Senior Financial Advisor — Client-Centric Wealth Planning

A leading bank in the Americas is seeking a Senior Financial Advisor in Mississauga. You will be responsible for building strong customer relationships, providing financial advice, and meeting sales targets in a collaborative environment. The ideal candidate has a Mutual Funds licence and a CIFP Diploma, with a strategic approach to developing personalized...

Senior Manager, Product Expertise (Wealth) Co-operators Company: CGIC Department: Retail Sales Employment Type: Regular Full-Time Work Model: Hybrid Language: English is required, French is an asset. Additional Information: This role is currently vacant The Opportunity We are a leading Canadian financial services co‑operative committed to being a catalyst...

Senior Manager, Product Expertise (Wealth) Co-operators Company: CGIC Department: Retail Sales Employment Type: Regular Full-Time Work Model: Hybrid Language: English is required, French is an asset. Additional Information: This role is currently vacant The Opportunity We are a leading Canadian financial services co‑operative committed to being a catalyst...

A private wealth management firm in Vancouver is seeking a Wealth Management & Financial Planning Advisor to manage client portfolios, conduct financial planning, and market to new clientele. The ideal candidate should possess strong communication skills, a good work ethic, and an existing network of clients. This full-time position offers a competitive...

**About Us**: AG Wealth is launching a next-generation wealth management platform backed by the Ahmed Group, focused on redefining how high-net-worth individuals and families invest, grow, and preserve their wealth. As we prepare for launch, we are seeking a dynamic **Head of Wealth** to lead our wealth advisory division, drive strategic growth, and help...

A financial technology firm is seeking a Senior Financial Advisor. This full-time remote position involves managing client relationships and providing tailored financial advice. Candidates should possess a Bachelor's degree in a relevant field and have expertise in financial planning and wealth management. The salary range is from $90,000.00 to $200,000.00,...

Head of Sales (Wealth Platforms – Canada & U.S.) We’re looking for a Head of Sales who knows how to close. Someone who’s built and run a real pipeline — fast-moving, high-volume, and full of serious prospects — and can turn qualified leads into signed, multi-advisor deals. At Super Advisor, we’re building the operating system for wealth...

A leading wealth management firm in Quebec City is seeking an Advisor for the Corporate Channel. This remote position requires securities licensing and 3+ years of client-facing financial planning experience. Candidates must be proficient in digital tools, with a strong emphasis on relationship building and customer service. Bilingualism in French and...

A leading financial institution in Peel Region is seeking a Senior Financial Advisor to drive customer relationships and develop tailored financial solutions. You will provide expert advice on banking and investment options while meeting set sales targets. The ideal candidate has a Mutual Funds license, a CIFP Diploma, and a passion for customer service....

A leading financial institution in Peel Region is seeking a Senior Financial Advisor to drive customer relationships and develop tailored financial solutions. You will provide expert advice on banking and investment options while meeting set sales targets. The ideal candidate has a Mutual Funds license, a CIFP Diploma, and a passion for customer service....