Performance Marketing Manager – IG Wealth Management – Toronto, ON

Company: IG Wealth Management

Location: Toronto, ON

Expected salary:

Job date: Thu, 29 May 2025 03:07:48 GMT

Job description: Division: IGM-MrktingLocation: TorontoIGM Financial Inc. is one of Canada’s leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management and Mackenzie Investments.Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy, we’re IG Wealth Management. For over 90 years of business, we have grown to become one of the largest most respected companies in Canada. We are a leader in providing the best advice, experience and outcomes for our clients, personalized throughout their lifetime.At IG Wealth Management, our vision is to inspire financial confidence.This is your opportunity to build a career with a leading organization where you can learn, grow and thrive both professionally and personally. We are proud to be recognized as one of Canada’s Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive, while also providing resources to ensure physical and mental wellness were put front and center.You will join a team that believes our success starts with the success of our clients, while working together as a team to realize our greatest potential. You will join a team that strives towards excellence while developing and sharing skills and knowledge. You can make a difference for our clients, the world around us and be part of a team that cares. We are dedicated to offering a hybrid work environment when applicable.IGM Financial Inc. is a diverse workplace committed to doing business inclusively – this starts with having a representative workforce! We encourage applications from all qualified candidates that represent the diversity present across Canada – including racialized persons, women, Indigenous persons, persons with disabilities, 2SLGBTQIA+ community, gender diverse and neurodiverse individuals, as well as all who may contribute to the further diversification of ideas.The RoleThe Performance Marketing team operates as part of a shared services model, supporting both IG and Mackenzie Investments. Reporting to the AVP, Digital Operations and Marketing Technology, this role plays a pivotal part in executing and optimizing high-impact marketing campaigns, SEO strategies, and personalized customer experiences for the Mackenzie Investments business. All initiatives are closely aligned with corporate objectives and are designed to deliver measurable results across digital channels.This role requires an organized, proactive individual who can manage multiple priorities effectively.Key Responsibilities:

  • Campaign Strategy Development & Execution
  • Develop and implement performance marketing strategies aligned with business goals.
  • Define KPIs and performance benchmarks for digital campaigns.
  • Identify growth opportunities across digital channels (e.g., search, social, display, affiliate, programmatic, organic).
  • Lead the organic search strategy in collaboration with brand partners to drive traffic and achieve business objectives.
  • Campaign Management
  • Plan, launch, and optimize paid media campaigns across platforms such as Google Ads, Meta, LinkedIn, TikTok, and programmatic networks, in partnership with internal teams and external agencies.
  • Manage budgets to maximize ROI and meet CPA/ROAS targets.
  • Oversee A/B testing for creatives, landing pages, and audience segments.
  • Provide ongoing optimization recommendations and strategic insights.
  • Data Analysis & Reporting
  • Monitor campaign performance using tools such as Google Analytics, Adobe Analytics, and Looker Studio.
  • Translate data into actionable insights to inform future campaigns.
  • Prepare and present regular performance reports to stakeholders.
  • Stakeholder Communication
  • Collaborate with internal teams (e.g., product, sales, creative) to align marketing efforts with broader business strategies.
  • Manage relationships with external agencies and vendors.

Qualifications

  • 3+ years of experience in performance marketing.
  • Undergraduate degree in marketing, business, communications, or a related field (preferred).
  • Experience in financial services, with a basic understanding of asset management (preferred).
  • Proficiency with Adobe Analytics, SA360, DV360, Tableau, and Looker Studio.
  • Experience collaborating with agency partners.
  • Excellent written and verbal communication skills.
  • Strong organizational skills and attention to detail.
  • Ability to manage multiple projects and priorities effectively.
  • Strong analytical and critical thinking skills.
  • Collaborative and team-oriented mindset.
  • Self-motivated with a proactive approach.
  • Comfortable working in a fast-paced, dynamic environment.

Please visit our career page by clicking on the following link: https://www.ig.ca/en/careersWe thank all applicants for their interest in IG Wealth Management; however only those candidates selected for an interview will be contacted.IG Wealth Management is an accessible employer committed to providing a barrier free recruitment experience. If you require an accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.Please apply by June 10, 2025.#LI-KN1#LI-Hybrid

IGM Financial Inc. Overview:

  • One of Canada’s top wealth and asset management firms with approximately $271 billion in assets under management.
  • Offers financial planning and investment management services to over two million Canadians, primarily through IG Wealth Management and Mackenzie Investments.
  • Established for over 90 years, focused on providing personalized financial advice and outcomes.
  • Recognized as one of Canada’s Top Employers for supporting employee wellness and growth.

Role in Performance Marketing Team:

  • Part of a shared services model supporting IG and Mackenzie Investments.
  • Reports to the AVP of Digital Operations and Marketing Technology.
  • Responsible for executing and optimizing marketing campaigns and SEO strategies.

Key Responsibilities:

  1. Campaign Strategy Development & Execution:

    • Develop performance marketing strategies aligned with business goals.
    • Define KPIs and identify growth opportunities across digital channels.
    • Collaborate on organic search strategy.

