Lead Wealth Management Front-Office Projects
7 days ago
A boutique consulting firm in Canada is seeking a Project Manager for Wealth Management. This role requires leading a front office project, with a strong focus on project management and leadership experience (5+ years). Ideal candidates will have expertise in project management methodologies like PMP, PRINCE, or Agile, and possess a broad understanding of Wealth Management. This position offers the opportunity to work in a dynamic environment with a focus on customization and client satisfaction.
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Remote Advisor
4 weeks ago
Quebec, Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Victoria, Surrey, Halton Hills, London, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada IG Wealth Management Full timeA leading wealth management firm in Quebec City is seeking an Advisor for the Corporate Channel. This remote position requires securities licensing and 3+ years of client-facing financial planning experience. Candidates must be proficient in digital tools, with a strong emphasis on relationship building and customer service. Bilingualism in French and...
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Quebec, Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Victoria, Surrey, Halton Hills, London, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada IG Wealth Management Full timeA leading wealth management company is looking for a Bilingual Senior Client Relations Representative to join their team. This role involves handling client interactions and ensuring a high level of service quality. Ideal candidates will have strong client service experience and bilingual skills in French and English. The company promotes a hybrid work...
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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 Advisor
2 weeks ago
Regina, Canada Thrive Wealth Management Full timeThrive Wealth Strategies is a wealth management firm serving members of credit unions and their communities. Financial advice and planning are core to what we provide for clients, including investment advice, retirement savings, income planning, estate, and protection advice. Our employees are team-oriented individuals and support a relationship-based...
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Associate Wealth Planner
4 weeks ago
Toronto, Canada Richardson Wealth Full timeJoin to apply for the Associate Wealth Planner role at Richardson Wealth. 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...
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Associate Wealth Planner
3 weeks ago
Toronto, Canada Richardson Wealth Full timeJoin to apply for the Associate Wealth Planner role at Richardson Wealth . 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...
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Associate Wealth Planner
3 weeks ago
Toronto, Canada Richardson Wealth Full timeJoin to apply for the Associate Wealth Planner role at Richardson Wealth. 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...
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Project Manager
5 days ago
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...
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Associate Wealth Planner
1 week ago
Toronto, Ontario, Canada Richardson Wealth Full time $60,000 - $120,000 per yearAbout 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...
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Associate Wealth Planner
3 days ago
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...
