20 meilleures offres (wealth management advisor, canada) (à pourvoir)

Associate Financial Advisor – Wealth Management Specialist (Bilingual-English & French)
Leading Advisor Inc. —Rockland, ON
- De 40 000 $ à 85 000 $ par an
- Temps plein
- Travail hybride
- Bilingue
- Pas d’expérience requise
- Anglais
- Assurance Invalidité
- Assurance Dentaire
Postuler rapidement
Investment Advisor
Acumen Capital Partners —Port Coquitlam, BC
- De 50 000,00 $ à 139 221,35 $ par an
- Temps plein
- Recherche
- Comptabilité
- Services financiers
- Assurance Dentaire
- Congés payés
Postuler rapidement
il y a 3 jours
Wealth Associate
National Bank of Canada —Shawinigan, QC
- Temps partiel
- Travail hybride
- Service à la clientèle
- Microsoft Office
- En présentiel
- Programmes de Bien-être
- Programme d'Aide aux Employés
Wealth Associate
National Bank of Canada —Ville de Québec, QC
- Temps plein
- Travail hybride
- Service à la clientèle
- Microsoft Office
- En présentiel
- Programmes de Bien-être
- Programme d'Aide aux Employés
Senior Lending Advisor
Scotiabank —Lachenaie, QC
- Vente
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Financial Advisor/ Senior Financial Advisor - Rimbey
Servus Credit Union —Rimbey, AB
- Vente
- Service à la clientèle
- Diplôme d'études secondaires
- Régimes de participation aux bénéfices
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Licensed Financial Services Assistant
People Exchange on behalf of SISIP Financial —Comox, BC
- De 21 $ à 28 $ de l’heure
- Temps plein
- Services financiers
- En présentiel
- Assurance Dentaire
- Congés payés
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il y a 6 jours
Wealth Associate
National Bank of Canada —Chicoutimi, QC
- Temps plein
- Service à la clientèle
- Microsoft Office
- Baccalauréat
- Programmes de Bien-être
- Programme d'Aide aux Employés
il y a 11 jours
Associate Investment Advisor
Manulife Wealth Inc. —Dorval, QC
- De 50 000 $ à 250 000 $ par an
- Temps plein
- Recherche
- Baccalauréat
- Comptabilité
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il y a 2 jours
Financial Advisor - High River
Servus Credit Union —High River, AB
- Vente
- Service à la clientèle
- Diplôme d'études secondaires
- Régimes de participation aux bénéfices
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il y a 2 jours
Financial Advisor Trainee – Training & Mentorship Provided
Manulife Wealth Inc. —Dorval, QC
- De 45 000 $ à 150 000 $ par an
- Temps plein
- Vente
- Pas d’expérience requise
- Anglais
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Bilingual Private Wealth Advisor
Staffinity Inc. —Toronto, ON
- De 50 000 $ à 55 000 $ par an
- Fins de semaine au besoin
- Bilingue
- Vente
- Anglais
- Assurance Dentaire
- Bourses d'Études
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Financial Advisor
Vision Credit Union Ltd. —Wetaskiwin, AB
- 38,20 $ de l’heure
- Fins de semaine au besoin
- Anglais
- Microsoft Office
- Déplacements à prévoir
- Programmes de Bien-être
- Assurance Dentaire
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Financial Advisor - Parkland Square
Servus Credit Union —Red Deer, AB
- Du Lundi au Vendredi
- Vente
- Service à la clientèle
- Diplôme d'études secondaires
- Régimes de participation aux bénéfices
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Financial Advisor - Spruce Grove
Servus Credit Union —Spruce Grove, AB
- Vente
- Service à la clientèle
- Diplôme d'études secondaires
- Régimes de participation aux bénéfices
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Wealth Associate
Canaccord Genuity Corp. —Calgary, AB
- Temps plein
- Salesforce
- Microsoft Office
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Financial Sales Support/Wealth Advisor
Acumen Capital Partners —Port Coquitlam, BC
- De 50 000 $ à 150 000 $ par an
- Temps plein
- Microsoft Excel
- Vente
- Saisie de données
- Assurance Dentaire
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il y a 3 jours
Financial Advisor Assistant - Mandarin
Sun Life Financial —Burnaby, BC
- De 55 000 $ à 100 000 $ par an
- Temps plein
- Travail hybride
- Anglais
- Services financiers
- En présentiel
- Régimes de participation aux bénéfices
- Indemnité kilométrique
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Virtual Investment & Personal Banking Specialist
Scotiabank —Montréal, QC
- Du Lundi au Vendredi
- Télétravail
- Bilingue
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Regional Supervisor
Canaccord Genuity Corp. —Toronto, ON
- De 85 000 $ à 95 000 $ par an
- Temps plein
- Microsoft Office
- Sens de l'organisation

Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : wealth management advisor (canada)

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Associate Financial Advisor – Wealth Management Specialist (Bilingual-English & French)

Leading Advisor Inc.
Rockland, ON

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Détails du poste

Temps plein
De 40 000 $ à 85 000 $ par an

Profil recherché

Bilingue
Français
Pas d’expérience requise
Anglais
Finance
Comptabilité
Gestion de trésorerie
Services financiers
Analyste financier agréé (CFA)

Description complète du poste

Co-operators – Assurances Daniel Lebrun Insurance Inc.
Rockland, Ontario

The Opportunity

This is not a purely sales-driven role where you are expected to build everything from scratch.