  2. Campaign Management:

    • Plan and optimize paid media campaigns across platforms (Google Ads, Meta, etc.).
    • Manage budgets for ROI and oversee A/B testing for various elements.

  3. Data Analysis & Reporting:

    • Monitor campaign performance using analytics tools.
    • Prepare and present performance reports.

  4. Stakeholder Communication:

    • Collaborate with internal teams and manage relationships with external agencies.

Qualifications:

  • 3+ years in performance marketing; degree in marketing or related field preferred.
  • Experience in financial services, with knowledge of asset management preferred.
  • Proficient in analytics tools (Adobe Analytics, SA360).
  • Strong communication, organizational, analytical, and collaborative skills.

Inclusivity Statement:

  • IGM Financial encourages applications from diverse candidates, emphasizing inclusive hiring.

Application Information:

  • Apply by June 10, 2025. Accommodation requests and barrier-free recruitment assistance are available through the Talent Acquisition team.

Manager, Portfolio Construction – Aviso Wealth – Toronto, ON

Company: Aviso Wealth

Location: Toronto, ON

Expected salary: $83000 – 100000 per year

Job date: Thu, 22 May 2025 22:15:15 GMT

Job description: Job Description:Aviso Wealth:At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic ‘oneaviso’ culture sets us apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso has to offer at .The Opportunity:We’re looking for a Manager, Portfolio Construction, to join our Asset Management Distribution team in support of the NEI and MAP Sales team, Responsible Investing & ESG Services team and their stakeholders.Reporting to the Senior Director, Sales and Digital Enablement, the Manager, Portfolio Construction, will form a critical conduit between the MAP and NEI Sales teams, working closely with the retail sales team members to provide proactive and reactive support for NEI and MAP products. You will enable the sales teams by lending your consulting and analysis expertise on investment proposals, identify and publish actionable sales ideas supported by competitive analysis, and provide analytics and data support to the other CIG team members.The Manager, Portfolio Construction will be an integral part of NEI’s Distribution team, playing a critical role in helping the sales and distribution team to drive asset growth opportunities. This role will work closely with a number of teams including Product Management, Marketing and Investment Management to support our distribution initiatives.Who you are:

  • Service – You consider both internal and external stakeholders and demonstrate intent of understanding and putting the clients’ needs first. You advocate service excellence and work to deliver solutions that meet the needs. You proactively develop strategic partnerships that allow Aviso Wealth to become a trusted advisor and partner
  • Execution – You are committed to achieving your goals and to succeed. This includes focusing on “getting things done”, as well as recognizing and taking advantage of opportunities as they arise. You are consistently looking for ways to improve your personal best and see value in continuous improvement. You take accountability for your actions and learn from mistakes
  • Collaboration – You work collaboratively with others with the common goal of driving positive results. Making meaningful contributions to your team to achieve organizational goals is a priority. You proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organization

What your day looks like:

  • Provide regular, proactive insights and analysis of NEI and MAP funds and portfolios to help the sales teams better position our products against competitors
  • Working collaboratively with your Client Insight Group colleagues to support their data needs using Morningstar Direct and/or Capintel
  • Responsible for developing and/or reviewing complex portfolio proposals and assisting the teams with deeper analysis to help close business
  • In support of wholesaler sales efforts, engage with advisors to walk through fund proposals and illustrations that better position NEI and MAP products against competitors
  • Act as the business owner for Capintel Proposal Builder tool, soliciting feedback from sales to support the continuous improvement of the Capintel tool and providing onboarding training to new sales team members
  • Support senior sales leadership by providing data and insights on the volume and the nature of sales team enquiries, proposals and trends
  • Participate in internal sales team meetings and conferences to provide sales insights and analysis for existing products and new product launches

Requirements:Your experience and skills:

  • Post-secondary degree/diploma in Finance, Business, Sustainability, Communications, Sales or a combination of these and related fields is preferred
  • Preference will be given to candidates who have an MBA, CFA, Masters of Sustainability or related field
  • 2+ years’ experience in responsible or impact investing or similar is beneficial
  • 5+ years’ experience in the investment advice business either within a sales or client portfolio management role
  • Superior skills in relationship building, analysis, research, written and verbal communication and presenting complex ideas in a compelling and impactful way
  • Highly organized and able to maintain multiple relationships both internally and externally
  • The ability to self-start and support key initiatives tied directly to the organization’s core value proposition
  • Experience in an organization that offers RI solutions is an asset
  • Fluent communication skills in English are required and bilingual skills in French are an asset

Benefits:Why Aviso Wealth?At Aviso Wealth, you will find a dynamic and inclusive culture that rewards innovation and celebrates success.
Here are a few things that set us apart:

  • Competitive compensation package that rewards and recognizes individual contributions
  • Excellent health, dental and insurance benefits to meet the diverse needs of our employees
  • Generous vacation time, fitness benefit, parental leave top-up options
  • Matching contributions to our retirement program
  • Commitment to the continuous improvement of our staff through learning & development and an education assistance program
  • Regular social events to foster teamwork

