Remote Mutual Funds Advisor - Wealth Management
Jobgether
Jobgether in Canada is seeking a Représentant en fonds communs de placement for a fully remote, full-time role in wealth management. You will provide personalized investment guidance, assist with account openings, and support clients through transactions while building lasting relationships based on trust.
You will handle inquiries, stay informed about markets, and ensure compliance with regulatory standards.
#J-18808-Ljbffr$85k - $130k per year
...696) IGM Financial Inc. is a leading wealth and asset management company in Canada, managing... ...management services to Canadian financial advisors and their clients. With a vision to... ...requires the successful candidate to be Mutual fund licensed Wealth Advisors in the...Remote workLong term contractTemporary workInternshipWork at officeFlexible hours3 days per week- ...Investment Specialist for the BMO Investment Centre. This remote, work-from-home role supports customers in wealth management with a focus on investment advice and onboarding... ...assess clients' goals, and guide them to suitable mutual funds and term investments while following...Remote workWork from home
$40.5k - $80k per year
...listed on behalf of a partner company, who manages all applications and next steps. Our... ...is looking for an Investment Specialist, Mutual Funds based in Canada. As an Investment Specialist... ...financial goals. Working in a fully remote environment, you will build trusted relationships...Remote workLong term contractMonday to friday$100k - $140k per year
...Location: Winnipeg, Ontario | Remote-Based with Regional Travel Salary: $100,000–$140,000 annually... ...partnering with a leading Canadian investment management organization to find an experienced, client-focused Wealth Advisor in Winnipeg, Manitoba. This is an exciting...Remote workLong term contractPermanent employmentFull timeWork at office$40.5k - $80k per year
...? Yes, you read that right. This is a remote role meaning you will be working at home... ...home with BMO. Whether you are new to Wealth Management or already have experience, our contact... ...customers through onboarding of new accounts, Mutual Fund and Term investment transactions,...Remote workPart timeWork at officeWork from home$100k - $140k per year
A leading financial services firm is seeking a Wealth Advisor/Financial Planner to provide exceptional client experiences and... ...involves developing financial planning strategies and managing client relationships remotely. Candidates should have at least 5 years in finance, a...Remote workFlexible hours$5000 per month
...Wealth Advisor/Financial Planner (Fidelity Canada) Join to apply for the Wealth Advisor/Financial... ...model, you will have a flexible, 100% remote work schedule. At Fidelity, we’ve been... ...an investment suitability assessment. Manage assigned client base and ability to work...Remote workLong term contractFull timeHome officeFlexible hours- ...as a Co-operators Independent Advisor, using trusted advice and client relationships. Work remotely while building a community-based... ...provide tailored insurance and wealth solutions aligned with clients’... ...banking, or advisory sales Wealth management or client-facing relationship...Remote workLong term contract
$60.5k - $93.5k per year
...Wealth Advisor – Fidelity Canada Join Fidelity Canada to help Canadian investors build better... ...work model, you will have a flexible, 100% remote work schedule. Posting for various... ...an investment suitability assessment. Manage assigned client base and work in a team‑based...Remote workLong term contractHome officeFlexible hours- ...Fidelity Canada is seeking a Wealth Advisor to support clients remotely across Canada. You will advise on portfolios, prepare client plans, and partner with internal teams to execute client strategies. A focus on onboarding, relationship-building, and proactive education is...Remote work
- A leading staffing solution provider is seeking a Private Client Advisor to work remotely in Calgary. This role focuses on asset gathering from warm leads, allowing you to maximize your sales potential without the burden of after-sales maintenance. Candidates should possess...Remote work
$60.5k - $93.5k per year
A leading investment firm in Canada seeks a Wealth Advisor to assist clients in building financial futures. The role offers a flexible, 100% remote work schedule and requires strong communication skills, a university degree in finance, and 5+ years in the financial services...Remote workFlexible hours- ...Client Adviser – Financial Planner / Securities Specialist / Wealth Adviser to join our 100% remote, Canada-wide team (excluding Quebec). Base salary $100,... ..., client acquisition and closing new relationships, not on portfolio management post-onboarding. #J-18808-LjbffrRemote workLong term contract
- ...Recruitment is partnering with a leading Canadian investment management organization to hire a Wealth Advisor in Winnipeg, Manitoba. This role offers ownership of... ...book through a structured advisor transition, with remote work and regional travel as required, supporting...Remote workLong term contract
- ...Description As an accredited Life, Health & Wealth Advisor (HLLQP/LLQP) you provide integrated life... ..., and achieving success that is mutual. ~ The resources and support you need... ...Customer Needs, Interpersonal Relationship Management, Life Insurance, Perseverance and Follow...Full timeFlexible hours
$96.56k - $128.74k per year
...and the world better through trade. Position: Senior Advisor, IT Financial Management Employment Type: Permanent Compensation Details... ...analysis and advice to support technology investment and funding decisions. ~ Assess financial implications, risks, trade...Permanent employmentFull timeSummer workWork at officeRelocation package3 days per week- Juniper Square in Canada is hiring an Assistant Fund Accounting Manager to join our fast-paced Fund Administration team. You will partner with clients and internal teams to deliver fund accounting and reporting services for Private Market funds. This role offers exposure to...Remote work
- Drive impactful change for Canadian municipalities with the Green Municipal Fund as a Data Advisor in Ottawa. This hybrid role focuses on data analytics and program performance management. The Data Advisor contributes to program design and evaluation efforts within the Green...
