Senior Wealth Management Professional
14 hours ago
We are seeking a highly skilled and experienced professional to join our team as a Senior Wealth Management Professional. In this role, you will be responsible for leading a team of financial advisors and developing strategies to drive business growth and client satisfaction.
Key Responsibilities- Develop and implement sales strategies to achieve business objectives and sales goals
- Lead a team of financial advisors and provide coaching and development opportunities to ensure they have the skills and knowledge needed to succeed
- Build and maintain strong relationships with clients and stakeholders to drive business growth and client satisfaction
- Stay up-to-date with industry trends and regulatory requirements to ensure compliance and risk management
- Undergraduate university degree
- Registered with IIROC as a Registered Representative and Supervisor
- Mutual Fund Branch Managers Compliance Officer certification (or equivalent)
- Investment Management course, CIM or CFA is an asset
- CFP or PFP designation (CFP preferred) is an asset
TD is a global leader in the financial services industry, with a reputation for delivering exceptional client experiences. We are committed to enriching the lives of our clients, communities, and colleagues, and we are seeking like-minded professionals to join our team.
We offer a comprehensive training and integration program to ensure our new hires have the tools and resources they need to succeed in their new role. If you are a motivated and experienced professional looking for a new challenge, we encourage you to apply for this exciting opportunity.
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Senior Wealth Planning Consultant
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Wealth Management Professional
2 weeks ago
Toronto, Ontario, Canada Aviso Wealth Full timeAbout the RoleAviso Wealth is seeking a highly skilled and motivated Financial Services Representative to join our team. As a key member of our Contact Centre team, you will be responsible for providing exceptional service to our clients, ensuring their financial needs are met, and exceeding their expectations.Key ResponsibilitiesRespond to client inquiries...
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Wealth Management Professional
1 week ago
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Senior Analyst, Wealth Strategy
4 weeks ago
Old Toronto, Ontario, Canada Wellington-Altus Private Wealth Inc. Full timeSenior Financial Analyst, Wealth StrategyLocation: This role is based in our Toronto office.About Us:Established in 2017, Wellington-Altus Financial Inc. serves as the parent company to various entities including Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., and...
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Senior Manager, Compliance Oversight
1 week ago
Old Toronto, Ontario, Canada IG Wealth Management Full timeAbout the RoleWe are seeking a highly experienced Senior Manager, Compliance to join our team at IG Wealth Management. As a key member of our Compliance department, you will be responsible for overseeing the daily monitoring and supervision of business activities from a Tier 1 perspective.Key ResponsibilitiesTeam Leadership: Manage, coach, and prioritize the...
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Senior Manager, Compliance Oversight
1 week ago
Old Toronto, Ontario, Canada IG Wealth Management Full timeAbout the RoleWe are seeking a highly experienced Senior Manager, Compliance to join our team at IG Wealth Management. As a key member of our Compliance department, you will be responsible for overseeing the daily monitoring and supervision of business activities from a Tier 1 perspective.Key ResponsibilitiesTeam Leadership: Manage, coach, and prioritize the...
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Wealth Strategy Senior Financial Consultant
4 weeks ago
Old Toronto, Ontario, Canada Wellington-Altus Private Wealth Inc. Full timeSenior Financial Analyst, Wealth StrategyLocation: This role is based in our Toronto office.About Us: Established in 2017, Wellington-Altus Financial Inc. serves as the parent company to various subsidiaries, including Wellington-Altus Private Counsel Inc. and Wellington-Altus Private Wealth Inc. We are recognized as a leading investment dealer in Canada and...
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Senior Technical Business Analyst
4 weeks ago
Old Toronto, Ontario, Canada IG Wealth Management Full timeLocation: RemoteIGM Financial Inc. stands as one of Canada's foremost diversified wealth and asset management firms, overseeing approximately $271 billion in total assets under management. The organization offers a comprehensive array of financial planning and investment management services designed to assist over two million Canadians in achieving their...
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Bilingual Wealth Management Consultant
4 weeks ago
Old Toronto, Ontario, Canada Aviso Wealth Full timeJob Overview:Bilingual Investment Representative at Aviso Wealth. This role is ideal for candidates holding a Bachelor's Degree.Position Responsibilities:Aviso Wealth: We are committed to enhancing the financial health of Canadians. As a premier wealth management firm, we prioritize leadership, innovation, collaboration, accountability, and community...
