Strategic Wealth
3 weeks ago
A prominent financial services firm in Halifax is seeking a Wealth and Retirement Advisor to provide expert financial advice to clients. The role focuses on building long-term relationships and creating comprehensive financial plans based on clients' goals. Ideal candidates will have relevant industry experience, necessary licenses, and strong communication skills. This position offers a hybrid working arrangement and a comprehensive benefits package.
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Wealth Advisor for UHNW Clients
2 weeks ago
Vancouver, Toronto, Montreal, Calgary, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Surrey, Victoria, London, Halton Hills, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada NW Strategic Private Wealth Management Group Full timeA private wealth management firm in Vancouver is seeking a Wealth Management & Financial Planning Advisor to manage client portfolios, conduct financial planning, and market to new clientele. The ideal candidate should possess strong communication skills, a good work ethic, and an existing network of clients. This full-time position offers a competitive...
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Wealth-Management Consultant
2 weeks ago
Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Surrey, Victoria, London, Halton Hills, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada Mercor Full timeWealth-Management Consultant Position: Wealth Advisor / Private Client Advisor Type: Contract Compensation: $200/hour Location: Remote Commitment: 20–30 hours/week Role Responsibilities Manage and deepen relationships with HNW and UHNW clients, delivering exceptional service and trust-based advice. Develop and implement holistic financial and investment...
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Trust Officer
3 weeks ago
Halifax, Canada BMO Full timeJoin to apply for the Trust Officer - Private Wealth role at BMO1 day ago Be among the first 25 applicantsJoin to apply for the Trust Officer - Private Wealth role at BMOProvides high quality sales and service to Trust & Estate clients to deliver an exceptional client experience. Provides technical expertise for all aspects of Trust & Estate account...
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Trust Officer
2 weeks ago
Halifax, Canada BMO Full timeJoin to apply for the Trust Officer - Private Wealth role at BMO1 day ago Be among the first 25 applicantsJoin to apply for the Trust Officer - Private Wealth role at BMOProvides high quality sales and service to Trust & Estate clients to deliver an exceptional client experience. Provides technical expertise for all aspects of Trust & Estate account...
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Vancouver, Toronto, Montreal, Calgary, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Surrey, Victoria, London, Halton Hills, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada Aviso Wealth Full timeAviso At Aviso, we are dedicated to improving the financial well‑being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic...
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Wealth Mgmt. Advisor | $200/hr
2 weeks ago
Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Surrey, Victoria, London, Halton Hills, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada Mercor Full timeWealth Mgmt. Advisor | $200/hr Position: Wealth Advisor / Private Client Advisor Type: Contract Location: Remote Commitment: 20–30 hours/week Base pay range: $200.00/hr – $200.00/hr Role Responsibilities Manage and deepen relationships with HNW and UHNW clients, delivering exceptional service and trust‑based advice. Develop and implement holistic...
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Trust Administrator Private Wealth
4 weeks ago
Halifax, Canada Bank of Montreal Full timeOverviewProvides high quality sales and service to Trust & Estate clients to deliver an exceptional client experience. Provides technical expertise for all aspects of Trust & Estate account management and administration to ensure compliance. Works collaboratively within the branch and the regional team as part of the client / relationship management...
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Wealth Management Advisor – High Net Worth
1 week ago
Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Surrey, Victoria, London, Halton Hills, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada Mercor Full timeWealth Management Advisor – High Net Worth 1 day ago Be among the first 25 applicants This range is provided by Mercor. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $200.00/hr - $200.00/hr Direct message the job poster from Mercor About The Job Mercor connects elite creative and...
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Developing Investment Advisor
2 weeks ago
Halifax, Canada TD Securities Full timeDeveloping Investment Advisor – Halifax TD Securities – TD Wealth, Private Wealth Management (PWM) Location: Halifax, Nova Scotia, Canada Hours: 37.5 hours per week Line of Business: TD Wealth Pay: $50,000 – $100,000 CAD (base) plus commission Eligibility for commission based earnings. Job Description TD Wealth, Private Wealth Management (PWM) provides...
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Developing Investment Advisor
2 weeks ago
Halifax, Canada TD Securities Full timeDeveloping Investment Advisor – Halifax TD Securities – TD Wealth, Private Wealth Management (PWM) Location: Halifax, Nova Scotia, Canada Hours: 37.5 hours per week Line of Business: TD Wealth Pay: $50,000 – $100,000 CAD (base) plus commission Eligibility for commission based earnings. Job Description TD Wealth, Private Wealth Management (PWM) provides...
