Autonomous Investment Advisor: Grow Your Client Wealth
4 weeks ago
A leading financial institution in Canada seeks an experienced Investment Advisor to assist clients in achieving their financial goals. The ideal candidate will have a strong background in outbound sales and financial planning, along with excellent relationship-building skills. Responsibilities include managing high-net-worth client portfolios and leveraging the institution's resources for customized financial solutions. This position offers a base salary and unlimited earning potential through commissions, alongside a comprehensive benefits package.
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Wealth Coordinator or Associate Wealth Advisor
12 hours ago
Regina, Saskatchewan, Canada Aviso Wealth Full timeAffinity Financial Strategies (AFS), in partnership with GP Financial Services, is seeking applicants for a Wealth Coordinator or Associate Wealth Advisor. GP Financial Services provides financial planning, investment, and insurance services to existing clients, credit union members, and local communities. GP Financial Services operates as an independent...
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Wealth Advisor
2 weeks ago
Regina, Canada Connor, Clark & Lunn Financial Group Full time**Wealth Advisor** **Connor, Clark & Lunn Private Capital Ltd.** **Regina, SK** 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
Regina, Canada Connor, Clark & Lunn Financial Group Full time**Wealth Advisor** **Connor, Clark & Lunn Private Capital Ltd.** **Regina, SK** 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 Coordinator or Associate Wealth Advisor
5 hours ago
Regina, Canada Aviso Wealth Full timeAffinity Financial Strategies (AFS), in partnership with GP Financial Services, is seeking applicants for a Wealth Coordinator or Associate Wealth Advisor. GP Financial Services provides financial planning, investment, and insurance services to existing clients, credit union members, and local communities. GP Financial Services operates as an independent...
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Wealth Advisor
19 hours ago
Regina, Canada Connor, Clark & Lunn Financial Group Full timeConnor, Clark & Lunn Private Capital Ltd. Regina, SK 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 service. Our independence...
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Wealth Coordinator or Associate Wealth Advisor
4 weeks ago
Regina, Canada Aviso Wealth Inc Full timeOverview Affinity Financial Strategies (AFS), in partnership with GP Financial Services, is seeking applicants for a Wealth Coordinator or Associate Wealth Advisor. GP Financial Services provides financial planning, investment, and insurance services to existing clients, credit union members, and local communities. GP Financial Services operates as an...
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Wealth Advisor
3 days ago
Regina, Canada Connor, Clark & Lunn Financial Group Full time**Wealth Advisor** **Connor, Clark & Lunn Private Capital Ltd.** **Regina, SK** - Connor, Clark & Lunn Financial Group (“CCLFG”) provides investment management services to individuals, advisors, pension plans, institutional investors and foundations. As a unique “multi-boutique” asset management firm, CCLFG is uniquely focused on creating the...
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Wealth Advisor
3 days ago
Regina, Canada Thrive Wealth Management Full timeThrive Wealth Strategies is a wealth management firm serving members of credit unions and their communities. Financial advice and planning are core to what we provide for clients, including investment advice, retirement savings, income planning, estate, and protection advice. Our employees are team-oriented individuals and support a relationship-based...
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Wealth Advisor
2 weeks ago
Regina, Canada Connor, Clark & Lunn Financial Group Full time**Wealth Advisor** **Connor, Clark & Lunn Private Capital Ltd.** **Regina, SK** - Connor, Clark & Lunn Financial Group (“CCLFG”) provides investment management services to individuals, advisors, pension plans, institutional investors and foundations. As a unique “multi-boutique” asset management firm, CCLFG is uniquely focused on creating the...
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Wealth Sales Assistant
2 hours ago
Regina, Canada Aviso Wealth Full timeWealth Sales Assistant – GP Financial ServicesThis position is responsible for working closely with the Senior Wealth Advisor, to create sales opportunities and support new and existing relationships. They will assist in growing and managing the Advisory Practice by providing effective client service and contributing to business development activities....