- Kickstart your financial advisory career with ScotiaMcLeod’s Wealth Advisor Development Program, launching on January 4, 2027. Focus on delivering exceptional wealth management solutions! As a part of Scotia Wealth Management®, ScotiaMcLeod encourages diverse applicants for...
- ...ScotiaMcLeod, a cornerstone of Scotia Wealth Management®, is a full-service wealth management firm... ...clients' lives. Scotia McLeod Wealth Advisor Development Program Start Date: January... ..., including paid parental leave, bank-funded backup childcare, and access to discounted...Long term contractFlexible hours
- ...professional to proactively reach out to financial advisors in our mass market territory. You will develop... ...based selling approach. You will promote Manulife’s wealth solutions and support advisors in positioning segregated funds, annuities, and GICs to help clients grow,...Remote work
- Private Client Advisor / Wealth Advisor / Investment Specialist Location: Calgary - REMOTE Salary: $180,000 - $250,000 Yr 1 (base plus uncapped commissions and bonus structure... ...) Industry: Financial Services / Wealth Management Company Overview Our client’s primary goal...Remote workFull timeImmediate start
- ...experience in selling consulting services. Responsibilities include cold-calling potential clients, preparing quotations, and establishing rapport with clients. This role allows for remote work, so a valid driver's license and willingness to travel are necessary. #J-18808-LjbffrRemote work
- Become an integral part of Harbourfront Wealth as a Remote Administrative Assistant. Support investment advisors while managing details, communication, and coordination in a part-time, fully remote role. Harbourfront Wealth, a leader in financial services, is seeking a dedicated...Remote workPart timeWork at office
$70k - $85k per year
...opportunity to help build and implement the next phase of fund development for the organization. The Manager, Fund Development & Engagement, will lead the... ...asset, not a requirement. Conditions This is a remote first position with expectations for weekly on-site meetings...Remote workLong term contractFor contractors- ...iA Private Wealth Inc. in Ottawa is seeking a motivated Licensed Assistant or licensed Registered... ...to support an established wealth management practice. The role offers practical exposure... ...with potential growth toward an advisor position. The successful candidate will work...Work at office
$120k - $135k per year
...unifying technology, data, and fund administration services into a... ...to work, ranging from a fully remote experience to working full-... ...an Assistant Fund Accounting Manager to join our team. This is an exciting... ...accounting expert and key advisor on significant business/accounting...Remote workFull timeWork at officeLocal areaWork from home- ...Requisition ID: 273909 ScotiaMcLeod, a cornerstone of Scotia Wealth Management®, is a full-service wealth management firm with a proud... ...a real impact in your clients' lives. ScotiaMcLeod Wealth Advisor Development Program : Start Date January 4, 2027 At ScotiaMcLeod...Long term contractFull timeTemporary workFlexible hours
$50k - $60k per year
...Advisor Assistant (Bilingual) Location: 880 Lady Ellen Place, Ottawa, ON Salary... ...~ Exceptional organizational and time management skills. ~ Strong attention to detail and... ...or insurance administration. LLQP or mutual fund licensing is considered an asset. Our...Full timeWork at office- ...Lead restricted funds accounting and PSAS-compliant reporting for Acute Care Alberta, with remote eligibility within Alberta. Guide revenue stewardship across health care programs. As Manager, Restricted Funds Administration and Revenue Accounting, you will oversee revenue...Remote work
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