Ground-Floor Wealth Advisor: Lead Holistic Planning Practice
11 hours ago
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 offers mid-senior level responsibilities within a collaborative environment.
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Wealth Management Advisor
12 hours ago
Guelph, Canada RLB LLP Full timeJoin 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...
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Wealth Management Advisor
4 days ago
Guelph, Ontario, Canada RLB LLP Full timeBe 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...
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Wealth Management Advisor
2 days ago
Guelph, Ontario, Canada RLB LLP Full timeBe 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...
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Associate, Wealth Planning
1 week ago
Guelph, Canada Richardson Wealth Full time**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...
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Wealth Advisor
7 days ago
Guelph, Canada RLB LLP Full timeHave 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...
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Senior Manager, Product Expertise
3 weeks ago
Guelph, Canada Co-operators Full timeSenior 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...
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Senior Manager, Product Expertise
3 weeks ago
Guelph, Canada Co-operators Full timeSenior Manager, Product Expertise (Wealth) at Co-operators We 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...
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Senior Manager, Product Expertise
4 weeks ago
Guelph, Canada Co-operators Group Full timeCompany: CGICDepartment: Retail SalesEmployment Type: Regular Full-TimeWork Model: HybridLanguage: English is required, French is an asset.Additional Information: This role is currently vacantThe Opportunity:We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is...
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Senior Manager, Product Expertise
4 weeks ago
Guelph, Canada Co-operators Group Full timeCompany: CGICDepartment: Retail SalesEmployment Type: Regular Full-TimeWork Model: HybridLanguage: 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 for a sustainable and resilient society and our team is...
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Senior Manager, Product Expertise
3 weeks ago
Guelph, Canada Co-operators Group Full timeCompany: 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 for a sustainable and resilient society and our team is...