“Wealth” jobs in Canada – Page 2

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• 2d

  Career in Wealth Management

  Canada

  Full Time

  MW

  Manulife Wealth

  Manulife Wealth wants candidates with ambition, discipline, coachability, confidence, work ethic and a desire to build their own business. No years of experience are needed, and a business, finance or economics degree is welcome, though not required.

  2d

  Wealth Management Advisor

  Dorval, QC

  Full Time

  MW

  Manulife Wealth

  Diligence Wealth Management needs post-secondary education, with a finance or business degree as an asset. Candidates need strong communication and relationship skills, an entrepreneurial and coachable mindset, and willingness to obtain CSC and CIRO securities licences.

  Cold calling, Communication skills, Relationship building, Securities, CSC, CIRO

  4d

  Wealth Management Advisor (Junior to Experienced)

  Dorval, QC

  Full Time

  MW

  Manulife Wealth

  Candidates need post-secondary education, with a finance, business or economics degree as an asset. They need strong communication and relationship-building skills, an entrepreneurial and coachable mindset, and willingness to obtain CSC and CIRO securities licensing.

  4d

  Wealth Management Advisor (Junior to Experienced)

  Montréal, QC

  Full Time

  MW

  Manulife Wealth

  Diligence Wealth Management needs a bachelor's degree, strong communication skills and a passion for finance and helping others. Candidates must be willing to obtain CSC and CIRO licensing.

• 2d

  Administrative Assistant - Wealth Management - Partner - WYW

  Waterloo, ON

  

  Aviso Wealth: As a trusted partner, Aviso Wealth provides credit unions with access to a comprehensive range of high-quality, innovative investing and wealth…

  2+ YOECandidates need post-secondary education in business, finance or administration, at least two years of professional office administration experience, and a mutual fund registration in good standing. Knowledge of investment, financial planning or insurance is an asset, and the hire must be bondable.

  2d

  Administrative Assistant - Wealth Management - Partner - WYW

  Waterloo, ON

  On-site

  

  Aviso Wealth: As a trusted partner, Aviso Wealth provides credit unions with access to a comprehensive range of high-quality, innovative investing and wealth…

  2+ YOEAviso Wealth needs candidates with post-secondary education in business, finance or administration and at least two years of administrative experience in a professional office. A valid mutual fund registration in good standing is required, and bondability is required; investment, financial planning or insurance knowledge is an asset.

  1mo

  Wealth Advisor - Partner - GIM

  Nelson, BC

  $74k–$80k/yr

  

  Aviso Wealth: As a trusted partner, Aviso Wealth provides credit unions with access to a comprehensive range of high-quality, innovative investing and wealth…

  5+ YOECandidates need at least 5 years of experience giving holistic financial advice, a CFP designation and a licence to sell securities and life insurance in BC (candidates in process toward the CFP may be considered). A valid driver's licence and flexibility to travel are also required.

  Strategic planning, Sales, Upselling, Documentation, Communication skills, Financial planning

  1mo

  Senior Wealth Advisor | Financial Planner - Partner - Mainstreet Credit Union

  Sarnia, ON

  $77k–$128k/yr

  

  Aviso Wealth: As a trusted partner, Aviso Wealth provides credit unions with access to a comprehensive range of high-quality, innovative investing and wealth…

  5+ YOECandidates need a CFP, QAFP or PFP designation and CIRO INV licensing or the ability to get it within 30 days. At least 5 years of financial planning or investment sales experience, strong sales and communication skills, and the ability to work with minimal supervision are required.

  financial planning software

  1mo

  Wealth Advisor - Partner - GIM

  Nelson, BC

  $74k–$80k/yrOn-site

  

  Aviso Wealth: As a trusted partner, Aviso Wealth provides credit unions with access to a comprehensive range of high-quality, innovative investing and wealth…

  5+ YOECandidates need at least 5 years of experience giving holistic financial advice, a CFP designation and a licence to sell securities and life insurance in BC (candidates in process toward the CFP may be considered). A valid driver's licence and flexibility to travel are also required.

  Strategic planning, Sales, Upselling, Documentation, Communication skills, Financial planning

  1mo

  Senior Wealth Advisor | Financial Planner - Partner - Mainstreet Credit Union

  Sarnia, ON

  $77k–$128k/yrOn-site

  

  Aviso Wealth: As a trusted partner, Aviso Wealth provides credit unions with access to a comprehensive range of high-quality, innovative investing and wealth…

  5+ YOECandidates need a CFP, QAFP or PFP designation and CIRO INV licensing or the ability to get it within 30 days. At least 5 years of financial planning or investment sales experience, strong sales and communication skills, and the ability to work with minimal supervision are required.

  financial planning software

• 5d

  Wealth Management Operations

  Newmarket, ON

  Full Time

  IP

  IG Private Wealth Management - Vanno Ort & Paul Jarvie

  Candidates need post-secondary education in finance, business, or economics, plus wealth management or back-office experience. They must have strong attention to detail, organization, and communication skills, and be comfortable learning CRM and portfolio systems.

  CRM systems, Portfolio management systems

• 11d

  Wealth Management Registered Supervisor - Vice President

  Toronto, ON +1

  Full Time

  MS

  Morgan Stanley Wealth Management Canada Inc.

  2+ YOE2+ MgmtMorgan Stanley Wealth Management Canada needs candidates with a bachelor's degree or equivalent, two years of supervisory experience with a CIRO regulated dealer, and CSC, CPH, CSI Supervisors Course, derivatives and options supervision licences. Strong knowledge of CIRO rules, leadership and communication skills are required.

