Financial Advisor for High Net Worth Clients

2 days ago


Oakville, Ontario, Canada Bank of Montreal Full time
Job Description

As a Financial Advisor for High Net Worth Clients, you will play a key role in managing client relationships and driving business growth. Your primary responsibility will be to evaluate clients' personal and investment needs, creating tailored solutions that align with their financial goals.

The ideal candidate will have 4-6 years of experience in discretionary money management for High Net Worth Individuals (HNW) and hold relevant certifications such as Registered Investment Counsellor (IC) or Portfolio Management (PM). In-depth technical proficiency and data-driven decision making skills are essential for success in this role.

You will work closely with clients to understand their financial situations and develop personalized investment strategies. This includes creating an investment policy statement, asset allocation, and implementing client strategies through portfolio management. Additionally, you will support the achievement of business development targets by managing complex relationships and asset sizes.

This is an exciting opportunity to join a leading financial institution and contribute to the growth of our Private Wealth division. If you have a passion for delivering exceptional client service and driving business results, we encourage you to apply.



  • Oakville, Ontario, Canada Royal Bank of Canada> Full time

    About the RoleWe are seeking a highly motivated and experienced Investment Advisor to join our team at Royal Bank of Canada. As an Investment Advisor, you will play a key role in helping high-net-worth individuals, families, and business owners achieve their financial goals.Job SummaryThis is an excellent opportunity for a self-starter who wants to build and...


  • Oakville, Ontario, Canada BMO Full time

    Job OverviewWe are seeking an experienced High Net Worth Investment Manager to join our team at BMO Financial Group.


  • Oakville, Ontario, Canada Aviva Full time

    Unlock Your Leadership Potential in Aviva's High Net Worth Claims TeamWe are seeking a seasoned leader to join our High Net Worth Claims team at Aviva, where you will play a pivotal role in driving performance and delivering strategy. If you have a passion for problem-solving, coaching, and developing people, we want to hear from you!About the RoleThis is an...


  • Oakville, Ontario, Canada Aviva Full time

    Are you a motivated leader looking to drive your team's performance and deliver strategic results? Aviva is seeking a Claims Leader in our Ovation team to play a key role in driving our claims strategy.Job SummaryCreate and maintain a high-performance culture by role modeling behaviors that build trust and respect.Assess people's capabilities and development...

  • Financial Advisor

    5 days ago


    Oakville, Ontario, Canada Royal Bank of Canada Full time

    Grow Your Business with RBCAs a Financial Advisor at RBC Dominion Securities, you have the opportunity to help your clients achieve their financial goals while building a successful career. With our comprehensive resources and guidance, you can establish yourself as a trusted advisor in the industry.About the Role:You will work closely with high-net-worth...


  • Oakville, Ontario, Canada Royal Bank of Canada Full time

    We are a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. Our collaborative, supportive culture enables success at every level and equips us to help our clients achieve their financial goals.The Sheridan Wealth Management team is seeking a Senior Client Growth Specialist to join the Oakville branch. This is a...


  • Oakville, Ontario, Canada Royal Bank of Canada Full time

    Wealth Management Opportunity in OakvilleRoyal Bank of Canada (RBC) is a leading investment and wealth management firm with a strong presence in Canada. We are proud to offer a collaborative and supportive culture that empowers our employees to excel in their roles and provide exceptional service to our clients.As a Relationship Manager with RBC Dominion...


  • Oakville, Ontario, Canada Scotiabank Full time

    About the RoleAs a Senior Financial Advisor at Scotiabank in Oakville, Ontario, you will have the opportunity to build strong relationships with clients and help them achieve their financial goals. With a focus on providing expert advice and personalized service, you will be a key member of our team.Job DescriptionWe are seeking a highly motivated and...

  • Top Financial Advisor

    4 weeks ago


    Oakville, Ontario, Canada BMO Full time

    About the RoleWe are seeking a highly skilled and experienced Top Financial Advisor to join our team at BMO. As a Senior Banker, you will be responsible for delivering exceptional service to customers and prospects, identifying their needs, and providing advice and guidance on financial solutions.


