veritable wealth advisory jobs in Toronto

CIBC Wood Gundy in Toronto is seeking a Financial Associate to work with Investment Advisors to manage client portfolios and uncover opportunities.On-site, Monday–Friday, 37.5 hours/week, base salary range $51,500–$60,200 CAD per year, plus annual discretionary bonus.You'll be focused on building relationships, delivering tailored investment plans, and...

CIBC Wood Gundy in Toronto is seeking a Financial Associate to work with Investment Advisors to manage client portfolios and uncover opportunities. On-site, Monday–Friday, 37.5 hours/week, base salary range $51,500–$60,200 CAD per year, plus annual discretionary bonus. You’ll be focused on building relationships, delivering tailored investment...

TD Bank Group in Toronto, Ontario, is seeking a Manager II, Salesforce Ambassador to drive Salesforce adoption for Wealth Advice. The role emphasizes SME support, requirement gathering, and dashboard development, with a focus on client-centric service for HNW and Mass Affluent segments. The position requires strong communication, stakeholder 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...

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...

TD Bank Group in Toronto, Ontario, is seeking a Manager II, Salesforce Ambassador to drive Salesforce adoption for Wealth Advice. The role emphasizes SME support, requirement gathering, and dashboard development, with a focus on client-centric service for HNW and Mass Affluent segments. The position requires strong communication, stakeholder management, and...

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,...

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...

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...

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...

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...

Lead the Central Registrant and Investment Advisory team at Scotiabank in Toronto. This role centers on strategic investments, registrant support, and client relationship management. As the Director, you will oversee a dedicated team of Portfolio Managers in delivering advisory services for local Wealth Managers. Your responsibilities will include enhancing...

Join to apply for the Director, Wealth Management role at Alterna Savings1 day ago Be among the first 25 applicantsJoin to apply for the Director, Wealth Management role at Alterna SavingsGet AI-powered advice on this job and more exclusive features.Direct message the job poster from Alterna SavingsThe Director is responsible for efficient and effective...

Leads and manages the provision of specialized and advanced wealth planning, guidance and counsel to BMO’s Personal Wealth Distribution businesses (Private Wealth Canada). Leverages extensive experience in leading planning professionals and utilizes deep technical planning expertise to motivate and challenge a team of advanced planning professionals with...

CI Financial Corp. is seeking a Manager, Business Insights & Analytics to transform advisor, client, portfolio, sales, and operational data into meaningful BI. You will partner across Wealth Advisory, Operations, Sales, Advisor Support, Technology, and leadership to drive data-driven decisions and advance the wealth platform. The role requires strong...

What We Do The Wealth Associate is responsible for advisor support, client on-boarding, sales support and administration. The successful candidate must have a strong background in portfolio administration and operations. In this role, the Wealth Associate will play a crucial part in managing client onboarding process. As a Wealth Associate, you will...

Join Richardson Wealth as a Relationship Manager and enhance advisor engagement. Utilize your financial services expertise to drive exceptional client experiences. As part of a dedicated regional group, you will support Richardson Wealth Advisors by streamlining their tasks and ensuring a high level of service delivery. With at least five years of...

Leads and manages the provision of specialized and advanced wealth planning, guidance and counsel to BMO’s Personal Wealth Distribution businesses (Private Wealth Canada). Leverages extensive experience in leading planning professionals and utilizes deep technical planning expertise to motivate and challenge a team of advanced planning professionals with...

Becoming a Wealth Advisor with CC&L Private Capital may be the only career move you ever need to make. Join one of Canada's largest independent and privately held discretionary investment managers and help clients achieve their unique financial goals while providing exemplary service. Our independence allows us to attract and retain top talent with a model...