Financial Advisor/portfolio Manager

6 months ago


Kanata, Canada Raymond James Financial, Inc. Full time

**Financial Advisor/Portfolio Manager**
- 2101762

Meliambro Wealth Management, an independent agency of Raymond James Ltd that provides wealth management services to high net worth individuals and their families is seeking a full-time Financial Advisor for our 600 Terry Fox Drive Kanata, ON office.

Our full-service approach focuses on developing individualized and independent financial strategies aimed at reducing taxes, protecting assets and accumulating wealth, all while integrating with other members of their professional circle.
- Be fully licensed (securities/mutual funds & insurance);
- Work well in a team environment;
- Be entrepreneurial and self-motivated;
- Have minimum assets under management of $20 million; and
- Have or be working towards the CFP, CIM or CFA designations.

At Raymond James, you can maintain ownership of your clients and have the ability to earn above average compensation. We also offer:

- Team oriented work environment;
- Client reception area with receptionist and kitchen;
- Experienced and efficient service assistant;
- Marketing support;
- A full suite of technology;
- Discretionary portfolio management platform; and
- Competitive compensation grid.

**Job** Wealth management

**Primary Location** CA-ON-Kanata-Kanata

**Organization** Branch

**Schedule** Full-time



  • Kanata, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Financial Advisor

    7 months ago


    Kanata, Canada Scotiabank Full time

    Requisition ID: 181672 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What your role will be** Financial Advisor/ Terry Fox & Campeau/ Permanent/ Full-time At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to...


  • Kanata, Canada Concierge Wealth Management Inc. Full time

    As a Life Insurance Advisor at Concierge Wealth Management Inc., you will play a vital role in helping clients secure their financial futures by providing expert guidance on life insurance products. You will assess client needs, offer tailored insurance solutions, and foster long-term relationships based on trust and integrity. Your commitment to client...

  • Financial Advisor

    7 months ago


    Kanata, Canada Scotiabank Full time

    Requisition ID: 199547 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What your role will be** Financial Advisor/ Terry Fox & Campeau/ Permanent/ Full-time 37.5h At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a...

  • Product Advisor

    7 months ago


    Kanata, Canada Kanata Honda Full time

    One of the busiest Dealerships with Advancement Opportunity! Are you looking for a full-time job within the automotive industry? We offer an opportunity to join our **fantastic sales team **and offer an extremely high-volume dealership with a positive work environment. Our conveniently located state-of-the-art facility is one of the busiest Honda...

  • Product Advisor

    6 months ago


    Kanata, Canada Kanata Honda Full time

    One of the busiest Dealerships with Advancement Opportunity! Are you looking for a full-time job within the automotive industry? We offer an opportunity to join our **fantastic sales team **and offer an extremely high-volume dealership with a positive work environment. Our conveniently located state-of-the-art facility is one of the busiest Honda...


  • Kanata, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Financial Data Manager

    2 months ago


    Kanata, Canada beBee Professionals Full time $45,000 - $60,000

    Financial Data ManagerbeBee Professionals in Kanata is seeking a skilled Financial Data Manager to oversee the management of financial data, ensure accurate financial records, and provide expert support to our finance team.Key Responsibilities:Manage and maintain financial records, including ledgers, invoices, and statements.Reconcile bank statements and...


  • Kanata, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Maintenance Manager

    3 months ago


    Kanata, Canada Comfort Inn Kanata Full time

    **THE OPPORTUNITY**: MAINTENANCE MANAGER REPORTS TO GENERAL MANAGER **THE COMPANY**: Passion Drives Performance. InnVest succeeds because our people love what we do. Our entire team shares a deep-rooted passion for the world of hospitality & travel that extends far beyond the walls of our offices and hotels. Our company culture is built on collaboration....

  • Client Service Advisor

    7 months ago


    Kanata, Canada 42 Blue Solutions Full time

    The Client Service Advisor is responsible for providing outstanding customer service to clients in matters of both business to business and business to consumer operations. This position will provide clients general information regarding complex questions related to their accounts, policies and available services via telephone, zoom and other forms of both...


  • Kanata, Canada GoodLife Fitness Full time

    Position Description **SALES (FITNESS ADVISOR)** **Full-Time**: **Who is a Fitness Advisor?** The Fitness Advisor is responsible for recruiting and working with new members to understand their specific health and fitness goals and provide recommendations for how they can achieve those goals. **What will you be doing?** - Building a pipeline of potential...


  • Kanata, Canada TD Bank Full time

    **Personal Banker Trainee/Mngr Personal Financial Srvcs Trainee I**: - 417189BR **Job Category - Primary** - Retail Banking - Financial Services **Work Location** - 110 Earl Grey Drive **Employment Type** - Regular **City** - Kanata **Time Type** - Full Time **Province/State** - Ontario **Hours** - 37.5 **Workplace Model** - Onsite **Pay...


  • Kanata, Canada beBee Professionals Full time $45,000 - $60,000

    We are seeking an experienced Financial Administrator to join our team in Kanata. The ideal candidate will have a strong attention to detail and excellent organizational skills, with the ability to manage multiple tasks and meet deadlines.Job Overview:The Financial Administrator will be responsible for maintaining accurate financial records, handling...


  • Kanata, Canada Edward Jones Full time

    **Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team**.** At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team...


  • Kanata, Canada SKW Organization Full time

    We are a rapidly growing company actively searching for dedicated and driven individuals from across Canada to join us as Life Insurance Benefits Advisors. You will work remotely to serve clients and offer valuable advice and protection to individuals and their families. This full-time position offers flexible work hours and ample opportunities for...

  • Financial Analyst

    6 months ago


    Kanata, Canada Reckitt Full time

    Want to see what’s around the corner? As Financial Analyst at Reckitt, you’ll have the freedom to find new ways to help us prepare for the future. Whatever lies ahead. **Financial Analyst** **Kanata, Ontario** **Competitive Salary & excellent benefits package** The financial analyst role is key in two significant areas for Nutrition Business Unit...


  • Kanata, Canada beBee Professionals Full time $45,000 - $60,000

    Financial Record SpecialistbeBee Professionals in Kanata is seeking a detail-oriented Financial Record Specialist to maintain accurate financial records, handle accounts payable and receivable, and ensure the integrity of our accounting practices.Key Responsibilities:Manage and maintain financial records, including ledgers, invoices, and statements.Reconcile...


  • Kanata, Canada beBee Professionals Full time $45,000 - $60,000

    Key ResponsibilitiesThe Senior Financial Accountant will be responsible for maintaining accurate financial records, handling accounts payable and receivable, and ensuring the integrity of our accounting practices.Manage and maintain financial records, including ledgers, invoices, and statements.Reconcile bank statements and monitor cash flow.Prepare...

  • Sales Advisor

    6 months ago


    Kanata, Canada The Cell Phone Centre Full time

    **This is NOT your typical retail sales job.** **We are looking for highly motivated individuals with a burning desire to succeed in a sales role. You love making commission. You want to make President’s club. You want to see your name at the top of the leader board every week, month, and quarter. Failure is not an option for you. If this describes the...