Remote Wealth Advisor: Grow Portfolios & Plans
$60.5k - $93.5k per yearFidelity Canada
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 sector. The ideal candidate will develop strategies for clients and ensure exceptional client service. Salary ranges from $60,500 to $93,500, along with competitive benefits including health coverage and profit-sharing opportunities. #J-18808-Ljbffr
- ...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
- ...Alterna Savings is seeking a Virtual Advisor, Wealth Desk in Toronto to manage a portfolio of member relationships with investable assets generally under $100,000. You will deliver investment advice, portfolio reviews, account maintenance and high-quality service through phone...Remote work
- ...about making a difference and growing your career in an inclusive and... ...deliver positive Individual Wealth Administrator is responsible for... ...Registered Retirement Savings Plans Tax-Free Savings Accounts and... ...relationship and servicing of our advisors MGAs policyholders and/or...SuggestedPermanent employmentFull timeInternshipWork at officeWork from homeHome office1 day per week
$70 - $95 per hour
...seeking experienced Financial Advisors to join a project with a top AI... ...to enhance AI systems in wealth management and investment advisory... ...include evaluating AI-generated plans and calibrating models for... ...hourly rate of $70-$95 and is fully remote, part-time. #J-18808-LjbffrRemote workHourly payPart time- ...Fidelity Canada is seeking a Wealth Advisor to provide exceptional client experiences, advising on portfolios and plans while coordinating onboarding with internal teams. This role emphasizes proactive client education and developing long-term relationships in a remote/hybrid...Remote workLong term contract
- ...Associate Advisor Desjardins Financial Security Independent Network — Ottawa... ...Permanent About the Role We're growing - and we're looking for the right person... ...for meetings, executing on financial plans, managing portfolios, and building the kind of long-term client...Long term contractPermanent employmentFull time
$160k - $210k per year
...than ever in shaping the grid of the future. As a transmission planning and studies engineer, you will closely work with regional and... ...them to split their work week between Jacobs offices/projects and remote locations enabling them to deliver their best work. Your...Remote workFlexible hours$100k - $140k per year
A leading financial services firm is seeking a Wealth Advisor/Financial Planner to provide exceptional client experiences... ...advice. This role involves developing financial planning strategies and managing client relationships remotely. Candidates should have at least 5 years in...Remote workFlexible hours$115k per year
...1600 Carling Avenue Job Family Group: Wealth Sales & Service Provides wealth planning, advanced financial planning,... ...collaboratively in partnership with Investment Advisors to develop and deliver a client-... ...networks and referral sources to grow business within the assigned region...Part time$38k - $60k per year
...relationship-focused investment and wealth management firm that... ...financial goals. As an Associate Advisor, you will work with the Investment... ...opportunities and helping to grow the business will be a key and... ...Establish individual financial plans and helps customers build investment...Full timeWork at officeFlexible hours- ...Business Development Representative to join our Sales team. This is a remote role; ideal candidate lives in the Greater Toronto Area. The... ...Collette's products and services to new and emerging travel advisors. The BDR identifies promising prospects, tailors’ outreach to advisor...Remote workWork from home
- ...Empire Consultants is seeking motivated individuals to join our remote customer service team. This role offers flexibility, a supportive... ...schedule, receive coaching and mentorship, and have opportunities to grow into leadership roles as you help clients understand and access...Remote workWork from homeFlexible hours
- ...Inc. is seeking highly driven financial professionals for a 100% remote, permanent role in Canada. The position focuses on business... ...client acquisition and closing new relationships, with no ongoing portfolio management after onboarding. Ideal candidates have 24+ months IIROC...Remote workPermanent employment
$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... ...institutions a range of trusted investment portfolios and services – and we’re constantly...Remote workLong term contractFull timeHome officeFlexible hours$60k - $110k per year
...base salary, Myers proudly offers its employees a comprehensive and competitive total rewards package that features: Bonus incentive plans (where applicable) Career mobility Flexible benefits Paid leaves Commission package (where applicable), Good work/...Long term contractFull timeLocal areaFlexible hours$45k - $60k per year
