Wealth Advisor: Build Elite Portfolios for HNW Clients
2 weeks ago
A leading Canadian financial institution is seeking Developing Investment Advisors to provide specialized investment advice to high-net-worth clients. This role includes building client relationships, developing wealth management strategies, and receiving comprehensive training to support your success. Ideal candidates will have a strong educational background and proven sales experience in a client-facing role. Competitive salary and rewards package offered.
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Abbotsford, Canada The Toronto-Dominion Bank (Canada) Full timeA leading Canadian financial institution is seeking Developing Investment Advisors to provide specialized investment advice to high-net-worth clients. This role includes building client relationships, developing wealth management strategies, and receiving comprehensive training to support your success. Ideal candidates will have a strong educational...
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Associate Financial Advisor
2 weeks ago
Abbotsford, Canada iA Private Wealth Full timeWorking closely with a Senior Investment Advisor to assist with: - Fielding calls from clients, prospects and others - Completing client appointment packages - Inputting data - Coordinating client events - Processing client trades - Setting appointments - Client interaction - Assist with prospecting - Projects on an as needed basis - File organization and...
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Abbotsford, British Columbia, Canada Harbourfront Wealth Management Inc Full time $52,000 per yearCompany descriptionAbout Harbourfront:Harbourfront Wealth Management Inc. is an employee-owned firm and CIRO registered securities dealer with offices across Canada. The firm specializes in providing holistic wealth management solutions for mid to high-net-worth individuals which includes customized, back-tested portfolio construction, financial income and...
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Investment Advisor
4 weeks ago
Abbotsford, Canada RBC Dominion Securities Full timeOverviewInvestment Advisor role at RBC Dominion Securities. Grow your business, your way – with RBC. As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Here, you’ll find what you need for your career and life to make it yours! Responsibilities You have excellent people and...
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Investment Advisor
4 weeks ago
Abbotsford, Canada RBC Dominion Securities Full timeOverviewInvestment Advisor role at RBC Dominion Securities. Grow your business, your way – with RBC. As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Here, you’ll find what you need for your career and life to make it yours! Responsibilities You have excellent people and...
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Financial Advisor
4 weeks ago
Abbotsford, Canada Leadervest Full timeFinancial AdvisorOur client is a well-established financial advisory practice offering holistic wealth management solutions to individuals, families, and business owners. They are seeking an experienced Financial Advisor to join their team and take ownership of a growing client portfolio within a supportive and client-first culture.Key...
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Financial Advisor
4 weeks ago
Abbotsford, Canada Leadervest Full timeFinancial AdvisorOur client is a well-established financial advisory practice offering holistic wealth management solutions to individuals, families, and business owners. They are seeking an experienced Financial Advisor to join their team and take ownership of a growing client portfolio within a supportive and client-first culture.Key...
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Investment Advisor
2 weeks ago
Abbotsford, Canada Royal Bank of Canada Full timeJob Description Grow your business, your way – with RBC. As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but haven’t had the training, support, and resources from a company like RBC. Here, you’ll find what you need for...
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Investment Advisor
2 weeks ago
Abbotsford, Canada Royal Bank of Canada Full timeJob Description Grow your business, your way – with RBC. As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but haven’t had the training, support, and resources from a company like RBC. Here, you’ll find what you need for...
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Administrative Assistant
2 weeks ago
Abbotsford, Canada Harbourfront Wealth Management Full timeWho we are:Harbourfront Wealth is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing CIRO registered securities dealer with over 10 billion in assets. The firm provides financial services and holistic wealth management solutions for mid to high-net-worth individuals. At Harbourfront Wealth, our core...