Markham, On Financial advisor (bilingual) Jobs – 14 Openings This Week

Bilingual Private Wealth Advisor
Staffinity Inc. —Toronto, ON
- $50,000–$55,000 a year
- Weekends as needed
- Bilingual
- Sales
- English
- Dental care
- Tuition reimbursement
Quick apply
6d
Director, Advance Planning (Bilingual - Mandarin fluency)
Raise —Toronto, ON
- $85.20–$100.56 an hour
- Contract
- Remote
- Bilingual
- Sales
- Analysis skills
Quick apply
22h
Wealth Advisor/Financial Planner
Fidelity Investments —Toronto, ON
- $100,000–$140,000 a year
- Full-time
- Remote
- Bilingual
- English
- Bachelor's
- Profit sharing
- Tuition reimbursement
Banking Advisor - Richmond Hill (Bilingual - Mandarin, Cantonese, or Russian)
Royal Bank of Canada —Markham, ON
- Full-time
- Bilingual
- Sales
Banking Advisor - Markham, North York, Scarborough- Bilingual (Mandarin/Cantonese/Filipino)
Royal Bank of Canada —Markham, ON
- Full-time
- Bilingual
- Sales
- English
Banking Advisor - North York (Bilingual - Mandarin, Cantonese, Filipino, Korean)
Royal Bank of Canada —Aurora, ON
- Full-time
- Bilingual
- Sales
Senior Wealth Advisor
Fidelity Investments —Toronto, ON
- $120,000–$160,000 a year
- Full-time
- Bilingual
- English
- Finance
- Tuition reimbursement
- Paid time off
Senior Financial Advisor - (Bilingual Cantonese & Mandarin) - Major Mackenzie & 404, Markham, ON
Scotiabank —Markham, ON
- Bilingual
- Sales
Investment Consultant
Aimstar Capital Group Inc —Markham, ON
- Bilingual
- Sales
- English
Quick apply
Director, Tax, Retirement & Estate Planning
Sun Life —Toronto, ON
- $110,000–$180,000 a year
- Full-time
- Remote
- Bilingual
- Sales
- English
5d

Other jobs to consider

Find your next job by exploring related positions.

Investment Advisor
Keybase Financial Group Inc —Richmond Hill, ON
Polish language skills and cultural familiarity with the Polish-Canadian community are essential; knowledge of Eastern European history is a strong asset.
$100,000–$125,000 a year
Quick apply
Financial Advisor
INSURANCE DEPOT LTD. —Etobicoke, ON
Valid driver's license and reliable vehicle. Prospect, develop, and acquire new clients through networking, referrals, and community engagement.
$60,000–$80,000 a year
Quick apply
6d

Show more related jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Banking Advisor - Richmond Hill (Bilingual - Mandarin, Cantonese, or Russian)
Royal Bank of Canada —Markham, ON
World-class sales training, coaching, and development opportunities. Proactively engage with clients in all areas of the branch and in the community, uncovering…
Banking Advisor - North York (Bilingual - Mandarin, Cantonese, Filipino, Korean)
Royal Bank of Canada —Aurora, ON
World-class sales training, coaching, and development opportunities. Proactively engage with clients in all areas of the branch and in the community, uncovering…

Show more jobs in cities nearby

I want to receive the latest job alerts for financial advisor (bilingual) in markham, on

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

financial advisor (bilingual) jobs near markham, on

Bilingual Private Wealth Advisor

Staffinity Inc. -
Toronto, ON

Quick apply

Job details

Permanent | Full-time
$50,000–$55,000 a year
6 days ago

Qualifications

Bilingual
Investment
Mandarin
Sales
Cantonese
English
CFP
CSC
Chinese
Chartered Financial Analyst

Full job description

About Staffinity We are Canada’s trusted bilingual recruiting, short and long-term staffing service provider. Our primary goal has been matching sought-after employers with talented candidates. We are your source to get you in front of desirable employers who are now hiring in your area. Staffinity is an equal opportunity employer. Please visit us at https://staffinity.ca to get more information!

Why Work With Us?