Equal Employment OpportunityAviso Wealth welcomes and encourages applications from all qualified individuals including persons with disabilities. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process.We thank all applicants for their interest, however, only those selected for further consideration will be contacted.No recruiters or agencies, please.Company Overview:Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with approximately $145 billion in total assets under administration and management, and over 1,000 employees. We’re building a comprehensive, technology-enabled, client-centric wealth services ecosystem. Our clients include our partners, advisors, and investors. We’re a trusted partner for nearly all credit unions across Canada, in addition to a wide range of portfolio managers, investment dealers, insurance and trust companies, and introducing brokers. Our partners depend on Aviso for specific solutions that give them a competitive edge in a rapidly evolving, highly competitive industry. Our investment dealer and mutual fund dealer and our insurance services support thousands of investment advisors. Our asset manager, NEI Investments, specializes in investing responsibly. Our online brokerage, Qtrade Direct Investing®, empowers self-directed investors, and our fully automated investing service, Qtrade Guided Portfolios®, serves investors who prefer a hands-off approach. Aviso Correspondent Partners provides custodial and carrying broker services to a wide range of firms. We have offices in Toronto, Vancouver, Montreal, and Winnipeg. Aviso is backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins. We’re proud to power businesses that empower investors.A career with Aviso means being part of a group of talented, energetic professionals who live their values every day, and belonging to an organization dedicated to your success and career development. If you’re looking for interesting and challenging work, at a company committed to its people, apply to join our team.SalaryThis position is posted with an expected salary range of $83,000 – $100,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.

Job Summary: Manager, Portfolio Construction at Aviso Wealth

Company Overview:
Aviso Wealth is a prominent Canadian wealth management and investment services provider, managing approximately $145 billion in assets and supporting a network of partners across the financial sector.

Role Overview:
The Manager, Portfolio Construction is a key position within the Asset Management Distribution team, primarily supporting the NEI and MAP sales teams. Reporting to the Senior Director of Sales and Digital Enablement, this manager will bridge communication between the sales and consulting teams, offering insights and analysis to drive asset growth.

Key Responsibilities:

  • Provide insights on NEI and MAP fund performance.
  • Collaborate with the Client Insight Group for data support.
  • Develop and review portfolio proposals to assist sales teams.
  • Engage with advisors on fund proposals.
  • Manage and improve the Capintel Proposal Builder tool.
  • Support senior sales leadership with data on sales trends and inquiries.

Qualifications:

  • Post-secondary degree in Finance, Business, or related fields (MBA, CFA preferred).
  • 5+ years in investment advice or client portfolio management roles.
  • 2+ years in responsible or impact investing preferred.
  • Strong relationship-building, analytical, and communication skills.
  • Bilingualism (English/French) is a plus.

Benefits:

  • Competitive compensation and health benefits.
  • Generous vacation, fitness benefits, and parental leave options.
  • Retirement matching contributions and ongoing development support.
  • Inclusive workplace culture promoting teamwork and innovation.

Salary:
Expected range of $83,000 – $100,000 CAD annually, based on individual qualifications and experience.

Application Note:
Aviso encourages applications from diverse backgrounds and will provide accommodations during the hiring process as needed.

Manager, Portfolio Construction – Aviso Wealth – Toronto, ON

Company: Aviso Wealth

Location: Toronto, ON

Expected salary: $83000 – 100000 per year

Job date: Thu, 22 May 2025 22:31:42 GMT

Job description: Aviso Wealth:At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic ‘oneaviso’ culture sets us apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso has to offer at .The Opportunity:We’re looking for a Manager, Portfolio Construction, to join our Asset Management Distribution team in support of the NEI and MAP Sales team, Responsible Investing & ESG Services team and their stakeholders.Reporting to the Senior Director, Sales and Digital Enablement, the Manager, Portfolio Construction, will form a critical conduit between the MAP and NEI Sales teams, working closely with the retail sales team members to provide proactive and reactive support for NEI and MAP products. You will enable the sales teams by lending your consulting and analysis expertise on investment proposals, identify and publish actionable sales ideas supported by competitive analysis, and provide analytics and data support to the other CIG team members.The Manager, Portfolio Construction will be an integral part of NEI’s Distribution team, playing a critical role in helping the sales and distribution team to drive asset growth opportunities. This role will work closely with a number of teams including Product Management, Marketing and Investment Management to support our distribution initiatives.Who you are:

  • Service – You consider both internal and external stakeholders and demonstrate intent of understanding and putting the clients’ needs first. You advocate service excellence and work to deliver solutions that meet the needs. You proactively develop strategic partnerships that allow Aviso Wealth to become a trusted advisor and partner
  • Execution – You are committed to achieving your goals and to succeed. This includes focusing on “getting things done”, as well as recognizing and taking advantage of opportunities as they arise. You are consistently looking for ways to improve your personal best and see value in continuous improvement. You take accountability for your actions and learn from mistakes
  • Collaboration – You work collaboratively with others with the common goal of driving positive results. Making meaningful contributions to your team to achieve organizational goals is a priority. You proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organization