...Kevin J Carruthers Insurance Agency Personal Client Care Advisor ROCK STAR NEEDED … . Looking for an individual with a proven... ...expanding team of highly skilled advisors in one of Ottawa’s largest growing insurance agencies…. Selling and Servicing Car Insurance, Home...Full timeWork at officeWork from home- 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
- ...with a ceiling. This one doesn't. As an independent financial advisor with DFSIN, you're not working for someone else's vision - you'... ...communications, and business development support Business continuation planning support Technology built for how advisors actually work...Immediate start
- ...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
$50k - $60k per year
...Advisor Assistant (Bilingual) Location: 880 Lady Ellen Place, Ottawa, ON Salary:... ...their financial future through exceptional planning and outstanding client service. We're looking... ...the Growth – Take initiative, learn, and grow professionally. What We Offer...Full timeWork at office$19.2 - $22.6 per hour
...Position Type: Regular Vacancy Status: This position is for an existing, open vacancy Your role at Sephora Canada: As a Beauty Advisor , you'll be the face of Sephora Canada’s welcoming every client with warmth, confidence, and a passion for all things beauty....Hourly payFull timePart timeFlexible hoursShift workNight shiftWeekend work- ...hiring process. Scope of Position The Virtual Advisor, Wealth Desk is responsible for managing and retaining a portfolio of member relationships primarily consisting of... ...Investment Advisors to focus on more complex planning and higher-value member opportunities. Where...Work at office
- ...Summary The Automotive Service Advisor at 1170 Heron Rd Ottawa, On communicates directly with customers, managing their needs and expectations... ...relations , both with customers and coworkers. Ability to plan, organize, delegate and follow-up on daily tasks. Ability to...Shift work
$45k - $50k per year
...Insurance Account Representative - Desjardins Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self-starter who thrives in a fast-paced environment...Full timeFor contractors- ...productivity, and profitability Provide expert advice and guidance on business planning, financial management, marketing, and other key areas Collaborate with clients to develop and implement action plans to achieve business goals Monitor and evaluate the effectiveness of...Permanent employmentFull timeWork at office
$42.5k per year
...Agency Level 1 Licensed Client Care Advisor Reports To The Job will report to... ...well as follow a pre-determined development plan while supporting the team, in order to eventually... ...will be your responsibility. Managing, Growing and Retaining this relationship ~...Permanent employmentContract work$19 - $25 per hour
...knowledge in a fast-paced environment? We’re hiring Automotive Service Advisors with competitive wages of $19.00–$25.00/hour available , including opportunities for those looking to start or grow their career in the automotive industry. As a Service Advisor, you’ll be...Full timeContract work- ...Job Responsibility: Working Title: Senior Business Financial Advisor Reports to: Director, Finance Based in: Ottawa, ON Term: Full... ...reports, variance analyses, and forecasts to support business planning and decision-making processes. Collaborate with the finance team...Full time
$24 per hour
...Named five years in a row to the Globe & Mail’s list of the Top Growing Companies in Canada and also awarded spots on Deloitte’s Technology... ...clutch.ca . About the role: As a Part-Time Retail Advisor (Inbound Field Specialist) , you may be the only Clutch team member...Hourly payPermanent employmentPart timeInternshipShift workWeekend workWeekday work- ...interest in current and future Financial Advisor positions across our Ottawa Communities.... ...Financial Advisor, you attract, nurture, and grow relationships with our high-value personal... ...market-leading professionals in financial planning, retirement planning, mortgages, and business...Long term contractFull timeTraineeshipLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Remote Wealth Advisor: Grow Portfolios & Plans. Be the first to apply!
- financial advisor part time Ottawa, ON
- financial planning consultant Ottawa, ON
- associate financial representative Ottawa, ON
- financial advisor assistant Ottawa, ON
- financial planner work from home Ottawa, ON
- conseiller financier - finances personnelles Ottawa, ON
- financial advisor trainee Ottawa, ON
- associate financial advisor Ottawa, ON
- financial advisor - full time Ottawa, ON
- planificateur financier Ottawa, ON

