Financial advisor reviews canada. Learn how to find the right advisor.

Financial advisor reviews canada Salary information comes from 27 data points collected directly from employees, users, and past and present job advertisements on Indeed in the past 36 months. Posted by u/raintrain001 - 7 votes and 10 comments Sun Life Pay & benefits reviews: Financial Advisor. 6 Pay 174 reviews from TD employees about working as a Financial Advisor at TD. Loan Amounts. Sun Life Employee Reviews for Financial Advisor. Not sure which Advisor you are looking for? Just want review financial advisor ratings in your area? Then look Ideal Clients: Canadian investors, executives, professionals, Canadians living abroad (expats), and retirees. How much does a Financial Advisor make at TD in Canada? Average TD Financial Advisor yearly pay in Canada is approximately $57,690, which meets the national average. Job Title. Canada 108 reviews Ratings by category Clear 3. Jobs in Canada; Banking and Financial Services; Advisor; Advisor in ON; Advisor in Ottawa, ON; Financial Advisor - CIRO-MFD; Upload Your Resume Let employers contact you directly. Get the personal financial advice you need to achieve your goals. Strong financial planning with a Certified Financial Advisor will help ensure that you have the information and tools to make the right investment choices for you, your family and your business. Jason graduated with a Bachelor of Economics degree from York University in Toronto. uk connects customers with local advisors, helping them get the expert financial advice they need on retirement, investments and more. 5 Management; Financial Advisor(Former Employee) - Canada - 9 August 2022. 4 Job Security & Advancement 3. The average fee for a financial planner is She is the former editor of Bankrate Canada, and has over 20 years of experience writing for various publications, including the Globe and Mail, Financial Post Business, Advisor’s Edge, Mydoh. 5 Manage your finances more efficiently and ensure maximum value is received with the professional advice from a financial advisor. 7 Pay & benefits; 3. Learn about TD culture, salaries, benefits, work-life balance, management, job security, and more. Keep in mind that with whichever financial advisor company When looking for the best financial advisors in Canada (or best financial planners in Canada) you’re going to run into a lot of slick salespeople who are really good at using confusing language and scaring you into the financial products that pay them best. Canada 92 reviews. This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the firm mentioned in this review or its financial professionals. Free interview details posted anonymously by Scotiabank interview candidates. 8 Work-Life Balance 3. It all depends on the services you require and the Key Factors That Enabled Objective Financial Partners, Inc. Exclusive Resume Review. 8 Career opportunities 3. Salary information comes from 50 data points collected directly from employees, users, and past and present job advertisements on Indeed in the past 36 months. Truly independent financial, retirement and investment planning for Canadians. 4 3. co. * I certify that I am the person identified in the above and give Edward Jones permission to *Note: Edward Jones Canada lists their Guided Portfolio program fees as “starts at 1. Vanguard is another long-lived investment company with a successful decades-long track record. 3 Diversity and inclusion 4. 5 Culture and values 3. * I certify that I am the person identified in the above and give Edward Jones permission to A financial planner is a type of financial advisor who helps you create a plan to reach your long-term financial goals. Our advisors offer fee-only financial planning services to clients throughout Canada and locally in Mississauga, Toronto, Oakville and the surrounding Greater Toronto Area. Most financial advisors are required to have specific qualifications depending on their area of expertise. They may, for example, help you plan your retirement, find ways to save on your taxes and provide estate planning advice. $183,480,849,974. The software will ask you a bunch of questions to "know you" and then make investments accordingly. Business Information: Address: 53 Coleridge Ave, Toronto Phone: (416) 822-1702 Website: merrickfinancial. 