Lead Investment Advisor

Investment Advisor Assistant – Toronto, ONFull-Time | Wealth Management | Toronto, ON (Onsite / Hybrid)Our client, a well-established and highly respected independent Wealth Advisor within a leading Canadian investment firm, is seeking a dedicated and experienced Investment Advisor Assistant to join their Toronto-based team. This is a pivotal role for an...

Managing Director at Sleeping Giant Investment Office Reporting to a Managing Director, this role offers the opportunity to be a true contributing investor, with meaningful exposure across origination, transaction execution, and portfolio company involvement. As part of a lean and entrepreneurial investment team, the role provides broad responsibility,...

Managing Director at Sleeping Giant Investment Office Reporting to a Managing Director, this role offers the opportunity to be a true contributing investor, with meaningful exposure across origination, transaction execution, and portfolio company involvement. As part of a lean and entrepreneurial investment team, the role provides broad responsibility,...

Managing Director at Sleeping Giant Investment Office Reporting to a Managing Director, this role offers the opportunity to be a true contributing investor, with meaningful exposure across origination, transaction execution, and portfolio company involvement. As part of a lean and entrepreneurial investment team, the role provides broad responsibility,...

A leading wealth management firm in Toronto is seeking a Lead Investment Advisor (Bilingual French/English) to manage small household clients, ensuring they receive tailored investment solutions. Ideal candidates will have 5-7 years of sales or account management experience, and advanced French language skills are preferred. This position offers a...

A leading wealth management firm in Toronto is seeking a Lead Investment Advisor (Bilingual French/English) to manage small household clients, ensuring they receive tailored investment solutions. Ideal candidates will have 5-7 years of sales or account management experience, and advanced French language skills are preferred. This position offers a...

Associate Investment Advisor The Client: Our client one of Canada’s preeminent wealth management firms are seeking a CIRO/IIROC licensed Associate Investment Advisor to join their growing practice in downtown Toronto. In this lynch-pin role you will have deep client interaction and be involved in portfolio design and management as well as the financial...

Overview We are looking for an Investment Funds Inside Sales Associate to join our Sales Team. We are seeking job candidates with experience in the investment / mutual fund industry. The successful candidate will be responsible for inside sales of Caldwell’s family of investment funds. The candidate will be a key member of the sales and marketing team,...

Associate Investment Advisor The Client: Our client one of Canada’s preeminent wealth management firms are seeking a CIRO/IIROC licensed Associate Investment Advisor to join their growing practice in downtown Toronto. In this lynch-pin role you will have deep client interaction and be involved in portfolio design and management as well as the financial...

Associate Investment Advisor The Client: Our client one of Canada's preeminent wealth management firms are seeking a CIRO/IIROC licensed Associate Investment Advisor to join their growing practice in downtown Toronto. In this lynch-pin role you will have deep client interaction and be involved in portfolio design and management as well as the financial...