veritable wealth advisory

TIAA in Canada is seeking a Client Outreach Consultant to proactively contact clients and introduce advisory products and services across multiple channels.The role partners with advice teams to reach clients, assess financials, identify gaps, and prepare for discovery meetings. The position requires FINRA registrations and a Life and Health Insurance...

Wellington-Altus Private Wealth Inc. Saskatoon office is seeking a Team Manager who will lead and develop the support team, ensuring accurate and timely delivery of service aligned with business objectives.The ideal candidate has 5-8 years in financial services, strong leadership, and deep knowledge of regulatory requirements, CIRO standards, and client...

CI Financial is seeking a Regional Vice President, Wealth Advisory to lead a portfolio of advisor practices in an assigned territory, driving growth and operational efficiency. You will partner with advisors to develop business plans, coach on productivity and client engagement, and ensure compliance across the network. With 7–10+ years in wealth...

Location: Toronto, ON (In-Office) Our client, a highly respected Canadian firm specializing in investment management and multi-family office services, is seeking a Portfolio Manager or Associate Portfolio Manager (depending on registration status) with direct client relationship management experience. The successful candidate will serve as a trusted advisor,...

A leading wealth management firm is seeking an Investment Associate in Vancouver, BC. The role focuses on client service, identifying new business opportunities, and collaborating with a Wealth Advisor to deepen client relationships. Candidates should have experience in the securities industry and approval as a Registered Representative (RR) with CIRO. Join...

CI Financial is seeking a Regional Vice President, Wealth Advisory to lead a portfolio of advisor practices in an assigned territory, driving growth and operational efficiency. You will partner with advisors to develop business plans, coach on productivity and client engagement, and ensure compliance across the network.With 7–10+ years in wealth management...

A boutique Wealth Management firm is looking for a Manager of Tax and Estates in Toronto. This role demands advanced knowledge in taxation and experience in financial services. Responsibilities include developing Excel tools for analysis, preparing presentations, and conducting insurance analysis. Candidates with professional designations such as CFA or CPA...

Scotiabank, a leading bank in the Americas, is seeking a Senior Associate in Toronto within ScotiaMcLeod, Wealth Management. You will support a Wealth Advisor in managing a book of business, deliver proactive client service, and contribute to business development and sales activities.You will identify opportunities to grow assets, use in-depth product...

CI Financial is seeking a Regional Vice President, Wealth Advisory to lead a portfolio of advisor practices in an assigned territory, driving growth and operational efficiency. You will partner with advisors to develop business plans, coach on productivity and client engagement, and ensure compliance across the network. With 7–10+ years in wealth...

First West Credit Union is seeking a Compliance Specialist (Tier 1) to supervise mutual fund activities, ensuring adherence to AW-MFD, CIRO, and BCSC regulations. The role emphasizes risk mitigation and ongoing compliance education within the credit union and Aviso Wealth partnership. The specialist will perform daily and monthly reviews, approve documents...

Join IG Wealth Management as a Bilingual Advisor, serving clients in Alberta or Saskatchewan. Utilize your financial expertise and bilingual skills to deliver exceptional financial planning services in a hybrid model. As an integral part of the IG Wealth Connect team, you will focus on providing tailored financial advice while upholding regulatory...

Join IG Wealth Management as a Bilingual Advisor, serving clients in Alberta or Saskatchewan. Utilize your financial expertise and bilingual skills to deliver exceptional financial planning services in a hybrid model. As an integral part of the IG Wealth Connect team, you will focus on providing tailored financial advice while upholding regulatory...

TIAA in Canada is seeking a Client Outreach Consultant to proactively contact clients and introduce advisory products and services across multiple channels.The role partners with advice teams to reach clients, assess financials, identify gaps, and prepare for discovery meetings. The position requires FINRA registrations and a Life and Health Insurance...

Scotiabank Saskatoon is seeking an Administrative Support Assistant to provide administrative support to Advisors and teams, including onboarding new client relationships through digital account opening and documentation administration. You will process client requests, account transfers, deposits, withdrawals and payments, respond to inquiries, and escalate...

Join IG Wealth Management as a Bilingual Advisor, serving clients in Alberta or Saskatchewan. Utilize your financial expertise and bilingual skills to deliver exceptional financial planning services in a hybrid model. As an integral part of the IG Wealth Connect team, you will focus on providing tailored financial advice while upholding regulatory...

Join IG Wealth Management as a Bilingual Advisor, serving clients in Alberta or Saskatchewan. Utilize your financial expertise and bilingual skills to deliver exceptional financial planning services in a hybrid model. As an integral part of the IG Wealth Connect team, you will focus on providing tailored financial advice while upholding regulatory...

Scotiabank Saskatoon is seeking an Administrative Support Assistant to provide administrative support to Advisors and teams, including onboarding new client relationships through digital account opening and documentation administration. You will process client requests, account transfers, deposits, withdrawals and payments, respond to inquiries, and escalate...

Join IG Wealth Management as a Bilingual Advisor, serving clients in Alberta or Saskatchewan. Utilize your financial expertise and bilingual skills to deliver exceptional financial planning services in a hybrid model. As an integral part of the IG Wealth Connect team, you will focus on providing tailored financial advice while upholding regulatory...

TIAA in Canada is seeking a Client Outreach Consultant to proactively contact clients and introduce advisory products and services across multiple channels. The role partners with advice teams to reach clients, assess financials, identify gaps, and prepare for discovery meetings. The position requires FINRA registrations and a Life and Health Insurance...

A leading investment firm in Toronto seeks a Senior Financial Planner dedicated to delivering outstanding financial planning services. You will manage client engagements, prepare comprehensive deliverables, collaborate with advisors, and maintain up-to-date financial knowledge. Candidates should have extensive knowledge of Canadian financial planning and a...