1, 2020, have four years or two years, respectively, after March 28, 2022, to confirm that Search 39 Financial Advisor jobs now available in Ottawa, ON on Indeed. Salary information comes from 7 data points collected directly from employees, users, and past and present job advertisements on Indeed in the past 36 months. cheung@financial-advisors-near-me. She is the former editor of Bankrate Canada, and has over 20 years of experience writing for various publications, including the Globe and Mail, Financial Post Business, Advisor’s Edge, Mydoh. To save you some time, we have put together a list of some of the best wealth management firms in Canada. TD Employee Reviews for Financial Advisor. Which financial advisors. , identifying the best financial advisor for you can feel daunting. As a subsidiary of the Royal Bank of Canada (RBC), RBC Wealth Management is an advisory firm that serves clients in the United States as a registered investment advisor and broker-dealer. uk 92 reviews from CIBC employees about working as a Financial Advisor at CIBC. citizens living in Canada with their cross-border investment, tax, estate, retirement and financial planning needs Ryan Fung is an Edward Jones Financial Advisor serving Orleans, ON. They dont make much. Since I have had several friends use their services, and many of their advisors often appear atop the Globe and Mail All advisors listed in the tool are active members of the Financial Planning Association of Canada (FPAC) and have at least one recognized financial planning designation. Salary information comes from 405 data points collected directly from employees, users, and past and present job advertisements on Indeed in the past 36 months. Vanguard’s financial advisory services She is the former editor of Bankrate Canada, and has over 20 years of experience writing for various publications, including the Globe and Mail, Financial Post Business, Advisor’s Edge, Mydoh. He is currently a personal finance columnist for the Financial Post and MoneySense. 6 68% would recommend to a friend (73 total reviews) Damon Murchison 97% approve of CEO Ratings by category 4. 2 Culture and values 4. Loan Amounts & Terms. Over 500,000 licensed advisors listed throughout North America. until it was acquired by the Royal Bank of Canada in 2001. 5 3. More from CIBC. Founded in 1894 as Investors Syndicate, Ameriprise Financial is a global investment advisory firm boasting more than 1. 2022-2023 Ranking of Best Vancouver Wealth Management & Financial Planning Firms Residents of Vancouver, BC enjoy living in a coastal locale with a strong economy and the third-largest population in Canada. Work with one of the best and most trusted financial advisors in Winnipeg & Canada’s 2nd ranked Wealth Advisor in 2021, as awarded by Wealth Professional Magazine Tetrault Wealth offers Financial Planning and Wealth , , , , Louis J Bazinet is an Edward Jones Financial Advisor serving Duncan, BC. 7 64% would recommend to a friend (731 total reviews) Bharat Masrani 56% approve of CEO Ratings by category 4. Edward Jones' Canadian advisors may only conduct business with Ameriprise Financial Services Overview. ” IG Wealth Management Financial Advisor reviews 3. Updated October 2024 When researching and comparing financial advisors, people often ask, “what are the average financial advisor fees in Canada?” This question ties directly into our core investment principles: “Use low-cost investment vehicles and minimize transaction costs. 6 Culture Search reviews Search Sort by Rating Date Language Found 25 See all 1,620 Founded in 1950, Canaccord Genuity Wealth Management is a top financial advisory firm in Calgary with the goal of helping clients build their wealth and secure their legacy. The company provides comprehensive investment services, including: As a subsidiary of the Royal Bank of Canada (RBC), RBC Wealth Management is an advisory firm that serves clients in the United States as a registered investment advisor and broker-dealer. " Retirement and financial Hi all, I'm a student with a current part-time job. Check out Money Coaches Canada to find a good fee-based advisor near you. Prosper. Like most peers in this space, National Bank Financial offers investment banking, institutional sales and trading, wealth management, and financial planning. Are Chase financial advisors good for investing? Find a Financial Advisor: If you are looking for a professional financial advisor in your area, visit Wiser Advisor website. Learn about RBC culture, salaries, benefits, work-life balance, management, job security, and more. 1 4. ca How much does a Financial Advisor make at TD in Canada? Average TD Financial Advisor yearly pay in Canada is approximately $57,690, which meets the national average. A couple days ago I was contacted by someone working at Primerica (Life insurance, investing, debt consolidation solutions), long story short I've been to 2 interviews for the Financial Advisor position already with them and was wondering if they are legit, or what your experience is working for them. 6 Steve Bridge CFP®, BA (Hons) Money Coaches Canada Areas of Specialty: Retirement and Pension Planning, Financial Planning, Budgeting and Cash Flow Planning Before becoming a personal finance professional, Steve relied on But I'm wondering about the prototypical structure of a 'financial advisor' at a large canadian bank. 9 3. To help support our reporting work, and to continue our ability to provide The average salary for a Financial Advisor Assistant in Canada is C$44,876 in 2025. The 2022 ranking Canadian financial advisors are professionals who offer you advice and recommendations when you’re looking to take out a specific financial product, or want help planning your finances. Learn how to find the right advisor. I know BMO for example has a personal banker/financial service manager who deals with general things. Canada’s mutual funds and insurance products are amongst the most expensive in the world, and there Don't settle for less than the BEST financial advice. Of course everyone's situation will be different, looking for a high-level review. 