Investment Advisor Jobs in Burlington, ON

Empower your career by joining an investment research team focused on Technology, Media and Communications. Support fundamental analysis and collaborate with experts to identify opportunities and infl...

Drive successful client implementations by analyzing requirements and creating optimal solutions. Collaborate across teams to enhance the customer experience, manage data effectively, and support seam...

Pioneer innovative marketing strategies to enhance product visibility and advisor engagement. Drive outreach initiatives to grow Asset Under Management and support sales enablement through effective c...

Collaborate with clients throughout their journey to ensure successful adoption, onboarding, and ongoing support of our application; address issues and gather feedback to improve customer experience a...

Champion innovative wealth planning strategies while collaborating with advisors to deliver tailored solutions for high-net-worth clients. Drive client engagement through expert guidance on complex fi...

Advance comprehensive financial planning by creating personalized solutions for high net-worth clients. Collaborate with specialists, stay updated on standards, and contribute to service enhancement i...

Elevate wealth planning initiatives by managing strategic content development and delivery. Collaborate across teams to create client-friendly resources while ensuring compliance and enhancing advisor...

Join a dynamic team to ensure regulatory compliance in investment fund management, collaborating across departments to maintain compliance policies, support audits, and enhance operational efficiency...

Unlock potential by delivering technical expertise in financial planning tools, supporting advisors with innovative solutions. Collaborate across departments to enhance workflows and ensure precise, d...

Deliver compliance support by developing policies, conducting regulatory research, and providing advisory guidance to ensure industry standards and regulations are met effectively across business init...

Champion capital investments by leading complex financial modeling and strategic evaluations to drive project success. Collaborate across teams, enhancing investment performance while mentoring the CA...

Strategize innovative deposit pricing solutions by analyzing client behavior and collaborating across teams to enhance AI-driven capabilities that optimize client engagement and profitability in the r...

Deliver exceptional service to Ultra High Net Worth clients by leading a top-tier team, ensuring retention, and driving service excellence while maintaining a small portfolio of key client relationshi...

Drive the execution of substantial renewable energy projects, ensuring timely delivery, budget compliance, and stakeholder engagement. Lead a diverse team through each phase of project development whi...

Champion a high-performing trust team by managing senior trust officers, driving client excellence, and ensuring compliance while fostering a supportive culture that promotes engagement and growth in...

Join a team that's focused on enhancing client financial wellness through strategic planning, relationship management, and program execution. Cultivate strong client partnerships and drive innovative...

Drive strategic initiatives and optimal performance across diverse portfolios. Lead complex project interactions, recommend business orientations, and ensure compliance while optimizing operations and...

Drive exceptional client experiences by delivering comprehensive estate and trust solutions while managing a High Net Worth portfolio. Collaborate with internal teams to identify cross-selling opportu...

Drive portfolio management by actively trading residential mortgages, identifying market opportunities, and delivering innovative solutions while managing risks within the Canadian mortgage landscape...

Elevate client relations by managing portfolios and delivering exceptional service. Oversee compliance, improve processes, and ensure accurate reporting within an engaging and supportive investment en...

Join a team that's passionate about financial planning, guiding clients through their journeys by delivering holistic investment, tax, and retirement strategies that encourage informed action and trus...

Unlock potential by collaborating with Group Business Solutions to develop strategic training initiatives that enhance wholesaler effectiveness and drive sales success through expert enablement and su...

Manage transitions for Financial Advisors by coordinating onboarding tasks, ensuring accuracy and timeliness, and improving workflows. Collaborate closely with internal teams to provide exceptional su...

Shape the future of wealth management by delivering tailored financial strategies to High Net Worth clients. Collaborate closely with Investment Advisors to enhance client experiences and drive growth...

Transform investor relations by supporting fundraising, client communications, and high-quality reporting while collaborating with senior leadership and cross-functional teams. Ideal for an ambitious...