Strategic Wealth Advisor

Why choose usUnlock the full potential of your financial advisory business. You work hard to empower your clients, and with FORTÜNA Wealth Management, you now have a model to empower yourself.We're passionate about providing financial advisors with the tools and structure they need to succeed. Be part of a culture that fosters innovation and excellence,...

Job Description - Wealth Advisor Assistant (2500158)Wealth Advisor Assistant - 2500158At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together.Raymond James Ltd. is Canada's leading independent investment dealer offering high-quality investment products and services to Canadians seeking customized solutions to their wealth...

About PHP OntarioWe're a company that values relationships, empowerment, and growth. Our mission is to cultivate a dynamic and enjoyable environment where integrity, transparency, and trust are at the core of everything we do.Job DescriptionWe're seeking a Wealth Protection and Planning Advisor to join our team. As a trusted financial advisor, you'll help...

About Us">National Bank Financial – Wealth Management is a leading investment brokerage firm in Canada. With close to 1,000 investment advisors managing the assets of over 400,000 clients across approximately 100 branches, we offer an exceptional client experience. You will team up with a wealth advisor to provide top-notch service and collaboration will...

Job DescriptionAs a Financial Planner, you will focus on developing client relationships by delivering trusted financial advice and service within the mass affluent market. You will provide comprehensive reviews for assigned clients, including retirement planning, wealth accumulation, and estate planning.

Baker Tilly WM LLP is a leading midsize accounting and advisory firm based in Vancouver and Toronto, committed to delivering exceptional audit, tax and advisory solutions to local businesses. We offer a full complement of professional services across every major industry sector, serving a broad range of clients, including large, publicly traded companies,...

About the Role:Royal Bank of Canada (RBC) is seeking a skilled Paraplanner to join our Wealth Management team in London. As a key member of our team, you will provide essential support to Wealth Managers and Directors, helping them deliver high-quality financial solutions to our clients.In this role, you will have the opportunity to work with a diverse range...

Title: Total Wealth Planning Associate - London, ONRequisition ID: 216877Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Purpose of Job:Financial Planning is a key service provided to clients of Scotia Wealth Management. The primary purpose of the Total Wealth Planning Associate is to provide financial...

Title: Total Wealth Planning Associate - London, ONRequisition ID: 216877Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Purpose of Job:Financial Planning is a key service provided to clients of Scotia Wealth Management. The primary purpose of the Total Wealth Planning Associate is to provide financial...

Title: Total Wealth Planning Associate - London, ONRequisition ID: 216877Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Purpose of Job:Financial Planning is a key service provided to clients of Scotia Wealth Management. The primary purpose of the Total Wealth Planning Associate is to provide financial...

Title: Insurance Consultant, Total Wealth Planning & Insurance - London, ONRequisition ID: 212830Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.PurposeThis position is responsible for driving life insurance revenue in support smaller sales opportunities, particularly lifestyle protection solutions –...

Job Description:As a Total Wealth Planning Associate at Scotiabank, you will play a vital role in providing financial planning support to our Senior Total Wealth Planners. Your primary responsibility will be to assist in preparing financial plans for high-net-worth clients with $2+ million in investable assets.Main Responsibilities:1. Collaborate with Senior...

**Why Choose FORTÜNA Wealth Management?**We're passionate about empowering financial advisors with the tools and structure they need to succeed. Our shared dealer structure allows you to maximize your income and maintain complete control over your compensation.With our innovative approach, you'll benefit from reduced administrative costs and a cutting-edge...

At Fiera Capital, we strive to create sustainable prosperity for our clients. Our talented people work collaboratively to deliver customized multi-asset solutions across public and private market asset classes.We are looking for a highly motivated Investment Counsellor to join our Private Wealth team. The successful candidate will be responsible for...

About Stitt + ZoskyWe are a highly regarded Bay Street law firm with a strong Knowledge and Innovation team. This is an exciting opportunity to join our team as a Strategic Securities Advisor in securities and M&A law.Key ResponsibilitiesDeveloping Internal Resources: Provide support to lawyers in the capital markets and M&A practice groups by developing...

About the RoleThe Strategic Advisor, Cultural Competence will contribute to the advancement of CMHA Oxford's vision by providing expertise in DEI and reconciliation frameworks, including anti-oppression, accessibility, and human rights. This role will involve developing strategic plans to address systemic barriers within the organization and its programs.Key...

About the RoleAs a Financial Advisor at Scotiabank, you will play a critical role in helping our customers achieve their financial goals. Your responsibilities will include: Building relationships with customers and understanding their financial needs Providing expert advice and guidance on financial planning and investing Developing and implementing...

A career as a 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 help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients.Responsibilities:- Support investment advisors in providing...

Senior Associate, Wealth Management (Global Client Group)Apply locations Toronto time type Full time posted on Posted 2 Days Ago job requisition id 2024-8118Notes to applicants:- Dimensional sees great value from collaborating in our offices and appreciates the benefits of flexibility. Most roles fit our office-first hybrid approach: We are together on our...

Thunder Bay1201 Amber DriveThunder Bay, ON P7B6M4, CANDescriptionScope of PositionBased out of our Thunder Bay Branch, the Wealth Banker will drive the provision of investment-oriented financial advice, investment sales, asset consolidation and new client/member acquisition within assigned branches. The Wealth Banker works in conjunction with branch staff...