Strategic Wealth Planner

A financial services firm in Windsor, Ontario is seeking a Wealth Consultant to deliver tailored financial planning and investment advice. Responsibilities include building and managing investment portfolios, fostering client relationships, and providing exceptional member service. The ideal candidate possesses a post-secondary education in business or...

A financial services firm in Windsor, Ontario is seeking a Wealth Consultant to deliver tailored financial planning and investment advice. Responsibilities include building and managing investment portfolios, fostering client relationships, and providing exceptional member service. The ideal candidate possesses a post-secondary education in business or...

A financial services firm in Windsor, Ontario is seeking a Wealth Consultant to deliver tailored financial planning and investment advice. Responsibilities include building and managing investment portfolios, fostering client relationships, and providing exceptional member service. The ideal candidate possesses a post-secondary education in business or...

A financial services firm is seeking a Wealth Consultant located in Windsor or Kitchener-Waterloo. In this role, you will provide financial planning and investment advice, create diversified portfolios, and conduct market research. Candidates should possess post-secondary education in business or finance, a minimum of 5 years of experience in financial...

A financial services firm is seeking a Wealth Consultant located in Windsor or Kitchener-Waterloo. In this role, you will provide financial planning and investment advice, create diversified portfolios, and conduct market research. Candidates should possess post-secondary education in business or finance, a minimum of 5 years of experience in financial...

Associate Wealth Advisor – RBC Dominion Securities Join to apply for the Associate Wealth Advisor role at RBC Dominion Securities. This position is located in Windsor and is part of a dynamic Advisory Team. What is the opportunity? RBC Dominion Securities is Canada’s leading full‑service investment and wealth management firm. We are committed to...

Associate Wealth Advisor – RBC Dominion Securities Join to apply for the Associate Wealth Advisor role at RBC Dominion Securities. This position is located in Windsor and is part of a dynamic Advisory Team. What is the opportunity? RBC Dominion Securities is Canada’s leading full‑service investment and wealth management firm. We are committed to...

**Job Summary** **What is the opportunity?** The RBC Dominion Securities branch located in Windsor is seeking an Associate Wealth Advisor to join a dynamic Advisory Team. You will help implement the team’s wealth management strategy for clients. **What will you do?** - Coordinate meetings and events for the Investment Advisor with clients and prospects:...

Job DescriptionWhat is the opportunity?RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management.  For more information, please visit:...

A major financial institution in Windsor is seeking a Financial Planner to grow and manage a portfolio of mass affluent clients. This role involves providing comprehensive financial planning advice and building long-term client relationships. Candidates should have a relevant financial planning designation and at least 3 years of experience. The position...