  • Oakville, Ontario, Canada Sun Life Full time

    Unlock Your Potential with a Rewarding CareerAs a Sun Life Financial Advisor, you'll have the opportunity to build a successful business and help clients achieve their financial goals.Salary: $80,000 - $120,000 per year, depending on performance and experience.Job Description:You will be responsible for growing your business by prospecting within your...


  • Oakville, Ontario, Canada Royal Bank of Canada Full time

    About the RoleAs a Financial Advisor at Royal Bank of Canada, you will have the opportunity to grow your business while helping clients achieve their financial goals. You will be responsible for building and maintaining client relationships, creating customized investment plans, and providing expert financial advice.About UsRoyal Bank of Canada is a leading...


  • Oakville, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryAs a Financial Planner, Investment, you will create custom investment solutions for prospective and existing clients. You will be fully supported by internal partners, who will send client referrals your way.ResponsibilitiesProvide tailor-made financial planning advice and solutions using our array of investment and portfolio solutions.Acquire and...


  • Oakville, Ontario, Canada Royal Bank of Canada Full time

    Job Summary:Royal Bank of Canada is seeking a Relationship Manager to join the Sheridan Wealth Management team in Oakville. As a key member of our team, you will be responsible for establishing and maintaining relationships with high net worth individuals, families, and business owners.What We Offer:We offer a comprehensive Total Rewards Program including...


  • Oakville, Ontario, Canada Randstad Full time

    Technical Leadership OpportunityOur client, a forward-thinking industry leader in the insurance domain, is seeking a highly skilled Development Delivery Lead - .NET, Angular, Hybrid to join their expanding team.The successful candidate will have at least 2 years of technical leadership experience and expertise in building complex web applications in .NET and...


  • Oakville, Ontario, Canada The Linchpin Co. Full time

    About The Linchpin Co.The Linchpin Co. is a people operations group specializing in custom recruitment and consulting services. Our team focuses on delivering tailored tax and financial planning solutions for high-income families and entrepreneurs.We act as trusted advisors and coaches, guiding clients through the recruitment process and providing expert...


  • Oakville, Ontario, Canada National Bank Full time

    Senior Wealth Associate Job DescriptionAt National Bank, we are seeking a Financial Portfolio Manager Lead to join our team in Oakville, Ontario. As a key member of our Wealth Management department, you will be responsible for leading the development and implementation of financial portfolio strategies.**Job Overview**We offer a competitive salary range of...


  • Oakville, Ontario, Canada Scotiabank Full time

    About ScotiaMcLeodScotiaMcLeod 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 their clients' assets.Job SummaryWe are seeking a skilled Financial Planning Associate to...

  • Technical Lead

    4 weeks ago


    Oakville, Ontario, Canada Randstad Canada Full time

    Company OverviewRandstad Canada is a leading recruitment agency that partners with innovative companies in the insurance domain. Our client is a top-ranked industry leader seeking a skilled Development Delivery Lead - .NET, Angular, Hybrid to join their dynamic team.Salary and BenefitsWe offer a competitive salary and benefits package, including a range of...


  • Oakville, Ontario, Canada Serenia Life Financial Full time

    Unlock Your Potential as a Financial Insurance SpecialistSerenia Life Financial is seeking an experienced Financial Insurance Specialist to join our team. As a Financial Insurance Specialist, you will be responsible for identifying new client opportunities, understanding their financial needs, and recommending tailored solutions.Key Responsibilities:Business...


  • Oakville, Ontario, Canada Randstad Digital Full time

    At Randstad Digital, we are seeking an experienced Technical Lead to play a key role in the development and delivery of software systems. As a leading expert in .NET technologies, you will be responsible for guiding our team in building efficient and scalable solutions.The ideal candidate will have a strong background in .NET C#, web technologies, and...