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
The Portfolio Administrator provides timely, accurate information and service support to Portfolio Managers, Relationship Managers, Advisors, Custodians, and clients. The ideal candidate is client-service centric with excellent interpersonal skills, the ability to manage time efficiently, and a proactive approach to problem-solving. As an integral part of our operations team, the successful candidate works well under pressure and is committed to delivering a seamless client experience.
Oakville
The Portfolio Manager is an experienced, client-centric professional joining our investment management team, with a strong track record in managing client relationships, conducting Know-Your-Client (KYC) reviews, and navigating compliance requirements. Reporting to the Chief Investment Officer, the Portfolio Manager will be accountable to manage our proprietary funds and strategies as well as implementing these tailored strategies across client portfolios.
OAKVILLE
In this role, you will play a pivotal part in our firm’s digital transformation by collaborating with various departments to design, build, and deploy specialized AI agents. You will work at the intersection of technical innovation and financial operations, helping our teams leverage Artificial Intelligence to improve efficiency, streamline workflows, and enhance the service we provide to our clients.
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.
US
The Accounting Manager role at Bellwether is a hands-on, detail-oriented position responsible for managing the financial operations of Canadian and U.S. entities. Reporting to the CFO, the manager will handle day-to-day accounting, month-end closing, financial reporting, and audit support while leveraging accounting systems. The role involves consolidating financial information, supporting IFRS reporting, and coordinating internal and outsourced accounting resources to build a centralized North American accounting function.
OAKVILLE
The Associate Portfolio Administrator supports Portfolio Managers, Relationship Managers, Advisors, and Custodians by providing timely, accurate information and service support in the administration of client accounts. This role is client-service centric, requiring excellent people skills, the ability to prioritize work effectively, and a proactive approach to problem-solving. As an integral part of the team, the successful candidate works well under pressure and is committed to delivering a seamless client experience.
OAKVILLE
The Vice President, Advisor Recruitment (Canada) is tasked with managing the end-to-end lifecycle of advisor recruitment throughout the Canadian market. The ideal candidate is a highly driven professional possessing a deep, pre-existing network of advisor prospects and a deep understanding of the wealth management industry. The successful candidate must demonstrate a proven track record of successfully navigating and managing complex transitions within the Canadian regulatory frameworks, specifically the provincial securities commissions and CIRO.
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.
PETERBOROUGH
As the primary point of contact for client, the Client Experience Manager will manage the full client lifecycle—from onboarding and account maintenance to coordinating exclusive events and charitable initiatives. You will work closely with Portfolio Administrators and Family Wealth Advisors, providing the analytical support and meticulous documentation required to deliver tailored financial strategies. Beyond client service, you will act as a “hub” for office operations, managing premises logistics and internal communications with a proactive approach, to drive the team’s collective success.
