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Wealth Advisor Jobs

Accountant, Advanced Self Storage (Nicola Wealth)
By BCJobs At Vancouver, British Columbia, Canada
You have strong time management skills, particularly the ability to prioritize a multitude of tasks.
Preparing monthly management reports, downloading of supporting documents from storage software (SiteLink).
Ownership of cash management duties, including cash flow projections, maintaining BAs, setting up transfers, etc.
Credit card management, bank account/signatory management.
Bookkeeping knowledge and experience using accounting software, preferably Yardi.
As an Accountant, Advanced Self Storage Portfolio, your experience and qualifications will include:
Financial Planner/Wealth Advisor
By Raymond James Ltd. At Waterloo, Ontario, Canada
Experience with a client relationship management software such as Maximizer
Assist us in responding to incoming client calls and inquiries regarding financial planning, wealth management, tax, insurance and investment options
Work closely with Portfolio Manager and team members to provide seamless financial planning & investment management
High level of knowledge and experience using financial planning software such as investcloud (NaviPlan), RazorPlan and / or Snap
Manage action requests to and from clients and document in CRM software
Experience in cross-border (Canada / USA) a great asset
Wealth Consultant Jobs
By B. Riley Farber At Toronto, Ontario, Canada
7+ years relevant experience (client acquisition and management experience in financial services)
Deep knowledge and interest in investment products, all asset classes (public and private ideal) applicable to high-net-worth clients
Excellent interpersonal, verbal and written communication skills. Second languages are of interest.
Demonstrated presentation building and delivery capabilities. Proven success in sales and marketing abilities.
Please apply ASAP and in confidence to be considered. Competitive compensation package on offer.
Undergraduate university degree. CFA and/or CIM preferable. CFP/FEA, graduate degrees or designations given additional consideration.
Director, Advisor Marketing Wealth & Asset Management Canada
By Manulife At Toronto, Ontario, Canada
7+ years of marketing experience in wealth management
Passion for wealth management industry with deep knowledge of investment products, financial markets, and the investment industry
Knowledge of the asset management regulatory environment and guidelines
University graduate (advanced degree or certification a plus)
Demonstrated experience in developing and implementing digital marketing campaigns
Solid collaborative leadership experience, both cross-functional and immediate teams with ability to influence direction of work
Insurance Advisor - Life, Health And Wealth
By RBC Insurance At Ottawa, Ontario, Canada
Business development and prospecting skills with a goal-oriented attitude with a strong ambition to succeed
Professional sales experience with an entrepreneurial minsdet
Professional sales experience in the Insurance industry
Flexible health benefits that allow you to choose the level of coverage that is right for you and your family
Promote a client-first mindset in a digital environment by meeting clients when it is most convenient for them
Develop and deepen client relationships with the use of Salesforce and other compliant customer tools/electronic forms
Vp Retail Wealth Canada
By Capital Markets Advisors LLC At Canada
High Net Worth and Ultra High Net Worth Clients (not institutional)
Ideal Candidate for this role
100k base with total compensation expected to be at 200-600k plus full medical dental.
Wealth Advisor Jobs
By Nicola Wealth At Toronto, Ontario, Canada
Demonstrated technical proficiency in financial planning, asset management and insurance
Your key experiences and qualifications will include:
Leveraging your technical planning and client relationship skills to build a business within Nicola Wealth
Ensure all client information and regulatory requirements are up to date and current
Proactively enhancing your expertise through attending seminars, continued education and proactive personal development
Chartered Investment Manager (CIM) or completion of CFA Level 1
Wealth Advisor & Portfolio Manager
By CI Financial At Toronto, Ontario, Canada
Delivering investment advice to our clients through phone, email, and chat
Collaborating with team members to coordinate and improve delivery of investment and financial advice
Modern HQ location within walking distance from Union Station
Flexible & Hybrid Work Program
Employee Share Purchase Program (ESPP)
Health & Wealth Consultant Jobs
By Canada Life At Toronto, Ontario, Canada
Provide guidance, advice, professional account management, financial wellness, and financial planning to enhance a plan member’s wellbeing
Provide education and point in time advice on financial planning and other relevant topics
Post-secondary degree or equivalent work experience
Excellent organization, prioritization and planning skills required
Leverage training model and sales enablement supports to identify plan member needs and help navigate them to appropriate next steps
Identify opportunities and record engagement with each plan member using internal systems and tools
Marketing Coordinator – Wealth Jobs
By BeachHead At Toronto, Ontario, Canada
Project management and ability to manage multiple business priorities at once
Exposure to Financial Wealth Management
Manages various external vendor relationships as required
Superior interpersonal, relationship-building and collaboration skills with peers
Proven problem-solving, negotiation and decision-making skills
Creative evaluation skills to deliver appropriate feedback on marketing materials
Wealth Business Analyst Jobs
By Apex Systems At Toronto, Ontario, Canada
Ability to speak with Wealth Management business stakeholders and also collaborate and discuss requirements with technology stakeholders
5+ years of Wealth Management/Capital Markets experience; Understanding of Mutual Funds and related platforms such as Broadridge and FundServ
Experience working on CFR related regulatory projects as a BA in the Wealth Management domain
Wealth Management BA - Regulatory
6+ years of Business Analyst experience working at enterprise financial corporations
Experience with Agile Development Cycle
Wealth Advisor Administrative Assistant
By Raymond James Ltd. At Markham, Ontario, Canada
Experience in business development and social media management
Manage schedules, including coordinating meetings and appointments, and making travel arrangements, including virtual (video) appointments.
Manage social media accounts, create, and schedule posts, monitor engagement, and analytics.
Manage all client documentation and ensure client document deficiencies in a timely, efficient and effective manner.
1-3 years of previous experience in a similar role
Excellent communication skills, both written and verbal
Business Coordinator, Wealth Operations
By ATB Financial At Calgary, Alberta, Canada
Strong organizational skills; ability to prioritize and manage multiple tasks
Minimum of 2 years of professional experience providing administrative support to a team of leaders
Post secondary education (degree or diploma in Office Administration or Office Professional Certificate is an asset
Excellent communication, interpersonal and organizational skills
At ATB, we know that as you develop in your career, you gain many transferable skills.
You have demonstrated an ability to work with several different teams, effectively managing your time and balancing multiple, sometimes changing, priorities.
Director, Wealth Operations Jobs
By Dean Group At Greater Toronto Area, Canada
Exceptional understanding of the wealth management industry
Minimum 7 plus years of relevant experience
Strong middle office experience supporting advisors and liaising with back office custody teams
Create and oversee the implementation of new processes, platforms and operational controls
Build effective controls to minimize daily business operational risk
Review technology initiatives to improve overall performance of the operations groups through increased rates, productivity and accuracy
Private Wealth Manager Jobs
By Rayon Capital At Toronto, Ontario, Canada
Wealth Manager Roles and Responsibilities
Head - Client Acquisition / Wealth Manager
Key Skills:HNI / Ultra HNI Acquisition
Should have excellent social/ interpersonal skills.
ØManage and track the leads and maintain DSR on regular basis.
Unsecured Trade Finance Products like SBLC, BG, PBG, EMD, POF, LC, SBLC monetisation, etc.
Sql Programmer - Wealth
By Procom At Toronto, Ontario, Canada
Strong SQL experience - 5 years
Applications Programmer – Mandatory Skills
Applications Programmer - Nice to Have Skills
Working on ETL logic, SQL and some other vendor-based tools for reporting
Any reporting tool (Tableau) - 1 year
Data analysis - 1 year
Financial Associate Wealth Advisor - Partner - Affinity Wealth Management
By Aviso Wealth At Regina, Saskatchewan, Canada
Creates and maintains client files, adhering to compliance requirements.
On-going training, coaching and education
Schedule and hold client meetings with Senior Wealth Advisor and support in developing appropriate financial strategies, and appropriate recommendations.
Promotes and markets firm’s investment and insurance services internally and externally.
Opportunity for career progression into a Wealth Advisor role
A pleasant and professional working environment
Wealth Advisor - Partner - Ndcu Moneyworks
By Aviso Wealth At Nelson, British Columbia, Canada

