wealth un ltd

Connor, Clark & Lunn Private Capital Ltd. is seeking a Wealth Advisor, Employee Accounts, to help clients achieve financial goals with a pension-calibre investment offering and strong reputation. In this client-facing role, you will manage an established book of employee clients, cultivate relationships within CC&L Financial Group, and pursue referrals. You...

Connor, Clark & Lunn Private Capital Ltd. is seeking a Wealth Advisor, Employee Accounts, to help clients achieve financial goals with a pension-calibre investment offering and strong reputation. In this client-facing role, you will manage an established book of employee clients, cultivate relationships within CC&L Financial Group, and pursue referrals. You...

About Talent Edge As trusted Executive & Professional Search partners, Talent Edge brings deep expertise in talent acquisition and advisory across industries. We leverage cutting-edge research and market mapping tools to deliver exceptional candidate matches for our clients. Our team is committed to thoughtful, relationship-driven recruitment and to helping...

Job Description Job Description Why DUCA? We're a vibrant, exciting credit union that lives its "profits with a purpose" philosophy in every financial transaction, product, interest rate, and community initiative we offer. Founded in 1954, DUCA has grown from a single branch credit union in Toronto to 19 branches across Southern Ontario with over 85,000...

Job Description Job DescriptionWhy DUCA? We're a vibrant, exciting credit union that lives its "profits with a purpose" philosophy in every financial transaction, product, interest rate, and community initiative we offer. Founded in 1954, DUCA has grown from a single branch credit union in Toronto to 19 branches across Southern Ontario with over 85,000...

At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together.Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.Wealth Advisor AssistantHow does the role impact the...

Raymond James Ltd. in Calgary, AB, is seeking a Wealth Advisor Assistant to support a team of financial advisors. You will enter client trades, service requests, and manage paperwork, calls, meetings, and onboarding for new clients.This role emphasizes attention to detail, strong interpersonal skills, and collaboration within a supportive team. Ideal...

Build a trusted administrative foundation for BLA Private Wealth in Waterloo. Manage client instructions, records, and office coordination in person every day.This Administrative Assistant supports the advisory team within BLA Private Wealth, part of Raymond James Ltd. Daily work combines account-related administration, advisor follow-up, client...

Richardson Wealth Ltd. is seeking an Onboarding Support Coordinator to plan and execute onboarding for new Investment Advisor Teams on a national scope. You will work with National Sales, Branch Management, and operations to ensure readiness, transitions, and smooth client communications.The role requires experience with onboarding, licensing, and wealth...

Employment Opportunity Position Name: Wealth Advisor Location: West Kootenay Region - Nelson/Rossland BC Annual Salary Range: $74,000.00 - $80,000.00 Transition to variable pay model after two years of employment Category: Permanent, Full time About Growth Investment Management Ltd. (GIM) Working in partnership, Steller Vista Credit Union, Nelson and...

Intellect Design Arena Ltd, a global fintech leader, is seeking a Deployment Strategist/Technical Architect (AI) in Toronto, ON. You will guide the integration of Gen AI platform solutions into client environments, aligning data, workflows, and business objectives to deliver measurable value.You will work with Engineers, Data Scientists, and Product teams to...

Strengthen regulatory oversight for Canada Life’s wealth platform in Montreal through advisor supervision, compliance education, and trade review.As Corporate Branch Manager for Quadrus investment services Ltd, you will help Investment Planning Counsel maintain compliant branch operations. The role covers investment representatives, administrative staff,...

Strengthen regulatory oversight for Canada Life’s wealth platform in Montreal through advisor supervision, compliance education, and trade review.As Corporate Branch Manager for Quadrus investment services Ltd, you will help Investment Planning Counsel maintain compliant branch operations. The role covers investment representatives, administrative staff,...

Who we are: Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. CG is driven by an unwavering commitment to build lasting client relationships – we achieve this by generating value for our individual,...

Who we are: Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. CG is driven by an unwavering commitment to build lasting client relationships – we achieve this by generating value for our individual, institutional,...

Who we are:Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. CG is driven by an unwavering commitment to build lasting client relationships – we achieve this by generating value for our individual, institutional,...

Lieu de travail : Saanich, Colombie-Britannique, CanadaHoraire : 37.5Secteur d’activité : Gestion de patrimoine TDDétails de la rémunération : $115,600 - $163,200 CADCe poste est admissible à une prime de rémunération variable discrétionnaire qui tient compte du rendement de l’entreprise et du rendement individuel. La TD a à cœur d’offrir une...

Lieu de travail : Saanich, Colombie-Britannique, Canada Horaire : 37.5 Secteur d’activité : Gestion de patrimoine TD Détails de la rémunération : $115,600 - $163,200 CAD Ce poste est admissible à une prime de rémunération variable discrétionnaire qui tient compte du rendement de l’entreprise et du rendement individuel. La TD a à cœur...

Richardson Wealth Ltd is seeking an Associate to join its Calgary wealth management team. You will support Investment Advisors, prepare client materials, and help grow client relationships in a dynamic advisory setting.The role emphasizes strong communication, organization, and initiative, with licensing in CIRO within 6 months and possible CFP/CFA...

Who we areCanaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. CG is driven by an unwavering commitment to build lasting client relationships - we achieve this by generating value for our individual, institutional, and...