Associate Financial Advisor

Company OverviewRaymond James Ltd. is a leading Canadian investment dealer providing high-quality products and services to individuals seeking customized solutions for their wealth management needs.The Portage Cross Border Wealth Management team in Oakville, Ontario, seeks an experienced Associate Financial Advisor/Financial Planner to support the growing...

Requisition ID: 208870As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets.When you join ScotiaMcLeod, you'll be...

The Advisor Transition Specialist is a critical and multi-functional role within Advisory Services' business development organization. This role provides key transition support for our existing advisor base.Position ResponsibilitiesWork closely with the field team and act as key Head Office relationship supportAct as support for existing advisors during a...

Requisition ID: 208870As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets.When you join ScotiaMcLeod, you'll be...

About the RoleThe Advisor Transition Specialist is a key position within Advisory Services' business development organization, requiring strong organizational and communication skills.This role involves working closely with the field team to provide seamless support to existing advisors during transitions, ensuring minimal disruption to their businesses.A...

Role OverviewThe Advisor Transition Specialist plays a vital role in supporting the transition of existing advisors at Manulife Wealth Inc., ensuring a seamless process and minimal disruption to their businesses.This role involves working closely with the field team to provide key support to existing advisors during transitions, implementing a welcome...

Job Summary:The Senior Advisor Transition Specialist is a critical and multi-functional role within Manulife Wealth business development organization. This role supports our new advisors joining Manulife Wealth and provides key transition support to existing advisors based across Canada.Position Responsibilities- Act as support for our new advisors...

About This RoleWe are seeking a highly motivated and organized individual to fill this key role within our business development organization.Key responsibilities include managing advisor relocations and providing key transition support for existing advisors.The successful candidate will have 3-5 years of experience within the industry and possess exceptional...

Job Description Multiple positions available ~ apply today We are hiring full time advisors for our branch locations in the Halton market area (incl. Burlington, Oakville, Milton and Halton Hill). The applicant must be mobile and flexible with schedule and availability to support branch days and hours of operation (including extended hours and...

Job SummaryThe Senior Financial Planning Associate is a pivotal role within ScotiaMcLeod's wealth management team, responsible for providing expert financial planning services closely integrated with wealth management. This position supports Wealth Advisors in developing comprehensive wealth strategies for clients, contributing to business growth through...

Purpose of the Senior Financial Planning AssociateThe primary purpose of this role is to provide financial planning that is closely integrated with wealth management, supporting the Wealth Advisor team in laying the groundwork for creating and developing a comprehensive wealth strategy for clients.This involves preparing and delivering personal financial...

About the RoleThe Senior Financial Planning Associate is responsible for providing financial planning services closely integrated with wealth management, supporting Wealth Advisors in developing comprehensive wealth strategies for clients. This role contributes to business growth through client relationship management and identifying opportunities for...

Job OverviewThe Senior Wealth Associate role at Banque Nationale du Canada is an opportunity to leverage your expertise in financial planning and portfolio management. As a member of our team, you will work closely with investment advisors to deliver exceptional client experiences.Our mission is to have a positive impact on people's lives by providing...

A career as a Senior Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. Analyze clients' accounts to recommend business opportunities adapted to their needs. Ensure administrative tasks related to account management are completed smoothly and provide outstanding customer service. ...

A career as a Senior Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will work closely with investment advisors to ensure exceptional customer service and smooth branch operations. Your job:   Analyze clients' accounts to recommend business opportunities adapted...

Job OverviewNational Bank Financial - Wealth Management is a leading investment brokerage firm in Canada, with a strong presence across the country. Our team of over 1,000 investment advisors manages the assets of more than 400,000 clients, serving them through our network of about 100 branches.As a Wealth Associate, you will play a vital role in supporting...

Job DescriptionThe ideal candidate will have at least two years of previous experience in a financial services firm, with excellent communication skills, attention to detail, and the ability to handle multiple tasks and prioritize effectively.The primary role of the Associate Financial Advisor is to provide proactive client service, working collaboratively...

A career as a Senior Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will work closely with investment advisors to ensure exceptional customer service and smooth branch operations. Your job: Analyze clients' accounts to recommend business opportunities...

A career as a Senior Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will work closely with investment advisors to ensure exceptional customer service and smooth branch operations. Your job: Analyze clients' accounts to recommend business opportunities...

We are a leading full-service financial services firm operating in Oakville, Ontario. We attribute a great deal of our success to our principles and personal, long-term approach to financial planning, investing and financial management.We are looking for an energetic, self-motivated individual to deliver exemplary service to all our clients through...