Wealth Planning Associate — Build Client Plans

Application Deadline: 12/11/2025 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 client-focused...

Application Deadline: 12/11/2025 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 client-focused...

IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under management.  The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals.  Its activities are carried out...

A 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...

A financial planning firm in Ontario is seeking a Financial Services Associate to support financial advisors by providing excellent client service and assisting with business development. The ideal candidate will have a background in finance or business, strong communication skills, and experience in a client-focused environment. Responsibilities include...

A leading professional services firm in Canada is seeking an Associate for their Wealth Management/Private Client Advisors team. The role involves consulting on taxation, delivering integrated solutions across various client sectors. Ideal candidates are tax professionals ready to specialize, possessing a professional designation, and strong analytical and...

Client Service Associate (CSA) – Planning & Scheduling – Part‑time 0.8 Apply for the Client Service Associate (CSA) – Planning & Scheduling – Part time 0.8 role at VON Canada. Requisition DetailsEmployment Status: Permanent, Part‑time (0.8 FTE) Program Name: Visiting NursingNumber of Hours Bi‑Weekly: 60Work Schedule: Days, Evenings,...

OverviewIrons Financial Services Inc., a proud agency representing The Co-operators, is a dynamic and community-focused financial services team committed to helping individuals, families, and businesses achieve financial security through life, wealth, and general insurance solutions. Our office is known for its professionalism, warmth, and deep community...

Client Service Associate (CSA) – Planning & Scheduling – Part‑time 0.6 Employment Status: Permanent, Part‑time (0.6 FTE) Program Name: Visiting Nursing Number of Hours Bi‑Weekly: 45 Work Schedule: Days, Evenings, Weekends Union/Bargaining Unit: LiUNA On Call: No Existing Vacancy: Yes – we’re currently hiring candidates for an existing vacancy...

Requisition ID: 242298Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.The Wealth Associate role has been created as a means to develop client- focused talent in Private Investment Counsel. Wealth Associates will be supported in their development through the Wealth Associate Advancement Program (WAAP) and...