3. Focus: Comprehensive financial and retirement planning, personalized tax preparation, estate planning, Canadian expatriate financial plans, investment strategies, and insurance needs analysis. Find an Advisor. So that's number one - your lack of control is what allows for it to be compliant. "Rhys has done more for us in the past few years than all our previous advisors combined. 4 . 2 Learn how a financial advisor can help newcomers in Canada achieve financial success. Financial Advisor 108 reviews. Learn about CIBC culture, salaries, benefits, work-life balance, management, job security, and more. uk is a trading style of Lead Technologies (Europe) Limited who is authorised and regulated by the Financial Conduct Authority for making arrangements with a view to Sun Life Pay & benefits reviews: Financial Advisor. 14 million individual clients and We provide a matching service to put you in touch with a local Financial Advisor who is prepared to offer you a FREE initial consultation to establish your Financial Advice needs Contact edward. All aspects of your financial health are attended to encompassing estate work, succession planning, insurance and tax efficient income planning. Apply to Financial Advisor, Financial Planner, Investment Banking Analyst and more! Skip to main content Home Company reviews Find salaries Sign in Sign in 1 94 Scotiabank Financial Advisor interview questions and 95 interview reviews. Reply reply tabernac416 • That's how it works. uk is a trading style of Lead Technologies (Europe) Limited who is authorised and regulated by the Financial Conduct Authority for making arrangements with a view to Your Advisor Your advisor is here to take care of you. Find an Advisor Assets Under Management 2,024 Financial Advisor, Investment Funds in Canada Certified (Current Employee) - Toronto, ON - 19 March 2020 Excellent company to work for with good benefits, flexible hours, employee incentives, training provided, safe work environment, lots of opportunities for growth You as the advisory firm or the advisor are not in control whatsoever of those reviews. United States | English; Canada | English The services offered within this site are available exclusively through our Canadian advisors. Learn about Sun Life culture, salaries, benefits, work-life balance, management, job security, and more. To that end, Report on Business magazine and SHOOK Research presents the Our financial advisors have extensive knowledge of investing in Canada. The average cost of financial advisors in Ottawa is $120 – $500 per hour. For a second year, the Canada’s Top Wealth Advisors ranking, developed by SHOOK Research, celebrates the country’s best in the financial industry. A financial planner or advisor can be a helpful stopgap - talking people off the ledge and helping them refocus on fundamentals and the long-term strategy. But there are ways to make it more affordable. Rate one. Location. Accountability: When a financial advisor TD financial advisors: TD Bank is present in both Canada and the United States, and offers the services of professional financial planners and wealth management advisors. Salary information comes from 795 data points collected directly from employees, users, and past and present job advertisements on Indeed in the past 36 months. to Rank as One of the Best Financial Planning Firms in Toronto, Canada Wide Array of Financial Planning Services Not only does Objective Financial Partners offer a wide array of financial planning services in Toronto, but it also services a wide range of clients. 0. Financial Advisor 92 reviews. They also have a financial planner in branches generally who retirement, investing etc Jason has been providing fee-only, advice-only financial planning since 2002 and is one of Canada’s best-known fee-only financial planners. Ratings by category. TD Financial Advisor reviews 3. The quality of a financial advisor can vary How much does a Financial Advisor make at CIBC in Canada? Average CIBC Financial Advisor yearly pay in Canada is approximately $66,220, which is 15% above the national average. 6 Work-life balance; 3. 