Wealth Management Professional

About Thrive Wealth ManagementWe are a leading financial services company dedicated to helping our members achieve their long-term goals. Our team of experts provides personalized advice and guidance to help them make informed decisions about their financial futures.Key ResponsibilitiesDevelop and implement comprehensive financial plans tailored to...

About Affinity Financial StrategiesAffinity Financial Strategies, in partnership with GP Financial Services, is a leading wealth management provider offering comprehensive financial planning, investment, and insurance solutions. With a portfolio of existing clients and members of the credit union and their communities, we are committed to delivering...

Affinity Financial Strategies/GP Financial Services is seeking a skilled and motivated individual to join their team as a Licensed Sales Assistant or Associate Wealth Advisor. The successful candidate will be responsible for providing administrative and sales support to a Senior Wealth Advisor, including scheduling and holding client meetings, developing...

Role OverviewWe are seeking a skilled and motivated Financial Services Professional to join our team as a Licensed Sales Assistant or Associate Wealth Advisor.About the CompanyAffinity Financial Strategies, in partnership with GP Financial Services, is a wealth management provider offering financial planning, investments, and insurance solutions to...

Affinity Financial Strategies/GP Financial Services is seeking a highly motivated and detail-oriented individual to join their team as a Licensed Sales Assistant or Associate Wealth Advisor. The successful candidate will be responsible for providing administrative and sales support to a Senior Wealth Advisor, working with existing clients and credit union...

Affinity Financial Strategies, in partnership with GP Financial Services, is seeking a skilled and motivated individual to join their team as a Licensed Sales Assistant or Associate Wealth Advisor. The successful candidate will work closely with a Senior Wealth Advisor to provide administrative and sales support to existing clients and credit union...

Role OverviewWe are seeking a highly motivated and detail-oriented Licensed Sales Assistant or Associate Wealth Advisor to join our team at Affinity Financial Strategies/GP Financial Services in Regina, SK. As a key member of our team, you will provide administrative and sales support to a Senior Wealth Advisor, assisting with client meetings, developing...

Job OverviewConexus Credit Union is seeking a skilled Senior Wealth Associate to support the Advisor(s) practices and provide administrative support to the Thrive team.Key ResponsibilitiesManage client files and accounts, ensuring accurate and up-to-date information.Partner with Advisors to understand business goals and support the execution of their...

Unlock Your Potential as a Wealth AdvisorBecoming a Wealth Advisor with Connor Clark and Lunn Financial Group may be the key to a fulfilling and successful career. As one of Canada's largest independent and privately held discretionary investment managers, we offer a unique opportunity to help clients achieve their financial goals.About the Role:Work with...

About ScotiaMcLeodAs a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing our clients' assets.With Enriched Thinking, our unique approach that...

Affinity Financial Strategies, in partnership with GP Financial Services, is seeking a highly motivated and detail-oriented individual to join their team as a Licensed Sales Assistant or Associate Wealth Advisor. The successful candidate will work closely with a Senior Wealth Advisor to provide administrative and sales support, delivering comprehensive...

About the RoleWe are seeking a skilled Wealth Specialist to join our Thrive Wealth Management team. As a key member of our team, you will provide expert advice and guidance to clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesProvide holistic wealth advice and planning to clients, including investment advice, retirement...

Job SummaryJob DescriptionUnlock your potential as a Financial Planning and Portfolio Management Professional at RBCAs a Financial Planning and Portfolio Management Professional at RBC, you will have the opportunity to help your clients achieve their financial goals while building a successful career with our leading wealth management team. You will be...

Job DescriptionWe are seeking a highly skilled and motivated Strategic Wealth Manager to join our team in Regina, Saskatchewan.About the RoleThe successful candidate will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.You will focus on investment sales and new...

Salary: $80,000 - $120,000 per yearCompany OverviewScotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking,...

Unlock Your Potential as an Investment Advisor at RBC Dominion Securities Inc.We're looking for a highly skilled and motivated individual to join our team as an Investment Advisor. As a key player in our wealth management division, you'll have the opportunity to build strong relationships with high-net-worth individuals, families, and business owners,...

At ScotiaMcLeod, we're dedicated to delivering exceptional client service and wealth management solutions. As a Branch Administrator, you'll play a vital role in ensuring the success of our branch by providing administrative support and optimizing operational efficiency.Main Responsibilities:Foster a positive team environment, promoting employee empowerment...

About the RoleWe are seeking a highly motivated and results-driven Financial Services Professional to join our team as a Portfolio Manager. In this role, you will be responsible for building and maintaining relationships with high-net-worth individuals, families, and business owners, providing them with customized investment and wealth management...

We are seeking a seasoned administrative professional to join our team as a Senior Wealth Associate. In this role, you will provide world-class support to our advisors and contribute to the success of Thrive Wealth Management.About ThriveThrive is a wealth management subsidiary of Conexus Credit Union, serving members of credit unions and their communities....

Role Summary:This position requires the successful candidate to be Mutual fund licensed and have 3+ years of client-facing financial planning experience.Key Responsibilities:Provide clients with holistic financial plans that consider all aspects of their financial life, including short and long-term goals, tax, retirement, risk management, and estate...