Wealth Planning Associate: Lead HNW Client Strategies

Join to apply for the Associate, Wealth Planning role at Richardson Wealth As 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 Canada’s best investment advisors. We’ve embarked on an exciting growth phase...

About Us: As 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 Canada's best investment advisors. We've embarked on an exciting growth phase – a multi-year transformational journey to enhance our...

About 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 Canada's best investment advisors. We've embarked on an exciting growth phase – a multi-year transformational journey to enhance our...

A leading Canadian wealth management organization is seeking an Associate in Wealth Planning to serve high-net-worth clients. The role includes leading the client discovery process, analyzing financial scenarios, and developing tailored recommendations. Candidates should have 3-5 years of relevant experience, advanced proficiency in financial planning...

Job Description Posted Monday, December 8, 2025 at 5:00 a.m. About Us: As 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 Canada’s best investment advisors. We’ve embarked on an exciting growth phase –...

Job Description Posted Monday, December 8, 2025 at 5:00 a.m. About Us: As 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 Canada’s best investment advisors. We’ve embarked on an exciting growth phase...

About 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 Canada's best investment advisors. We've embarked on an exciting growth phase – a multi-year transformational journey to enhance our...

Job Description Are you a visionary leader ready to shape the future of wealth management? Join us in revolutionizing how financial advisors serve their clients and grow their practices. As AVP, Wealth Consultant, you’ll lead a national team of elite professionals, empowering financial advisors to build holistic, client‑centric wealth practices. Your...

Join to apply for the Wealth Consultant role at Sun Life. You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues—experts in their fields—who are eager to share their knowledge with you. Your leaders will inspire and help you reach...

Join to apply for the Wealth Consultant role at Sun Life . You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues—experts in their fields—who are eager to share their knowledge with you. Your leaders will inspire and help you...