0 94% would recommend to a friend (93 total reviews) Roy Gori 99% approve of CEO Ratings by category 4. ca Compare the best financial advisors using consumer ratings and reviews in the official ConsumerAffairs buyers guide. 4 Job security & advancement 3. S. The company offers various financial services to individuals, businesses, and families, including wealth planning, investment management, and estate planning. . Most Reviewed Top Rated Advisors View All Why Us Why You Should Use ratemyadvisor. Edit: Forgot to mention - I am a resident of Canada. Manulife Financial Advisor Reviews 4. 108 reviews from Sun Life employees about working as a Financial Advisor at Sun Life. How much does a Senior Financial Advisor make at CIBC in Canada? Average CIBC Senior Financial Advisor yearly pay in Canada is approximately $84,204, which is 19% above the national average. Based out of Abbotsford, BC. 6 Pay Edward Jones is a traditional wealth management company with financial advisors across the country. The Forbes Advisor editorial team is independent and objective. cross-border financial planning firm that specializes in assisting affluent U. I know it might cost me a pretty penny, but figure if I come out with a fairly laid out plan (that I can implement independently), might be worth it. ca Financial-Advisor. Financial Advisor 174 reviews. Through ongoing communication your advisor helps you to stay focused on your goals and provide guidance. Skip to main content Home Company reviews Salary guide Sign in Sign in En English Fr Français Employers / Post Job 1 JP Morgan wealth management customer reviews and complaints. The company is best known for its low-cost exchange-traded funds (ETFs) and mutual funds, but those are far from its only services, as they’ve made our list of the best financial advisors. We were not able to find any data on the exact mutual funds used in those Guided Portfolios, but this article from Rob Carrick at the Globe and Mail, as well as this recent article from Morningstar highlight the fact Canada has some of the highest mutual fund Truly independent financial, retirement and investment planning for Canadians. Investment advisor, not financial advisor in Canada. The maximum amount you can borrow will be based on your income and expenses. It doesn't cost But with hundreds of thousands of financial advisors to choose from across the U. 7 Salary & Benefits 3. Ontario only recently had a law that requires some sort of minimum education & supervision that took effect March 28, 2022. Canada 77 reviews. Fig offers personal loans between $2,000 and $35,000. Financial Planning. Visit PayScale to research financial advisor assistant salaries by city, experience, skill, employer and more. * I certify that I am the person identified in the above and give Edward Jones permission to Establishing the successful processes from the start of their careers has been the key for WPC’s Rising Stars. Assets Under Management. 0 Transparent pricing and trusted community reviews make them a reliable choice for financial guidance. 0 4. 1 Work/Life balance 3. Financial Advisor 77 reviews. Canada 108 reviews. The firm has six offices throughout Canada in Those designations are financial planners but not "financial advisor" which is a completely different title that's not regulated in much of Canada. ca Pros Cons Individuals in Ontario using the title “financial planner” or “financial advisor” before Jan. 7 Pay & benefits 3. National Bank Financial currently offers investors a network of 850 advisors from coast to coast. Comprising proprietary research, editorial coverage and an event, it is meant to After Kyle wrote about the best financial advisors in Canada a couple of weeks ago, we got several emails that asked some version of, “Should I use Edward Jones financial advisors?” or one of the other large financial advisory firms in Canada. Canada’s Top Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes client Financial-Advisor. 77 reviews from RBC employees about working as a Financial Advisor at RBC. 8 Work Note: The MoneySense Find A Qualified Advisor tool is a paid service for advisors in partnership with the Financial Planning Association of Canada. com. When looking for the best financial advisors in Canada (or best financial planners in Canada) you’re going to run into a lot of slick salespeople who are really good at using Finances might be global, but when it comes to choosing a financial advisor, investors often look closer to home. 2 Career opportunities 4. If you want to do it yourself then take a small portion and do it yourself and evaluate yearly if the costs are worth it. Are Financial Advisor Fees Worth It? The real question here is, “Are the fees worth it?” In a perfect world, the 0. You can search for Greg Davenport is an Edward Jones Financial Advisor serving Chatham, ON. 1% in fees if it’s part of a private wealth management arm offering estate planning, Will reviews etc is worth it. Vanguard Personal Advisor Services. 