Wealth Advisor
4 weeks ago
OverviewTalent Edge is a trusted Executive & Professional Search partner delivering talent acquisition and advisory across industries. We leverage cutting-edge research and market mapping tools to deliver exceptional candidate matches for our clients.Our client is a boutique wealth management firm redefining holistic wealth advisory for successful individuals, families, and business owners. They offer a full-service ecosystem and a team of seasoned experts to deliver integrated strategies for the complex and evolving needs of their clientele. They are expanding their team of Wealth Advisors.OpportunityThis is a fantastic opportunity for an entrepreneurial Wealth Advisor who wants to take ownership of building their practice within a fast-growing, visionary platform. You will serve as a trusted partner to high-net-worth individuals, families, and business owners, providing strategic guidance and hands-on management across wealth areas including estate and tax planning, corporate structuring, retirement planning, risk management, insurance, and investments.About the Individual / QualificationsThe ideal Wealth Advisor brings 8+ years of experience in financial planning or a related advisory role, with a strong foundation in both insurance and investment planning. You hold the Chartered Investment Manager (CIM) designation and ideally additional qualifications in financial planning, insurance, or estate planning. Other industry credentials are welcomed as an asset.Beyond credentials, you have an entrepreneurial mindset and are excited by building a significant practice within a growth platform. You thrive in a collaborative, team-oriented environment, while bringing independence, creativity, and drive. You are committed to excellence and skilled at delivering clear, precise work.Strong interpersonal skills and the ability to inspire confidence with clients.Exceptional attention to detail and a proactive, solutions-focused approach.A creative and strategic problem-solver with an entrepreneurial spirit.Self-motivated, persistent, and driven to achieve results with integrity.Commitment to continuous learning, professional excellence, and long-term client impact.Additional InformationThis position is structured as an Independent Contractor, and not an employee.Next StepsIf you are interested in applying to this opportunity, reviewing the complete job description, or simply having an introductory conversation to explore if this role is the right fit for you, please click on the ‘Apply’ button.Talent Edge and our client believe in equal opportunity, equity, fairness, and transparency. We celebrate diversity and are committed to creating an inclusive environment for all clients, partners and candidates. If you require accommodations during the application or interview process, please let us know at hello@talent-edge.ca.All applications are treated with the utmost confidentiality. Your personal information is solely for the purpose of the hiring process and will not be shared or circulated without your consent.DetailsSeniority level: Mid-Senior levelEmployment type: Full-timeJob function: Finance and ConsultingIndustries: Financial Services and InsuranceReferrals increase your chances of interviewing at Talent Edge by 2x #J-18808-Ljbffr
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Wealth Advisor
2 weeks ago
Calgary, Canada Connor, Clark & Lunn Financial Group Full time**Wealth Advisor** **Connor, Clark & Lunn Private Capital Ltd.** **Calgary, AB** Becoming a Wealth Advisor with CC&L Private Capital may be the only career move you ever need to make. Join one of Canada's largest independent and privately held discretionary investment managers and help clients achieve their unique financial goals while providing exemplary...
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Wealth Advisor
1 week ago
Calgary, Alberta, Canada Connor, Clark & Lunn Financial Group Full time $120,000 - $250,000 per yearWealth AdvisorConnor, Clark & Lunn Private Capital Ltd.Calgary, ABBecoming a Wealth Advisor with CC&L Private Capital may be the only career move you ever need to make. Join one of Canada's largest independent and privately held discretionary investment managers and help clients achieve their unique financial goals while providing exemplary service. Our...
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Head of Sales
3 weeks ago
Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Victoria, Surrey, London, Halton Hills, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada Super Advisor Full timeHead of Sales (Wealth Platforms – Canada & U.S.) We’re looking for a Head of Sales who knows how to close. Someone who’s built and run a real pipeline — fast-moving, high-volume, and full of serious prospects — and can turn qualified leads into signed, multi-advisor deals. At Super Advisor, we’re building the operating system for wealth...
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Wealth Advisor
4 weeks ago
Calgary, Canada Talent Edge Full timeOverviewTalent Edge is a trusted Executive & Professional Search partner delivering talent acquisition and advisory across industries. We leverage cutting-edge research and market mapping tools to deliver exceptional candidate matches for our clients.Our client is a boutique wealth management firm redefining holistic wealth advisory for successful...
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Calgary, Canada Richardson Wealth Full time525 8 Ave SW, Calgary, AB T2P 1G1, Canada Req #270March 5, 2025About 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 –...
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Licenced Wealth Advisor Assistant
4 weeks ago
Calgary, Canada Raymond James Financial Full timeLicensed Wealth Advisor Assistant (2500694) Raymond James Independent Financial Services is seeking a full‑time Licensed Wealth Advisor Assistant to work in our Mission Wealth Advisors Calgary office. Raymond James Ltd. is one of Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking...
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Licenced Wealth Advisor Assistant
4 weeks ago
Calgary, Canada Raymond James Financial Full timeLicensed Wealth Advisor Assistant (2500694) Raymond James Independent Financial Services is seeking a full‑time Licensed Wealth Advisor Assistant to work in our Mission Wealth Advisors Calgary office. Raymond James Ltd. is one of Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking...
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Licenced Wealth Advisor Assistant
3 weeks ago
Calgary, Canada Raymond James Financial Full timeLicensed Wealth Advisor Assistant (2500694) Raymond James Independent Financial Services is seeking a full‑time Licensed Wealth Advisor Assistant to work in our Mission Wealth Advisors Calgary office. Raymond James Ltd. is one of Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking...
