veritable wealth advisory

Richardson Wealth is seeking an Associate to join the Victoria team, supporting three Investment Advisors with high-level client service and specialized administrative tasks. You will handle client inquiries, prepare portfolio analyses, and help with documentation and compliance across the advisory practice.The role focuses on maintaining strong client...

Elevate your career as a Wealth Associate with one of Canada's top wealth management firms. This role offers exposure to financial planning, client relations, and compliance in a flexible work environment. You will collaborate closely with a senior advisor, contributing to the management of established client relationships. Your responsibilities involve...

Elevate your career as a Wealth Associate with one of Canada's top wealth management firms. This role offers exposure to financial planning, client relations, and compliance in a flexible work environment.You will collaborate closely with a senior advisor, contributing to the management of established client relationships. Your responsibilities involve...

ScotiaMcLeod, within Scotia Wealth Management, seeks an Administrative Associate to support one or more Wealth Advisors. You will ensure high levels of client service and handle day-to-day administration and trading activities to help the practice run smoothly.Located in Vancouver, BC, this role offers a collaborative, team-based environment with...

Richardson Wealth is seeking an Associate to join the Victoria team, supporting three Investment Advisors with high-level client service and specialized administrative tasks. You will handle client inquiries, prepare portfolio analyses, and help with documentation and compliance across the advisory practice.The role focuses on maintaining strong client...

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...

Elevate your career as a Wealth Associate with one of Canada's top wealth management firms. This role offers exposure to financial planning, client relations, and compliance in a flexible work environment. You will collaborate closely with a senior advisor, contributing to the management of established client relationships. Your responsibilities involve...

Richardson Wealth is seeking an Associate to join the Victoria team, supporting three Investment Advisors with high-level client service and specialized administrative tasks. You will handle client inquiries, prepare portfolio analyses, and help with documentation and compliance across the advisory practice. The role focuses on maintaining strong client...

Vice-President, Wealth & Advisory ServicesJob Category:Corporate Requisition Number:VICEP001533 Posted : October 21, 2026 Full-Time Hybrid LocationsShowing 1 location Winnipeg, MB R3C3P1, CANTravel Required : No DescriptionAs a locally based financial institution, Cambrian Credit Union is known for working within our community. Everything we do at Cambrian...

Lead wealth advisory for HNW and UHNW families at Fuller Landau LLP while managing investment strategy, tax planning, and lasting relationships. As Partner, Family Office, you will help lead and expand Fuller Landau LLP’s growing multi-family office practice. You will advise high-net-worth families across financial, tax, and investment affairs. The work...

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...

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...

ScotiaMcLeod, within Scotia Wealth Management, seeks an Administrative Associate to support one or more Wealth Advisors. You will ensure high levels of client service and handle day-to-day administration and trading activities to help the practice run smoothly. Located in Vancouver, BC, this role offers a collaborative, team-based environment with...

ScotiaMcLeod, within Scotia Wealth Management, seeks an Administrative Associate to support one or more Wealth Advisors. You will ensure high levels of client service and handle day-to-day administration and trading activities to help the practice run smoothly. Located in Vancouver, BC, this role offers a collaborative, team-based environment with...

Lead wealth advisory for HNW and UHNW families at Fuller Landau LLP while managing investment strategy, tax planning, and lasting relationships. As Partner, Family Office, you will help lead and expand Fuller Landau LLP’s growing multi-family office practice. You will advise high-net-worth families across financial, tax, and investment affairs. The work...

Lead wealth advisory for HNW and UHNW families at Fuller Landau LLP while managing investment strategy, tax planning, and lasting relationships. As Partner, Family Office, you will help lead and expand Fuller Landau LLP’s growing multi-family office practice. You will advise high-net-worth families across financial, tax, and investment affairs. The work...

Wellington-Altus Private Wealth Inc. in Toronto seeks an Associate for the National Advisory Desk to move client households from advisors into NAD and coordinate transition activities.You will prepare transition lists, contact clients, and arrange introductory meetings with the Lead Advisor, while supporting the Lead Advisor with their client list and...

Lead wealth advisory for HNW and UHNW families at Fuller Landau LLP while managing investment strategy, tax planning, and lasting relationships. As Partner, Family Office, you will help lead and expand Fuller Landau LLP’s growing multi-family office practice. You will advise high-net-worth families across financial, tax, and investment affairs. The work...

Scotiabank is seeking an Investment Associate to support Wealth Advisors in building and managing client relationships, driving business development, and delivering high-quality client service. You will partner with Advisors and Total Wealth Specialists to uncover opportunities, prepare and present reports, and contribute to the planning and communication...

Oakbridge Search Partners is partnering with a large Canadian wealth management firm to hire a Wealth Associate in Newmarket, ON. You will support a senior advisor by preparing financial plans, portfolio reviews, and client materials, while participating in client meetings and following up on actions.You will gain exposure to comprehensive financial planning...