Senior Investment and Wealth Management Specialist

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...

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...

Job SummaryWe are seeking a seasoned sales leader to join our Direct Investing team as Vice President, Partnerships and Business Development. This role will focus on generating and supporting sales within our distribution networks, building strong relationships with partners, and driving business growth.Key ResponsibilitiesLead the national sales team of...

Unlock Your Potential as an Investment Portfolio ManagerAre you passionate about delivering exceptional client experiences and driving business growth? As a highly motivated and results-driven Investment Associate, you will play a key role in the development and management of our clients' wealth. Join our dynamic team at ScotiaMcLeod, a cornerstone business...

Company OverviewOptimize Wealth Management is a premier wealth management company based in Toronto, ON. We provide personalized financial solutions and advice to our clients.Job SummaryWe are seeking a skilled Senior Financial Services Coordinator to join our team. As a key member of our operations team, you will be responsible for client onboarding, account...

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...

IG Wealth Management is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under management. Our company provides a broad range of financial planning and investment management services to help over two million Canadians meet their financial goals.We are committed to empowering our...

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 OverviewAviso Wealth seeks a seasoned leader to spearhead the Qtrade Direct Investing team as a Supervisor, Trading, Qtrade, Contact Center. Reporting to the Senior Manager, Client Solutions, this individual will be responsible for leading a team of Investment Representatives (IR), ensuring delivery of exceptional customer service and trade accuracy.Main...

About IG Wealth ManagementIG Wealth Management is a leading diversified wealth and asset management company in Canada, with approximately $271 billion in total assets under management.We provide a range of financial planning and investment management services to help over two million Canadians meet their financial goals. Our activities are carried out...

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...

Job SummaryWe are seeking a highly skilled and experienced Senior Taxation Specialist to join our Wealth Management team in Canada.About the RoleAs a Senior Taxation Specialist, you will play a critical role in ensuring the success of our taxation services unit in Canada. You will be responsible for executing individual goals, plans, and initiatives in...

At ScotiaMcleod, we're committed to delivering exceptional client service and innovative wealth management solutions. As an Investment Associate, you'll play a key role in developing and managing your book of business, working closely with a Wealth Advisor to provide effective client service and contribute to business development and sales-related...

Are you a seasoned financial professional looking to take on a leadership role? We have an exciting opportunity for a Senior Manager, Business Investment at Scotiabank.In this role, you will be responsible for ensuring effective financial management of Canadian Banking & Wealth Management investment spend of the SIP portfolio, including forecasting,...

About the OpportunityWe are seeking a seasoned professional to lead our Correspondent & Institutional team as the Director, Correspondent Sales and Relationship Management.Key ResponsibilitiesLead a high-performing team focused on driving growth and delivering exceptional partner experience.Meet sales goals and profit targets in alignment with the division's...

Build a Career in Wealth ManagementRoyal Bank of Canada is seeking a talented individual to join our team as a Wealth Management Specialist. As an Investment Advisor, you will have the opportunity to help clients achieve their financial goals while growing your own business within our supportive and inclusive culture.Key Responsibilities:Build and maintain...

The RoleAs a key member of our Corporate Solutions Technology team at IGM Wealth Management, you will be part of a collaborative group with a passion for 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...

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...