Wealth Advisor

**Licensed Advisor Assistant** **Responsibilities**: - Working directly with an IIROC Advisor where the focus is on client relationships and building a sustainable wealth management business. - Assist with servicing existing clients. - Deal directly with all clients, provide quotes and execute trading orders. - Process and follow-up on client documentation...

**The Role** GP Wealth Management is seeking a financial advisor assistant to join our team and help service and continue to grow our client base. As a financial advisor assistant, you will work side by side with the team to help clients achieve their financial goals. **Responsibilities** - Assist financial advisor with daily activities, including...

About the OpportunityAs a Senior Wealth Advisor at Scotiabank, you will have the opportunity to work in a dynamic and inclusive environment, helping clients achieve their financial goals.Estimated Salary Range: $70,000 - $110,000 per yearAbout the RoleThis role involves working with customers to understand their financial needs and develop comprehensive...

**Position: GIC Admin Assistant** **Monarch Wealth** With over four decades of supporting extraordinary relationships between investors and advisors, Monarch Wealth is steadfast in its commitment to facilitating that partnership between advisors and investors. providing outstanding service and sound, conflict free wealth management advice for every stage...

A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help investment advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. **Your job**: - Support investment advisors in...

We are seeking a highly skilled Wealth Management Associate to join our team at National Bank. This is an excellent opportunity for individuals who are passionate about delivering exceptional customer service and working in a dynamic, fast-paced environment.Job Overview:This role will provide support to investment advisors in their business development,...

Company OverviewScotiabank is a leading bank in the Americas, guided by its purpose of helping customers and their communities achieve success. With a commitment to diversity and inclusion, the bank provides a performance-oriented culture that fosters growth and development.Job DescriptionIn this role as an Administrative Associate, you will contribute to...

Wealth Advisor Opportunity at Investment Planning CounselAbout Us: Investment Planning Counsel (IPC) is one of the fastest growing independent wealth management companies in Canada.Diverse group of people driven towards helping advisors build a better businessOver 25 years of experience in sound financial planning and comprehensive wealth management...

Scotiabank is a leading bank in the Americas, guided by its purpose: 'for every future.' The organization helps its customers achieve success through a range of advice, products, and services. This includes personal and commercial banking, wealth management, private banking, corporate and investment banking, and capital markets.Job Overview:We are seeking an...

Assante Wealth Management is one of Canada’s largest professional services firms in the financial industry. Assante is a leader in delivering integrated wealth management solutions to Canadians. We offer a comprehensive suite of services that includes risk management, estate planning, tax planning as well as investment planning. We are currently hiring a...

Assante Wealth Management is one of Canada’s largest professional services firms in the financial industry. Assante is a leader in delivering integrated wealth management solutions to Canadians. We offer a comprehensive suite of services that includes risk management, estate planning, tax planning as well as investment planning. We are currently hiring a...

Assante Wealth Management is one of Canada’s largest professional services firms in the financial industry. Assante is a leader in delivering integrated wealth management solutions to Canadians. We offer a comprehensive suite of services that includes risk management, estate planning, tax planning as well as investment planning. We are currently hiring a...

**Job Summary** **What is the opportunity?** RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm and is backed by Canada’s leading financial institution. We take pride in hiring and nurturing talented individuals who share our commitment to helping our clients build and preserve their wealth so they can...

**Job Summary** **What is the opportunity?** RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm and is backed by Canada’s leading financial institution. We take pride in hiring and nurturing talented individuals who share our commitment to helping our clients build and preserve their wealth so they can...

A career as a Senior Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will work closely with investment advisors to ensure exceptional customer service and smooth branch operations. Your job: Analyze clients’ accounts to recommend business opportunities adapted...

Job SummaryWe are seeking a highly organized and detail-oriented Wealth Management Assistant to join our team at National Bank Financial - Wealth Management. This role will provide exceptional customer service, support investment advisors in their business development, and ensure effective communication between clients, advisors, and collaborators.About the...

Role OverviewThis role is an exciting opportunity to support the Wealth Management team at NBC in delivering exceptional customer service and contributing to the growth of our clients' investments.About the JobThe successful candidate will work closely with investment advisors to provide personalized support, ensuring seamless communication between clients,...

At CWB , we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by: Putting people first and building relationships with intention Seeking out and embracing new ideas Believing that how we do things is as important as what we do Location: Toronto, ON The opportunity CWB Wealth Management...

A career as a Senior Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will work closely with investment advisors to ensure exceptional customer service and smooth branch operations. Your job: Analyze clients’ accounts to recommend business opportunities adapted...

Job Summary Job Description What is the opportunity? RBC Dominion Securities is Canadas leading full-service investment and wealth management firm and is backed by Canadas leading financial institution. We take pride in hiring and nurturing talented individuals who share our commitment to helping our clients build and preserve their wealth so they can...