Current jobs related to Junior Wealth Management Consultant - Toronto, Ontario - Hunter Mercantile
-
Senior Manager, Architecture Lead
4 weeks ago
Toronto, Ontario, Canada IG Wealth Management Full timeAbout the RoleWe are seeking a highly skilled Senior Manager, Architecture to join our Corporate Solutions Technology team at IGM Wealth Management. As a key member of our team, you will be responsible for leading the definition and proposal of business systems and technology solutions, as well as designing and implementing multi-platform information...
-
Salesforce Developer
4 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...
-
Senior Manager, Architecture
4 weeks ago
Toronto, Ontario, Canada IG Wealth Management Full timeAbout the RoleWe are seeking a highly skilled Senior Manager, Architecture to join our Corporate Solutions Technology team at IGM Wealth Management. As a key member of our team, you will be responsible for leading the definition and proposal of business systems and technology solutions, designing business application systems, and providing oversight to...
-
Senior Manager, Architecture
4 weeks ago
Toronto, Ontario, Canada IG Wealth Management Full timeAbout the RoleWe are seeking a highly skilled Senior Manager, Architecture to join our Corporate Solutions Technology team at IGM. As a key member of our team, you will be responsible for leading the definition and proposal of Business Systems and Technology solutions, designing business application systems, and providing oversight to ensure that all...
-
Senior Manager, Architecture
4 weeks ago
Toronto, Ontario, Canada IG Wealth Management Full timeAbout the RoleWe are seeking a highly skilled Senior Manager, Architecture to join our Corporate Solutions Technology team at IGM. As a key member of our team, you will be responsible for leading the definition and proposal of Business Systems and Technology solutions, designing business application systems, and providing oversight to ensure that all...
-
Senior Manager, Architecture
2 weeks 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...
-
Process Design Consultant
4 weeks ago
Toronto, Ontario, Canada IG Wealth Management Full timeThe RoleWe are seeking a highly skilled Process Design Consultant to join our team at IG Wealth Management. As a key member of our organization, you will play a critical role in evaluating various initiatives and determining how process design can contribute to meeting strategic and initiative objectives.Key Responsibilities:Conduct end-to-end business...
-
Process Design Consultant
4 weeks ago
Toronto, Ontario, Canada IG Wealth Management Full timeThe RoleWe are seeking a highly skilled Process Design Consultant to join our team at IG Wealth Management. As a key member of our organization, you will play a critical role in evaluating various initiatives and determining how process design can contribute to meeting strategic and initiative objectives.Key Responsibilities:Conduct end-to-end business...
-
Process Design Consultant
2 months ago
Toronto, Ontario, Canada IG Wealth Management Full timeThe RoleWe are seeking a highly skilled Process Design Consultant to join our team at IG Wealth Management. As a key member of our organization, you will play a critical role in evaluating various initiatives and determining how process design can contribute to meeting strategic and initiative objectives.Key Responsibilities:Conduct end-to-end business...
-
Strategic Wealth Management Consultant
6 days ago
Toronto, Ontario, Canada Banque Nationale du Canada Full timeWe are seeking a Strategic Wealth Management Consultant to support our dynamic team of planners at National Bank Financial Wealth Management (NBFWM).National Bank of Canada, a leading bank in Canada, is expanding rapidly and we are looking for a skilled professional to contribute to our full-service brokerage team.This is an exciting opportunity for a...
-
Wealth Planning Associate
2 weeks ago
Toronto, Ontario, Canada Nicola Wealth Full timeRole OverviewNicola Wealth is seeking a skilled Wealth Planning Associate to join our Advisory Services Division. As a key member of our team, you will provide exceptional financial planning and strategic wealth management services to our high-net worth clients.Key ResponsibilitiesSupport Wealth Advisors in delivering first-class financial planning and...
-
Program Manager
3 weeks ago
Toronto, Ontario, Canada Aviso Wealth Full timeAbout the RoleAviso Wealth is seeking a highly skilled Program Manager to join our team. As a Program Manager, you will be responsible for leading multiple projects within the program portfolio, ensuring alignment with organizational goals and strategic objectives.Key ResponsibilitiesDevelop comprehensive project plans and progress reports, including scope,...
-
Program Manager
3 weeks ago
Toronto, Ontario, Canada Aviso Wealth Full timeAbout the RoleAviso Wealth is seeking a highly skilled Program Manager to join our team. As a Program Manager, you will be responsible for leading multiple projects within the program portfolio, ensuring alignment with organizational goals and strategic objectives.Key ResponsibilitiesDevelop comprehensive project plans and progress reports, including scope,...
