Senior Wealth Advisor | Remote, Travel, Established Book
Altis
Altis Recruitment is partnering with a leading Canadian investment management organization to hire a Wealth Advisor in Winnipeg, Manitoba. This role offers ownership of an established book through a structured advisor transition, with remote work and regional travel as required, supporting clients through important financial decisions.You will provide personalized investment guidance, develop comprehensive financial plans, and manage long-term client relationships, collaborating with
#J-18808-Ljbffr
#J-18808-Ljbffr
Vacancy posted 1 hour ago
Similar jobs that could be interesting for youBased on the Senior Wealth Advisor | Remote, Travel, Established Book in Winnipeg, MB vacancy
$95k - $140k per year
...Becoming an Wealth Advisor, with CC&L Private Capital may be the only career move you ever need to make. Join one of Canada's largest... ..., Employee Accounts, you will be entrusted with managing an established book of employee clients while actively cultivating relationships...SuggestedInternshipFlexible hours$110k - $150k per year
...Associate, Wealth Advisor - Stenner Wealth Partners+ Competitive Total Compensation Range: $110-$150K annually depending on experience & credentials... ...-worth client families, working closely with Thane Stenner and senior team members. Build trusted, multigenerational relationships...SeniorLong term contractWork at office- ...We are seeking a Senior Construction Advisor or Contract Administrator to join our Winnipeg-based Water team. This is an opportunity for a seasoned... ...access to a vehicle are required. Ability and willingness to travel to project sites throughout the Prairies and Territories,...TravelSeniorContract workFor contractors
- ...thinking, analytics, and commercial acumen in a hybrid Toronto role. Lead partnerships supporting brand and business priorities. As Senior Advisor, Brand Sponsorships, you will manage provincial and national sponsorship investments within a complex organization. You will...Senior
- ...resources of an award-winning financial institution. As a Senior Financial Advisor at ATB Wealth, you aren’t just managing portfolios - you are crafting... ...Experience & Requirements Proven ability to develop your book of business through leveraging community networks....SeniorLong term contractImmediate startFlexible hours
$100k - $140k per year
Location: Winnipeg, Ontario | Remote-Based with Regional Travel Salary: $100,000–$140,000 annually + performance-based incentives Employment... ...organization to find an experienced, client-focused Wealth Advisor in Winnipeg, Manitoba. This is an exciting...Remote workTravelSeniorLong term contractPermanent employmentFull timeWork at office- ...with one of Canada's leading boutique wealth practices, a team trusted by some... ...this opportunity is differentMost advisors at this level are working through a book of small accounts, a crowded client... ...each year, and every family receives senior level attention and proactive...SeniorLong term contractWork at office
- ...Client Solutions team by coordinating employee travel, accommodations, vehicle arrangements, and... ...% travel, including potential support at remote project locations. A DAY IN THE LIFE OF... ...to detail when managing schedules, bookings, expenses, and documentation. ~ Effective...Remote workTravelContract workWork at office
$50k - $100k per year
...Hours: 37.5 Line of Business: TD Wealth Pay Details: $50,000 - $100,000 CAD... ...offers high-net-worth clients the opportunity to establish a one-on-one relationship with a dedicated and professional Investment Advisor, while maintaining active participation in decisions...Work from home- As a senior wealth management advisor, you help serve, solicit and develop and maintain business relationships with mass-affluent Signature Service... ...approach, including savings and investments, in line with the established plan, to help them achieve their financial and personal...Remote workSeniorInternshipFlexible hours
- As a senior wealth management advisor, you develop and manage business relationships and prospect for and solicit new mass-affluent Signature Service... ...members and clients. You have leeway and opportunities to establish and negotiate product and service terms. You serve as an expert...Remote workSeniorInternshipFlexible hours
- ...OpportunitySummit Search Group is recruiting for an established and growing independent wealth management and financial planning firm in Calgary... ...lives. We are seeking an experienced Senior Wealth Management Advisor / Certified Financial Planner (CFP) to join an established...SeniorLong term contract
$75k - $125k per year
...Canada's leading independent wealth management firms. We are a diverse... ...one goal: helping our advisors build a better business through... ...business working side-by-side with senior wealth advisors. You would... ...skills with a commitment to establishing long-term client...SeniorLong term contractPermanent employmentFull timePart timeInternshipWork at officeLocal areaFlexible hours- Build lasting client relationships as a Wealth Advisor in Calgary, with hybrid or remote flexibility and expertise in investment advice.This permanent, full-time opportunity supports an expanding wealth advisory team. You will manage relationships, provide tailored investment...Remote workSeniorPermanent employmentFull time
