Client-Facing Financial Professional

Why Join Us: At Enva Financial, we offer a unique and rewarding career opportunity for individuals who are passionate about delivering exceptional service and building long-lasting relationships with our customers. As a Mortgage Broker, you will have the opportunity to work closely with our team of experienced professionals to deliver outstanding results and...

Job SummaryWe are seeking an experienced Tax & Estate Planner to join our team at Wellington-Altus Financial Inc. In this role, you will provide advanced tax planning services to high-net-worth clients and their families. You will leverage your industry expertise and knowledge to deliver comprehensive tax and estate planning solutions.Key...

About Us">At Wellington-Altus Financial Inc., we are committed to providing excellent service to our clients and stakeholders. We are seeking a highly skilled Business Systems Support professional to join our team.">The Job Description">The Business Systems Support professional will be responsible for application support, configuration activities, testing,...

About Our Team:We're a collaborative team that values hard work, efficiency, and a little bit of fun. We're passionate about providing exceptional service and investment returns to our clients, and we're looking for someone who shares our values.The Role:As a Client Experience Associate, you'll play a key role in supporting our Portfolio Managers and...

Company Overview:Wellington-Altus Financial Inc. is a leading investment dealer in Canada, with a strong presence across the country. Founded in 2017, our organization has experienced significant growth and success, with over $35 billion in assets under administration.The Opportunity:We are seeking an exceptional individual to join our team as a Business...

Company OverviewWellington-Altus Financial Inc. is a leading investment dealer in Canada, offering a range of services to successful entrepreneurial advisors and portfolio managers.Job DescriptionWe are seeking a highly organized and detail-oriented Client Experience Associate to join our team. As a key member of our operations group, you will play a...

Join us as an Investment Advisor in Dublin and play a key role in delivering tailored investment solutions to high-net-worth (HNW), ultra-high-net-worth (UHNW), and Family Office clients.In this role, you will partner with bankers to provide expert advice on investment propositions, including portfolio analysis, pitches, proposals, and ongoing reviews.You...

Join us as an Investment Advisor in Dublin and play a key role in delivering tailored investment solutions to high-net-worth (HNW), ultra-high-net-worth (UHNW), and Family Office clients. In this role, you will partner with bankers to provide expert advice on investment propositions, including portfolio analysis, pitches, proposals, and ongoing reviews. You...

About the JobWe are seeking an experienced Investment Associate to join our team. As a key member of our wealth management department, you will be responsible for providing exceptional client service and support to our Senior Wealth Advisors and Portfolio Managers.Your primary responsibilities will include:Building and maintaining strong relationships with...

Location: This position will be based out of our Toronto office.Who We Are: Gallant MacDonald operates as an Outsourced-Chief Investment Officer ("OCIO") for a limited number of families and institutions who have made exceptional contributions to society through business, public service, and philanthropy.The group provides thoughtful counsel on estate...

Location: This position will be based out of our Toronto office.Who We Are:Gallant MacDonald operates as an Outsourced-Chief Investment Officer ("OCIO") for a limited number of families and institutions who have made exceptional contributions to society through business, public service, and philanthropy. The group provides thoughtful counsel on estate...

Required Skills and QualificationsTo succeed in this role, you will need to demonstrate the following skills and qualifications:A bachelor's or master's degree in business administration, accounting, finance, or a related field.5+ years of experience in the financial services industry, preferably in a customer-facing role.Strong communication and...

About Us:Wellington-Altus Financial Inc. is a top-rated investment dealer in Canada, known for our commitment to excellence and innovation. Our organization has a strong presence across the country, with offices in Winnipeg and Toronto.Job Description:We are seeking an experienced professional to join our team as a Business Systems Support specialist. In...

Company OverviewWellington-Altus Financial Inc. is a leading financial services company with a strong presence in Canada. Founded in 2017, the company has experienced significant growth and expansion, with a portfolio of companies under its umbrella.The OpportunityWe are seeking an experienced marketing professional to join our team as Vice-President,...

Company OverviewWellington-Altus Financial Inc. is a leading financial services company founded in 2017, with over $30 billion in assets under administration. We are committed to providing exceptional service to our clients, focusing on successful entrepreneurs and high-net-worth individuals.

At FoxPlan, we empower our financial advisers to build thriving practices on their own terms. Our client-first environment provides the freedom, flexibility, and tools needed for success.About UsWe offer a high-trust, high-reward environment that is ideal for ambitious professionals who want control over their time, income, and future.The OpportunityWe are...

Job OverviewWe are seeking a highly experienced professional to lead our Managed Accounts Supervision team. As Senior Manager, you will play a crucial role in ensuring compliance with regulatory requirements and business standards across multiple regions.Key Responsibilities:• Supervise the activities of Portfolio Managers, focusing on managed account...

At FoxPlan, we offer a client-first environment that empowers our advisers with the freedom, flexibility, and tools to build thriving practices on their own terms.Our model is built for ambitious professionals who want control over their time, income, and future.We are seeking Level 5 qualified financial advisers who are ready to break free from outdated...

At FoxPlan, we offer a client-first environment that empowers our advisers with the freedom, flexibility, and tools to build thriving practices on their own terms.Our model is built for ambitious professionals who want control over their time, income, and future.The OpportunityWe are seeking Level 5 qualified financial advisers who are ready to break free...

Salary: $90,000 – $200,000 per year including bonusesJob DescriptionWe are looking for a talented Mortgage Adviser to join our team. As a Mortgage Adviser, you will be responsible for helping clients with their mortgage and lending applications.You will work alongside a team of experienced professionals who share your passion for delivering excellent...