-
Wealth Planning Associate
1 month ago
Toronto, Ontario, Canada Nicola Wealth Full timeAbout Nicola WealthWe are a national leader in wealth management, recognized for our sophisticated financial planning, proprietary limited partnerships, and investment products. Our award-winning culture and commitment to client satisfaction make us a top employer in Canada.Job SummaryWe are seeking a Wealth Planning Associate to join our Advisory Services...
-
Wealth Planning Associate
1 month ago
Toronto, Ontario, Canada Nicola Wealth Full timeAbout Nicola WealthWe are a national leader in wealth management, recognized for our sophisticated financial planning, proprietary limited partnerships, and investment products. Our award-winning culture and commitment to client satisfaction make us a top employer in Canada.Job SummaryWe are seeking a Wealth Planning Associate to join our Advisory Services...
-
Senior Manager, Architecture
2 weeks ago
Toronto, Ontario, Canada IG Wealth Management Full timeThe RoleAs a member of our Corporate Solutions Technology team at IGM, you will be working closely with executive sponsors, project managers, systems analysts, software developers, vendors, and infrastructure specialists to deliver innovative solutions for our clients, advisors, and employees using the latest technology and insights.The Senior Manager,...
-
Wealth Planning Associate
4 weeks ago
Toronto, Ontario, Canada Nicola Wealth Full timeAbout the RoleWe are seeking a highly skilled and motivated Wealth Planning Associate to join our Advisory Services Division. As a key member of our team, you will play a critical role in providing exceptional service to our high-net worth clients.Key ResponsibilitiesSupport Wealth Advisors in providing first-class financial planning and strategic wealth...
-
Wealth Planning Associate
4 weeks ago
Toronto, Ontario, Canada Nicola Wealth Full timeAbout the RoleWe are seeking a highly skilled and motivated Wealth Planning Associate to join our Advisory Services Division. As a key member of our team, you will play a critical role in providing exceptional service to our high-net worth clients.Key ResponsibilitiesSupport Wealth Advisors in providing first-class financial planning and strategic wealth...
-
Wealth Management Expert
1 week ago
Toronto, Ontario, Canada Aviso Wealth Full timeWe are seeking a skilled Wealth Management Expert to join our team at Aviso Wealth, a leading wealth management and investment services provider for the Canadian financial industry.Job Summary: As a Wealth Management Expert, you will be responsible for providing exceptional service to our clients by managing their investment portfolios, providing financial...
-
Wealth Planning Consultant
7 days ago
Toronto, Ontario, Canada BMO Full timeWealth Planning Consultant Job DescriptionBMO is seeking a skilled Wealth Planning Consultant to join our team. As a key member of our wealth management group, you will be responsible for providing high-quality, personalized wealth planning services to our high net worth and ultra high net worth clients.Key Responsibilities:Develop and implement...
Junior Wealth Management Consultant
3 months ago
Junior Wealth Management Consultant (Remote)
About the Firm: A reputable financial advisory organization is in search of a dedicated Junior Wealth Management Consultant to join their expanding team. In this remote position, you will play a crucial role in assisting the Senior Wealth Manager with portfolio development, client interaction, and comprehensive financial strategies.
What the Junior Wealth Management Consultant role provides:
A collaborative environment where you are valued as a key contributor to a distinguished financial services firm, and your insights are appreciated.
A competitive remuneration package that encompasses salary, performance bonuses, benefits, and support for professional development through industry-related courses.
A supportive atmosphere that fosters mentorship and offers significant opportunities for career advancement.
Key Responsibilities of the Junior Wealth Management Consultant include:
Engaging with clients and enhancing client relationships
Conducting financial assessments and planning
Developing, adjusting, and reviewing investment portfolios
Understanding clients' personal and financial aspirations and cultivating meaningful connections through the financial advisory process
Preparing and analyzing various financial scenarios for clients
Keeping abreast of industry developments
Maintaining knowledge of best practices and emerging trends in the financial sector
Ideal Candidate Profile:
A minimum of 3 years of experience in a financial advisory or planning role
Possession of a current mutual fund/IFIC license
Preference for candidates with a PFP/CFP designation or those actively pursuing such credentials
Familiarity with NaviPlan is a significant advantage
Strong analytical abilities with meticulous attention to detail
Proficient in computer applications, particularly MS Office (especially Excel), NaviPlan, and the capacity to adapt to new software
A solid understanding of mutual funds, ETFs, securities, and the principles of portfolio management
A comprehensive grasp of the wealth management landscape and economic market dynamics
Excellent interpersonal skills with the ability to work autonomously as well as collaboratively; contributing to the team's overall success is essential.
Compensation: In line with experience and qualifications, the firm offers a competitive compensation structure that includes a base salary, performance bonuses, benefits, mentorship, and opportunities for professional growth.
Contact Information:
David J. Corsini - Principal
Hunter Mercantile
Hunter Mercantile is a recognized corporate search firm specializing in wealth management placements across North America.