An Exceptional Career & Vibrant Lifestyle. Have it all at NDCU MoneyWorks

We thank all candidates for their interest, however, only those selected for an interview will be contacted

Wealth Management Advisor Jobs
By World Financial Group (WFG) At Surrey, British Columbia, Canada

Vibrant & coachable individuals that’s looking for more income stability, growth and personal development in making more active and passive income.

Senior Wealth Advisor Jobs
By TPD® Workforce & HR Solutions At Vancouver, British Columbia, Canada
Proven track record in investment management as a financial planner, investment advisor, or wealth management operations manager;
Become very comfortable in delivering the client experience, and
Ability to build relationships so that families will hand over their hard-earned money for you to manage;
Certified Financial Planning (CFP) Designation or Certified Investment Manager (CIM) (an asset);
Convenient downtown office very close to transit;
Strong base salary plus bonus

Are you looking for an exciting and rewarding career in wealth management? Join our team of experienced Wealth Advisors and help our clients achieve their financial goals! With our comprehensive training program and competitive compensation package, you'll be well-equipped to succeed in this dynamic field. Take the first step towards a successful future and apply today!

Overview A Wealth Advisor is a professional who provides financial advice and guidance to individuals and businesses. They help clients manage their finances, create financial plans, and make sound investment decisions. Wealth Advisors are knowledgeable in a variety of financial topics, including investments, taxes, retirement planning, estate planning, and insurance. Detailed Job Description Wealth Advisors are responsible for providing financial advice and guidance to clients. They assess clients’ financial situations, develop financial plans, and recommend investments that meet their clients’ goals. Wealth Advisors also provide guidance on tax planning, retirement planning, estate planning, and insurance. They monitor clients’ investments and provide updates on their progress. Wealth Advisors also help clients manage their finances, including budgeting, debt management, and cash flow management. Job Skills Required
• Knowledge of financial planning, investments, taxes, retirement planning, estate planning, and insurance
• Excellent communication and interpersonal skills
• Ability to analyze financial data and make sound investment decisions
• Ability to develop financial plans and strategies
• Knowledge of financial markets and products
• Ability to build relationships with clients
• Proficiency in Microsoft Office Suite
Job Qualifications
• Bachelor’s degree in finance, economics, accounting, or a related field
• Relevant certifications, such as Certified Financial Planner (CFP)
• 5+ years of experience in financial planning and investments
Job Knowledge
• Knowledge of financial planning, investments, taxes, retirement planning, estate planning, and insurance
• Knowledge of financial markets and products
• Knowledge of financial regulations and laws
• Knowledge of risk management
Job Experience
• 5+ years of experience in financial planning and investments
• Experience in developing financial plans and strategies
• Experience in analyzing financial data and making sound investment decisions
• Experience in building relationships with clients
Job Responsibilities
• Assess clients’ financial situations and develop financial plans
• Recommend investments that meet clients’ goals
• Provide guidance on tax planning, retirement planning, estate planning, and insurance
• Monitor clients’ investments and provide updates on their progress
• Help clients manage their finances, including budgeting, debt management, and cash flow management
• Keep up to date with financial regulations and laws