Wealth Advisor | Build Portfolios for High-Net-Worth

A financial services company in Southwestern Ontario is seeking a Wealth Planning Consultant to deliver advanced financial planning services to high net worth clients. The ideal candidate will lead client consultations, develop complex financial plans, and collaborate with Investment Advisors to enhance client relationships. A CFP designation is required,...

A leading bank in the Americas seeks a Wealth Manager to deliver holistic wealth management solutions for high net worth and ultra-high net worth clients. This role emphasizes building client relationships, managing their portfolios, and collaborating with teams to ensure tailored services that meet client needs. The ideal candidate has strong relationship...

A leading financial institution is seeking an experienced Investment Advisor to build and maintain relationships with high-net-worth clients. This role offers an opportunity to create customized financial plans and utilize extensive resources provided by the firm. The ideal candidate has 4-6 years of sales experience, a passion for financial planning, and...

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...

Select how often (in days) to receive an alert:Requisition ID: 242299Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.PurposeThis position is a trusted advisor of private wealth services that meet high net worth client’s short- and long-term holistic wealth management and investment growth goals, through...

Job Description Grow your business, your way – with RBC As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but haven’t had the training, support, and resources from a company like RBC. Here, you’ll find what you need for...

A leading financial services provider in Southwestern Ontario seeks a passionate individual for a financial planning role. You will prepare comprehensive financial plans, work with high-net-worth individuals, and collaborate with advisors and field leaders. A CFP certification is mandatory, along with a minimum of 7 years of experience. The position offers a...

A leading financial services provider in Southwestern Ontario is seeking an experienced professional to oversee business process initiatives aimed at enhancing operational efficiency. The role involves managing teams and ensuring smooth advisor workflows. Candidates should have over 7 years of experience in Advisor Practice Management and familiarity with...

A leading financial institution in Canada seeks an Administrative Assistant for their Wood Gundy team in Thunder Bay, Ontario. In this role, you will provide essential support to Investment Advisors while enhancing client relationships. Ideal candidates will have a diploma in Business Administration or a related field, along with administrative experience....

A leading financial institution in Ontario is seeking a Wealth Banker based in Thunder Bay. This role focuses on providing investment-oriented financial advice, managing client relationships, and enhancing the wealth management knowledge of branch staff. The successful candidate will possess strong sales abilities and a demonstrated ability to meet the...