Wealth Services Advisor

Who we are: Harbourfront Wealth is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing wealth management firm with over $14 billion in assets under administration, comprised of five integrated entities: CIRO dealer, investment counsel, asset manager, U.S. Registered Investment Advisor (RIA) and insurance...

Job Overview Edward Jones proudly serves over 190,000 Canadians and spans 660 branches with more than 870 advisors across the country. As one of the largest independent wealth services providers in the country, we have ambitious plans to help many more Canadians improve their financial wellness through comprehensive advice and planning. Over the past 6+...

Aviso:At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic...

Job DescriptionWhat is the opportunity?The RBC Dominion Securities branch located in Salmon Arm is seeking an Associate Investment Advisor to join a successful Advisory Team. You will deepen client relationships by offering sound advice and support to clients and to the Investment Advisor. Identifying and assisting growth of new business opportunities will...

A leading financial services firm is seeking a Wealth Advisor / Private Client Advisor to manage and deepen relationships with high-net-worth clients. The role involves developing and implementing financial plans, conducting asset allocation, and collaborating with investment teams. Candidates should have 5+ years of wealth management experience and a proven...

Requisition ID: 240554Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Purpose of Job:The primary purpose of the Total Wealth Planning Associate is to provide financial planning support to the Senior Total Wealth Planners in market.Major Accountabilities:  1.    Prepare financial plans for Senior Total...

A leading financial services firm is seeking a Wealth Advisor/Private Client Advisor to work remotely. In this role, you will manage relationships with high-net-worth clients, implement financial plans, and collaborate with teams integrating AI insights. The ideal candidate has 5+ years of experience in wealth management and a strong knowledge of financial...

Cranbrook Hyundai - Servicing Cranbrook and the surrounding Kootenay Area. Here at Cranbrook Hyundai, we pride ourselves on excellent customer service and providing a seamless and hassle-free experience for any of your automotive needs. Cranbrook Hyundai is seeking a highly motivated **Automotive** **Service Advisor** to join our team. Get in on the ground...

We're looking for a dedicatedPlanner Associate / Paraplannerto join our planning team at Parallel Wealth. You'll support our advisors with plan preparation, analysis, client communication, and ongoing service, all with the goal of delivering an exceptional and seamless client experience. If you're detail oriented, able to manage multiple responsibilities,...

A leading financial services firm is looking for a Wealth Advisor to manage and deepen relationships with high-net-worth clients. Responsibilities include developing customized financial plans, conducting portfolio reviews, and collaborating with team members to integrate advanced digital tools. Ideal candidates should have over 5 years of relevant...