Professional Wealth Management Advisor

1 week ago


Toronto, Ontario, Canada National Bank Full time

Wealth management professionals at National Bank Financial – Wealth Management play a key role in helping clients achieve their financial goals.

Job Overview

This role offers the opportunity to work with wealth advisors and provide exceptional customer service to clients. The ideal candidate will have experience working in the banking or financial industry and possess strong analytical skills.

Key Responsibilities
  • Support investment advisors in providing superior customer service and meet client requests
  • Carry out routine operations related to financial transactions, including purchases and sales of securities and transaction adjustments
  • Manage deposit, withdrawal, transfer, and currency conversion instructions for all investment accounts and ensure diligent follow-up
  • Analyze, open, and update client files, producing portfolio management reports as needed
  • Ensure adherence to compliance and risk management rules
Requirements
  • A college diploma or university degree in a related field
  • Two years of experience in the banking or financial industry
  • Completion of the Canadian Securities Course (CSC) and/or Conduct and Practices Handbook Course
  • Excellent knowledge of Microsoft Office suite and strong analytical skills
Benefits
  • Competitive compensation package
  • Flexible group insurance
  • Generous pension plan
  • Employee Share Ownership Plan
  • Employee and Family Assistance Program
  • Preferential banking services

Join our team and contribute to making a positive impact on people's lives.



  • Toronto, Ontario, Canada Brightview Wealth Management Full time

    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...


  • Toronto, Ontario, Canada Brightview Wealth Management Full time

    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...


  • Toronto, Ontario, Canada Nicola Wealth Full time

    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...


  • Toronto, Ontario, Canada Optimize Wealth Management Full time

    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...


  • Toronto, Ontario, Canada Nicola Wealth Full time

    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...


  • Toronto, Ontario, Canada Nicola Wealth Full time

    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...

  • Advisor's Associate

    4 weeks ago


    Toronto, Ontario, Ontario, Canada Optimize Wealth Management Full time

    Company DescriptionOptimize Wealth Management (Optimize Inc.), located in Toronto, ON, is a premier wealth management company that provides personalized financial solutions and advice to its clients. The company's financial services and solutions include financial planning, portfolio management, tax preparation, debt management, and estate planning....


  • Toronto, Ontario, Canada RBC Dominion Securities Inc. Full time

    Job Opportunity at RBC Dominion Securities Inc.RBC Dominion Securities Inc. is a leading investment and wealth management firm that values relationship-focused service. We are seeking a skilled Associate Wealth Advisor to join our team in Vancouver.Key Responsibilities:Deliver customized financial planning advice and wealth management strategies to...


  • Toronto, Ontario, Canada RBC Dominion Securities Inc. Full time

    Company OverviewRBC Dominion Securities Inc. is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada.SalaryThe estimated salary range for this position is $95,000 - $137,500 per year, depending on experience, skills, and registration status.Job DescriptionThis role involves delivering customized financial planning...


  • Toronto, Ontario, Canada RBC Dominion Securities Inc. Full time

    Job OpportunityRBC Dominion Securities Inc. is a leading investment and wealth management firm that values relationships and teamwork. We are seeking a skilled Associate Wealth Advisor to join our downtown Vancouver office and contribute to the success of our private client wealth management business.Key ResponsibilitiesDeliver customized financial planning...

  • Investment Advisor

    4 weeks ago


    Toronto, Ontario, Canada RBC Dominion Securities Inc. Full time

    Unlock Your Potential as an Investment Advisor at RBC Dominion Securities Inc.As a highly motivated and results-driven Investment Advisor, you will have the opportunity to build a successful career in wealth management. With RBC Dominion Securities Inc., you will have access to a comprehensive range of investment products and services, as well as a...


  • Toronto, Ontario, Canada IG Wealth Management Full time

    Ideal Candidate ProfileWe are seeking an experienced and versatile communications professional to join our dynamic team at IG Wealth Management.The successful candidate will be a strategic thinker with excellent writing, editing, and project management skills. They will have a proven track record of developing and implementing effective communications...


  • Toronto, Ontario, Canada Aviso Wealth Full time

    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...


  • Toronto, Ontario, Canada RBC Dominion Securities Inc. Full time

    RBC Dominion Securities Inc. is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada.We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper.The RBC Dominion Securities Inc. downtown Vancouver...


  • Toronto, Ontario, Canada IG Wealth Management Full time

    About the RoleThe Marketing Department at IGM Financial is currently seeking a Communications Specialist to join their national Corporate Communications team. As a key member of the team, you will help develop and implement strategic communications for IGM Financial, including both IG Wealth Management and Mackenzie Investments.Key ResponsibilitiesMedia...


  • Toronto, Ontario, Canada Dimensional Fund Advisors Full time

    Job Overview:At Dimensional Fund Advisors, we're dedicated to transforming the way the world invests. Our Canadian Wealth Management group is responsible for developing new business and managing existing relationships with financial advisors. As a Senior Associate, you'll play a key role in providing relationship management and analytical support to help...

  • Bilingual HR Advisor

    2 weeks ago


    Toronto, Ontario, Canada Aviso Wealth Full time

    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...

  • Bilingual HR Advisor

    4 weeks ago


    Toronto, Ontario, Canada Aviso Wealth Full time

    About the Role:Aviso Wealth is seeking a highly skilled and experienced Bilingual HR Advisor to join our People and Culture team. As a key member of our team, you will be responsible for providing expert advice and guidance on human resources-related matters to our internal clients.Key Responsibilities:Proactively engage with stakeholders to interpret needs,...


  • Toronto, Ontario, Canada Nicola Wealth Full time

    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...


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

    About the RoleWe are seeking a highly skilled Wealth Management Professional to join our team in Toronto, Canada.Job DescriptionThe successful candidate will be responsible for providing comprehensive wealth management solutions to high net worth clients. This includes collaborating with clients and their advisors to understand their financial goals and...