  Regulatory compliance, Communication skills, Problem solving, Coaching, Risk management, CIRO

  1mo

  Insured Solutions, Morgan Stanley Wealth Management Canada (MSWC), Vice President

  Toronto, ON

  Full Time

  MS

  Morgan Stanley Wealth Management Canada Inc.

  10+ YOECandidates need an active Life Insurance licence (LLQP) and 10+ years of Canadian insurance or wealth management experience. Experience with wealth firms or MGAs, and knowledge of life insurance, annuities and segregated funds, is required. A degree is required; French and professional designations are assets.

  DTCC, iPipeline, CRM systems, Illustration tools

• 19d

  Product Owner, Wealth Digital Experience

  Toronto, ON

  Full Time

  FW

  Fidelity Wealth ULC

  3+ YOEFidelity Wealth needs candidates with 3+ years in agile product management or a business analyst role, experience with Jira, Design Thinking and user research, and experience in financial services. A university degree in business or commerce, or equivalent experience, is required; English and French bilingualism and Scrum or Product Owner certification are assets.

  Jira

  1mo

  Wealth Transition Specialist

  Toronto, ON

  Full Time

  FW

  Fidelity Wealth ULC

  3+ YOECandidates need 3 to 5 years of experience in wealth management operations, advisor onboarding or project coordination, strong organization and attention to detail, and foundational knowledge of wealth operations and client onboarding. A business or finance degree or equivalent experience is required, and Investment Representative licensing with CIRO is preferred.

  Microsoft 365, Broadridge, Dataphile, CRM, Workflow tracking systems

  1mo

  Team Manager Wealth Support

  Canada

  Full Time

  FW

  Fidelity Wealth ULC

  5+ YOECandidates need 5-7 years of wealth management experience and a business, commerce or finance degree or equivalent experience. Strong leadership, coaching, organization and knowledge of wealth management procedures are required.

  Unifide, Broadridge, Dataphile, Portfolio Aid

• 1mo

  Wealth Planning Associate (18 month contract)

  Kelowna, BC

  

  Nicola Wealth: Today, Nicola Wealth is one of the largest independent (non-bank) private investment counselling firms in Canada, with approximately $16.8 billion…

  3+ YOECandidates need 3+ years of client-facing experience at a wealth management firm, post-secondary education in finance, and the Canadian Securities Course. Strong analytical, written and verbal communication skills are essential.

  Financial planning, Fix meetings, CSC, CIM, CFA, LLQP

  1mo

  Wealth Advisor

  Vancouver, BC

  

  Nicola Wealth: Today, Nicola Wealth is one of the largest independent (non-bank) private investment counselling firms in Canada, with approximately $16.8 billion…

  5+ YOECandidates need 5 to 10 years of experience in a similar financial planning role with heavy client contact. They must hold a CFP, a CIM or CFA Level 1, and a Life, Sickness & Accident insurance licence.

  Risk management, Business model, Reporting, Financial planning, Budget management, Sales

  1mo

  Wealth Advisor

  Kelowna, BC

  

  Nicola Wealth: Today, Nicola Wealth is one of the largest independent (non-bank) private investment counselling firms in Canada, with approximately $16.8 billion…

  5+ YOECandidates need 5 to 10 years of similar experience, preferably in a financial planning firm. They need the CFP designation, CIM or CFA Level 1, and a life and accident insurance licence.

  Risk management, Business model, Reporting, Financial planning, Budget management, Sales

  1mo

  Wealth Advisor

  Toronto, ON

  

  Nicola Wealth: Today, Nicola Wealth is one of the largest independent (non-bank) private investment counselling firms in Canada, with approximately $16.8 billion…

  2+ YOECandidates need 2 to 10+ years in a similar advisory role, ideally at a financial planning firm, with the CFP designation, CIM or CFA Level 1, and life and accident insurance licensing. Strong client, communication and problem-solving skills are also required.

  Risk management, Business model, Reporting, Financial planning, Budget management, Sales

• 1mo

  Wealth Compliance Advisor (Contract)

  Toronto, ON +1

  

  Richardson Wealth Ltd

  5+ YOECandidates need five to ten years of compliance or related experience at a CIRO-regulated investment dealer, strong written and oral communication in French, and sound judgment on regulations and supervision. Investment Representative or Registered Representative licensing with CIRO and supervisor training are expected.

  Dataphile, PortfolioAid, Microsoft Office

  1mo

  Associate-Wealth Management

  Montréal, QC

  

  Richardson Wealth Ltd

  5+ YOERichardson Wealth Ltd needs candidates with at least 5 years in financial services, ideally wealth management or brokerage. Candidates must hold CIRO registration and the Pl. Fin. designation, speak and write French excellently, and be proficient in Microsoft Office and Salesforce.

  Salesforce, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook

  1mo

  Wealth Digital Enablement Trainer

  Toronto, ON

  

  Richardson Wealth Ltd

  Candidates need advanced English and French, experience training or supporting users in wealth management or financial services, and hands-on experience with Croesus and Salesforce CRM. Strong presentation skills and an understanding of advisor workflows are also required.

  Croesus, Salesforce CRM, AX360, Compass, iAssist

• 22m

  Wealth Specialist

  Burlington, ON

  $60k–$80k/yr

  HT

  HYREON TALENT SOLUTIONS INC.

  4+ YOECandidates need at least 4 years in insurance, wealth management or a related advisory role, plus an active Mutual Fund Licence (IFIC) or equivalent. A Life Insurance Licence (LLQP), an existing book of business around $5M to $6M, and a bachelor's degree are preferred.

  Cold calling, Sales, Regulatory compliance, Insurance licence, LLQP, Communication skills

8 companies