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Wealth Management Advisor Jobs

Senior Manager, Wealth Management Taxation [Scotiabank]
By CareerBeacon At Vancouver, British Columbia, Canada
Continuously identifying opportunities to enhance the Advanced Planning and Services and the Wealth Management Taxation teams' service offerings.
Preparing and presenting tax education and training content and material for internal professional development purposes as well as client-facing presentations;
Leading the facilitation of professional development activities for colleagues with more advanced tax knowledge; and
Tax strategies related to leveraging, philanthropy, education, and strategic insurance planning;
Knowledge of U.S. income taxation and related issues;
At least 7 years of experience in a professional organization providing tax planning and compliance for HNW and UHNW clients; and
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
Private Wealth Management Associate - Kitchener On
By IG Wealth Management At Regional Municipality of Waterloo, Ontario, Canada
Private Wealth Management Associate, Vassalo & Associates – Kitchener, ON
Vassalo & Associates Private Wealth Management
Life License Qualification Program (LLQP) or willing to obtain.
Proven track record for developing new business as well as strong interpersonal skills to build relationships and attract new business.
Engage in business development and external marketing strategies.
Identify new business opportunities with high net-worth individuals.
Senior Project Manager-Wealth Management
By Prodigy Labs At Toronto, Ontario, Canada
Previous experience managing or supporting Wealth Management projects (i.e. PM, Tech Roles, Business Roles, etc)
Advanced knowledge of change, issue, and risk management and working knowledge of Software development lifecycle (SDLC) and Agile delivery methodologies
Project/Program Management certifications (e.g. PMP and/or PgMP)
Effectively manage IT project deliverables on a large Reporting Wealth Program
Oversee financials and staffing levels to efficiently meet project delivery requirements and tracks value for effective decision-making
Proven experience managing large scale Reporting projects and their integration with applications in a Financial Institution
Manager, Business Compliance Monitoring & Testing, Canada Wealth Management
By BMO At Toronto, Ontario, Canada
3+ years experience in a compliance or audit role ideally in a dealer and/or portfolio management environment.
Working knowledge of information technology tools required including: MS Excel, MS Word and portfolio management or investment industry software.
Ability to demonstrate effective use of judgment, interpretation, knowledge and skill in the application of regulations and compliance requirements.
Act as a liaison and compliance support to various internal business partners across the Wealth Management businesses.
Prepare reports and related test results dashboard for various stakeholders including management.
Excellent data analysis skills, organizational, analytical and communication skills.
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
Senior Manager, Wealth Management Risk
By BMO At Toronto, Ontario, Canada
Develops and maintains in-depth knowledge of business and related risk management requirements and legislative/ regulatory directives and guidance.
In-depth / expert knowledge of Wealth Management regulatory requirements.
In-depth / expert knowledge operational risk management practices - specifically non financial risk(ONFR) and/or credit
In-depth / expert knowledge of the Wealth Management business / product portfolio.
Leads/participates in the design, implementation and management of core business/group processes.
Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
Product Owner/ Wealth Management
By BeachHead At Toronto, Ontario, Canada
Strong vendor management skills - communications, organizational and self-management skills to meet assigned deliverables toward execution
Knowledge of the responsibilities, time sensitivities, services provided, and technical requirements a Custody and Settlement agent provides a broker-dealer
Makes recommendations to Sr. management based upon in-depth understanding of the business group
Minimum 8-10 years of experience in a senior role with similar experience and responsibilities
Strong facilitation skills and experience in the coordination of people arranging meetings, minute-taking, and project reporting skills
University education in Finance, Economics or Commerce specializing in Finance or Wealth
Business Analyst (Wealth Management)
By Recruit Action inc. At Montreal, Quebec, Canada
Experience working in a business analysis role in Capital Markets or Wealth Management.
Prior experience in the Business Analysis function at a buy-side firm, wealth manager, broker dealer or custodian bank
Quick learner and solutions oriented, ability to escalate issues to management.
Hourly salary of $65 to $85 (based on experience).
A focus on work-life balance to ensure your wellbeing and productivity. This position offers an hybrid schedule
Experience mapping business process flows is required.
Advisor, Events Management Jobs
By Metrolinx At Toronto, Ontario, Canada
Minimum 4 years’ experience in event management/planning or similar roles.
Strong relationship management skills enabling ability to work effectively with cross-functional teams.
Interpersonal, oral/written/presentation communications skills to articulate and present advice, options and recommendations to senior management, executives and other colleagues.
Provide strategic and logistical planning advice to management team, as well as a variety of internal and external stakeholders/partners.
Comfort liaising directly with CEO, senior management and other officials (internal and external), demonstrating strong professionalism.
What skills & qualifications do I need?
Wealth Management Associate Program - June 2024 (Nova Scotia, Newfoundland & Labrador And Ontario) [Scotiabank]
By CareerBeacon At Victoria, British Columbia, Canada
You have exceptional relationship management skills; the ability to build and maintain strong collaborative client and internal/ external partner relationships.
You have strong organization and time management skills, and the ability to work independently.
You have the problem-solving skills to go with your maturity, making you adaptable to many situations.
Ongoing support during the program through various touch points with the Program Lead, Total Wealth Planning leaders, and your local Manager.
You have a strong aspiration to build a career in a Wealth Advisory role.
You're a curious, competitive critical thinker who thrives in change and collaborating with others.
Change Management Specialist (Nicola Wealth)
By BCJobs At Vancouver, British Columbia, Canada
As a Change Management Specialist, your experience and qualifications will include:
A minimum of 3 years’ Change Management experience or technical training/learning & development experience.
Exceptional interpersonal, influencing and conflict management skills.
As a Change Management Specialist, your key accountabilities will involve:
Experience in training evaluation, interpreting results and taking actions to mitigate knowledge gaps.
A solid understanding of Change Management methodology and best practices to roll out training plans to diverse audiences.
Wealth Management Associate Program - June 2024
By Scotiabank At Montreal, Quebec, Canada
You have exceptional relationship management skills; the ability to build and maintain strong collaborative client and internal/ external partner relationships.
You have strong organization and time management skills, and the ability to work independently.
You have the problem-solving skills to go with your maturity, making you adaptable to many situations.
Ongoing support during the program through various touch points with the Program Lead, Total Wealth Planning leaders, and your local Manager.
You have a strong aspiration to build a career in a Wealth Advisory role.
You’re a curious, competitive critical thinker who thrives in change and collaborating with others.
Private Wealth Management Associate, Colbourne Group - Calgary, Ab
By IG Wealth Management At Calgary, Alberta, Canada
IG Private Wealth Management - Colbourne Group
Minimum of 5 years of experience in the financial services industry
Life License Qualification Program (LLQP) or willing to obtain
Participate in advanced, ‘High Value’ planning discovery, analysis, and implementation
Collaborate with seasoned local and national experts to create unique solutions aimed at growing wealth, saving tax and preserving legacies
Deep-dive into portfolio analysis and build high-performing, tax-efficient, low, fee-transparent investment solutions
Wealth Management Ba - Regulatory
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
Business Consultant - Wealth Management
By Apex Systems At Toronto, Ontario, Canada
Domain knowledge of the financial industry - specifically Wealth Management
Prepping Project presentations in PPTs and aiding in presentation delivery with Senior Management
Business Consultant - Wealth Management
Experience working on IT projects
Experience with the SDLC cycle and project delivery in Agile Methodology
Strong experience in PPT, and delivering project updates
Wealth Management / Financial Investment Sales Administrator – Toronto, Ontario
By Equiton Inc At Greater Toronto Area, Canada
Knowledge of investment products (public and private) and account type (RRSP, TFSA, RRIF)
Ability to develop sales skills, achieve results and elevate to new roles within the department
Strong oral and written communication skills complimented by strong interpersonal skills
Excellent prioritization and organizational skills;
Drive strong sales by providing the Senior Associate timely, accurate and efficient support
Identify and schedule meetings and events for our sales team including logistical details
Associate, Asset Management Operations (Nicola Wealth)
By BCJobs At Vancouver, British Columbia, Canada
As an Associate, Asset Management Operations, your experience and qualifications will include:
Strong time management skills, particularly the ability to prioritize a multitude of tasks.
As an Associate, Asset Management Operations, your key accountabilities will involve:
Research for model portfolio structures, asset mix, risk management, liquidity risk and responsible investing (ESG-Environmental, Social, Governance).
Assist Portfolio Managers across all investment teams with cash management, mutual fund, equity, fixed income, option, and forex trading.
Proficiency in Microsoft Office, with advanced Excel skills, and financial industry systems and tools. Experience with Bloomberg is an asset.
Wealth Management Consultant Jobs
By 1st Choice Savings and Credit Union Ltd. At Lethbridge, Alberta, Canada
Minimum 5 years’ wealth management experience
Provide expert advice and solutions in financial planning – including investments, financial management, insurance planning, tax planning, and retirement planning.
Certified Financial Planner (CFP) designation or able to complete within the year; will consider a combination of education and experience.
Working with members to create strategies
Implementing and monitoring planning tactics to ensure the member is well prepared for all financial and insurance realities.
Conduct regular reviews of member investment plans and identify additional opportunities.

