Strategic Wealth Advisor — Personal

As a Wealth Advisor, you will lead the RLB Wealth service division and provide high-calibre, customized financial planning services to our clients in conjunction with TriCert’s financial planning team. You will play a vital role in ensuring each client follows a well-defined financial plan, through coordination with the client’s accounting and tax...

Join to apply for the Wealth Management Advisor role at RLB LLP. 2 days ago – be among the first 25 applicants. Be a builder of something new. RLB LLP has launched RLB Wealth! It is an integrated financial planning and wealth advisory business unit built to complement our long‑standing accounting and tax expertise. We’re seeking a visionary...

Have you heard? #RLBisAwesome! People Count. That is our motto at RLB. So, what does this mean for you? - We invest time and effort into our team members for the hands-on learning experience required to become a successful professional. - We offer a fun and rewarding work environment dedicated to ensuring that our team members get the knowledge, support, and...

Be a builder of something new. RLB LLP has launched RLB Wealth! It is an integrated financial planning and wealth advisory business unit built to complement our long-standing accounting and tax expertise. We’re seeking a visionary advisor-leader to help us build this practice from the ground up: someone technically strong, relationship-driven, and...

A mid-size accounting firm in Ontario is seeking a Wealth Management Advisor to help build a new financial planning and advisory practice. The ideal candidate will develop client-centered financial plans, execute strategic growth plans, and mentor future advisors. With 7–10+ years in wealth management, a CFP designation is preferred. This full-time role...

Why Guelph: **What we offer** We offer competitive wages and comprehensive benefits to meet the needs of our diverse employees. Many of our positions offer: - Paid vacation days, increasing with years of service - Paid personal days; - Hybrid and flexible work arrangements; - Defined benefit pension plan with OMERS, including 100-per-cent employer...

A financial services firm in Guelph, Ontario is seeking an Independent Financial Planner to join their team. This full-time hybrid role involves developing tailored financial plans, advising clients on investments and retirement strategies, and ensuring compliance with regulations. The ideal candidate will have a Certified Financial Planner designation,...

Investment Advisor Join to apply for the Investment Advisor role at RBC Dominion Securities. Job Description 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...

4 days ago Be among the first 25 applicantsDirect message the job poster from Gambit WealthManaging Partner | COO | Executive Financial Planner | Public Speaker | Entrepreneur | EO Accelerator member | bilingual | (French)Company DescriptionGambit Wealth offers tailored wealth management solutions for entrepreneurs and families, delivering accessible...

Requisition ID: 234483 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. What your role will be… Senior Financial Advisor At Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture...