Investment Advisor Jobs in Burlington, ON

Join a team that's driving growth in Brokerage Accounts, managing client relationships, and shaping financial outcomes. Lead strategic initiatives and collaborate across departments to enhance custome...

Champion the full-cycle accounting function, leading operations across multiple entities and currencies. Drive process improvements, oversee financial reporting, and cultivate a high-performing team i...

Analyze financial and market data to drive strategic business decisions. Collaborate with leadership to optimize reporting processes, improve operational KPIs, and ensure compliance. Use expertise in...

Empower compliance initiatives by developing training programs and evaluating effectiveness. Take ownership of compliance processes to ensure alignment with regulatory standards, while driving improve...

Accelerate progress at a dynamic marketing team, leading demand generation and brand initiatives that drive real business outcomes for a growing student-housing portfolio and investor marketing, while...

Drive client satisfaction by managing a diverse portfolio of retirement plans. Collaborate with stakeholders and enhance client outcomes while ensuring compliance with regulations. Leverage your exper...

Reimagine retirement solutions! Manage diverse client portfolios while enhancing plan effectiveness and ensuring compliance. Foster relationships, lead reviews, and support clients through transitions...

Elevate client relationships as a Senior Account Manager, overseeing small group retirement plans. Collaborate with stakeholders to enhance service delivery, identify growth opportunities, and ensure...

Manage a portfolio of small group retirement clients to ensure high-quality service, support client retention, and collaborate with internal teams to enhance plan effectiveness while adhering to regul...

Shape the future of group retirement by managing client portfolios, enhancing plan effectiveness, and building relationships. Collaborate with teams to ensure compliance and deliver exceptional servic...

Advance your career by managing a portfolio of small group retirement clients. Collaborate with a dynamic team to enhance service delivery, build relationships, and drive performance improvements whil...

Lead the analysis and execution of healthcare real estate investments, ensuring organized management of complex transactions from due diligence through to presentation. Collaborate effectively with in...

Empower our IT project ecosystem by optimizing portfolio performance, ensuring alignment with organizational goals, and collaborating with diverse stakeholders for enhanced resource allocation and ins...

Join a team that's committed to optimizing Real Estate Secured Lending portfolios by providing insightful analytics and strategic recommendations, ensuring robust portfolio management, risk assessment...

Lead cross-functional teams to develop innovative project management solutions, ensuring strategic alignment and effective stakeholder engagement across multiple divisions while driving successful ini...

Engage with the Portfolio Management team to enhance asset strategies, perform financial analysis, and support client reporting, driving success across diverse real estate assets and fostering innovat...

Join a dynamic team focused on delivering exceptional wealth management services while leading day-to-day operations and fostering a positive, inclusive work environment that encourages professional g...

Join a team that's dedicated to enhancing client experiences by leading a diverse group of support professionals. Drive operational excellence while fostering an inclusive environment that prioritizes...

Drive operational excellence and analyze performance metrics, collaborating across teams to enhance cost efficiency and organizational effectiveness in a dynamic, fast-paced environment...

Unlock potential by joining a dynamic team to drive insights through data analysis, performance metrics, and reporting, influencing key marketing strategies and enhancing customer experience through c...

Take ownership of investment structuring expertise to enhance operational efficiency, manage legal entities, and support private market investments, ensuring compliance and continuous process improvem...

Shape the future of alternative investment distribution by leading a high-performing Outbound Sales team. Drive advisor engagement, enhance sales processes, and implement strategies to expand our fina...

Drive innovative quantitative analysis by developing robust financial models and tools, enhancing operational efficiency in Capital Markets Treasury. Engage with stakeholders to ensure effective risk...

Champion client success by nurturing relationships and delivering tailored solutions, ensuring operational efficiency and strategic growth through exceptional service. Your collaborative approach will...

Champion financial analysis and execution of credit transactions, mentoring junior team members and collaborating across investment banking to achieve strategic financing goals and navigate complex ma...