Investment Advisor Jobs in Burlington, ON

Deliver personalized financial planning and investment solutions to high-net-worth clients, leveraging extensive resources to build long-term relationships and guide their wealth management strategies...

Engage with high-net-worth clients to build lasting relationships, providing tailored financial advice and leveraging extensive wealth management resources to meet their complex financial needs...

Empower high-net-worth clients by managing their complex financial needs and building lasting relationships. Utilize your skills to create personalized wealth plans and explore growth opportunities th...

Join a team that's dedicated to transforming financial futures by building strong client relationships and delivering customized investment solutions to high-net-worth individuals and families...

Join a team that's passionate about helping clients achieve their financial goals. Utilize your sales expertise to build a client base of high-net-worth individuals, providing tailored wealth and inve...

Elevate your career by building relationships with high-net-worth clients and provide tailored financial solutions leveraging our vast resources. Drive meaningful impacts in their lives as you manage...

Drive exceptional financial planning expertise by providing strategic guidance on tax, estate, and advanced planning to advisors, high-net-worth clients, and internal partners while enhancing collabor...

Transform client relationships by delivering tailored investment advice and exceptional service to foundations across Canada. Collaborate with partners to optimize strategies and support onboarding fo...

Join a dynamic Wealth Management team to consult on wills and estates, working closely with advisors and clients to deliver exceptional integrated wealth management solutions...

Accelerate your career by managing discretionary investment portfolios while collaborating with financial advisors to enhance client experiences and optimize operational processes. Drive strategic ini...

Join a team that's passionate about multi-asset portfolio management, where you'll support trading, cash management, and analytical tools to enhance investment processes and drive effective decision-m...

Grow your career with us to manage client portfolios, deliver tailored financial plans, and build lasting relationships. Use your expertise to proactively engage clients, enhance their experience, and...

Transform client relationships by expertly managing a diverse portfolio, providing tailored financial advice, and enhancing client experiences to foster loyalty and growth while achieving strategic bu...

Lead the charge in managing a portfolio of clients, delivering tailored financial plans, and fostering deep relationships. Your expertise will drive business development and contribute to community en...

Drive meaningful client relationships and deliver tailored financial solutions. Manage a diverse portfolio, leveraging advanced tools to foster growth and ensure customer satisfaction through exceptio...

Engage clients by expertly managing a diverse portfolio, delivering tailored financial plans, and fostering meaningful relationships while enhancing community presence through innovative outreach and...

Transform the investment landscape by leading strategic initiatives, optimizing operations, and implementing innovative financial solutions to drive growth and efficiencies across high-impact programs...

Elevate project success as a Portfolio Manager by driving proactive risk mitigation, financial oversight, and mentoring. Lead cross-functional teams to restore troubled projects, ensuring alignment wi...

Champion integrated wealth management solutions for high net worth clients, addressing their unique financial needs through collaboration and comprehensive strategies that encompass investment, estate...

Serve as a strategic Business Analyst to lead complex IT projects, drive process modernization, and enhance agile practices, collaborating across teams to deliver impactful solutions that align with b...

Join us in evaluating investment opportunities and developing strategies for real estate across our Canadian platform. Collaborate with key stakeholders to drive due diligence, perform market analyses...

Support daily portfolio operations across multiple accounts, ensuring accuracy in rebalancing, cash management, and compliance. Collaborate effectively with teams to maintain alignment with investment...

Join a team that's dedicated to providing strategic retirement plan consulting services, ensuring compliance and education while delivering exceptional client support and oversight across various reti...

Reimagine the future of Canadian equities as a Senior Investment Analyst, conducting deep research and providing actionable insights. Collaborate with portfolio managers to enhance investment strategi...

Execute a robust Canadian compliance program ensuring adherence to AML/ATF regulations. Collaborate with teams to enhance monitoring, training, and regulatory response, safeguarding the organization's...