Wealth Advisor: Autonomy to Grow Client Portfolios

**About 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, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of...

We are currently seeking a Wealth Advisor to join our Island Savings team serving our South Vancouver Island branches. The Wealth Advisor (WA) is responsible for working with and managing a book of high value members in assigned, multiple branch locations, by offering a full range of investment and financial planning advice including deposit and lending...

We are currently seeking an Associate Wealth Advisor to join our team. The Associate Wealth Advisor (AWA) supports the Senior Wealth Advisor (SWA) in delivering professional investment and financial planning advice to a portfolio of high value members assigned to the SWA. The AWA works alongside the SWA on business development opportunities and/or offers...

A leading bank is seeking an Investment Advisor in Victoria. In this role, you will help clients achieve their financial goals through personalized advice and strong planning. Successful candidates will have a background in sales, a passion for financial services, and completed the Canadian Securities Course. This position offers the opportunity for...

A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. **Your job**: - Support investment advisors in providing...

Requisition ID: 242852As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets.When you join ScotiaMcLeod, you'll be...

A leading financial institution is seeking a self-motivated Life & Wealth Advisor in Victoria, Canada. You will provide integrated life insurance planning and advice to clients, requiring strong sales experience and a relevant license. The role involves connecting with clients, promoting a digital-first approach, and contributing to team sales goals. RBC...

Requisition ID: 232541 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Associate Portfolio Manager to join our team. As an Associate Portfolio Manager, you will...

Requisition ID: 146444 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Job Purpose** This 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 a firm wide investment strategy...

**About 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 - a multi-year transformational journey to enhance our...