Wealth jobs
Entrepreneurial Career Path – Wealth Management
Easily applyManulife Wealth Inc.Dorval, QC H9P 2V3- $50,000–$250,000 a year
- Full-time +1
- Company events
- On-site parking
- Learn investment, portfolio, and wealth management strategies.
- No finance experience is required.
- We’re looking for people with drive, confidence, and strong…
- TriCert Investment Counsel Inc.Waterloo, ON
- $125,000–$180,000 a year
- Full-time
- Monday to Friday
- Paid time off
- Vision care
- Dental care
- Life insurance
- Disability insurance
- Profit sharing
- Type: Full-Time | Monday to Friday (8:30AM to 5PM Eastern).
- Hybrid Work Schedule - This role follows a hybrid work arrangement, with flexibility to work…
- Canaccord Genuity Corp.Winnipeg, MB
- Full-time
- Stock options
- Simplify complex strategies for advisors to assist with growing CGWM’s wealth management business;
- The Wealth and Estate Planning Specialist will actively…
- TriCert Investment Counsel Inc.Waterloo, ON
- $70,000–$85,000 a year
- Full-time
- Monday to Friday
- Paid time off
- Vision care
- Dental care
- Life insurance
- Disability insurance
- Profit sharing
- Type: Full-Time | Monday to Friday (8:30AM to 5PM Eastern).
- Hybrid Work Schedule - This role follows a hybrid work arrangement, with flexibility to work…
Wealth Associate
Easily applyArca Financial GroupWaterloo, ON N2K 4M8- $50,000–$75,000 a year
- Full-time
- Proficiency with Wealthbox (CRM System), Microsoft Office Suite, and wealth management platforms.
- 2-5 years of experience in wealth management, financial…
- True North HR ConsultingMississauga, ON L4Z 3N1
- $130,000–$160,000 a year
- Full-time +1
- Paid time off
- Vision care
- Dental care
- Disability insurance
- Paid vacation
- Extended health care
- Minimum 5 years of experience in investment sales, wealth management, exempt market products, private lending, or alternative investments.
Chief Executive Officer
Easily applyNewSouthwind Corporate Development Inc.Petrolia, ON- $120,000–$170,000 a year
- Full-time +1
- Life insurance
- Employee assistance program
- Disability insurance
- Company pension
- Company events
- On-site parking
- Understanding of First Nations economic development and sustainable wealth creation.
- Reporting directly to the Board of Directors, the CEO is responsible for…
- IFDS GroupToronto, ON M5C 3G9
- $74,000–$93,000 a year
- Employee assistance program
- From ongoing training and development programs to experiences working with our global financial services partners, you’ll be able to realize your full potential…
- BMO Financial GroupOntario
- $36,600–$67,500 a year
- Tuition reimbursement
- Life insurance
- Advises customers on wealth and investment strategies and products that meet customer’s objectives.
- Understands customer needs and provides wealth and…
- Canaccord Genuity Corp.Vancouver, BC
- $65,000–$75,000 a year
- Full-time
- Involvement in developing the wealth business using various marketing initiatives;
- Working directly with a team of Investment Advisors where the focus is on…
View similar jobs with this employerCanaccord Genuity Corp.Vancouver, BC- $45,000–$50,000 a year
- Full-time
- Involvement in developing the wealth business using various marketing initiatives;
- Working directly with a team of Investment Advisors where the focus is on…
Administrative Associate - Wealth Management
Easily applyNewCI Private Wealth MuskokaBracebridge, ON- $50,000–$60,000 a year
- Full-time +1
- Paid time off
- Dental care
- Extended health care
- On-site parking
- Curiosity about wealth planning and investing.
- You’ll learn how a professional wealth advisory practice operates, while supporting *day‑to‑day administrative…
Administrative Associate - Wealth Management
Easily applyNewCI Private Wealth MuskokaBracebridge, ON- $50,000–$60,000 a year
- Full-time +1
- Paid time off
- Dental care
- Extended health care
- On-site parking
- Curiosity about wealth planning and investing.
- You’ll learn how a professional wealth advisory practice operates, while supporting *day‑to‑day administrative…
Mortgage Associate
Easily applyBlue Pearl Mortgage GroupSurrey, BC V3S 5J9- From $65,000 a year
- Full-time
- We welcome both licensed and unlicensed candidates who are willing to obtain their mortgage license.
- Through our industry-leading training and mentorship…
- ModernAdvisorVancouver, BC
- $110,000–$150,000 a year
- Full-time
- Paid time off
- Vision care
- Dental care
- RRSP match
- Extended health care
- Work from home
- Minimum 5 years of experience in portfolio management, investment advisory, wealth management, or a related financial services role.
- Canaccord Genuity Corp.Toronto, ON
- $130,000–$140,000 a year
- Full-time
- The successful incumbent will deliver exceptional service to CG’s Advisor’s clients in their trust, estate, POA, and Registered Plan administrative services by…
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Entrepreneurial Career Path – Wealth Management
Entrepreneurial Career Path – Wealth Management
Job details
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Full job description
Looking for more than just a job?
What if your next career gave you the opportunity to build something of your own?
Diligence Wealth Management is looking for ambitious, entrepreneurial people who want to build a business in wealth management, while benefiting from the mentorship, experience, and infrastructure of a team that has already built successful advisory practices.
No finance experience is required. We’re looking for people with drive, confidence, and strong communication skills.
Early on, the role is heavily focused on business development — prospecting, networking, relationship-building, and creating new client opportunities. Over time, you’ll work toward becoming a licensed Investment Advisor, developing your own client relationships and ultimately building a business of your own.
What You’ll Do
- Prospect and develop new business opportunities
- Build and grow a network of prospective clients
- Participate in client meetings alongside experienced advisors
- Learn investment, portfolio, and wealth management strategies
- Develop the skills required to manage long-term client relationships
- Work toward the licensing required to become an Investment Advisor
Who We’re Looking For
Your background matters less than your mindset.
We’re looking for people who are:
- Ambitious and highly self-motivated
- Entrepreneurial and proactive
- Confident and naturally good with people
- Resilient and comfortable with rejection
- Coachable and eager to learn
What You’ll Have Behind You
- Direct mentorship from one of Canada's leading wealth management teams
- Hands-on exposure to real client relationships and investment strategies
- Professional development and licensing support
- The infrastructure and resources of an established wealth management team
- Uncapped earning potential
- A path toward developing your own client base and advisory practice
Qualifications
- Strong communication and interpersonal skills
- Entrepreneurial mindset
- Fluency in either French or English; bilingualism is an asset, but not required
- Experience in sales, athletics, leadership, or financial services considered an asset
- Bachelor’s degree is an asset, but not required
- Valid driver’s licence is an asset
About Diligence Wealth Management
Diligence Wealth Management operates within Manulife Wealth’s largest office in Canada, with more than $15 billion in assets under management.
Our mission is simple: deliver disciplined wealth advice and develop exceptional advisors.
Learn more about our team:
https://markusboudreau.com/career
Pay: $50,000.00-$250,000.00 per year
Benefits:
- Company events
- On-site parking
Ability to commute/relocate:
- Dorval, QC H9P 2V3: reliably commute or plan to relocate before starting work (required)
Application question(s):
- Are you entrepreneurial, comfortable with variable income, and prepared to commit significant time and effort to building a long-term career
Education:
- DCS / DEC (required)
Work Location: In person