What your day looks like:

  • Provide regular, proactive insights and analysis of NEI and MAP funds and portfolios to help the sales teams better position our products against competitors
  • Working collaboratively with your Client Insight Group colleagues to support their data needs using Morningstar Direct and/or Capintel
  • Responsible for developing and/or reviewing complex portfolio proposals and assisting the teams with deeper analysis to help close business
  • In support of wholesaler sales efforts, engage with advisors to walk through fund proposals and illustrations that better position NEI and MAP products against competitors
  • Act as the business owner for Capintel Proposal Builder tool, soliciting feedback from sales to support the continuous improvement of the Capintel tool and providing onboarding training to new sales team members
  • Support senior sales leadership by providing data and insights on the volume and the nature of sales team enquiries, proposals and trends
  • Participate in internal sales team meetings and conferences to provide sales insights and analysis for existing products and new product launches

RequirementsYour experience and skills:

  • Post-secondary degree/diploma in Finance, Business, Sustainability, Communications, Sales or a combination of these and related fields is preferred
  • Preference will be given to candidates who have an MBA, CFA, Masters of Sustainability or related field
  • 2+ years’ experience in responsible or impact investing or similar is beneficial
  • 5+ years’ experience in the investment advice business either within a sales or client portfolio management role
  • Superior skills in relationship building, analysis, research, written and verbal communication and presenting complex ideas in a compelling and impactful way
  • Highly organized and able to maintain multiple relationships both internally and externally
  • The ability to self-start and support key initiatives tied directly to the organization’s core value proposition
  • Experience in an organization that offers RI solutions is an asset
  • Fluent communication skills in English are required and bilingual skills in French are an asset

BenefitsWhy Aviso Wealth?At Aviso Wealth, you will find a dynamic and inclusive culture that rewards innovation and celebrates success.
Here are a few things that set us apart:

  • Competitive compensation package that rewards and recognizes individual contributions
  • Excellent health, dental and insurance benefits to meet the diverse needs of our employees
  • Generous vacation time, fitness benefit, parental leave top-up options
  • Matching contributions to our retirement program
  • Commitment to the continuous improvement of our staff through learning & development and an education assistance program
  • Regular social events to foster teamwork

Equal Employment OpportunityAviso Wealth welcomes and encourages applications from all qualified individuals including persons with disabilities. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process.We thank all applicants for their interest, however, only those selected for further consideration will be contacted.No recruiters or agencies, please.Company Overview:Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with approximately $145 billion in total assets under administration and management, and over 1,000 employees. We’re building a comprehensive, technology-enabled, client-centric wealth services ecosystem. Our clients include our partners, advisors, and investors. We’re a trusted partner for nearly all credit unions across Canada, in addition to a wide range of portfolio managers, investment dealers, insurance and trust companies, and introducing brokers. Our partners depend on Aviso for specific solutions that give them a competitive edge in a rapidly evolving, highly competitive industry. Our investment dealer and mutual fund dealer and our insurance services support thousands of investment advisors. Our asset manager, NEI Investments, specializes in investing responsibly. Our online brokerage, Qtrade Direct Investing®, empowers self-directed investors, and our fully automated investing service, Qtrade Guided Portfolios®, serves investors who prefer a hands-off approach. Aviso Correspondent Partners provides custodial and carrying broker services to a wide range of firms. We have offices in Toronto, Vancouver, Montreal, and Winnipeg. Aviso is backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins. We’re proud to power businesses that empower investors.A career with Aviso means being part of a group of talented, energetic professionals who live their values every day, and belonging to an organization dedicated to your success and career development. If you’re looking for interesting and challenging work, at a company committed to its people, apply to join our team.SalaryThis position is posted with an expected salary range of $83,000 – $100,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.

Aviso Wealth Overview
Aviso Wealth is a prominent Canadian wealth management organization, committed to enhancing the financial well-being of Canadians through values like leadership, innovation, and community engagement. The company prides itself on a dynamic culture that promotes partnership and responsibility among its talented professionals.

Job Opportunity
The organization seeks a Manager, Portfolio Construction for its Asset Management Distribution team. This role will support the NEI and MAP Sales teams, facilitate communication between sales teams, and provide analysis and consulting expertise to drive asset growth. Key responsibilities include analyzing investment proposals, developing actionable sales ideas, and supporting sales initiatives.

Key Qualities Sought in Candidates
Candidates should demonstrate:

  • Service Orientation: Prioritize client needs and advocate for service excellence.
  • Execution: Focus on goal achievement, accountability, and continuous improvement.
  • Collaboration: Work effectively with team members to drive organizational goals.

