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"Wealth Consultant" Jobs in Canada

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Wealth Consultant

Assiniboine Credit Union Ltd · Winnipeg

JuniorOnsite

ROLE OVERVIEW Reporting to the Manager, Wealth Foundations, the Wealth Consultant is integral to delivering a consistent, relationship-based wealth experience for members who are beginning or building their wealth journ

Skills

Investment adviceMember relationship managementGoals-based financial planningPortfolio reviews

Discovered 2 weeks ago

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Bilingual Financial Services Consultant- Wealth

Sun Life · Montréal

MidFull-timeOnsite

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager

Discovered Today

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Bilingual Financial Services Consultant- Wealth

Sun Life · Montréal

MidFull-timeOnsite

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager

Discovered 3 weeks ago

Apply

Bilingual Financial Services Consultant- Wealth

Sun Life · Montréal

MidFull-timeOnsite

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager

Discovered 3 weeks ago

Apply

Senior Consultant - Wealth Management

Electric Mind ·

CAD 110000-135000 / yearSeniorHybrid

Electric Mind | Ignite your Career Senior Consultant Strategy & Business Architecture – Wealth Management Practice About the role We're hiring a Consultant / Senior Consultant who knows how Canadian wealth management act

Discovered 3 weeks ago

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Consultant - Wealth Management

Electric Mind ·

CAD 90000-120000 / yearMidHybrid

Electric Mind | Ignite your Career Consultant Strategy & Business Architecture – Wealth Management Practice About the role We're hiring a Consultant / Senior Consultant who knows how Canadian wealth management actually w

Discovered 3 weeks ago

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Senior Wealth Planning Consultant

BMO · Vancouver

SeniorFull-timeOnsite

Application Deadline: Address: Job Family Group: Provides wealth planning, advanced financial planning, guidance and counsel focussed on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments. Works collabora

Skills

Communication

Discovered 3 weeks ago

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Wealth Planning Consultant, Private Wealth

BMO · Toronto

SeniorFull-timeOnsite

Application Deadline: 11/12/2026 Address: 100 King Street West Job Family Group: Wealth Sales & Service The Wealth Planning Consultant provides advanced wealth planning advice and guidance to High Net Worth and Ultra Hig

Skills

Communication

Discovered 2 days ago

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Wealth Planning Consultant, Private Wealth

BMO Financial Group · Toronto

SeniorFull-timeOnsite

Application Deadline: 11/12/2026 Address: 100 King Street West Job Family Group: Wealth Sales & Service The Wealth Planning Consultant provides advanced wealth planning advice and guidance to High Net Worth and Ultra

Skills

Wealth planningFinancial planningHigh-net-worth client advisoryRetirement planning

Discovered 3 days ago

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Wealth Planning Consultant/Senior Wealth Planning Consultant

BMO Financial Group · Ottawa

SeniorFull-timeOnsite

Date limite pour présenter sa candidature : 11/18/2026 Adresse : 1600 Carling Avenue Groupe de famille d'emploi : Ventes et service, Gestion de patrimoine Provides wealth planning, advanced financial planning, guidanc

Skills

Wealth planningFinancial planningHigh-net-worth client advisoryTax planning

Discovered 1 weeks ago

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Wealth Planning Consultant/Senior Wealth Planning Consultant

BMO · Ottawa

SeniorFull-timeOnsite

Application Deadline: 11/18/2026 Address: 1600 Carling Avenue Job Family Group: Wealth Sales & Service Provides wealth planning, advanced financial planning, guidance and counsel focussed on High Net Worth and Ultra High

Skills

Communication

Discovered 1 weeks ago

Apply

Wealth Planning Consultant/Senior Wealth Planning Consultant

BMO Financial Group · Ottawa

SeniorFull-timeOnsite

Application Deadline: 11/18/2026 Address: 1600 Carling Avenue Job Family Group: Wealth Sales & Service Provides wealth planning, advanced financial planning, guidance and counsel focussed on High Net Worth and Ultra H

Skills

Wealth planningAdvanced financial planningHigh-net-worth client advisoryFinancial plan development

Discovered 1 weeks ago

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Senior Practice Consultant, Private Wealth Management

TD Canada Trust · Toronto

CAD 96900-136800 / yearSeniorFull-timeOnsite

Work Location: Toronto, Ontario, Canada Hours: 37.5 Line of Business: TD General Pay Details: $96,900 - $136,800 CAD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth op

Skills

Communication

Discovered 1 weeks ago

Apply

Senior Practice Consultant, Private Wealth Management

TD · Toronto

SeniorFull-timeOnsite

Work Location: Toronto, Ontario, Canada Hours: 37.5 Line of Business: TD General Pay Details: $96,900 - $136,800 CAD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growt

Skills

High-net-worth advice and solutionsPractice managementSales leadershipCoaching

Discovered 1 weeks ago

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Wealth Planning Consultant, Private Wealth

BMO · Waterloo

MidFull-timeOnsite

Application Deadline: Address: Job Family Group: Leads/facilitates goals-based discovery process directly with clients, and ensures standards relative to data capture and plan creation are met thereafter to maintain effe

Skills

Communication

Discovered 3 weeks ago

Apply

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