Columbus Investment and legacy advisor Jobs – 8 Openings This Week

Insurance Advisor
Fuze HR Solutions Inc. —North York, ON
- Presentation skills
- Financial services
- Communication skills
Quick apply
Director, Digital Content Strategy & Publishing
Four Seasons —Toronto, ON
- $145,000–$160,000 a year
- Full-time
- Hybrid work
- Marketing
- Merchandising
- Master's degree
Technical Advisor/Senior Design Manager
AECOM —Thornhill, ON
- $145,000–$185,000 a year
- Full-time
- Engineering
- Master's degree
- Project management
- Employee stock purchase plan
- Dental care
Director, Virtual Workspace Engineering
Scotiabank —Toronto, ON
- Remote
- Spanish
- Computer Science
- Engineering
- Tuition reimbursement
Director, HR Transformation & Technology
Armstrong Fluid Technology —Toronto, ON
- Full-time
- PMP
- Master's degree
- Bachelor's
Quick apply
5d
Electrical Engineer
AECOM —Thornhill, ON
- $90,000–$130,000 a year
- Full-time
- AutoCAD
- Engineering
- Research
- Employee stock purchase plan
- Dental care
Senior Electrical Engineer
AECOM —Markham, ON
- $150,000–$220,000 a year
- Full-time
- Hybrid work
- AutoCAD
- Engineering
- Bachelor's
- Employee stock purchase plan
- Dental care

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Director, Community Programs
EYET Family Resources —Toronto, ON
Completion of a Bachelor’s degree (Master’s level preferred) in a relevant discipline including social work, early childhood education, family studies,…
$111,000–$120,000 a year
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6d
Director of Professional Development
Maple Bear Global Schools —Toronto, ON
Minimum 7-10 years of leadership experience in professional development, teacher training, educational leadership, or curriculum implementation.
$100,000–$110,000 a year
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Director, Data Strategy & AI Enablement
YORK1 —Etobicoke, ON
Bachelor’s degree in Information Technology, Computer Science, Data Science, or related field (Master’s preferred). Competitive salary based on your experience.
Quick apply
Insurance Advisor
Fuze HR Solutions Inc. —North York, ON
We are seeking an experienced and entrepreneurial Senior Wealth Advisor to provide customized insurance and wealth management solutions to high-net-worth…
Quick apply

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Insurance Advisor

Fuze HR Solutions Inc.
North York, ON

Quick apply

Job details

Skills

Investment
Tax planning
Customer relationship building
Product recommendation
Financial advisory experience
Client relationship development
Presentation skills
Risk management
Customer service orientation
Financial services
Client consultation
Insurance sales
Strategic partnerships
Estate planning
Communication skills
Client interaction

Full job description

Senior Wealth Advisor

About the Opportunity

Our client is a growing private wealth and financial planning firm focused on helping affluent and high-net-worth families build, protect, and preserve their wealth through customized financial strategies.

This organization takes a relationship-driven approach to wealth management, providing clients with tailored insurance, investment, and financial planning solutions designed around their long-term goals. The firm offers access to sophisticated financial products, advanced planning strategies, and a collaborative team environment focused on delivering exceptional client outcomes.

Position Overview

We are seeking an experienced and entrepreneurial Senior Wealth Advisor to provide customized insurance and wealth management solutions to high-net-worth individuals and families.

As a trusted advisor, you will serve as the primary point of contact for clients, helping them navigate complex financial decisions while identifying opportunities to optimize wealth accumulation, tax efficiency, risk management, and legacy planning.

This role is ideal for a relationship-focused professional who enjoys building long-term client partnerships and delivering comprehensive financial advice.

Key Responsibilities

Develop and maintain trusted relationships with affluent and high-net-worth clients and their families
Conduct comprehensive financial reviews to understand each client's unique goals, priorities, and financial situation
Provide customized insurance and wealth planning recommendations
Collaborate with strategic referral partners and internal stakeholders to deliver integrated financial solutions
Educate clients on wealth preservation, tax-efficient planning, risk management, and investment strategies
Present financial recommendations clearly and professionally using approved planning tools and technology
Deliver an exceptional, white-glove client experience throughout the advisory process
Identify opportunities to expand and strengthen client relationships through ongoing reviews and proactive planning

Qualifications

Fully licensed to sell Life Insurance and Mutual Funds in Ontario
Minimum 3 years of experience as a licensed Financial Advisor or Wealth Advisor
Strong understanding of insurance-based financial planning strategies
Experience working with affluent or high-net-worth clients preferred
Knowledge of tax-efficient wealth preservation and estate planning concepts
Excellent relationship-building, communication, and presentation skills
Self-motivated, entrepreneurial, and client-focused mindset
Ability to manage multiple client relationships while maintaining a high level of service

Preferred Attributes

Strong consultative approach to client engagement
Ability to simplify complex financial concepts for clients
Proven track record of building and maintaining long-term client relationships
Passion for helping families achieve their financial goals
Collaborative mindset with a commitment to continuous growth and professional development

Compensation

Competitive compensation package
Salary plus commission or straight commission structure available
Opportunity to work with an established client network and referral partnerships
Growth potential within a dynamic and expanding organization

#STWI

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Refine Your Search

investment and legacy advisor jobs in columbus

Insurance Advisor

Director, Digital Content Strategy & Publishing

Technical Advisor/Senior Design Manager

Director, Virtual Workspace Engineering

Director, HR Transformation & Technology

Electrical Engineer

Senior Electrical Engineer

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