Daily Responsibilities

  • Provide insights and analysis on NEI and MAP funds.
  • Collaborate with teams to support data needs.
  • Develop complex portfolio proposals and assist in sales efforts.
  • Act as the business owner for the Capintel Proposal Builder tool.
  • Offer insights on sales team inquiries and trends.

Qualifications

  • A post-secondary degree in Finance, Business, or related fields (MBA, CFA preferred).
  • Minimum 5 years of experience in the investment advice sector.
  • Strong relationship-building and communication skills.
  • Bilingual skills in English and French are a plus.

Benefits of Working at Aviso Wealth
Employees benefit from a competitive compensation package, comprehensive health benefits, generous vacation, and opportunities for professional development. Aviso promotes a diverse and inclusive environment.

Company Profile
With approximately $145 billion in assets, Aviso supports credit unions and investment advisors across Canada, focusing on responsible investing and client-centric solutions. The organization values staff success and career advancement within its various departments.

Salary Range
The expected salary for this position is between $83,000 – $100,000 CAD annually.

Edward Jones – Senior Wealth Management Adoption Leader – Mississauga, ON

Company: Edward Jones

Location: Mississauga, ON

Expected salary:

Job date: Sat, 10 May 2025 01:51:52 GMT

Job description: RecruiterKristy GilmoreOpportunity OverviewYour passion. Our purpose. This could be powerful.Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful – what you do every day helps people achieve and protect their financial goals. Impacting lives for the better. And with our remarkable work-life flexibility, one of the lives it could enhance is yours.The Senior Wealth Management Adoption Manager is part of our Wealth Management Enablement and Adoption team. This team will be the primary talent driving activation and enablement of wealth management for Edward Jones branch and home office teams, enabling us to grow our client impact.You will participate in a high-performance team and contribute to the firm’s transformation to offering full and comprehensive wealth management and financial planning at Edward Jones Canada.
Key responsibilities of the Senior Wealth Management Adoption Manager include:

  • Serve as subject matter expert in co-creating the strategy and development of face-to-face, virtual, on-line and other modes of training for branch teams AND home office branch support areas
  • Proactively build relationships with financial advisors and serve as a financial planning subject matter expert to gain branch team confidence and enable them to deliver on our client value promise
  • Must have strong critical thinking, problem-solving, and decision making and collaboration skills.
  • Must be able to provide guidance and direction and demonstrate an ability to influence key decisions, interpret and convey complex issues and solutions in a persuasive and informative manner
  • Participate, support, lead as subject matter expert on all existing and developing financial planning tools and resources
  • Participate, support, lead enterprise initiatives and or teams cross departmentally, divisionally and in the field to meet client’s evolving needs and deliver complete wealth management
  • Balance demands of multiple complex projects with high degree of visibility and urgency
  • Support key stakeholder projects/teams to ensure comprehensive strategies are delivered to branch teams efficiently & effectively through the training, tools, and firm policy
  • Serve as a key contributor on enhancements and improvements to systems and branch workflow tools
  • Ensure the communication and application of timely opportunities and risks to branch teams
  • Uncover issues and implement changes to procedures, processes and plans to increase operational efficiency and effectiveness
  • Strong presentation and oral and written communication skills
  • Actively keep abreast of the changing financial services landscape and recommend appropriate training that addresses any potential risks to the firm, through close collaboration with the division risk management team

Position TypeHome Office – CanadaPosition ScheduleFull-TimeCompany DescriptionJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns.Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.View our .¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.External Flexible Work Option(s)Hybrid, RemoteAwards and AccoladesAt Edward Jones, we are building a place where everyone feels like they belong. We’re proud of our associates’ contributions to the firm and the recognitions we have received.Check out our U.S. awards and accolades:Check out our Canadian awards and accolades:Position Requirements

  • Bachelor’s degree or equivalent experience required. Concentrations in business, accounting, finance or management are preferred, but other concentrations will be considered.
  • CFP designation required within 12 months
  • LLQP required within 12 months
  • 5 or more years experience in financial planning industry
  • Industry knowledge including financial planning and wealth management acumen
  • Ability to work well and collaborate within a team environment
  • Ability to navigate working across teams and functions

Salary InformationAt Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate.

Bilingual Financial Professional – Diverse Wealth – Orlando, FL

Company: Diverse Wealth

Location: Orlando, FL

Expected salary: $82000 – 153000 per year

Job date: Sun, 18 May 2025 23:05:04 GMT

Job description:

Job Title: Disability Income Insurance Specialist

Company: Northwestern Mutual

Overview:
Northwestern Mutual, a leading financial services organization, is seeking a dedicated Disability Income Insurance Specialist to join our dynamic team. As the marketing name for The Northwestern Mutual Life Insurance Company, we pride ourselves on providing our clients with comprehensive financial solutions that include disability income insurance—a vital aspect of financial security for individuals and families.

Key Responsibilities:

  1. Client Consultation: Engage with clients to assess their financial needs and educate them on the importance of disability income insurance.

  2. Product Knowledge: Maintain a thorough understanding of our disability income insurance offerings and how they fit into the broader financial planning landscape.

