Senior Financial Advisor — Holistic Wealth Planner

4 weeks ago


Hamilton, Canada Scotiabank Full time

A leading financial institution in Canada seeks a Senior Financial Advisor in Hamilton. The role involves building strong customer relationships, developing personalized financial strategies, and exceeding sales targets. Ideal candidates should possess a CIFP Diploma and Mutual Funds license, with a passion for customer service. This position offers a competitive compensation and benefits package, along with opportunities for professional development.
#J-18808-Ljbffr



  • 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 Huxton Black Full time

    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,...


  • Calgary, Toronto, Montreal, 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 Fidelity Canada Full time

    Job DescriptionCurrent work authorization for Canada is required for all openings.As part of Fidelity's dynamic work model, you will have a flexible, 100% remote work scheduleWho We AreAt Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment...


  • Hamilton # Hamilton, Ontario, Canada Southwestern Ontario Full time $80,000 - $120,000 per year

    Experienced Financial Advisor/Planner Are you ready for change, flexibility, and the opportunity to build your own practice? Take control of your future, your own success, and create financial independence.  Enjoy the work-life balance and quality lifestyle you deserve, all while being your own boss.Let's talk. It's an exciting time to join usAt Desjardins...


  • Eastern Ontario, 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, Southw, Canada Fidelity Canada Full time

    Job DescriptionCurrent work authorization for Canada is required for all openings.As part of Fidelity's dynamic work model, you will have a flexible, 100% remote work schedule.Who We AreAt Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment...


  • Hamilton, Canada Scotiabank Full time

    A leading bank in Hamilton is looking for a Senior Financial Advisor to join their team. The role involves building strong customer relationships, developing personalized financial strategies, and achieving sales targets in a fast-paced environment. We're seeking candidates with a Mutual Funds licence and a CIFP Diploma. The position offers a competitive...


  • Hamilton, Canada Scotiabank Full time

    A leading bank in Hamilton is looking for a Senior Financial Advisor to join their team. The role involves building strong customer relationships, developing personalized financial strategies, and achieving sales targets in a fast-paced environment. We're seeking candidates with a Mutual Funds licence and a CIFP Diploma. The position offers a competitive...

  • Financial Advisor

    2 days ago


    Hamilton, Canada Cowan Insurance Group Full time

    Cowan Insurance Group is looking for a highly motivated **Financial Advisor** to join our team! Reporting to the Director, Wealth Management, you will be an integral member of our wealth management team responsible for deepening and broadening new and existing client relationships from an assigned block of business, in collaboration with associates in wealth...

  • Head of Sales

    3 weeks ago


    Toronto, Montreal, Calgary, Vancouver, 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 Super Advisor Full time

    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...

  • Remote Wealth Advisor

    4 weeks ago


    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 Fidelity Canada Full time

    Join a forward-thinking company as a Wealth Advisor, where your expertise in financial planning and investment strategies will help clients achieve their long-term financial goals. In this fully remote role, you will provide exceptional client experiences, educate clients on products and services, and collaborate with internal teams to enhance client...


  • 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 Mercor Full time

    Wealth Mgmt. Advisor | $200/hr Position: Wealth Advisor / Private Client Advisor Type: Contract Location: Remote Commitment: 20–30 hours/week Base pay range: $200.00/hr – $200.00/hr Role Responsibilities Manage and deepen relationships with HNW and UHNW clients, delivering exceptional service and trust‑based advice. Develop and implement holistic...