Hybrid Wealth Strategy Lead for Advisors

About the CompanyAt Diligence Wealth Management, we believe that true wealth management is about more than numbers — it's about people, purpose, and building lasting legacies.As an established partner of Manulife Wealth Inc., one of Canada's leading independent investment and insurance dealers, we combine the strength of a national institution with the...

About the Company At Diligence Wealth Management, we believe that true wealth management is about more than numbers — it’s about people, purpose, and building lasting legacies. As an established partner of Manulife Wealth Inc., one of Canada’s leading independent investment and insurance dealers, we combine the strength of a national institution with...

About the CompanyAt Diligence Wealth Management, we believe that true wealth management is about more than numbers — it's about people, purpose, and building lasting legacies.As an established partner of Manulife Wealth Inc., one of Canada's leading independent investment and insurance dealers, we combine the strength of a national institution with the...

About Us:As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada's best investment advisors. We've embarked on an exciting growth phase – a multi-year transformational journey to enhance our...

About Us: As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada's best investment advisors. We've embarked on an exciting growth phase – a multi-year transformational journey to enhance our...

About the Company We are a high-performing wealth management team serving established professionals, business owners, and families with complex financial needs. Our practice centers on disciplined investment management, thoughtful retirement planning, and long-term wealth structuring, delivered with professionalism, accountability, and a personal CFO...

A leading wealth management firm in Montreal is seeking a Wealth Management Associate to build their own advisory practice from scratch. This role focuses on developing client relationships while being mentored by experienced advisors. Key responsibilities include outreach to prospects, financial analysis preparation, and participating in client meetings....

Company DescriptionManulife Wealth, with over 20 years of experience, helps Canadians achieve financial confidence through tailored advice and strategies for every life stage. As part of Manulife, our global parent company, we benefit from extensive resources and expertise. Serving one in four Canadians, Manulife manages over $1.3 trillion in assets (as of...

A leading financial services firm is seeking a motivated Wealth Sales Director to drive sales results in Montreal. This role involves engaging with financial advisors and developing business strategies to achieve sales targets for various investment products. Candidates must be bilingual in French and English, possess industry sales experience, and have...

A leading wealth management firm in Montreal is seeking financial advisors ready to transition to independence. You will manage your own book and offer tailored investment solutions without corporate limitations. The role is suited for those currently working in Canadian banking who are passionate about client relationships and entrepreneurial growth. Our...