This is a relationship-based advisory role where approximately 70% of your time is spent servicing an existing book of business, and 30% is focused on growth and prospecting.

If you are an experienced advisor who values both stability and growth—and wants to build a long-term career in financial services—this opportunity may align.

Location

Based in Rockland, Ontario, this role operates in a flexible, hybrid structure. You will spend time in the office, but also out meeting clients, building relationships, and engaging in the community. This is not a fully remote role—success here comes from being visible and active with people.

What the Role Looks Like

This opportunity is designed for an experienced advisor who wants more than just a job. You will step into an existing client base within a team of four, servicing established relationships while also growing your own through referrals, relationships, and your natural market. Approximately 70% of your time will be focused on servicing existing clients, with the remaining 30% dedicated to growth and prospecting.

Day-to-day, your work will revolve around client meetings, financial conversations, and ongoing service. You will be supported with structure and guidance, especially in the early months, but there is an expectation that you take ownership of your activity and results. The first few months include focused onboarding and training, transitioning quickly into active client work and prospecting.

What makes this environment different is the leadership philosophy. This is not a competitive internal environment where you are fighting for clients. The focus is on supporting advisors to succeed. Business is shared, opportunities are created, and the goal is to help you grow—not hold you back.

Clients value this office for its responsiveness, accessibility, and service. Calls are returned quickly, support is consistent, and relationships are built beyond transactions.

Who This Role Is For

This role is best suited for someone who is confident, outgoing, and comfortable starting conversations. You do not need to follow a script—you need to be natural, sincere, and genuinely interested in helping people. Success comes from building trust, not forcing sales.

This is also a long-term opportunity. For the right person, there is a clear path to agency ownership within approximately four to five years, based on performance and results. The goal is not to keep you in an associate role indefinitely, but to help you grow into a leadership position and build something of your own.

Requirements

This role is not for someone early in their career with no experience, or someone who prefers a structured, office-only environment. It is also not suited for individuals who are uncomfortable initiating conversations or building relationships.

This role is for someone with a minimum of 2 years experience who wants to build a real career in financial services, grow their income over time, and potentially own an agency in the future.

If you are looking for a role where your effort directly impacts your growth, this may be the right opportunity.

From a practical standpoint, a Mutual Fund and Life Insurance license is required.

Compensation

Compensation includes a base salary ranging from $40,000 to $55,000, plus commission. In your first year, total earnings are expected to reach approximately $60,000 to $85,000, with growth beyond that as your business develops.

Full benefits are provided, including health, dental, and prescription coverage.

Apply

If this sounds aligned with your experience and the kind of role you’re looking for, we encourage you to apply.

Only candidates selected for the next step will be contacted.

About the Hiring Process

This hiring process is being managed by Leading Advisor, a firm specializing in structured hiring for financial and insurance agencies.

Qualified candidates will be guided through a professional, multi-step process

Job Type: Full-time

Pay: $40,000.00-$85,000.00 per year

Benefits:

Dental care
Disability insurance
Extended health care
Vision care

Application question(s):

Which statement best describes your approach to building client relationships?
I proactively build relationships, ask for referrals, and grow my network
I maintain relationships well but prefer not to actively prospect
I prefer working with inbound clients only

In a few sentences, describe how you typically generate new clients in your current or previous role.
What interests you most about a role that includes both servicing an existing book of business and building new relationships?
Do you have at least 2 years of experience working as a Financial Advisor?
Yes
No

Are you able to communicate professionally in both English and French?
Yes – fully comfortable in both
Yes – conversational in French
No

This role is approximately 70% servicing an existing book of business and 30% focused on growth and prospecting. Does this align with the type of role you are looking for?
Yes
No
This role requires meeting clients in person, being active in the community, and not working fully remote. Are you comfortable with this work style?
Yes
No

How comfortable are you with building new business through referrals, networking, and your personal market?
Very comfortable – this is a strength of mine
Somewhat comfortable
Not comfortable

Are you interested in a long-term career path that could lead to owning your own agency within 4–5 years?
Yes
Maybe / Not sure
No

This role offers a base salary of $40,000–$55,000 plus commission (first-year total approximately $60,000–$85,000). Does this align with your expectations?
Yes
No

Are you able to work a hybrid schedule, including time in the office and time meeting clients in the field?
Yes
No

Work Location: Hybrid remote in Rockland, ON

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Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : wealth management advisor (canada)

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