Wealth-Management Consultant
2 weeks ago
Wealth-Management Consultant Position: Wealth Advisor / Private Client Advisor Type: Contract Compensation: $200/hour Location: Remote Commitment: 20–30 hours/week Role Responsibilities Manage and deepen relationships with HNW and UHNW clients, delivering exceptional service and trust-based advice. Develop and implement holistic financial and investment plans aligned with client goals, liquidity needs, and risk tolerance. Conduct asset allocation, portfolio reviews, and performance evaluations. Identify opportunities to grow client AUM through strategic referrals and value-driven engagement. Collaborate with investment and planning teams to integrate AI insights, risk analytics, and digital portfolio tools. Maintain a deep understanding of tax, estate, and retirement planning strategies. Qualifications Must-Have 5+ years of experience in wealth management, private banking, or RIA environments. Proven track record managing $20M+ in client assets. Expertise in financial planning, portfolio construction, and client communication. Strong interpersonal and relationship-building skills with a client-first mindset. Knowledge of financial planning software, CRM systems, and investment platforms. Preferred CFP, CFA, CPA, or MBA preferred. Application Process (Takes 20–30 mins to complete) Upload resume AI interview based on your resume Submit form Resources & Support For details about the interview process and platform information: https://talent.docs.mercor.com/welcome/welcome For any help or support, reach out to: support@mercor.com #J-18808-Ljbffr
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Remote Wealth Platform Solution Consultant
2 weeks ago
Vancouver, Toronto, Montreal, Calgary, 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 FNZ Full timeA leading global wealth management platform in Vancouver is seeking an Associate to provide consulting services and lead client projects. Candidates should have strong analytical skills and experience in a consulting role. This full-time position requires a 1st class degree and offers the opportunity to work with various financial institutions. Excellent...
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Remote Solution Consultant: Wealth Platform
2 weeks ago
Vancouver, Toronto, Montreal, Calgary, 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 FNZ Full timeA global wealth management platform is seeking a Solution Consultant to provide leadership and expertise in client projects. This remote role will transition to hybrid, based in Vancouver. The ideal candidate will have experience in consulting and a strong understanding of financial services, with the ability to engage effectively with customers and...
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Lead Wealth Management Front-Office Projects
7 days ago
Toronto, Montreal, Calgary, Vancouver, 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 ROSS Full timeA 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...
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Sales Specialist – Citizenship by Investment
4 weeks ago
Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Victoria, Surrey, Halton Hills, London, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada Godmer Immigration Consultant Full timeSales Specialist – Citizenship by Investment (CBI) Programs Part-Time | 100% Commission-Based | Remote (with Occasional In-Person Meetings) Company: Godmer Immigration Consultant Location: Remote (Global) About Us Godmer Immigration Consultant is a leading Canadian business immigration advisory firm specializing in entrepreneur and investor immigration...
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Toronto, Montreal, Calgary, Vancouver, 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 Charles Schwab Full timeYour Opportunity In addition to the salary range, this role is also eligible for bonus or incentive opportunities. At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. The Wealth & Asset Management...
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Wealth Planning Consultant, Private Wealth
2 weeks ago
Southwestern Ontario, Canada BMO Financial Group Full timeApplication 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...
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Wealth Planning Consultant, Private Wealth
2 weeks ago
Southwestern Ontario, Canada BMO Financial Group Full timeApplication 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...
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Wealth Advisor
7 days ago
Vancouver, Canada Nicola Wealth Full timeJoin to apply for the Wealth Advisor role at Nicola WealthJoin to apply for the Wealth Advisor role at Nicola WealthAbout Nicola Wealth:We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture,...
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Private Client Tax Associate – Wealth
1 week ago
Toronto, Montreal, Calgary, Vancouver, 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 ROSS Full timeA 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...
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Calgary, Toronto, Montreal, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Victoria, Surrey, Halton Hills, London, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada Katalyst Data Management Full timeA leading data management consulting firm in Calgary seeks talented individuals for future Data Management Consultant opportunities. The role involves collaborating with clients on data management needs, designing effective processes, and analyzing data for insights. Ideal candidates should have a related bachelor's degree and strong analytical skills. Join...
