Remote Wealth Advisor: Grow Clients’ Portfolios
Fidelity International
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 essential.
The role requires university-level finance/business education, 5+ years in financial services, and knowledge of planning tools. Bilingual English/French is a plus.
#J-18808-Ljbffr- ...service that provides professionally managed ETF portfolios and access to high quality advice for clients. Join a fast-growing business and have the opportunity to help shape... ...advice in Canada. As a Senior Portfolio Advisor, you will lead a team of Investment associates,...SuggestedLong term contractFull timeShift work
$51.9k - $64.88k per year
...via our Mobile mortgage specialists, Wealth Management advisors and Commercial and Business Banking Account... ...Administrative Assistant to join our growing team! Job Purpose & Summary The... ...to servicing existing Members (clients) and business development. The Wealth...SuggestedFull timeWork at officeDay shift$40k - $42.4k per year
...Street Job Family Group: Wealth Sales & Service BMO Nesbitt Burns... ...for trusted advice, strong client relationships, and disciplined... ...supports one or more Investment Advisors (IAs) and IA Team and staff,... ...role, committed to managing and growing client relationships through...SuggestedLong term contractPermanent employmentFull timeContract workPart time$100k per year
...via our Mobile mortgage specialists, Wealth Management advisors and Commercial and Business Banking Account... ...for a Wealth Advisor to join our growing team! Job Purpose & Summary Along... ...retirement, and financial planning advice to clients/Members. Secondly, the Wealth Advisor...SuggestedFull timeWork at office$76.8k - $115.2k per year
...role. : Department Overview The Wealth Investment Office (WIO) is TD Wealth's... ...management strategy. We empower advisors and portfolio managers across TD Bank Group's Wealth... ...advisors through numerous internal and client-facing publications, as well as conferences...SuggestedFull timeWork at officeWork from home$100k per year
...Ebury can accelerate your career so you can shape the future. Client Portfolio Manager / FX Dealer Ebury Toronto - Office based - 5 days... .... Since its founding in 2009, Ebury has always been a fast-growing leader in fintech. Today, we bring together 2000+ Eburians...InternshipWork at office$83k - $98k per year
...here: About Meridian As a Wealth Sales Coach: You are responsible... ...and CapIntel usage with respect to portfolio analysis. Facilitate in-person and remote coaching sessions in groups and/or... ...Dynamics 365 including answering advisor questions/concerns, along with the...Remote workFull timeWork at office- ...Scope of Position The Wealth Banker will drive the provision... ..., asset consolidation and new client/member acquisition within assigned... ...the Wealth Banker retains and grows the wealth book through... ...referrals) ~ Manages an assigned portfolio of members using financial planning...Full timeImmediate start
$66.72k - $85.32k per year
...Toronto) Position Number: 00051900 Description: About us: The Client Services unit supports the admissions, financial aid, and awards... ...of the Assistant Registrar,Client Services, the Client Services Advisor responds to inbound enquires related to financial aid and awards...Full timeWork at officeWorldwide- ...businesses, organizations, and services that make real life work, and that mainstream tech has largely left behind. We acquire, operate, and grow vertical market software companies. They are niche, founder-built businesses serving industries that are often overlooked and too...Full timeFor contractors
$166.6k - $250k per year
...ambitious growth journey, with Wealth Management as a critical... ...expansion of our Wealth business—growing our Wealth sales and assets under... ...for Wealth revenue growth, advisor productivity, and enterprise referral... ...branches. Meridian has a remote work policy that allows...Remote workFull timeWork at officeShift work- ...About Q Wealth Q Wealth is one of Canada's fastest-growing investment platforms, integrating wealth management and asset management under a single platform designed to align the interests of clients, advisors and investment solutions. As one of Canada's fastest-growing...Work at office
- ...WEALTH OPERATIONS MANAGER, Successful Investor Wealth Management Inc... ...’ experience in independent portfolio management with assets under management of $1 billion and growing. We are transforming our business... ...investment strategies and client needs. Manage relationships...Remote workFull timeWork at officeFlexible hours1 day per week
- ...is a hybrid role with a mix of remote and in-office working Current... ...a range of trusted investment portfolios and services - and we're... ...new and better ways to help our clients. As a privately owned company,... ...in all areas as we continue to grow our business into the future....Remote workLong term contractFull timeWork at office
$88k - $100k per year
...The role We're looking for a Client Success Manager, Bilingual (French/English) to own a portfolio of client relationships within either... ...Client Success leadership to grow a book of business that drives... ...point of contact and strategic advisor — in both French and English....Remote jobLong term contractFull timeSecond jobImmediate start$70k - $80k per year