  3. Solution Development: Collaborate with clients to develop personalized insurance strategies that protect their income in the event of unforeseen disabilities.

  4. Sales and Marketing: Utilize effective sales techniques and marketing strategies to promote disability income insurance products to potential clients.

  5. Ongoing Support: Provide continuous support to clients, addressing any questions or concerns they may have regarding their policies and claims.

  6. Training and Development: Participate in ongoing training programs to stay updated on industry trends, regulatory changes, and product enhancements.

Qualifications:

  • Bachelor’s degree in finance, business, or a related field preferred.
  • Previous experience in insurance, financial services, or sales is a plus.
  • Strong communication and interpersonal skills.
  • Ability to build lasting relationships and trust with clients.
  • Self-motivated with a strong desire to succeed.

Why Northwestern Mutual?

Join a company that values integrity, transparency, and collaboration. At Northwestern Mutual, you will be part of an organization committed to helping clients achieve financial independence and security. We offer competitive compensation, ongoing professional development, and a supportive work environment where your contributions make a difference.

Apply today to help others safeguard their financial futures while building your own rewarding career!

Financial Representative – Entry Level – Diverse Wealth – Orlando, FL

Company: Diverse Wealth

Location: Orlando, FL

Expected salary: $63000 – 100000 per year

Job date: Fri, 16 May 2025 00:46:36 GMT

Job description:

Job Description: Financial Advisor at Northwestern Mutual

Are you looking for a fulfilling career that offers the chance to make a positive impact in your community while achieving financial security and success? Join Northwestern Mutual as a Financial Advisor and benefit from our structured support system, which includes access to a dedicated planning team, comprehensive marketing resources, and guidance from experienced mentors.

Key Responsibilities:

  • Provide personalized financial planning services to clients, helping them achieve their financial goals and securing their future.
  • Collaborate with a dedicated planning team to create customized strategies tailored to clients’ needs.
  • Utilize robust marketing resources to connect with potential clients and build your personal brand within the community.

What We Offer:

  • Support System: Benefit from a dedicated planning team that assists in the development of tailored financial strategies.
  • Marketing Resources: Access a diverse array of marketing materials and tools designed to help you engage effectively with clients.
  • Mentorship: Receive guidance and support from experienced mentors to navigate your career path successfully.
  • Work-Life Balance: Enjoy the flexibility to manage your work schedule while maintaining personal commitments.

Qualifications:

  • Strong desire to help others achieve their financial goals.
  • Excellent communication and interpersonal skills.
  • Ability to work both independently and as part of a team.

Join us at Northwestern Mutual, where you can shape your future while making a meaningful difference in the lives of others. Embrace your passion for finance and help your community thrive!

Financial Advisor – Orlando FL- 200k+ (Total Compensation Base/Commission) – Trajan Wealth – Orlando, FL

Company: Trajan Wealth

Location: Orlando, FL

Expected salary:

Job date: Mon, 12 May 2025 22:05:21 GMT

Job description:

Job Description: Marketing Specialist

We are excited to meet you! Join our vibrant in-house marketing agency, where we specialize in a diverse range of marketing initiatives including radio, seminars, digital campaigns, and more. As a Marketing Specialist, you will collaborate with a talented team to develop and execute innovative marketing strategies that drive engagement and results.

Key Responsibilities:

  • Collaborate with cross-functional teams to design and implement marketing campaigns across various channels.
  • Manage projects from conception to execution, ensuring timely delivery and alignment with our brand objectives.
  • Analyze performance metrics and optimize campaigns based on data-driven insights.
  • Assist in the organization and promotion of seminars and events to enhance audience engagement.
  • Stay informed about industry trends and emerging digital marketing techniques to keep our strategies fresh and effective.

Qualifications:

  • Bachelor’s degree in Marketing, Communications, or a related field.
  • Proven experience in marketing, with a focus on digital and traditional channels.
  • Strong analytical skills and ability to interpret data.
  • Excellent communication and teamwork skills.
  • Creative mindset with a passion for innovative marketing solutions.

If you’re ready to make an impact and grow your career in a dynamic environment, we would love to hear from you!

Outside Representative with Teaching Background – Diverse Wealth – Orlando, FL

Company: Diverse Wealth

Location: Orlando, FL

Expected salary: $86000 – 159000 per year

Job date: Mon, 12 May 2025 04:50:21 GMT

Job description:

Job Description: Marketing Position at Northwestern Mutual

Position Overview:
Join the dynamic team at Northwestern Mutual, the esteemed marketing name for The Northwestern Mutual Life Insurance Company (NM). As a member of our marketing department, you will play a crucial role in promoting our financial and insurance solutions. We are seeking a creative and results-driven individual who is passionate about making a difference in the lives of our clients.

Key Responsibilities:

  • Develop and implement marketing strategies that align with company goals.
  • Create compelling content for various marketing channels, including social media, email, and print.
  • Analyze market trends and customer insights to inform marketing initiatives.
  • Collaborate with cross-functional teams to design promotional materials and campaigns.
  • Monitor the effectiveness of marketing efforts and report on key performance indicators (KPIs).

