Whether your expertise lies in portfolio management, financial planning, or operations, we offer a dynamic environment where your skills can thrive and make a meaningful impact.
Multiple locations across North America. One unified team. Endless opportunity.
As Wealth Professional’s Excellence Awardee for Employer in 2026, we are committed to building long-term relationships with top talent. Join our Talent Community to receive updates on career opportunities as they become available.
OAKVILLE
This unique role bridges the gap between deep technical data architectures and modern digital marketing strategies. Working closely with our high-performing Corporate Development, Marketing and Operations teams, you will gain highly marketable skills, collaborate across multiple departments, and build a strong professional network.
OAKVILLE
The Family Wealth Advisor is accountable for the overall client relationship, including ongoing advice, planning, and regulatory compliance. Importantly, many responsibilities that would typically fall to the advisor at other firms — including portfolio implementation, trading oversight, performance reporting, and day-to-day account administration — are supported by dedicated Portfolio Managers and Portfolio Administrators. This team-based structure significantly reduces administrative burden and non-revenue-generating tasks, allowing the Family Wealth Advisor to focus the majority of their time on client-facing activities, relationship development, and strategic wealth planning. The ideal candidate is highly client- centric, possesses excellent interpersonal skills, and can effectively prioritize and manage their time within a collaborative team environment.