- About the Role Our client, a prestigious wealth management firm with a presence in Kimberley , is seeking an accomplished Senior Financial Advisor. This hybrid role combines the essential... ...client trust with the flexibility of remote work capabilities, enabling you to serve...Remote workSeniorLong term contractWork at officeFlexible hours
$45k - $55k per year
...supporting over one million customers across 200+ locations across Canada. Insurance Advisor In this role, you will be part of a team of Commercial Advisors managing a national book of small business accounts. You will report to the Manager, Growth Administration and...Full time- Comprehensive financial planning and wealth management define this Calgary opportunity for an experienced Senior Advisor and Certified Financial Planner. Build trusted client... ....Summit Search Group is recruiting for an established independent wealth management and financial...SeniorLong term contract
$140k per year
Location: Calgary, AB, hybrid or remote Language: Excellent written and... ...: Q1 About the OpportunityAn established financial services organization is expanding its wealth advisory team and seeking an experienced Wealth Advisor to support its next phase of growth....Remote workLong term contractPermanent employmentFull time- Elevate your career as a Senior Wealth Advisor with Stenner Wealth Partners+ in Vancouver. Provide expert wealth management to high-net-worth clients while fostering enduring relationships. Stenner Wealth Partners+ is seeking a seasoned wealth advisor to lead client service...SeniorWork at office
- Scotia Wealth Management seeks a Senior Total Wealth Planner in Vancouver skilled in Naviplan, complex planning, and client presentations.This senior... ...results. The role also champions financial planning among Advisors, Relationship Managers, and clients.Key Responsibilities:...Senior
- Shape holistic financial plans and investment designs as a Senior Financial Advisor with ATB Wealth, building trusted client relationships through tailored advice.This entrepreneurial role offers autonomy while connecting clients with ATB’s internal experts. You will manage...Senior
- Build lasting client relationships through holistic financial planning and investment design as a Senior Financial Advisor with ATB Wealth. Shape tailored strategies supporting complex, long-term wealth goals.At ATB Wealth, this senior advisory role combines entrepreneurial...SeniorLong term contract
- Build comprehensive financial plans in Regina as a Wealth Management Advisor with Virtus Private Wealth, connecting tax, insurance, and estate planning.This experienced advisor will help grow VPW’s Regina presence within Virtus Group. You will develop practical strategies,...Senior
- ...worth clients at Wealthsimple using comprehensive financial planning and investment management expertise in a hybrid team.As a Senior or Lead Advisor, you will support clients throughout their Wealthsimple journey. You will create tailored financial plans, develop investment...Senior
- Elevate client wealth management with Stenner Wealth Partners in Vancouver as a Senior Wealth Advisor. Service ultra-high-net-worth families, providing tailored investment strategies and personalized planning solutions. Join an exclusive multi-family office and lead client...SeniorWork at office
$102.7k - $133.2k per year
...You’ll Be Doing CIBC Private Wealth and Wood Gundy are committed... ...Integration, Wealth Solutions, the Senior Consultant drives adoption of... ...branch visits and trusted advisor relationships, you will translate... ...(proportion of on-site and remote work) will be discussed at the...Remote workSeniorWork at office- ...are excited to help clients embrace our digital capabilities, you can build a great career with us as a future Account Manager/Banking Advisor. What will you do? Proactively engage with clients in the branch and deliver an outstanding service experience through...Flexible hours
- ...Position Description: As a Security Advisor, you will play a crucial role in safeguarding our organization's information systems and data. You will be responsible for assessing and authorizing the security controls implemented within our systems to ensure compliance with industry...Full time
- ...investment planning and portfolio management as a client-facing Wealth Advisor with CC&L Private Capital. Work includes personalized... ...an Employee Accounts Wealth Advisor, you will manage an established employee client book and cultivate relationships across Connor, Clark...
- A career as a Private Wealth Advisor in the Commercial & Private Banking 1859 team means acting as a preferred financial specialist for wealthy... ...planning. Ensure rigorous monitoring of portfolios and establish very frequent contacts with customers in order to follow the evolution...Work at officeFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Advisor | Remote, Travel, Established Book. Be the first to apply!
Related searches
- conseiller financier Winnipeg, MB
- senior financial advisor Winnipeg, MB
- financial advisor part time Winnipeg, MB
- associate financial representative Winnipeg, MB
- conseiller financier - finances personnelles Winnipeg, MB
- financial advisor - investment & retirement planning Winnipeg, MB
- financial advisor Winnipeg, MB
- financial advisor - full time Winnipeg, MB
- financial advisor trainee Winnipeg, MB
- financial planner work from home Winnipeg, MB

