Wealth Management Advisor

We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada's Top Employers,...

We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada's Top Employers,...

Cumberland Private Wealth Management Inc.Calgary, Toronto, KingstonDo you enjoy working with people?Do you have a securities registration?Ever thought about joining a wealth management firm?Cumberland Private Wealth Management could be that firm One of Canada's pre-eminent independent and privately owned discretionary investment managers which is wholly...

Cumberland Private Wealth Management Inc. Calgary, Toronto, Kingston Do you enjoy working with people? Do you have a securities registration? Ever thought about joining a wealth management firm? Cumberland Private Wealth Management could be that firm One of Canada's pre-eminent independent and privately owned discretionary investment managers which is...

Cumberland Private Wealth Management Inc. Calgary, Toronto, Kingston Do you enjoy working with people? Do you have a securities registration? Ever thought about joining a wealth management firm? Cumberland Private Wealth Management could be that firm One of Canada's pre-eminent independent and privately owned discretionary investment managers which is...

Nicola Wealth Management Ltd. offers a unique opportunity to join a team of experienced professionals who share a passion for delivering exceptional wealth management services.Our company has established itself as a national leader in wealth management, driven by our sophisticated financial planning approach and diversified private investment funds with...

About Us">Optimize Wealth Management is a leading financial services firm based in Toronto, dedicated to providing personalized wealth management solutions to our clients.">Job Summary">We are seeking an experienced Portfolio Manager to join our team, responsible for managing discretionary or managed accounts, and providing exceptional client service.">Key...

Optimize Wealth ManagementAbout Us:We are a fast-growing financial services firm based in Toronto. Our mission is to provide comprehensive wealth management solutions to individuals and families. We are committed to building long-term relationships with our clients, understanding their unique needs, and providing tailored investment advice.The Role:As a...

About Us: Nicola Wealth is a leading provider of wealth management services in Canada. Our team of experts is dedicated to helping individuals and families achieve their financial goals.Your Role: As a Wealth Planning Associate, you will play a key role in supporting our Wealth Advisors to deliver exceptional client service. Your primary responsibility will...

Job Summary">This is an exciting opportunity for a highly motivated and experienced financial planner to join our Corporate Channel team as an Advisor, IG Wealth Management. As a key member of our team, you will be responsible for providing proactive and outstanding planning and advice to clients, leveraging the IG Living Plan.

Wealth Manager and Investment AdvisorWe are seeking a talented Wealth Manager and Investment Advisor to join our team at Cardinal Point Wealth Management, ULC. In this role, you will be responsible for providing exceptional wealth management services to our clients across Canada and the United States.Your key responsibilities will include:Investment...

Job Description:As a Wealth Advisor at Nicola Wealth, you will provide comprehensive wealth planning and investment management solutions to clients, leveraging our business model to deliver the best possible results.With access to a wide range of public, private, and real estate investment options, and supported by our Asset Management, Client Service...

We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada's Top Employers,...

About Our CultureWe foster a culture of collaboration, creativity, and entrepreneurship, where everyone has the opportunity to grow and succeed. Our commitment to our people and processes enables us to deliver exceptional results and create lasting value for our clients.About This RoleAs a Wealth Advisor at Nicola Wealth Management Ltd., you will be...

The incumbent of this position assists Client Portfolio Managers ("CPMs") in their administrative operational support and business development activities in order to ensure a high quality and personalized client experience. ESSENTIAL FUNCTIONS: • Respond promptly and effectively to requests from clients, advisors and CPMs • Complete the opening of new...

A Message from UsWe are committed to upholding our firm's values through this phase of significant growth and recognizing excellence in our people and processes. We are passionate about delivering extraordinary client service in a values-driven work environment.About This OpportunityAs a Wealth Advisor at Nicola Wealth Management Ltd., you will have the...

About Our ValuesWe believe in upholding our firm's values through every aspect of our business, from how we serve our clients to how we treat each other. Our commitment to these values drives our success and enables us to deliver exceptional results for our clients.About This OpportunityAs a Wealth Advisor at Nicola Wealth Management Ltd., you will have the...

About Optimize Wealth Management: As a fast-growing financial services firm based in Toronto, we are committed to providing innovative investment solutions and exceptional client service. Our team is passionate about helping clients achieve their financial goals through personalized wealth management strategies.Job Role: We are seeking a highly skilled...

The incumbent of this position assists Client Portfolio Managers ("CPMs") in their administrative operational support and business development activities in order to ensure a high quality and personalized client experience.   Complete the opening of new client accounts and ensure annual maintenance of existing accounts are up to date, accurate and in...

Toronto, ONBecoming a Wealth Advisor with CC&L Private Capital may be the only career move you ever need to make. Join one of Canada's largest independent and privately held discretionary investment managers and help clients achieve their unique financial goals while providing exemplary service. Our independence allows us to attract and retain top talent...