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Lead Financial Analyst, Wealth Management
4 weeks ago
Old Toronto, Ontario, Canada Wellington-Altus Private Wealth Inc. Full timeSenior Financial Analyst, Wealth StrategyLocation: This role is based in our Toronto office.About Us: Established in 2017, Wellington-Altus Financial Inc. serves as the parent organization for several entities, including Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc.,...
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Senior Compliance Specialist
1 week ago
Old Toronto, Ontario, Canada IG Wealth Management Full timeAbout IG Wealth ManagementIG Wealth Management is a leading diversified wealth and asset management company with a strong presence in Canada. With a rich history spanning over 90 years, we have grown to become one of the largest and most respected companies in the country.Our VisionAt IG Wealth Management, our vision is to inspire financial confidence in our...
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Senior Compliance Specialist
1 week ago
Old Toronto, Ontario, Canada IG Wealth Management Full timeAbout IG Wealth ManagementIG Wealth Management is a leading diversified wealth and asset management company with a strong presence in Canada. With a rich history spanning over 90 years, we have grown to become one of the largest and most respected companies in the country.Our VisionAt IG Wealth Management, our vision is to inspire financial confidence in our...
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Wealth Management Specialist
2 weeks ago
Toronto, Ontario, Canada Aviso Wealth Full timeAbout the RoleWe are seeking a highly skilled and motivated Bilingual Investment Representative to join our team at Aviso Wealth. As a key member of our Contact Centre team, you will be responsible for providing exceptional service to our clients, ensuring their financial needs are met, and exceeding their expectations.Key ResponsibilitiesRespond to client...
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Wealth Management Specialist
1 week ago
Toronto, Ontario, Canada Aviso Wealth Full timeAbout the RoleWe are seeking a highly skilled and motivated Bilingual Investment Representative to join our team at Aviso Wealth. As a key member of our Contact Centre team, you will be responsible for providing exceptional service to our clients, ensuring their financial needs are met, and exceeding their expectations.Key ResponsibilitiesRespond to client...
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Client Wealth Management Associate
4 weeks ago
Toronto, Ontario, Canada Nicola Wealth Full timeAbout Nicola Wealth:Nicola Wealth stands as a prominent figure in the wealth management sector, recognized for our outstanding performance and award-winning workplace culture. Become part of our diverse team, where values drive our work environment and you can truly make a difference.In the role of Wealth Planning Associate at Nicola Wealth, you will assist...
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Salesforce Developer
3 weeks ago
Toronto, Ontario, Canada IG Wealth Management Full timeAbout IG Wealth Management IG Wealth Management is a leading Canadian wealth management firm dedicated to helping individuals and families achieve their financial goals. We offer a comprehensive suite of investment, insurance, and retirement planning solutions. Job Description We are seeking a talented and experienced Salesforce Developer to join our...
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Wealth Management Professional
6 days ago
Old Toronto, Ontario, Canada Scotiabank Full timeJob SummaryWe are seeking a highly motivated and detail-oriented Wealth Management Professional to join our team at Scotiabank. As a key member of our team, you will be responsible for assisting in the preparation of financial statements, supporting the team in financial data gathering and analysis, and providing excellent customer service to our internal...
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Wealth Management Professional
6 days ago
Old Toronto, Ontario, Canada Scotiabank Full timeJob SummaryWe are seeking a highly motivated and detail-oriented Wealth Management Professional to join our team at Scotiabank. As a key member of our team, you will be responsible for assisting in the preparation of financial statements, supporting the team in financial data gathering and analysis, and providing excellent customer service to our internal...
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Senior Manager, Architecture Lead
3 days ago
Toronto, Ontario, Canada IG Wealth Management Full timeThe RoleAs a key member of our Corporate Solutions Technology team at IGM Wealth Management, you will be part of a collaborative group with expertise in delivering innovative solutions for our clients, advisors, and employees using the latest technology and insights. The Senior Manager, Architecture will work closely with executive sponsors, project...
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Senior Manager, Architecture Lead
3 days ago
Toronto, Ontario, Canada IG Wealth Management Full timeThe RoleAs a key member of our Corporate Solutions Technology team at IGM Wealth Management, you will be part of a collaborative group with expertise in delivering innovative solutions for our clients, advisors, and employees using the latest technology and insights. The Senior Manager, Architecture will work closely with executive sponsors, project...