Wealth-Management Consultant
3 weeks ago
Wealth-Management Consultant Position: Wealth Advisor / Private Client Advisor Type: Contract Compensation: $200/hour Location: Remote Commitment: 20–30 hours/week Role Responsibilities Manage and deepen relationships with HNW and UHNW clients, delivering exceptional service and trust-based advice. Develop and implement holistic financial and investment plans aligned with client goals, liquidity needs, and risk tolerance. Conduct asset allocation, portfolio reviews, and performance evaluations. Identify opportunities to grow client AUM through strategic referrals and value-driven engagement. Collaborate with investment and planning teams to integrate AI insights, risk analytics, and digital portfolio tools. Maintain a deep understanding of tax, estate, and retirement planning strategies. Qualifications Must-Have 5+ years of experience in wealth management, private banking, or RIA environments. Proven track record managing $20M+ in client assets. Expertise in financial planning, portfolio construction, and client communication. Strong interpersonal and relationship-building skills with a client-first mindset. Knowledge of financial planning software, CRM systems, and investment platforms. Preferred CFP, CFA, CPA, or MBA preferred. Application Process (Takes 20–30 mins to complete) Upload resume AI interview based on your resume Submit form Resources & Support For details about the interview process and platform information: For any help or support, reach out to: #J-18808-Ljbffr
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Senior Manager, Finance
2 weeks ago
, MB, Canada IG Wealth Management Full timeJob Title: Senior Manager, Finance Location: Winnipeg IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $271 billion in assets. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie Investments. Founded in 1926, IG Wealth Management is...
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, MB, Canada IG Wealth Management Full timeA leading wealth management firm in Canada is seeking a Senior Manager, Finance, to join their Planning & Analysis team. The role requires strong analytical skills and extensive experience in financial analysis. Responsibilities include developing forecasts, consulting across business units, and delivering insights to senior management. The position offers...
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(s): Canada : Ontario : Windsor Scotiabank Global Site Full time $80,000 - $1,200,000 per yearRequisition ID: 238041Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.The WMC serves as the single point of contact for referrals from Retail Banking into Scotia Wealth Management ("SWM"), and actively pursues wealth management opportunities among existing customers (excludes existing clients in SWM)....
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Financial Planning Consultant
4 days ago
, , Canada Mercor Full timeFinancial Planning Consultant - Wealth Mgmt 3 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. This range is provided by Mercor. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $200.00/hr - $200.00/hr Direct message the job poster...
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Hybrid Retirement
2 weeks ago
, NS, Canada Co-operators Full timeA leading Canadian financial services co-operative is seeking a Financial Planning and Retirement Consultant. The successful candidate will deliver wholistic financial planning solutions and support client relationships. Role involves consulting with clients, conducting annual reviews, and enhancing wealth management products. Ideal candidates have a...
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Senior Analyst in Wealth Management
1 week ago
, , Canada Banque Nationale du Canada Full timeNational Bank Financial – Wealth Management is Canada's fifth-largest investment dealer. We have almost 1,000 Investment Advisors in over 100 branches, helping more than 400,000 clients manage their assets. If you are analytical and passionate about finance, come and work with us as a Senior Wealth Management Analyst, more precisely within the team,...
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Wealth Consultant
6 days ago
(s): Canada : British Columbia : Prince George Scotiabank Global Site Full time $90,000 - $150,000 per yearRequisition ID: 242190Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.As a Financial Consultant you will contribute to the overall success of MD Wealth in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team's business strategies and objectives....
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Data Analyst
1 week ago
, , Canada MM Management Consultant Full timeMM Management Consultant provided pay range This range is provided by MM Management Consultant. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range CA$50.00/hr - CA$80.00/hr Senior Data Analyst (AWS & QuickSight) – Contractor Completely Remote Key Responsibilities Translate business needs...
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Senior Portfolio Management Consultant
1 week ago
, , Canada TD Full timeWork Location Toronto, Ontario, Canada Hours 37.5 Line of Business TD General Pay Details $91,200 - $136,800 CAD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been...
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, , Canada Charles Schwab Full timeYour Opportunity In addition to the salary range, this role is also eligible for bonus or incentive opportunities. At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. The Wealth & Asset Management...