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
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 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.
