Senior Financial Advisor: Personal Wealth
1 week ago
A leading bank in the Americas is seeking a Senior Financial Advisor at the Listowel Branch. In this role, you will build and maintain strong relationships with customers while providing them with personalized financial strategies. Responsibilities include educating customers and delivering exceptional service throughout their journey. The ideal candidate will have a Mutual Funds licence and a CIFP Diploma. The position offers a competitive compensation package and the opportunity for career advancement without needing to relocate.
#J-18808-Ljbffr
-
Wealth Advisor
5 hours 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...
-
Wealth Advisor
2 weeks ago
Toronto, Canada Nicola Wealth Full timeJoin to apply for the Wealth Advisor role at Nicola WealthJoin to apply for the Wealth Advisor role at Nicola WealthGet 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 performance,...
-
Wealth Advisor
2 weeks ago
Toronto, Canada Nicola Wealth Full timeJoin to apply for the Wealth Advisor role at Nicola WealthJoin to apply for the Wealth Advisor role at Nicola WealthGet 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 performance,...
-
Wealth Advisor
3 days ago
Toronto, Canada Nicola Wealth Full timeAt Nicola Wealth, our clients deserve the best. The same goes for our people. By bringing together smart, dedicated, high calibre people from diverse backgrounds, we deliver exceptional client service in a truly dynamic work environment. The collaborative, creative, and entrepreneurial spirit on which we were founded provides the opportunity for our...
-
Wealth Advisor
1 day ago
Toronto, Canada Nicola Wealth Full timeAt Nicola Wealth, our clients deserve the best. The same goes for our people. By bringing together smart, dedicated, high calibre people from diverse backgrounds, we deliver exceptional client service in a truly dynamic work environment. The collaborative, creative, and entrepreneurial spirit on which we were founded provides the opportunity for our...
-
Wealth Advisor
1 week ago
Toronto, Canada Nicola Wealth Full timeAbout 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...
-
Head of Sales
2 weeks ago
Toronto, Canada Super Advisor Full timeHead of Sales (Wealth Platforms – Canada & U.S.) We’re looking for a Head of Sales who knows how to close. Someone who’s built and run a real pipeline — fast-moving, high-volume, and full of serious prospects — and can turn qualified leads into signed, multi-advisor deals. At Super Advisor, we’re building the operating system for wealth...
-
Head of Sales
1 week ago
Toronto, Canada Super Advisor Full timeHead of Sales (Wealth Platforms – Canada & U.S.) We’re looking for a Head of Sales who knows how to close. Someone who’s built and run a real pipeline — fast-moving, high-volume, and full of serious prospects — and can turn qualified leads into signed, multi-advisor deals. At Super Advisor, we’re building the operating system for wealth...
-
Head of Sales
1 week ago
Toronto, Canada Super Advisor Full timeHead of Sales (Wealth Platforms – Canada & U.S.) We’re looking for a Head of Sales who knows how to close. Someone who’s built and run a real pipeline — fast-moving, high-volume, and full of serious prospects — and can turn qualified leads into signed, multi-advisor deals. At Super Advisor , we’re building the operating system for wealth...
-
Wealth Advisor
3 weeks ago
Toronto, Canada CI Financial Full timeJoin to apply for the Wealth Advisor & Portfolio Manager role at CI Financial 2 days ago Be among the first 25 applicants Join to apply for the Wealth Advisor & Portfolio Manager role at CI Financial Description At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over...