Wealth Investment Associate — Grow Client Portfolios

A leading financial institution is seeking an Investment Associate in St. Catharines to enhance client relationships and provide tailored investment advice. This role involves working with a Wealth Advisor to identify opportunities and manage client communications. The ideal candidate has experience in the securities industry and is an approved Registered...

A leading financial institution in St. Catharines is seeking an Investment Associate to work closely with a Wealth Advisor, providing client service and contributing to business development. The ideal candidate has experience in the securities industry, is a Registered Representative, and possesses excellent communication skills. This role offers...

A leading financial institution in Canada is seeking Investment Advisors to join their Developing Investment Advisor Program. The role involves building relationships with high-net-worth clients, developing tailored wealth management strategies, and actively managing investment portfolios. Ideal candidates will have strong communication skills, 3+ years of...

Portfolio Management duties include, but are not limited to:Conduct appropriate Know Your Client meetings, set an appropriate mandate, and fulfill all fiduciary obligations. Keep appropriate documentation and notes for all meetings conducted. Always act in your client's best interest.  Build a warm and trusting relationship with clients as much as...

Requisition ID: 158061 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...

Description :Looking for candidates in the Kitchener/Waterloo/Cambridge/Guelph/St. Catharines regions or surrounding areas.TD Wealth, Private Wealth Management (PWM) provides high-net worth clients with holistic discovery and planning resulting in customized wealth advice and solutions.TD Wealth Private Investment Advice (TDW PIA) is one of Canada's premier...

Requisition ID: 238701 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...

Developing Investment Advisor – TD Securities Location: St. Catharines, Ontario, Canada Hours: 37.5 hours per week Line of Business: TD Wealth Pay: $50,000 - $100,000 CAD per year. This role is eligible for commission‑based earnings. TD is committed to fair and equitable compensation opportunities. Growth opportunities and skill development are defining...

Developing Investment Advisor – TD Securities Location: St. Catharines, Ontario, Canada Hours: 37.5 hours per week Line of Business: TD Wealth Pay: $50,000 - $100,000 CAD per year. This role is eligible for commission‑based earnings. TD is committed to fair and equitable compensation opportunities. Growth opportunities and skill development are defining...

Requisition ID: 210505 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...