Wealth Advisor jobs in Canada – Page 2

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• 29d

  Wealth Advisor (Winnipeg & Calgary Positions Available)

  Calgary, AB

  $100k–$140k/yrFull Time

  

  Fidelity Canada

  5+ YOECandidates need five or more years in financial services, a university degree or equivalent experience, and the Canadian Securities Course. They must hold a Registered Representative licence, meet CIRO proficiency requirements, and have strong communication and investment product knowledge.

  Financial planning software

  29d

  Senior Wealth Advisor

  Toronto, ON

  $120k–$160k/yrFull Time

  

  Fidelity Canada

  7+ YOECandidates need 7+ years of investment management and retail or high-net-worth advising experience, plus a university degree or equivalent experience. Required credentials include a Registered Representative licence, IIROC proficiency and CFA or CIM/LLQP designations.

  Financial planning software

• 29d

  Senior Wealth Advisor

  Vancouver, BC

  Full Time

  CC

  CGC Canaccord Genuity Corp.

  7+ YOECandidates need 7 to 10 years of wealth management or private banking experience, a CIM, CFP, MBA, CAIA or CFA designation, and CIRO licensing. Proven business development, strong presentation skills, and experience with high-net-worth families are required.

  Microsoft Office, CRM systems, AI tools

• 1mo

  Wealth Advisor, Employee Accounts

  Saskatoon, SK

  

  Connor, Clark & Lunn Private Capital Ltd.

  Candidates need a strong client service background and foundational investment knowledge, with an interest in sales and business development. The posting asks for an undergraduate degree, CIM or CFA Level 1, and the ability to be registered as an AR or AAR.

  Sales, Coaching, Documentation, Customer service, Interpersonal skills, Relationship building

  1mo

  Wealth Advisor, Employee Accounts

  Regina, SK

  

  Connor, Clark & Lunn Private Capital Ltd.

  Candidates need a strong client service background and foundational investment knowledge, with an interest in sales and business development. The posting asks for an undergraduate degree, CIM or CFA Level 1, and the ability to be registered as an AR or AAR.

  Sales, Coaching, Documentation, Customer service, Interpersonal skills, Relationship building

  1mo

  Wealth Advisor, Employee Accounts

  Edmonton, AB

  

  Connor, Clark & Lunn Private Capital Ltd.

  Candidates need a strong client service background and foundational investment knowledge, with an interest in sales and business development. The posting asks for an undergraduate degree, CIM or CFA Level 1, and the ability to be registered as an AR or AAR.

  Sales, Coaching, Documentation, Customer service, Interpersonal skills, Relationship building

  1mo

  Wealth Advisor, Employee Accounts

  Calgary, AB

  

  Connor, Clark & Lunn Private Capital Ltd.

  Candidates need a strong client service background and foundational investment knowledge, with an interest in sales and business development. The posting asks for an undergraduate degree, CIM or CFA Level 1, and the ability to be registered as an AR or AAR.

  Sales, Coaching, Documentation, Customer service, Interpersonal skills, Relationship building

  1mo

  Wealth Advisor, Employee Accounts

  Vancouver, BC

  

  Connor, Clark & Lunn Private Capital Ltd.

  Candidates need a strong client service background and foundational investment knowledge, with an interest in sales and business development. The posting asks for an undergraduate degree, CIM or CFA Level 1, and the ability to be registered as an AR or AAR.

  Sales, Coaching, Documentation, Customer service, Interpersonal skills, Relationship building

  1mo

  Wealth Advisor

  Calgary, AB

  

  Connor, Clark & Lunn Private Capital Ltd.

  5+ YOECandidates need five to ten years of related industry experience and a strong sales and relationship-building background. They also need a deep understanding of financial markets, a CIM with two years of registered investment management experience or a CFA, and preferably current or obtainable AAR or CRM-AR registration.

  Coaching, Sales, Interpersonal skills, Relationship building, Financial markets, Customer relationship management

  1mo

  Wealth Advisor

  Toronto, ON

  

  Connor, Clark & Lunn Private Capital Ltd.

  5+ YOECandidates need five to ten years of industry experience, a successful sales background and strong networking and communication skills. Registration as an AAR or CRM-AR, or the ability to obtain it, is preferred, and a CIM with two years of registered investment management experience or a CFA is required.

  Coaching, Sales, Interpersonal skills, Relationship building, Financial markets, Customer relationship management

  1mo

  Wealth Advisor

  Regina, SK

  

  Connor, Clark & Lunn Private Capital Ltd.

  5+ YOECandidates need five to ten years of related industry experience and a strong sales and relationship-building background. They also need a deep understanding of financial markets, a CIM with two years of registered investment management experience or a CFA, and preferably current or obtainable AAR or CRM-AR registration.

  Coaching, Sales, Interpersonal skills, Relationship building, Financial markets, Customer relationship management

  1mo

  Wealth Advisor

  Saskatoon, SK

  

  Connor, Clark & Lunn Private Capital Ltd.

  5+ YOECandidates need five to ten years of related industry experience and a strong sales and relationship-building background. They also need a deep understanding of financial markets, a CIM with two years of registered investment management experience or a CFA, and preferably current or obtainable AAR or CRM-AR registration.

  Coaching, Sales, Interpersonal skills, Relationship building, Financial markets, Customer relationship management

  1mo

  Wealth Advisor

  Edmonton, AB

  

  Connor, Clark & Lunn Private Capital Ltd.

  5+ YOECandidates need five to ten years of related industry experience and a strong sales and relationship-building background. They also need a deep understanding of financial markets, a CIM with two years of registered investment management experience or a CFA, and preferably current or obtainable AAR or CRM-AR registration.

  Coaching, Sales, Interpersonal skills, Relationship building, Financial markets, Customer relationship management

  1mo

  Wealth Advisor

  Winnipeg, MB

  

  Connor, Clark & Lunn Private Capital Ltd.

  5+ YOECandidates need five to ten years of related industry experience and a strong sales and relationship-building background. They also need a deep understanding of financial markets, a CIM with two years of registered investment management experience or a CFA, and preferably current or obtainable AAR or CRM-AR registration.

  Coaching, Sales, Interpersonal skills, Relationship building, Financial markets, Customer relationship management

  1mo

  Wealth Advisor

  Vancouver, BC

  

  Connor, Clark & Lunn Private Capital Ltd.

  5+ YOECandidates need five to ten years of related industry experience and a strong sales and relationship-building background. They also need a deep understanding of financial markets, a CIM with two years of registered investment management experience or a CFA, and preferably current or obtainable AAR or CRM-AR registration.

  Coaching, Sales, Interpersonal skills, Relationship building, Financial markets, Customer relationship management

3 companies