Remote Wealth Advisor: Grow Portfolios

Alterna Savings is seeking a Virtual Advisor, Wealth Desk in Toronto to manage a portfolio of member relationships with investable assets generally under $100,000. You will deliver investment advice, portfolio reviews, account maintenance and high-quality service through phone, video and digital channels.This role supports growth by servicing existing...

RBC Dominion Securities in Calgary seeks an Investment Advisor to help clients reach their goals by building relationships and delivering tailored financial planning. You’ll leverage RBC’s wealth-management resources to design customized portfolios and guide clients through multi-generational planning. You will operate in a commission-driven environment...

The Toronto-Dominion Bank (Canada) in Calgary is seeking an Investment Advisor for TD Wealth Private Investment Advice to serve high-net-worth clients with tailored wealth solutions. The role requires an undergraduate finance/business degree, a CIRO license, and 3+ years in client-facing sales, with strong communication and market knowledge; designation...

Fidelity Canada is seeking a Wealth Advisor to provide exceptional client experiences, advising on portfolios and plans while coordinating onboarding with internal teams. This role emphasizes proactive client education and developing long-term relationships in a remote/hybrid setting across Canada. The position requires a university degree in...

A leading investment firm in Calgary seeks ambitious individuals for its Advisor Internship Program, a comprehensive 36-month training program focusing on building a successful advisory practice. Candidates will provide advice to clients, manage relationships, and aim to grow their assets under administration significantly. The firm offers competitive...

Nous recrutons chez BMO Financial Group un conseiller en ventes et service pour le secteur de la gestion de patrimoine, en mode remote au Canada. Le candidat analyse les besoins des clients et propose des stratégies d’investissement adaptées, tout en assurant le respect des procédures et en atteignant les objectifs de vente.Le rôle exige une...

A leading staffing solution provider is seeking a Private Client Advisor to work remotely in Calgary. This role focuses on asset gathering from warm leads, allowing you to maximize your sales potential without the burden of after-sales maintenance. Candidates should possess a CIM or CFA and have a strong background in selling financial products to high net...

What 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. Job Description The Calgary Dome 704 RBC Dominion Securities branch is seeking...

Putting people first, every day BDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a people-first culture with a high priority on your personal...