Remote Wealth Management Advisor
4 weeks ago
A leading financial institution in Quebec is looking for a Wealth Management Advisor to build and maintain relationships with members and clients. The advisor will assess needs, provide financial solutions, and participate in community outreach. Candidates should have a bachelor’s degree, relevant experience, and a mutual fund representative certificate. Knowledge of French is essential. This position offers competitive salary, a defined benefit pension plan, and flexible vacation.
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Associate Wealth
1 week ago
Waterloo, Ontario, Canada Manulife Wealth & Asset Management Full time $60,000 - $120,000 per yearManulife Investment Management (MIM) Advisor Group, a division of Global Wealth and Asset Management, delivers financial and investment solutions and advice, including financial planning and insurance, to clients across the wealth spectrum.The Associate Wealth & Retirement Advisor is member of a team of wealth advisors delivering wealth and retirement advice...
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Wealth Management Advisor
4 weeks ago
Waterloo, Canada Desjardins Full timeWealth Management Advisor Join to apply for the Wealth Management Advisor role at Desjardins 1 day ago – Be among the first 25 applicants As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients to ensure they’re satisfied. Your role is to listen to members’...
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Wealth Management Advisor
4 weeks ago
Waterloo, Canada Desjardins Full timeWealth Management Advisor Join to apply for the Wealth Management Advisor role at Desjardins 1 day ago – Be among the first 25 applicants As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients to ensure they’re satisfied. Your role is to listen to members’...
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Wealth and Retirement Advisor
1 week ago
Waterloo, Canada Manulife Full timeManulife Investment Management (MIM) Advisor Group delivers financial and investment solutions and advice, including financial planning and insurance, to clients across the wealth spectrum. The Wealth and Retirement Advisor is senior member of a team of wealth advisors delivering wealth and retirement advice to Manulife clients. The Advisor will be an...
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Financial Services Administrative Assistant
2 days ago
Waterloo, Canada Frost Wealth Management Inc. Full time**Job Title**: Administrative Assistant **Location**: Waterloo, ON. **Job Type**: Full-time **About Us**: We are a growing wealth management firm committed to delivering personalized financial solutions and exceptional client service. Our team of professionals works closely with clients to help them achieve their financial goals through strategic planning...
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Waterloo, Canada Desjardins Group Full timeA leading financial services organization in Waterloo is seeking a Wealth Management Advisor to develop and maintain trusting business relationships with members and clients. You will advise clients on financial strategies and manage their satisfaction while staying updated on industry trends. Candidates must have a relevant Bachelor's degree and mutual fund...
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Waterloo, Canada Desjardins Group Full timeA leading financial services organization in Waterloo is seeking a Wealth Management Advisor to develop and maintain trusting business relationships with members and clients. You will advise clients on financial strategies and manage their satisfaction while staying updated on industry trends. Candidates must have a relevant Bachelor's degree and mutual fund...
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Wealth Management Advisor
4 weeks ago
Waterloo, Canada Desjardins Group Full timeOverviewAs a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet...
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Wealth Management Advisor
4 weeks ago
Waterloo, Canada Desjardins Group Full timeOverviewAs a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet...
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Wealth Planning Consultant, Private Wealth
5 days ago
Waterloo, Ontario, Canada BMO Full time $61,200 - $114,400Application Deadline:11/13/2025Address: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...