Qualifications:

  • Bachelor’s degree in Marketing, Business, or a related field.
  • Strong written and verbal communication skills.
  • Proficient in digital marketing tools and platforms.
  • Ability to work independently and as part of a collaborative team.

Positive Recognition:

At Northwestern Mutual, we pride ourselves on fostering an inclusive and supportive work environment. Our commitment to professional development means you’ll receive ongoing training and mentorship. We celebrate the achievements of our team members, recognizing their contributions to our company’s success. Join us and be part of a culture that values innovation, integrity, and excellence. Together, we’ll empower our clients to achieve financial security and peace of mind.

Product Owner, Temporary – Aviso Wealth – Toronto, ON

Company: Aviso Wealth

Location: Toronto, ON

Expected salary: $105000 – 115000 per year

Job date: Thu, 08 May 2025 22:13:51 GMT

Job description: Aviso Wealth:At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic ‘oneaviso’ culture sets us apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso has to offer at .The Opportunity:We are looking for a Product Owner to join the Client Experience, Marketing, and Communications (CXMC) team for 12 months.Reporting to the Supervisor, the Product Owner is responsible for managing the product backlog and will work closely with our skilled Delivery Teams to bring the product vision to life. The Product Owner ensures the delivery team’s work is maximized in obtaining the highest value for the product, so our customers don’t simply use our products; they choose to do business with us each day because our product experience is intuitive and a pleasure to use.In this role, you will actively cultivate strategic partnerships, positioning our organization as a trusted advisor and partner and you will put the clients’ needs at the forefront and seek data to truly understand how our customers want to engage with our product. Your focus will be on getting things done and delivering high-quality solutions that exceed expectations. You will foster collaboration and work harmoniously with cross-functional teams; building trust and encouraging inclusion. You will lead your team towards peak performance, providing regular coaching, removing roadblocks, and providing the resources necessary for their success.Who you are:

  • Service – You consider both internal and external stakeholders and demonstrate intent of understanding and putting the clients’ needs first. You advocate service excellence and work to deliver solutions that meet the needs. You proactively develop strategic partnerships that allow Aviso Wealth to become a trusted advisor and partner
  • Execution – You are committed to achieving your goals and to succeed. This includes focusing on “getting things done”, as well as recognizing and taking advantage of opportunities as they arise. You are consistently looking for ways to improve your personal best and see value in continuous improvement. You take accountability for your actions and learn from mistakes
  • Collaboration – You work collaboratively with others with the common goal of driving positive results. Making meaningful contributions to your team to achieve organizational goals is a priority. You proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organization

What your day looks like:

  • Draft product briefs that define objectives, strategies, and expected results
  • Leverage data to make informed decisions about the product’s direction to align with business goals
  • Engage with stakeholders during visioning and concept development of the product, ensuring their input is considered, their expectations are managed, progress is reported, and concerns are addressed
  • Perform discovery on relevant topics to gather information for requirements, initiating or advancing analysis efforts to inform product decisions
  • Assess and prioritize stories, epics, and themes to align the team’s work with the product strategy
  • Manage the product backlog, plan iterations, and elaborate on user stories to provide the development team with clear and actionable tasks
  • Take responsibility for the delivery of new features and updates, managing dependencies, mitigating risks, and ensuring the development team understands items in the backlog
  • Implement user-centric decision making by balancing user needs, IT constraints, and relationships with external partners to prioritize activities that maximize user value
  • Look for ways to continuously improve the product and enhance the customer’s experience through user feedback, performance data, and industry trends

RequirementsYour experience and skills:

  • Bachelor’s degree in Business, Computer Science, Engineering, or a related field is preferred
  • Certifications in Product Ownership or Management, such as Certified Scrum Master or Certified Scrum Product Owner are preferred
  • 2+ years’ experience as a Product Owner or Manager, ideally in a fast-paced, Agile development environment
  • Experience in the Wealth/Investment industry or experience with similar products is preferred
  • High digital savviness and comfort with a range of software, including MS Office Suite, SQL/Oracle database, Power BI, Smartsheet, Azure DevOPS, Google Analytics, MIRO, and Figma
  • In-depth knowledge of Agile process and principles and experience with prioritization methods like Value vs Effort and RICE
  • Creative thinker with a vision and ability to conceptualize innovative solutions and features
  • Outstanding communication, presentation, and leadership skills and the ability to clearly articulate product vision and strategy
  • Fluent communication skills in English are required and bilingual skills in French are an asset
  • Excellent organizational and time management skills to manage multiple priorities and deadlines
  • Strong analytical and problem-solving abilities
  • Strong collaboration and experience working with cross-functional teams
  • Understanding of end-to-end customer experience integration and dependencies

BenefitsWhy Aviso Wealth?At Aviso Wealth, you will find a dynamic and inclusive culture that rewards innovation and celebrates success.
Here are a few things that set us apart:

