of our team, you will provide exceptional support to our Wealth Advisors, delivering first-class financial planning and strategic wealth management services to our high-net worth...


  • Toronto, Ontario, Canada Brightview Wealth Management Full time

    Job OverviewBrightview Wealth Management is a boutique wealth management firm dedicated to helping clients accumulate wealth and achieve financial success. We offer award-winning products and provide sound advice, partnering with hedge funds, asset management investment firms, and insurance carriers.We are seeking a Financial Service Representative to join...


  • Toronto, Canada Richardson Wealth Ltd Full time

    **About Us**: 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 home to some of Canada’s best investment advisors. We’ve embarked on an exciting growth phase - a multi-year transformational journey to enhance our...

  • Wealth Advisor

    5 months ago


    Toronto, Canada Connor, Clark & Lunn Financial Group Full time

    **Wealth Advisor** **Connor, Clark & Lunn Private Capital Ltd.** **Toronto, ON** Becoming a Wealth Advisor with CC&L Private Capital may be the only career move you ever need to make. Join one of Canada's largest independent and privately held discretionary investment managers and help clients achieve their unique financial goals while providing exemplary...


  • Toronto, Ontario, Canada Nicola Wealth Full time

    Role OverviewNicola Wealth is seeking a skilled Wealth Planning Associate to join our Advisory Services Division. As a key member of our team, you will provide exceptional financial planning and strategic wealth management services to our high-net worth clients.Key ResponsibilitiesSupport Wealth Advisors in delivering first-class financial planning and...

  • Insurance Advisor

    6 months ago


    Toronto, Canada Nicola Wealth Full time

    Nicola Wealth Description At Nicola Wealth, our clients deserve the best. The same goes for our people. We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, proprietary limited partnerships, and investment products, 99% client retention rate and award-winning culture combine to position us as a national leader in...

  • Wealth Advisor

    6 months ago


    Toronto, Canada Connor, Clark & Lunn Financial Group Full time

    **Wealth Advisor** **Connor, Clark & Lunn Private Capital Ltd.** **Toronto, ON** - Connor, Clark & Lunn Financial Group (“CCLFG”) provides investment management services to individuals, advisors, pension plans, institutional investors, and foundations. As a unique “multi-boutique” asset management firm, CCLFG is uniquely focused on creating the...

  • Wealth Advisor

    6 months ago


    Toronto, Canada Connor, Clark & Lunn Financial Group Full time

    **Wealth Advisor** **Connor, Clark & Lunn Private Capital Ltd.** **Toronto, ON** - Connor, Clark & Lunn Financial Group (“CCLFG”) provides investment management services to individuals, advisors, pension plans, institutional investors, and foundations. As a unique “multi-boutique” asset management firm, CCLFG is uniquely focused on creating the...

  • Wealth Advisor

    6 months ago


    Toronto, Canada Connor, Clark & Lunn Financial Group Full time

    **Wealth Advisor** **Connor, Clark & Lunn Private Capital Ltd.** **Toronto, ON** - Connor, Clark & Lunn Financial Group (“CCLFG”) provides investment management services to individuals, advisors, pension plans, institutional investors, and foundations. As a unique “multi-boutique” asset management firm, CCLFG is uniquely focused on creating the...


  • Toronto, Canada Manulife Full time

    Manulife Investment Management (MIM) Advisor Group delivers financial and investment solutions and advice, including financial planning and insurance, to clients across the wealth spectrum. The Wealth and Retirement Advisor is senior member of a team of wealth advisors delivering wealth and retirement advice to Manulife clients. The Advisor will be an...


  • Toronto, Canada DUCA Financial Services Credit Union Ltd. Full time

    **Why DUCA?** At DUCA, we strive for excellence in everything we do. Our commitment to **_Do more, Be more, Achieve more_** is what sets us apart and drives our company culture. DUCA’s impact goes beyond our financial solutions - we're dedicated to making a real difference in the lives of our members and in our community. We believe our employees are our...

  • Bilingual HR Advisor

    2 weeks ago


    Toronto, Ontario, Canada Aviso Wealth Full time

    About the RoleAviso Wealth is seeking a highly motivated and detail-oriented Bilingual HR Advisor to join its People and Culture team. Reporting to the Senior Human Resources Business Partner, this role will be responsible for providing HR support and guidance to internal clients and stakeholders.Key ResponsibilitiesProvide HR support and guidance to...


  • Toronto, Ontario, Canada Optimize Wealth Management Full time

    Optimize Wealth Management is a premier wealth management company based in Toronto, ON. We provide personalized financial solutions and advice to our clients, including financial planning, portfolio management, tax preparation, debt management, and estate planning.The core of our approach is to match clients' financial and life goals with personalized...


  • Toronto, Canada Manulife Full time

    We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and...

  • Bilingual HR Advisor

    3 months ago


    Toronto, Canada Aviso Wealth Full time

    **Aviso**: **The Opportunity**: We are looking for a Bilingual HR Advisor to join our People and Culture team. Reporting to the Senior Human Resources Business Partner, the Bilingual HR Advisor will initially be assigned to a project that will involve a large volume of administrative and documentation work. After project completion, this role will be...


  • Toronto, Ontario, Canada Aviso Wealth Full time

    Aviso Wealth is seeking a highly experienced and skilled Director, Chief Compliance Officer, NEI to join our Asset Management team.The Director, Chief Compliance Officer, NEI will oversee compliance within NEI, an Investment Fund Manager, Portfolio manager, and Exempt Market Dealer, regulated by the OSC and CSA.ResponsibilitiesThis role requires the...

  • Advisor's Associate

    2 weeks ago


    Toronto, Canada Optimize Wealth Management Full time

    Company Description Optimize Wealth Management (Optimize Inc.), located in Toronto, ON, is a premier wealth management company that provides personalized financial solutions and advice to its clients. The company's financial services and solutions include financial planning, portfolio management, tax preparation, debt management, and estate planning....

  • Advisor's Associate

    4 weeks ago


    Toronto, Canada Optimize Wealth Management Full time

    Company DescriptionOptimize Wealth Management (Optimize Inc.), located in Toronto, ON, is a premier wealth management company that provides personalized financial solutions and advice to its clients. The company's financial services and solutions include financial planning, portfolio management, tax preparation, debt management, and estate planning. Optimize...

  • Advisor's Associate

    2 weeks ago


    Toronto, Canada Optimize Wealth Management Full time

    Company DescriptionOptimize Wealth Management (Optimize Inc.), located in Toronto, ON, is a premier wealth management company that provides personalized financial solutions and advice to its clients. The company's financial services and solutions include financial planning, portfolio management, tax preparation, debt management, and estate planning. Optimize...