High-Performance Wealth Advisor

Role OverviewWe are seeking an experienced Senior Associate/Associate Advisor to join our top-performing Advisory team in Vancouver, Canada.About the OpportunityYou will be working with high-net-worth and ultra-high-net-worth families as their primary contactCollaborate closely with team members and external advisors on a daily basisPossibility of leading...

Unlock Your Potential as a Top Investment AdvisorWe are seeking an exceptional Associate Portfolio Manager to join our team in Vancouver, Canada. As a senior member of our private client wealth management business, you will deliver customized investment advice and exceptional service to our clients.The successful candidate will have at least 7 years of...

Job Description:We are seeking a highly skilled Strategic Wealth Advisor to join our team at the Bank of Montreal. As a key member of our Private Banking team, you will be responsible for delivering exceptional customer service and providing comprehensive wealth management solutions to high net worth individuals.Key Responsibilities:Determine client needs...

Company OverviewScotiabank is a purpose-driven winning team committed to results, in an inclusive and high-performing culture.Job SummaryAs a Strategic Wealth Advisor at Scotiabank, you will focus on developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. You will prioritize delivering...

About ScotiaMcLeodScotiaMcLeod is a cornerstone business within Scotia Wealth Management, renowned for its commitment to service excellence and trusted investment advice. Our advisors and teams take pride in exploring innovative approaches to protecting and growing clients' assets.We empower our team members to deliver Enriched Thinking, a unique approach...

At Nicola Wealth, we are passionate about delivering exceptional client experiences and building long-term relationships. As an Administrative Associate, you will play a vital role in supporting our high-performing Advisory Services Division.About the RoleWe are seeking a highly organized and detail-oriented individual to provide administrative support to...

Company OverviewRBC Dominion Securities is a leading financial institution that offers a range of investment and wealth management services. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals.SalaryThe estimated annual salary for this role is between $120,000 and $200,000, depending on experience and...

Role OverviewWe are seeking a highly motivated and results-driven Strategic Wealth Advisor to join our team in Innisfil, Ontario.About the RoleThis is an exciting opportunity for a skilled financial advisor to develop and deepen client relationships by providing high-quality advice and service within the mass affluent market. You will focus on investment...

Job SummaryAs a Wealth Management Associate at National Bank, you will play a key role in supporting investment advisors to deliver exceptional customer service and help clients achieve their financial goals.Key Responsibilities:Support Investment AdvisorsCarry out routine operations related to financial transactionsAnalyze, open, and update client...

We are an award-winning wealth management firm in Canada, dedicated to providing exceptional service to our high net worth clients.This role offers the opportunity to work with a dynamic and entrepreneurial team, supporting the Client Services Team in delivering administrative expertise and personalized client service.The ideal candidate will possess strong...

Company OverviewRoyal Bank of Canada (RBC) is a leading financial institution with a strong presence in Canada. Our wealth management division offers personalized services to high-net-worth clients, providing expert advice and guidance to help them achieve their financial goals.SalaryThe estimated annual salary for this position is over $100,000, with the...

Royal Bank of Canada is 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.We are seeking a resourceful, efficient and collaborative individual to join our leading wealth...

Role SummaryWe are seeking a highly skilled Senior Trust Advisor to join our team in Vancouver, Calgary, or Winnipeg. As a key member of our team, you will be responsible for identifying, attracting, growing, and retaining Indigenous Wealth clients within a specific region.About the RoleIn this role, you will administer a portfolio of trust accounts,...

About the RoleRBC Dominion Securities Inc. is a leading investment and wealth management firm in Canada, committed to providing exceptional client service and delivering trusted advice to help clients achieve their financial goals.The RBC Dominion Securities Main Vancouver branch is currently seeking an Associate to join an advisory team specializing in...

About the RoleWe are seeking a skilled Fiduciary Advisor to join our team in Vancouver, Calgary, or Winnipeg. As a key member of our team, you will be responsible for identifying, attracting, growing, and retaining Indigenous Wealth clients within a specific region.ResponsibilitiesAdminister a portfolio of trust accounts, ensuring timely and accurate...

Job SummaryRoyal Bank of Canada is seeking an experienced Wealth Planning Specialist to join our team in Toronto. As a member of the HNW Planning Services team, you will work with our advisors to deliver customized information and guidance on tax, estate, business succession planning and overall wealth planning to high-net-worth business owner clients.

Investment Advisor Role at Canaccord Genuity Group Inc.We are seeking a talented and driven Investment Advisor to join our high-performance team at Canaccord Genuity Corp., a leading independent financial services firm in Vancouver, BC. As an Investment Advisor with the Cash Management Group, you will be responsible for managing client relationships,...

Wealth Preservation Specialist Role OverviewAt Ventum Financial Corp, we seek a skilled Wealth Preservation Strategist to join our team. This role is a crucial part of our client-centric approach, where you will work closely with Investment Advisors to provide comprehensive financial planning advice and retirement projections to clients across Canada.The...

Royal Bank of Canada is a leading financial institution seeking a skilled Wealth Management Professional to join their team. Located in downtown Vancouver, this role offers an exciting opportunity to work with a successful Advisory Team.About the OpportunityThis position involves deepening client relationships by providing sound advice and support to clients...

Wealth Planning and Investment Management ExpertAt Nicola Wealth, we strive to provide exceptional service to our clients. Our team of experts is dedicated to delivering comprehensive wealth planning and investment management solutions.Key ResponsibilitiesLeverage your technical planning and client relationship skills to build a business within Nicola...