Wealth Management Consultant Jobs in Toronto, ON

Transform Financial Services through CRM solutions, driving digital modernization and process design. Collaborate with clients and teams to optimize Salesforce capabilities, enhancing customer experie...

Elevate client engagement through effective delivery and transformation in Wealth and Asset Management, driving operational excellence and fostering trusted relationships while supporting growth initi...

Contribute to the effectiveness of risk management and internal controls in a major financial institution. Lead audit initiatives, mentor auditors, design audit plans, and leverage technology to enhan...

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

Empower advisor growth and succession planning by building strong relationships. This role drives recruitment and expansion opportunities, collaborating with various stakeholders to implement strategi...

Champion a team of senior insurance advisors to drive performance, enhance client service, and manage complex operations while maintaining high-quality standards in a fast-paced environment focused on...

Unlock your potential by leading a team of insurance professionals, ensuring exceptional service delivery and operational efficiency while driving client satisfaction and team performance in a dynamic...

Join a team that's transforming wealth management by leading complex client engagements, driving strategic initiatives, and providing expert guidance across operations, technology, and advisory servic...

Elevate client relationships by delivering value-driven strategies and insights. Collaborate across functions to enhance client experience and support informed decision-making. This role requires stro...

Drive effective territory sales plans by leading and mentoring a team of Account Executives and Sales Associates, maximizing opportunities across channels while ensuring compliance and fostering long...

Unlock potential by managing business valuation engagements, leading financial analysis, and guiding junior staff while ensuring quality and client satisfaction in a dynamic work environment...

Elevate your career by leading financial planning and analysis initiatives. Collaborate with stakeholders to enhance expense governance, drive process improvement, and mentor a team of analysts in a d...

Empower the management of mutual fund strategies, optimizing pricing and oversight of investment solutions while leading a dynamic team to enhance product offerings and ensure competitive positioning...

Join a team that provides expert legal guidance across investment product life cycles. As Senior Counsel, you’ll collaborate on asset management initiatives, manage regulatory risks, and strengthen le...

Join a team that's shaping the future of infrastructure investment. As an Analyst, you'll engage in the full investment lifecycle, collaborating with senior professionals to drive strategic initiative...

Develop innovative strategies to elevate Wealthsimple's market position, focusing on high-net-worth clients. Lead cross-functional teams to create personalized financial experiences, driving client on...

Lead the charge in advancing inclusion and diversity initiatives organization-wide, integrating IDEA strategies into business decisions and fostering a culture of equity and accessibility. Collaborate...

Unlock your potential by driving sales success and advisor engagement in a dynamic team. Collaborate, innovate, and build lasting relationships while navigating the evolving asset management landscape...

Make your mark at a transformative investment firm as you leverage your analytic skills to assess private market opportunities, driving sustainable investments that yield both financial returns and po...

Unlock your potential by driving impactful private investment research, guiding strategy and portfolio decisions through rigorous due diligence on diverse market opportunities. Collaborate across team...

Unlock potential by leading research and due diligence on global private market investments, transforming data into actionable insights that align financial returns with social and environmental impac...

Explore a key role in private market investment research, focusing on due diligence and assessment across various asset classes, while driving impact through financial performance and social outcomes...

Join our team to monitor compliance standards and regulatory requirements, assist in audits, and support compliance training in a dynamic investment fund management environment, ensuring operational e...

Drive the transformation of Wealth Operations by shaping future operating models, ensuring scalability, and optimizing processes. Lead cross-functional collaboration to enhance operational standards a...

Champion high-quality client relationships as a Portfolio Manager, enhancing service delivery and growth. Collaborate with clients to tailor investment strategies while demonstrating expertise in capi...