Private Wealth Investment Advisor — Hybrid
2 weeks ago
A Canadian investment corporation is seeking a client-focused Investment Counsellor to manage discretionary portfolios for high-net-worth clients. This mid-senior level role requires a CFA Charterholder or CIM/CFP holder with strong investment acumen and interpersonal skills. You will ensure compliance with regulations, maintain detailed client documentation, and develop tailored investment strategies. A competitive compensation package and professional development opportunities are provided.
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Wealth Advisor
3 days ago
Toronto, Canada Nicola Wealth Full timeJoin to apply for the Wealth Advisor role at Nicola Wealth Join to apply for the Wealth Advisor role at Nicola Wealth Get AI-powered advice on this job and more exclusive features. About Nicola Wealth:We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional...
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Wealth Advisor
2 weeks ago
Toronto, Ontario, Canada Nicola Wealth Full time $120,000 - $250,000 per yearAbout Nicola Wealth:We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of...
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Wealth Advisor
3 days ago
Toronto, Canada Nicola Wealth Management Ltd. Full timeWe have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada’s Top...
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Wealth Advisor
5 days ago
Toronto, Canada Nicola Wealth Management Ltd. Full timeWe have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada’s Top...
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Wealth Advisor Toronto, ON
3 days ago
Toronto, Canada Nicola Wealth Management Ltd. Full timeWe have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada’s Top...
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Wealth Advisor Toronto, ON
7 days ago
Toronto, Canada Nicola Wealth Management Ltd. Full timeWe have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada’s Top...
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Wealth Advisor Toronto, ON
1 week ago
Toronto, Canada Nicola Wealth Management Ltd. Full timeWe have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada’s Top...
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Wealth Advisor
3 weeks ago
Toronto, Canada Connor, Clark & Lunn Private Capital Ltd. (CC&L) Full timeOverviewBe among the first 25 applicants. Connor, Clark & Lunn Private Capital Ltd. is hiring Wealth Advisors in multiple offices (Vancouver, Edmonton, Calgary, Regina, Toronto, Montreal). Toronto, ON.Becoming a Wealth Advisor with CC&L Private Capital may be the next strategic career move. Join one of Canada's largest independent and privately held...
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Wealth Advisor
2 weeks ago
Toronto, Canada Connor, Clark & Lunn Private Capital Ltd. (CC&L) Full timeOverview Be among the first 25 applicants. Connor, Clark & Lunn Private Capital Ltd. is hiring Wealth Advisors in multiple offices (Vancouver, Edmonton, Calgary, Regina, Toronto, Montreal). Toronto, ON. Becoming a Wealth Advisor with CC&L Private Capital may be the next strategic career move. Join one of Canada's largest independent and privately held...
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Product Manager
2 weeks ago
Toronto, Canada Super Advisor Full timeCompany 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...