Wealth Management Advisor: Build Client Wealth

POSITION SUMMARY The Advisor will provide financial planning advice and ongoing client servicing to a segment of client accounts nationally. The Advisor will ensure that regulatory compliance requirements are adhered to in all their activities. This position is also responsible for delivering financial planning advice and an outstanding client experience....

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...

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 Quebec is seeking a Wealth Management Advisor to cultivate relationships with clients and provide tailored financial advice. The ideal candidate will have a Bachelor's degree, relevant experience, and strong interpersonal skills. Join this firm to leverage your expertise in banking services and help clients achieve their...

Assistant Vice President, Learning and Development Location: Montreal, Toronto, Winnipeg Division: IGM‑HR IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $271 billion in assets. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie...

Assistant Vice President, Learning and Development Location: Montreal, Toronto, Winnipeg Division: IGM‑HR IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $271 billion in assets. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie...

Join to apply for the Wealth Management Advisor role at Desjardins. 1 day ago – Be among the first 25 applicants. Get AI-powered advice on this job and more exclusive features. Responsibilities Maintain high-quality personalized business relationships to maximize the potential of existing members and clients. Analyze the needs of members and clients and...

Join to apply for the Associate Wealth Advisor role at National Bank of Canada A career as a Wealth Associate empowers you to capitalize on your entrepreneurial spirit and make a direct impact on clients. In this role, you will support clients throughout all life events to help them achieve their financial goals and build long‑term, trust‑based...

Investment Representative (IR) – IG Wealth Management Location: Montreal or Winnipeg. IG Wealth Management (part of IGM Financial Inc.) is a leading integrated wealth and asset management company with approximately $271 billion in assets under management. The company offers a broad range of financial planning and investment management services to over...

Investment Representative (IR) – IG Wealth Management Location: Montreal or Winnipeg. IG Wealth Management (part of IGM Financial Inc.) is a leading integrated wealth and asset management company with approximately $271 billion in assets under management. The company offers a broad range of financial planning and investment management services to over...