  • Competitive compensation package that rewards and recognizes individual contributions
  • Excellent health, dental and insurance benefits to meet the diverse needs of our employees
  • Generous vacation time, fitness benefit, parental leave top-up options
  • Matching contributions to our retirement program
  • Commitment to the continuous improvement of our staff through learning & development and an education assistance program
  • Regular social events to foster teamwork

Equal Employment OpportunityAviso Wealth welcomes and encourages applications from all qualified individuals including persons with disabilities. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process.We thank all applicants for their interest, however, only those selected for further consideration will be contacted.No recruiters or agencies, please.Company Overview:Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with approximately $145 billion in total assets under administration and management, and over 1,000 employees. We’re building a comprehensive, technology-enabled, client-centric wealth services ecosystem. Our clients include our partners, advisors, and investors. We’re a trusted partner for nearly all credit unions across Canada, in addition to a wide range of portfolio managers, investment dealers, insurance and trust companies, and introducing brokers. Our partners depend on Aviso for specific solutions that give them a competitive edge in a rapidly evolving, highly competitive industry. Our investment dealer and mutual fund dealer and our insurance services support thousands of investment advisors. Our asset manager, NEI Investments, specializes in investing responsibly. Our online brokerage, Qtrade Direct Investing®, empowers self-directed investors, and our fully automated investing service, Qtrade Guided Portfolios®, serves investors who prefer a hands-off approach. Aviso Correspondent Partners provides custodial and carrying broker services to a wide range of firms. We have offices in Toronto, Vancouver, Montreal, and Winnipeg. Aviso is backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins. We’re proud to power businesses that empower investors.A career with Aviso means being part of a group of talented, energetic professionals who live their values every day, and belonging to an organization dedicated to your success and career development. If you’re looking for interesting and challenging work, at a company committed to its people, apply to join our team.SalaryThis position is posted with an expected salary range of $105,000 – $115,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.

Summary of Aviso Wealth’s Product Owner Position

Company Overview:
Aviso Wealth is a prominent wealth management and investment services provider in Canada, managing approximately $145 billion in assets. The organization is known for its commitment to innovation and community, partnering with credit unions and investment companies.

Role Opportunity:
Aviso is seeking a Product Owner for a 12-month position within the Client Experience, Marketing, and Communications (CXMC) team. The primary responsibilities include managing the product backlog, collaborating with cross-functional teams, and ensuring that the customer experience is top-notch.

Key Responsibilities:

  • Draft product briefs and leverage data for informed decision-making.
  • Engage stakeholders to gather insights and manage expectations.
  • Prioritize product features and manage the backlog to maximize team output.
  • Foster collaboration and lead the team toward high performance by removing obstacles and offering resources.
  • Continuously seek to enhance the product based on user feedback and market trends.

Qualifications:

  • A Bachelor’s degree in a relevant field.
  • Preferred certifications in Product Ownership or Management (e.g., Certified Scrum Master).
  • 2+ years of experience in a Product Owner role, ideally within Agile environments.
  • Proficient in various software and comfortable with data analysis.
  • Strong communication, analytical, and leadership skills.

Benefits:
Aviso offers competitive compensation, comprehensive health benefits, generous vacation time, retirement contributions, and opportunities for professional development. The company promotes a supportive and inclusive culture.

Salary Range:
The expected salary for this position is between CAD $105,000 – $115,000 annually.

If you are interested in joining a forward-thinking organization dedicated to the financial well-being of Canadians, Aviso Wealth values candidates who embody service, execution, and collaboration.

Financial Advisor – Orlando FL- $200k+ (Total Compensation Base/Commission) – Trajan Wealth – Orlando, FL

Company: Trajan Wealth

Location: Orlando, FL

Expected salary:

Job date: Sun, 11 May 2025 05:09:54 GMT

Job description:

Job Description: Marketing Specialist

We are excited to meet you! Join our dynamic in-house marketing agency where creativity and strategy come together. Our team specializes in innovative marketing solutions across various channels, including radio, seminars, digital platforms, and more.

As a Marketing Specialist, you will work collaboratively with a talented team to develop and implement campaigns that engage our audience and drive results. You’ll have the opportunity to brainstorm creative ideas, analyze market trends, and execute strategies that make a real impact.

Key Responsibilities:

  • Collaborate with team members to design and launch multi-channel marketing campaigns.
  • Develop content for radio advertisements and seminar presentations.
  • Manage and optimize digital marketing initiatives, including social media, email, and SEO/SEM.
  • Analyze performance metrics to refine strategies and enhance campaign effectiveness.
  • Stay updated on industry trends and competitor activities to identify new opportunities.

Qualifications:

  • Bachelor’s degree in Marketing, Communications, or a related field.
  • Previous experience in marketing, preferably in a digital or event-focused environment.
  • Strong communication and teamwork skills.
  • Proficiency in digital marketing tools and analytics.

Join us in creating compelling marketing solutions that captivate and inspire!