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- ...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
- ...RBC is seeking an experienced Financial Advisor to nurture high-value personal and small business client relationships. You will provide proactive guidance across everyday... ...digital tools to serve clients, develop trust, and grow a robust Advice Experience across personal and...Remote workLocal area
- ...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
- Private Client Advisor / Wealth Advisor / Investment Specialist Location: Calgary - REMOTE Salary: $180,000 - $250,000 Yr 1 (base plus uncapped commissions and bonus structure, benefits and career growth) Industry: Financial Services / Wealth Management Company Overview...Remote workFull timeImmediate start
- ...Westland Insurance Group Ltd in Canada is seeking an Insurance Advisor to join our MyGroup team in Ontario on a fully remote basis. You will promote personal lines products, manage client relationships, and help grow our presence in the local community. The ideal candidate...Remote workLocal area
- Transform your financial planning career into a wealth advisory role with unlimited earning potential. This 100% remote position focuses on client acquisition rather than portfolio management. Our client, a leading global investment-management firm, seeks experienced Private...Remote work
- ...please review our “Financial Advisor Investment and Retirement planning... ...and deepening mass affluent client relationships by providing... ...influence and understand that growing a practice is all about building... ...relationship management (CRM), portfolio, and financial planning software...Long term contractWork at officeLocal areaFlexible hours
$100k - $140k per year
A leading financial services firm is seeking a Wealth Advisor/Financial Planner to provide exceptional client experiences and investment advice. This role involves... ...planning strategies and managing client relationships remotely. Candidates should have at least 5 years in...Remote workFlexible hours- ...Client-facing, fully remote, financial services. You are paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for... ...schedule you can build around real life. # A portfolio you keep serving - not a stack of one-off calls...Remote workHome office
- ...is seeking highly driven financial professionals for a 100% remote, permanent role in Canada. The position focuses on business development, client acquisition and closing new relationships, with no ongoing portfolio management after onboarding. Ideal candidates have 24+...Remote workPermanent employment
- ...Jul-2026 Area(s) of interest: Wealth management Location(s):... ...ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional... ...update client files Produce portfolio management reports Carry out...Long term contractPermanent employmentFull timeContract workPart timeWork at officeFlexible hours
- Transform your career as a Private Client Advisor focusing on acquiring high-net-worth clients. This fully remote opportunity features an uncapped commission structure, warm leads, and no ongoing service duties. You will excel in a results-driven environment where client acquisition...Remote workLong term contract
- ...HireHawk Inc. seeks a client-facing specialist for a remote, full-time long-term contractor role in wealth management. You will support advisors and operations, handling client inquiries, account administration, and custodial processes with Schwab and Fidelity. Collaborate...Remote workLong term contractFull timeFor contractors
$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- ...seeking motivated individuals to join our remote customer service team. This role offers flexibility... ..., a supportive culture, and meaningful client interactions while delivering outstanding... ...and mentorship, and have opportunities to grow into leadership roles as you help clients...Remote workWork from homeFlexible hours
- ...part time and full time, current and future Client Advisor positions across our Ottawa Communities.... ...our best, progressive thinking to keep growing, and working together to deliver trusted... ...Opportunity to achieve great success and grow your career with RBC Job Skills...Full timePart timeFlexible hours
- ...consulting firm, partnering with clients to solve the world’s most... ...responsibility for developing, growing and sustaining our business with... ...a combination of both remote and on-site work schedules, that... ...plan objectives for their client portfolio. Monitor client projects to...Remote workFull timeTemporary workWork at officeLocal areaWorldwideRelocation packageFlexible hours
- ...for others. You want a role where your work directly impacts clients and helps businesses succeed . Most importantly, you... ...SupportMyMac. What Is The Job? As a Technology Success Advisor , you'll help our clients make smart technology decisions that...Long term contractWork at office
$92.36k - $123.14k per year
...enter new markets, reduce financial risk, and grow their business. When you join our team,... ...world. #LI-Hybrid Team Overview The Portfolio Delivery Coach will report to the Director... ...or initiatives. Experience in a client-facing role, preferably within a consulting...Permanent employmentFull timeWork from homeWorldwideRelocation package$58k - $70k per year
...Service - Parts and Service Associate is responsible for supporting clients worldwide on their requests for parts to service their... ...Document and maintain the customer record on interactions, account portfolio and commercial aspects. Conduct Ride Commissiong activities for...Full timeContract workSummer workWork at officeWorldwide$59.03k - $73.78k per year
...Toromont Cat is looking for a Service Advisor to join our team in Ottawa! This position will provide technical direction and accountability... ...Caterpillar brand ~ Opportunities to continuously Learn, Grow and Develop with our Toromont team through our internal Training...Full timeLocal areaFlexible hours- ...Client Care Manager (RPN/RN) Relationship Builder | Community Connector | Healthcare Sales Are you an RPN or RN who loves building... ...outreach, client visits, and team collaboration • Opportunity to grow and make a visible impact • Mileage reimbursement for travel...Full timeMonday to fridayAfternoon shift
$28.83 per hour
...live safely and independently. Our certified specialists provide client-centered rehabilitation, mobility training, and daily living skills... ...work wellness program, and mental health supports Join us to grow your career and make a difference everyday. Inclusion,...Permanent employmentFull timeWork at officeFlexible hours$84.7k - $112.93k per year
...trade. Position: Procurement Advisor Employment Type: Permanent... ...Procurement Team enables our client’s decision-making by providing... ...chance to join a dynamic, growing team and leave your mark on our... ...everyone has equal opportunity to grow, develop, succeed, and be...Permanent employmentFull timeContract workSummer workWork at officeRelocation package2 days per week3 days per week- ...We are seeking a Senior Special Advisor to provide expert advisory services in User Experience (UX) Research and Design, including Design... ...Canada standards, and advise senior leadership, managers, and clients on implementing modern UX research and design practices â aligning...Full time
- ...Associate Advisor Desjardins Financial Security Independent... ...Permanent About the Role We're growing - and we're looking for the... ...to join a high-performing, client-obsessed team that genuinely loves... ...on financial plans, managing portfolios, and building the kind of long...Long term contractPermanent employmentFull time
$80.5k - $100.5k per year
...Location: Ottawa ON (Hybrid) or Toronto ON (Hybrid) or Ontario CA (Remote) or Quebec CA (Remote) Salary: $80,500 to $100,500 What... ...Provided exceptional customer service to internal and external clients. And this is totally you: Strategic sourcing mindset...Remote workFull timeContract workTemporary workFlexible hours$60k - $75k per year
...Now Hiring: Customer-Focused Service Advisor – Be the Friendly Face of Our Service Department & Drive an Exceptional Experience Every Visit... ...both individual growth and team success. ~ Empowering you to grow with meaningful career path planning and advancement opportunities...Full timeContract workTemporary workInternshipFlexible hours$25 per hour
...Kognitive Sales Solutions is seeking driven, results-oriented Solar Advisor to join our growing team on behalf of an established solar energy company. In this full-time, dual-channel role, you will work both in the field through direct door-to-door outreach and as a field...Full timeRelocationLong distance$65k - $70k per year
...is looking to fill a role of Talent Acquisition/People & Culture Advisor. Working closely with and reporting directly to the Director, People... ...a job and brand that matches your personality. We support you to grow and learn every day, making sure that work brings purpose to your...Full timeWork at officeWorldwide
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 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