...being of Canadians. As a leading wealth management organization, we... ...looking to fill an opening for a Portfolio Administrator to join our... ...– You do the right thing for clients, partners and colleagues. You... ...reports Provide support to Advisors on Aviso’s product offerings...Full timeInternship$70 - $90 per hour
...Jack Dorsey . Position: Wealth Management and Asset... ...–$90/hour Location: Remote Role Responsibilities... ...generated outputs related to portfolio recommendations, financial planning... ...management workflows, including client discovery meetings and estate...Remote workFull timeContract workSummer workWork at office- ...capital holding company which acquires and grows essential businesses. We are a profitable... ...oversee accounting operations across our portfolio of software businesses. This role will... ...and liaise with external auditors and tax advisors. Review balance sheet reconciliations,...Permanent employmentFull timeWork at office3 days per week
$60k - $70k per year
...asset managers? We are looking for a Retail Portfolio Operations Specialist for an existing... ...with a combination of in-office and remote working days throughout the week. What... ...Will Do Maintaining and reconciling client portfolio and fund data. Including client...Remote workFull timeInternshipWork at office$135k - $165k per year
...Remote Chicago - 550 Van Buren Montreal Canada Toronto -... ...consultancy that collaborates with clients to drive strategic growth,... ...relationship, value, and outcomes for a portfolio of approximately 10 Oracle... ...in the U.S. or Canada. • Grow your career within a market-...Remote workHourly payFull timeImmediate start- ..., enabling each to become a market leader in its niche. Solen's portfolio spans Human Resource Technology, Fleet Telematics, Asset Management... ...innovative software solutions. Solen is backed by a group of advisors and investors who have built software businesses of material scale...Long term contractFull time
- ...segments of the securities industry: wealth management and capital markets... ...to building lasting client relationships. We achieve this... ...will challenge you to learn and grow every day. We value great work... ...supervision framework for supervisors, portfolio managers and registrants (...Permanent employment
- ...role: The Senior Director, Portfolio Management reports into the VP... ...strategy. This role is a key advisor to leaders, providing strategic... ...Consistently interact with clients both in business and technology... ...— not just a job — so you can grow with us. We’ll equip you for success...Manual laborWork at office
$175k - $250k per year
...Alloy River acquires accounting firms and grows them. Each firm keeps its name, its team... ...making sure the business performs. As VP Portfolio Operations, you are that partner. You... ...the plan for their firm, including which clients to grow, which services to add, how the team...Full timeManual laborWork at officeFlexible hours- ...Client Development Consultant Remote | Independent Contractor | 100% Performance-Based | No Base Salary Perhaps You’re Not Looking for Another Corporate Role You’ve gained experience. You have integrity, know how to communicate with people, build relationships, solve...Remote jobHourly payLong term contractFor contractorsFlexible hours
$80k - $130k per year
...Street West Job Family Group: Wealth Sales & Service The Wealth Planning... ...and Ultra High Net Worth (HNW/UHNW) clients in partnership with Investment Advisors. In this role, you will deliver a... ...driven by a shared Purpose: Boldly Grow the Good in business and life. It calls...Permanent employmentFull timeContract workPart time- ...CLIENT SERVICE ASSOCIATE, Successful Investor Wealth Management Inc. We are an established wealth management firm with... ...20+ years’ experience in independent portfolio management with assets under management of $1 billion and growing. We are transforming our business...Remote workFull timeWork at office1 day per week
- ...enhance our kitchen team. As a Cook, you have a passion for food and hospitality, a commitment to excellence, and a desire to learn and grow. We’ll teach you everything you need to know, no experience necessary! You build culinary masterpieces alongside your team to create...Full timePart timeApprenticeshipFlexible hours
$68.8k - $103.2k per year
...As a Senior Small Business Advisor: You will be accountable... ...Advisor will manage an existing portfolio and/or build a Small Business... ...relationships, while retaining and growing existing Meridian Credit Union... ...sales team and internal wealth and commercial partners to ensure...Remote workFull timeWork at officeLocal areaWeekend workAfternoon shift$90k - $140k per year
...Type: Manager ~ Job Title: Advisor, FinOps & Accounting ~ Job... ...Fractional CFO to support a portfolio of early-stage and growth-stage... ...work — someone who can dive into client operations, build scalable... ...multiple industries. ~ Flexible, remote-first setup with competitive...Remote workFull timeInternshipMonday to fridayFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Remote Wealth Advisor: Grow Clients’ Portfolios. Be the first to apply!
- financial planner bmo Toronto, ON
- financial advisor part time Toronto, ON
- financial planning consultant Toronto, ON
- associate financial representative Toronto, ON
- financial advisor assistant Toronto, ON
- financial planner work from home Toronto, ON
- conseiller financier - finances personnelles Toronto, ON
- financial advisor trainee Toronto, ON
- associate financial advisor Toronto, ON
- financial advisor - full time Toronto, ON

