Investment Advisory Expert

At Bellwether Investment Management, we are committed to delivering exceptional investment solutions and financial planning services that meet the evolving needs of affluent individuals and families.We seek an experienced National Sales Director to drive revenue growth across the Canadian market. This senior leadership role involves managing a...

By collaborating and working with talented colleagues on interesting and challenging projects and activities, every employee can make a difference and have a profound impact on our business. Innovation answers uncertainty The Vice President, National Sales is a senior leadership role responsible for developing and executing the sales strategy to drive...

Who We AreBellwether is a hand-picked team of experienced portfolio managers, skilled family wealth advisors and the operations teams that support them, brought together to positively influence the futures of affluent individuals and families by executing our life and legacy promise. At Bellwether, we offer the opportunity to build a rewarding and fulfilling...

Who We AreBellwether is a hand-picked team of experienced portfolio managers, skilled family wealth advisors and the operations teams that support them, brought together to positively influence the futures of affluent individuals and families by executing our life and legacy promise. At Bellwether, we offer the opportunity to build a rewarding and fulfilling...

Who We AreBellwether is a hand-picked team of experienced portfolio managers, skilled family wealth advisors and the operations teams that support them, brought together to positively influence the futures of affluent individuals and families by executing our life and legacy promise. At Bellwether, we offer the opportunity to build a rewarding and fulfilling...

We are seeking an experienced Business Systems Expert to join our team at Geotab Inc.The ideal candidate will have a strong understanding of business process reengineering and change management principles, as well as experience acting in design or advisory roles related to implementation of platform applications.This role is responsible for bridging business...

Job DescriptionWe are seeking an experienced and strategic Chief Financial Officer (CFO) to join our team at Nour Private Wealth. As a key member of our executive leadership team, you will be responsible for overseeing financial planning, capital management, and internal controls.The ideal candidate will have a strong background in accounting and financial...

We are looking for a seasoned Capital Planning Expert to join our team at Innomar Strategies Inc. This critical role involves developing strategic investment plans that drive business growth and success.Main ObjectivesDevelop dynamic financial models to support scenario analysis, ensuring effective interpretation and communication of data.Deliver routine...

About the Job:The Senior Advisor Transition Specialist is responsible for supporting new and existing advisors within the Manulife Wealth business development organization. This role ensures effective transition processes, welcome programs, and integration initiatives across Canada.Main Responsibilities:- Provide support to new advisors during book of...

Company OverviewRaymond James Ltd. is a leading Canadian investment dealer providing high-quality products and services to individuals seeking customized solutions for their wealth management needs.The Portage Cross Border Wealth Management team in Oakville, Ontario, seeks an experienced Associate Financial Advisor/Financial Planner to support the growing...

About Fengate Asset ManagementFengate Asset Management is an alternative investment manager that delivers tailored solutions to investors worldwide. With a focus on real estate, infrastructure, and private equity, we provide expert advice and exceptional service to our clients.We're committed to fostering a culture of innovation, collaboration, and...

About the RoleThe Advisor Transition Specialist is a key position within Advisory Services' business development organization, requiring strong organizational and communication skills.This role involves working closely with the field team to provide seamless support to existing advisors during transitions, ensuring minimal disruption to their businesses.A...

Advert • Post-secondary education in hydrogeology or earth sciences ; Master's degree preferred • 1+ years of hydrogeological experience in environmental services • Based in any of our Guelph, Oakville, Markham, or Toronto offices with flexible work options • Significant opportunities for personal and professional advancement through exposure to...

About This Role:This Accountant II position is part of our Registration, Inspections & Examinations (RIE) Branch, which oversees the crypto-asset trading platforms, dealers, advisers, and investment fund managers that the public relies on when investing in securities. We are looking for an experienced professional to conduct reviews of registered firms and...

We are seeking a skilled Technical Business Analyst to join our team at Geotab Inc.The ideal candidate will have experience acting in design or advisory roles related to implementation of platform applications and a strong understanding of business process reengineering and change management principles.This role focuses on bridging business and technology,...

Company OverviewAlvarez & Marsal is a leading independent global professional services firm specializing in providing turnaround management, performance improvement, and corporate advisory services. Our Infrastructure and Capital Projects practice comprises over 600 sector experts and specialized consultants across the globe.Job DescriptionThe position will...

Company OverviewParsons Oman is an industry leader in delivering complex infrastructure projects. Our team of experts has been designing and building critical infrastructure for over 75 years, connecting and protecting communities around the world.We value diversity, equity, inclusion, and accessibility in the workplace, investing in our employees' wellbeing...

About the JobAs a Financial Services Professional, you will be responsible for delivering exceptional customer service and providing expert financial guidance to our clients. This includes analyzing client needs, identifying opportunities to grow their wealth, and recommending suitable investment solutions.You will work collaboratively with internal...

Job DescriptionDescriptionWhat is the Opportunity?Raymond James Ltd. is one of Canada's leading independent investment dealers, with a complete offering of high-quality investment products and services to Canadians seeking customized solutions to their wealth management needs.Specifically, the Portage Cross Border Wealth Management team located in Oakville,...

About This OpportunityThis is an exciting chance to join a leading investment management organization and contribute to the growth and success of our Wealth Management team.Your Key ResponsibilitiesPursue new business opportunities through prospecting and networkingBuild and maintain relationships with existing clients and partnersProvide expert advice and...