Strategic Wealth Advisor

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...

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...

Advisory Services Director PositionNicola Wealth is seeking a highly skilled and experienced Advisor Services Director to lead our Wealth Advisor team in Ontario. This role will be responsible for shaping the performance, direction, and growth of our Wealth Advisor team, ensuring that we achieve our strategic and business objectives while delivering an...

About the RoleWe are seeking a highly skilled and motivated Strategic Wealth Advisor to join our team in Toronto, Canada.Job DescriptionAs a Strategic Wealth Advisor, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. Your primary focus will be on investment...

Wealth Management OpportunityOptimize Wealth Management, a leading wealth management company in Toronto, ON, is seeking a highly skilled Strategic Wealth Management Specialist to join their team.About Optimize Wealth Management:Located in the downtown financial district, Optimize Wealth Management provides personalized financial solutions and advice to its...

About UsSun Life is a leading provider of life, health and wealth products in the Canadian marketplace.Our Individual Insurance and Wealth business unit represents close to 30 per cent of all Sun Life Financial global revenue and more than 50 per cent of Canadian earnings.We're looking for a Strategic Wealth Planning Specialist to join our team.Your RoleAs a...

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...

Optimize Wealth Management, a leading wealth management company in Toronto, ON, is seeking an accomplished Strategic Portfolio Director to join their team.The estimated salary for this role is CAD 150,000 - 200,000 per year, depending on experience.About the RoleThis full-time position requires strategic leadership and expertise in developing and...

Job OverviewAs a Strategic Wealth Management Team Lead at National Bank, you will be responsible for leading a multidisciplinary team that provides support and assistance to wealth management advisors in the province. Your primary goal will be to ensure the delivery of high-quality financial and estate planning services to our clients.

Optimize Wealth Management: A Premier Wealth Management Firm">We are seeking a highly motivated Wealth Management Specialist to join our team at Optimize Wealth Management, a premier wealth management firm in Toronto. As a key member of our team, you will play a vital role in delivering exceptional client experiences and contributing to the growth and...

Company OverviewAviso Wealth is a leading wealth management and investment services provider for the Canadian financial industry, with over $130 billion in total assets under administration and management. Our comprehensive, technology-enabled client-centric wealth services ecosystem empowers nearly all credit unions across Canada, portfolio managers,...

Aviso Wealth is a leading wealth management organization dedicated to improving the financial well-being of Canadians. We are committed to leadership, innovation, partnership, responsibility, and community. Our dynamic 'oneaviso' culture sets us apart, with talented professionals who embody our values every day.The Opportunity:We're seeking an exceptional...

Company OverviewOptimize Wealth Management, a leading wealth management firm based in Toronto, is dedicated to providing personalized financial solutions and expert advice to its clients. With a focus on matching clients' financial goals with tailored strategies, the company prides itself on delivering exceptional customer experiences through honesty,...

About the RoleAviso Wealth is seeking a highly motivated and detail-oriented Bilingual HR Advisor to join its People and Culture team. Reporting to the Senior Human Resources Business Partner, this role will be responsible for providing HR support and guidance to internal clients and stakeholders.Key ResponsibilitiesProvide HR support and guidance to...

Optimize Wealth Management:A leading wealth management company based in Toronto, ON, providing personalized financial solutions and advice to its clients. Our services include financial planning, portfolio management, tax preparation, debt management, and estate planning, all guided by our core values of honesty, persistence, teamwork, and excellence.About...

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...

Company OverviewOptimize Wealth Management is a premier wealth management company that provides personalized financial solutions and advice to its clients. Our holistic approach focuses on matching clients' financial and life goals with customized strategies and exceptional customer service experiences.Job SummaryThis full-time role requires strong...

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...

IG Wealth Management: Strategic Business Solutions LeaderWe are seeking a highly skilled and experienced Strategic Business Solutions Leader to join our Corporate Solutions Technology team at IG Wealth Management.

Aviso Wealth is a leading wealth management and investment services provider in Canada, with over $130 billion in total assets under administration and management. As a trusted partner for credit unions, portfolio managers, investment dealers, insurance companies, and introducing brokers, we deliver innovative solutions that empower our clients to succeed in...