Ground-Floor Wealth Advisor: Lead Holistic Planning Practice

A mid-size accounting firm in Ontario is seeking a Wealth Management Advisor to help build a new financial planning and advisory practice. The ideal candidate will develop client-centered financial plans, execute strategic growth plans, and mentor future advisors. With 7–10+ years in wealth management, a CFP designation is preferred. This full-time role...

Join to apply for the Wealth Management Advisor role at RLB LLP. 2 days ago – be among the first 25 applicants. Be a builder of something new. RLB LLP has launched RLB Wealth! It is an integrated financial planning and wealth advisory business unit built to complement our long‑standing accounting and tax expertise. We’re seeking a visionary...

Join to apply for the Wealth Management Advisor role at RLB LLP. 2 days ago – be among the first 25 applicants. Be a builder of something new. RLB LLP has launched RLB Wealth! It is an integrated financial planning and wealth advisory business unit built to complement our long‑standing accounting and tax expertise. We’re seeking a visionary...

Be a builder of something new. RLB LLP has launched RLB Wealth It is an integrated financial planning and wealth advisory business unit built to complement our long-standing accounting and tax expertise.We're seeking a visionary advisor-leader to help us build this practice from the ground up: someone technically strong, relationship-driven, and motivated by...

Be a builder of something new. RLB LLP has launched RLB Wealth It is an integrated financial planning and wealth advisory business unit built to complement our long-standing accounting and tax expertise.We're seeking a visionary advisor-leader to help us build this practice from the ground up: someone technically strong, relationship-driven, and motivated by...

**Employment Status**: - Permanent Full-Time**Location**: - Guelph, ON**Department**: - Retail**Reporting To**: - Portfolio Manager, Investment Advisor**Job Id**: - GUE - 006**Job Level**: - L4**Seniority Level**: - Associate**Position Overview**: The Wealth Planning Associate will work collaboratively with their team and utilize the Tax and Estate...

Have you heard? #RLBisAwesome! People Count. That is our motto at RLB. So, what does this mean for you? - We invest time and effort into our team members for the hands-on learning experience required to become a successful professional. - We offer a fun and rewarding work environment dedicated to ensuring that our team members get the knowledge, support, and...

Investment Advisor-National Partnership OfficeJoin to apply for the Investment Advisor-National Partnership Office role at Richardson WealthAbout UsAs a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of...

Investment Advisor-National Partnership OfficeJoin to apply for the Investment Advisor-National Partnership Office role at Richardson WealthAbout UsAs a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of...

Senior Manager, Product Expertise (Wealth) at Co-operatorsWe are a leading Canadian financial services co‑operative committed to being a catalyst for a sustainable and resilient society. Our team is essential to deliver on this strategy, prioritising people to provide a strong culture, development opportunities, and a purpose‑driven environment where you...