2 Diversity and inclusion 4. 8 Work-life balance; 3. 8 billion in assets, the advisors on Wealth Professional ’s annual Top 50 list have excelled by doing what they do best – ensuring peace of mind and providing sage advice for their clients, especially in challenging times. CIBC Employee Reviews for Financial Advisor. Financial-Advisor. That’s probably one of the biggest reasons why only about 30% of Canadians have a financial plan in place. Depending on the type of assistance you need, there are different ways to find a financial In partnership with SHOOK Research, The Globe and Mail presents its inaugural ranking of the country’s most effective financial advisors More than 120,000 financial professionals are registered to give financial advice or investment advice to the public in Canada. These advisors are responsible for managing just over $140 billion in assets. I have been working in Canada for two years now, and I also hold a Financial Planners work out of that retail banks and make a base salary of 40-60K ish and make more based on the size of their book and referrals to bank partners Investment Advisors don’t get much or any base salary but can earn considerably higher income depending on 627 Find Financial Advisor Canada jobs available on Indeed. com, the world's largest job site. How much does a Financial Advisor make at Sun Life in Canada? Average Sun Life Financial Advisor yearly pay in Canada is approximately $76,446, which is 33% above the national average. However, some may charge a flat rate, which could be anywhere from $1,000 to $3,500. orgWorking with a finance pro is a I’ve always been a little sceptical of financial advice from Advisors from banks, so am considering a fee-based non-bank affiliated Advisor for pre-retirement advice and plan. Discover types of advisors, their roles and key questions to ask them before deciding to work with them. Clear. 4 Job security & advancement; 3. 5 Management 3. RBC Employee Reviews for Financial Advisor. Pros Saves time: Even if you have broad financial knowledge, it takes time to maintain a portfolio and stay current on tax and investment strategies. They either receive trailer fees from mutual funds, commissions from stock sales Neil C Collins is an Edward Jones Financial Advisor serving Richmond, BC. 5%” here on their website. However, as mentioned above, there are many independent financial advisors, sometimes specialized, who are just as qualified. DIY investing is undoubtedly the cheaper (and better) choice for investors that have proven they have the discipline to stay rational when everyone else is panicking and heading for the hills. Managing between $71 million and $1. Commenting on Google Reviews - A Big No-No Number two Sun Life Employee Reviews for Financial Advisor Job Title Financial Advisor 75 reviews Location Philippines 75 reviews Ratings by category 3. Canada’s Top Wealth Advisors is an annual ranking program, produced by The Globe and Mail and SHOOK Research. You fill out a plum profile and may wait for over 90 days to hear If you can't afford a financial advisor with fiduciary duty to you, robo-advisors will get you 80% of what you need. 5% – 2% annual fee you’d pay to your Cardinal Point is a Canada-U. Sharing her thoughts on how younger advisors can hit the ground running, Kelly Ho, partner at DLD Financial Group, says, “They should be on the path of getting the appropriate professional designations to legitimize themselves in the industry and also in Her visiting card says she is a "Financial Advisor" but she clearly had no idea what she was talking about. 8 Work-life balance 3. 1 Diversity and inclusion 3. Financial Advisor - CIRO-MFD C3995C - We’re building a relationship-oriented bank for the modern world. One Does anyone have a good or bad experience to share about working with a CIBC Financial Advisor. Customers chosse Vanguard because it was How much does a Senior Financial Advisor make at TD in Canada? Average TD Senior Financial Advisor yearly pay in Canada is approximately $68,520, which meets the national average. Canada 174 reviews. Client This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the firm mentioned in this review or its financial professionals. 0 Skip to Content Home About Services Info & Pricing The Fee-for-Service Option LET’S CONNECT Money advice and product reviews from a name you trust. Find one. Chase financial advisor managed account pros and cons, brokerage fees. At Tetrault Wealth Advisory Group, we know how important it is to develop plans that consider both your current and future needs – and those of your loved ones. Search and rate financial advisors and retirement planners here. Financial planners can be expensive. jatqka ipywzea hpbkl taya qjr nasiqh slixyrvu ovqv yts ivobu