Are you looking for an exciting career in wealth management? Join us as a Wealth Management Advisor and help our clients achieve their financial goals! With our comprehensive training and support, you'll have the opportunity to develop your skills and knowledge to become a successful financial advisor. Take the first step towards a rewarding career today!

Overview A Wealth Management Advisor is a professional who provides financial advice and services to clients. They help clients manage their financial assets, plan for retirement, and develop strategies to achieve their financial goals. They may also provide advice on investments, estate planning, insurance, and tax planning. Detailed Job Description Wealth Management Advisors are responsible for providing comprehensive financial advice and services to clients. They must have a thorough understanding of the financial markets and be able to analyze and interpret financial data. They must be able to develop and implement strategies to help clients achieve their financial goals. They must be able to communicate effectively with clients and provide them with clear and concise advice. They must also be able to stay up to date on the latest financial trends and regulations. Job Skills Required
• Knowledge of financial markets and investments
• Ability to analyze and interpret financial data
• Ability to develop and implement strategies to help clients achieve their financial goals
• Excellent communication and interpersonal skills
• Ability to stay up to date on the latest financial trends and regulations
• Ability to provide clear and concise advice to clients
Job Qualifications
• Bachelor’s degree in finance, economics, accounting, or a related field
• CFP (Certified Financial Planner) certification
• Series 7 and 63 licenses
• 5+ years of experience in the financial services industry
Job Knowledge
• Knowledge of financial markets and investments
• Knowledge of financial planning and retirement planning
• Knowledge of estate planning, insurance, and tax planning
• Knowledge of financial regulations and compliance
Job Experience
• 5+ years of experience in the financial services industry
• Experience in providing financial advice and services to clients
• Experience in developing and implementing strategies to help clients achieve their financial goals
Job Responsibilities
• Provide comprehensive financial advice and services to clients
• Analyze and interpret financial data
• Develop and implement strategies to help clients achieve their financial goals
• Stay up to date on the latest financial trends and regulations
• Communicate effectively with clients and provide them with clear and concise advice
• Monitor client portfolios and make adjustments as needed