Wealth Management

Optimize Wealth Management is a premier wealth management company based in Toronto, ON. We provide personalized financial solutions and advice to our clients, including financial planning, portfolio management, tax preparation, debt management, and estate planning.The core of our approach is to match clients' financial and life goals with personalized...

Job OverviewBrightview Wealth Management is a boutique wealth management firm dedicated to helping clients accumulate wealth and achieve financial success. Our vision is to provide top-tier financial products and sound advice to match our clients' unique needs.As a Brightview Wealth Management Financial Service Representative, you will join our Toronto...

Job OverviewBrightview Wealth Management is a boutique wealth management firm dedicated to helping clients accumulate wealth and achieve financial success. We offer award-winning products and provide sound advice, partnering with hedge funds, asset management investment firms, and insurance carriers.We are seeking a Financial Service Representative to join...

About UsNicola Wealth is a leading wealth management firm in Canada, recognized for its exceptional financial planning, diversified investment platform, and award-winning culture.Job SummaryWe are seeking an experienced Advisory Services Director to lead our Wealth Advisor team and operations in Ontario. As a key member of our leadership team, you will be...

Role OverviewNicola Wealth is a leading wealth management firm seeking a skilled Wealth Planning Associate to join our Advisory Services Division.As a key member of our team, you will provide exceptional support to our Wealth Advisors, delivering first-class financial planning and strategic wealth management services to our high-net worth...

**Job Title**:Associate (Wealth Management) **Company**:_**An independently owned advisory team of CI Private Wealth**_ **Branch location**:15 York Street, Toronto ON **Standard Hour of **40 hours work per week (hybrid role) **JOB POSTING** Our team is growing! CI Private Wealth (CIPW), a division of CI Private Counsel LP, specializes in managing the...

At IG Wealth Management, we are seeking an experienced Administrative Coordinator to join our Region Office Operations team. This is a dynamic opportunity for an organized and detail-oriented individual who enjoys providing exceptional client service.Job OverviewThe Administrative Coordinator acts as the first point of contact for clients and internal...

We foster a culture of leadership, innovation, partnership, and community at Aviso Wealth. Our organization is dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we strive for excellence in our work and remain committed to our core values. Our talented team shares our passion for delivering exceptional...

About Aviso Wealth IncWe are a leading wealth management organization committed to leadership, innovation, partnership, responsibility, and community.The OpportunityAs a Compliance Expert, you will oversee compliance within our Asset Management team. Reporting to the VP, Chief Compliance Officer, you will ensure compliance with all applicable laws,...

Unlock Your Potential as an Enterprise Key Accounts Executive at Nest WealthNest Wealth, Canada's largest independent digital wealth management platform, is seeking a seasoned Enterprise Key Accounts Executive to drive the next phase of our growth. As a trusted partner in the financial sector, we prioritize building strong relationships with clients and...

The Opportunity:We are seeking a highly skilled Credit Officer to join our team at Aviso Wealth Inc. This role is instrumental in ensuring regulatory requirements are met by enforcing efficient and effective monitoring and control of retail credit for our IIROC full brokerage platform.Key Responsibilities:Review and authorize cheques, EFTs, and wires based...

Aviso Wealth is seeking a highly experienced and skilled Director, Chief Compliance Officer, NEI to join our Asset Management team.The Director, Chief Compliance Officer, NEI will oversee compliance within NEI, an Investment Fund Manager, Portfolio manager, and Exempt Market Dealer, regulated by the OSC and CSA.ResponsibilitiesThis role requires the...

**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...

Company OverviewBrightview Wealth Management is a boutique wealth management firm that offers top-tier financial products and sound advice. Our vision is to help clients accumulate wealth and achieve financial success.We partner with hedge funds, asset management investment firms, and insurance carriers to provide award-winning products tailored to our...

IG Wealth Management: Strategic Business Solutions LeaderWe are seeking a highly skilled and experienced Strategic Business Solutions Leader to join our Corporate Solutions Technology team at IG Wealth Management.

About IG Wealth ManagementIG Wealth Management is a leading diversified wealth and asset management company in Canada, with approximately $271 billion in total assets under management.We provide a range of financial planning and investment management services to help over two million Canadians meet their financial goals. Our activities are carried out...

Company Description Optimize Wealth Management (Optimize Inc.), located in Toronto, ON, is a premier wealth management company that provides personalized financial solutions and advice to its clients. The company's financial services and solutions include financial planning, portfolio management, tax preparation, debt management, and estate planning....

Located in Toronto, Canada, IG Wealth Management is a leading diversified wealth and asset management company with approximately $271 billion in total assets under management.The successful candidate will be part of the national Corporate Communications team at IGM Financial (including IG Wealth Management and Mackenzie Investments) and will help develop and...

Company DescriptionOptimize Wealth Management (Optimize Inc.), located in Toronto, ON, is a premier wealth management company that provides personalized financial solutions and advice to its clients. The company's financial services and solutions include financial planning, portfolio management, tax preparation, debt management, and estate planning. Optimize...

Company DescriptionOptimize Wealth Management (Optimize Inc.), located in Toronto, ON, is a premier wealth management company that provides personalized financial solutions and advice to its clients. The company's financial services and solutions include financial planning, portfolio management, tax preparation, debt management, and estate planning. Optimize...