Wealth Advisor: Build Custom Portfolios

Company Description Super Advisor is dedicated to empowering investment advisors by automating routine processes, enabling them to focus on their core expertise. Through innovative solutions, the company enhances efficiency and helps advisors optimize client outcomes. By simplifying operations, Super Advisor fosters innovation and growth in the financial...

A leading Canadian financial institution is seeking an Investment Advisor to help clients reach their financial goals. In this role, you will build and maintain relationships, create customized financial portfolios, and leverage extensive resources to meet client needs. The ideal candidate has experience in sales, a passion for financial planning, and...

JOB STATEMENT: We are seeking a Registered Portfolio Manager to join our dynamic, fast-growing independent wealth management firm in Canada. In this role, you will help design, build, and manage multi-asset portfolios that support retail advisors and their clients nationwide. The ideal candidate is bilingual in French and English, with proven expertise in...

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...

Application Deadline: 12/11/2025 Address: 20 Erb Street West Job Family Group: Wealth Sales & Service Provides wealth planning, advanced financial planning, guidance and counsel focused on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments. Works collaboratively in partnership with Investment Advisors to develop and deliver a client-focused...

Application Deadline: 12/11/2025 Address: 20 Erb Street West Job Family Group: Wealth Sales & Service Provides wealth planning, advanced financial planning, guidance and counsel focused on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments. Works collaboratively in partnership with Investment Advisors to develop and deliver a client-focused...

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 services firm is seeking a Wealth Advisor / Private Client Advisor to manage relationships with high-net-worth clients. The role requires 5+ years of experience in wealth management and expertise in financial planning and portfolio construction. This part-time remote position offers a competitive compensation of $200/hour for 20–30...

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...