Senior Wealth Management Partner

Get AI-powered advice on this job and more exclusive features.About Richardson WealthAs 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...

Posting #: 25-25 Location: Kitchener /Sault Ste. Marie/Remote Considered **Job Type**: Regular, Full Time **JOB SUMMARY**: Reporting to the Chief Executive Officer (CEO), the Vice President (VP) Wealth Management at YNCU is responsible for and oversees the Enterprise Strategy for Wealth and has direct accountability for the Wealth team. The role is...

**Employment Status**: Temporary, Full-Time **Location**: Kitchener, ON **Department**: Retail **Reporting To**: Branch Management & Investment Advisor Team **Job Id**: KIT - 006 **Job Level**: L3 **Seniority Level**: Associate **Position Overview**: The incumbent of this position will support the planning and execution of new Advisor transitions on a...

Job Description Posted Wednesday, June 11, 2025 at 4:00 a.m. 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...

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...

Overview Application Deadline: 10/16/2025 Address: 20 Erb Street West Job Family Group: Wealth Sales & Service Provides wealth planning, advanced financial planning, guidance and counsel focused on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments. Works collaboratively in partnership with Investment Advisors to develop and deliver a...

Requisition ID: 174832 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Purpose** Contributes to the overall success of the Total Wealth Planning, Client Solutions / Canadian Wealth Management in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the...

Join to apply for the Partner Development Manager role at FreshBooks. We’re looking for a Partner Development Manager to join our Business Development team and help expand FreshBooks’ channel partner ecosystem. In this role, you’ll be responsible for identifying, engaging, and signing new channel partners, from the first outreach through to agreement...

Join to apply for the Partner Development Manager role at FreshBooks. We’re looking for a Partner Development Manager to join our Business Development team and help expand FreshBooks’ channel partner ecosystem. In this role, you’ll be responsible for identifying, engaging, and signing new channel partners, from the first outreach through to agreement...

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...