Wealth Management Associate

Role 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...

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...

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...

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...

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....

We 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...

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...

About the Role:We are seeking a highly motivated and organized individual to join our Wealth Management team as an Associate. In this role, you will provide exceptional customer service to our clients, working closely with wealth advisors to deliver tailored solutions.Key Responsibilities:Ensure effective communication between clients, advisors, and...

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...

Unlock Your Potential in Private BankingScotiabank is seeking highly motivated and sales-focused individuals to join our Wealth Management Associate Program. As a Private Banking Associate, you will have the opportunity to develop your skills in credit underwriting and relationship management, working closely with high-net worth clients to help them achieve...

Company OverviewRoyal Bank of Canada (RBC) is a leading financial institution in Canada, committed to helping its clients build and preserve their wealth. With a strong presence in the country, RBC offers a wide range of financial products and services to individuals, businesses, and institutional clients.Job SummaryThe RBC Dominion Securities branch in...

A Career Opportunity at RBC Dominion SecuritiesAt RBC Dominion Securities Inc., we are dedicated to delivering exceptional wealth management services to our clients. We are currently seeking an experienced and skilled professional to join our team as an Associate.Job ResponsibilitiesThe successful candidate will be responsible for providing exceptional...

Job OpportunityRBC Dominion Securities Inc. is a leading investment and wealth management firm that values relationships and teamwork. We are seeking a skilled Associate Wealth Advisor to join our downtown Vancouver office and contribute to the success of our private client wealth management business.Key ResponsibilitiesDeliver customized financial planning...

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...

Job Opportunity: At RBC Dominion Securities Inc., we are seeking a skilled Wealth Management Associate to join our team. The ideal candidate will be responsible for providing exceptional client service, supporting investment advisors, and managing client accounts. Key responsibilities include servicing incoming contacts, supporting general administrative...

We are proud of our sophisticated financial planning and diversified private investment funds at Nicola Wealth, which enable us to position ourselves as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada's Top Employers, we strive to uphold our firm's values through this phase of significant growth.By bringing...

Scotiabank OverviewScotiabank is a cornerstone business within Scotia Wealth Management, renowned for its integrity based on service excellence and trusted investment advice. Our advisors and teams take pride in exploring innovative approaches to protecting and growing clients' assets.About the RoleWe are seeking an Investment Associate to work closely with...

Role OverviewAs a ScotiaMcLeod Investment Associate, you will play a critical role in delivering Enriched Thinking, a unique approach that incorporates your client's thinking, as well as our thinking, to drive results. You will work closely with a Wealth Advisor to develop and manage their book of business by providing effective client service and...