Investment Advisor Jobs in Burlington, ON

Accelerate your career by managing a dedicated client portfolio, delivering personalized financial solutions, and building strong relationships that foster trust and loyalty. Engage proactively with c...

Engage with clients to cultivate meaningful relationships, provide tailored financial advice, manage a dedicated portfolio, and leverage advanced tools to enhance financial planning and business growt...

Elevate your career by joining a dynamic team dedicated to delivering exceptional client service and innovative trade finance solutions, while collaborating with partners to optimize client experience...

Drive asset management success by collaborating across teams, supporting real estate valuation, analyzing investments, and optimizing property performance to enhance portfolio value and strategic deci...

Drive revenue growth and customer engagement through consultative selling, expanding relationships, and identifying new business opportunities for environmental solutions across Canada, while meeting...

Advance your career by joining a key compliance team focused on surveillance activities within Wealth Management. Lead monitoring efforts and enhance compliance practices to safeguard regulatory stand...

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

Join us to deliver exceptional client servicing for strategic corporate clients, specializing in treasury and cash management. Optimize client relations and enhance their experience through effective...

Partner with us to drive sales efforts and provide tailored investment solutions for high-net-worth Canadian families, leveraging qualified leads and your expertise in financial advisory to enhance cl...

Champion the legal landscape of wealth management by delivering practical, timely legal advice on securities law and investment fund operations, actively collaborating with teams to navigate complex r...

Empower knowledge sharing and enhance information accessibility through effective management and organization of knowledge assets, while developing training resources and collaborating across teams to...

Join a team that's dedicated to delivering personalized financial strategies. Engage with clients to analyze their needs, provide expert advice on diverse financial products, and foster lasting relati...

Empower high-net-worth clients through strategic financial planning and relationship management. Thrive in a collaborative environment while enhancing client portfolios with exceptional service and in...

Manage and enhance pension investment strategies to optimize risk-adjusted returns and ensure effective oversight, collaborating with senior staff and various stakeholders for long-term success...

Lead the charge in delivering exceptional client service while nurturing and developing a high-performing team. Drive operational excellence and enhance the client experience by collaborating effectiv...

Drive governance and project management efforts supporting U.S. and Canadian Asset Owner Client Services. Collaborate with cross-functional teams to ensure compliance, enhance client service, and lead...

Drive financial excellence by leading Trust Accounting teams and overseeing compliance for global money movement. Leverage your leadership skills to manage cross-functional projects, ensure operationa...

Drive client engagement through expert financial planning and advisory services. Manage and expand a dedicated client portfolio, utilizing advanced tools and personalized approaches to help clients ac...

Engage clients as a trusted first point of contact, delivering clear, empathetic guidance during inbound interactions. Collaborate with a dedicated team to enhance client relationships and ensure seam...

Transform your career by leading global engineering teams and shaping marketing technology strategies. Collaborate with key stakeholders to deliver innovative solutions that optimize financial service...

Advance your career by contributing to market integrity rules and policies. In this pivotal role, you'll collaborate with regulatory bodies, assess market developments, and provide key insights while...

Unlock growth by building strong relationships with Financial Advisors, driving sales through strategic outreach and collaboration while ensuring compliance and leveraging technology to enhance servic...

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...

Optimize AI control verification by designing frameworks that ensure effectiveness through rigorous evidence generation. Collaborate across teams to translate requirements into actionable insights tha...

Develop strong partnerships with financial advisors to drive growth, enhance operations, and deliver exceptional client experiences across a designated territory while overseeing strategic initiatives...