Competitive Compensation: Base salary of $50,000–$55,000 with an On-Target Earnings (OTE) of $100,000 in your first year.
Work-Life Balance: Flexible 40-hour work week, including vacation time and paid leaves.
Benefits & Perks: Comprehensive benefits package (dental, vision, extended health), tuition reimbursement, and a dedicated marketing budget to entertain prospects.
Flexibility: Dynamic structure featuring 70% in-office and 30% field work.
Culture: A professional, well-backed environment that allows you to offer both exclusive, internally built products and premier global funds.

Staffinity is currently seeking a Bilingual Investment Relationship Manager. This is a permanent position based in the Greater Toronto Area. The successful candidate will be a smart, outgoing, and proactive professional responsible for building a network of high-net-worth clients (primarily in the 30–50 demographic) and providing exclusive access to income-generating alternative investment opportunities. Because there is no cold-calling and no provided lead list, this role is a perfect fit for a natural networker who excels at entertaining prospects, hosting events, and building deep, consultative relationships.

Note on Schedule: This role operates on a flexible 40-hour work week (generally Monday to Friday, 9:00 AM to 5:00 PM). Because you are catering to a high-net-worth demographic, some evening and weekend availability is required to meet with clients when they are available. A personal vehicle is required for field meetings and networking.

Responsibilities:

Territory & Network Growth: Build and expand a robust pipeline of high-net-worth clients through conferences, industry events, and leveraging a provided marketing budget for prospect entertainment.
Consultative Presentations: Invite prospects to the office and lead engaging presentations, successfully translating complex alternative investment structures into clear, "plain language" insights for laypeople.
Relationship Management: Cultivate long-term partnerships through consistent, high-touch communication, guiding clients through every stage of the investment journey from initial discovery to proactive, long-term support.
Tailored Solutions: Assess client risk tolerance, liquidity needs, and suitability to create portfolios utilizing both proprietary income-generating products and globally recognized funds.
Onboarding & Compliance: Direct the end-to-end onboarding process, ensuring thorough KYC collection and strict adherence to Canadian securities regulations.
Pipeline Management: Maintain meticulous activity logs and detailed client notes within CRM systems to ensure rigorous follow-up and documentation accuracy.

Qualifications:

Experience: 2–3 years of sales experience dealing with financial products. Alternatively, candidates with a strong general sales background who currently have their IFIC certification underway will be strongly considered.
Bilingualism: Fluency in English and either Cantonese or Mandarin is mandatory (Cantonese is strongly preferred).
Industry Knowledge: A solid understanding of income-generating investment products and alternative asset classes.
Communication: Exceptionally smart and outgoing demeanor, highly confident in conducting high-stakes 1:1 meetings and formal group presentations.
Mobility: Must own a reliable personal vehicle for the field-based portion of the role (30%).
Professional Credentials: Active progress toward or completion of industry-recognized designations (such as IFIC, EMP, CIM, CFA, CFP, or CSC) is a significant asset.

Job Types: Full-time, Permanent

Pay: $50,000.00-$55,000.00 per year

Benefits:

Company events
Dental care
Extended health care
Life insurance
Paid time off

Experience:

Financial products sales: 3 years (required)
Income generating investment product: 3 years (required)

Language:

Chinese (required)
Cantonese (preferred)
Mandarin (preferred)

Licence/Certification:

IFIC (preferred)

Work Location: In person

Quick apply

Refine Your Search

financial advisor (bilingual) jobs in markham, on

Bilingual Private Wealth Advisor

Director, Advance Planning (Bilingual - Mandarin fluency)

Wealth Advisor/Financial Planner

Banking Advisor - Richmond Hill (Bilingual - Mandarin, Cantonese, or Russian)

Banking Advisor - Markham, North York, Scarborough- Bilingual (Mandarin/Cantonese/Filipino)

Banking Advisor - North York (Bilingual - Mandarin, Cantonese, Filipino, Korean)

Senior Wealth Advisor

Senior Financial Advisor - (Bilingual Cantonese & Mandarin) - Major Mackenzie & 404, Markham, ON

Investment Consultant

Director, Tax, Retirement & Estate Planning

Other jobs to consider

Explore jobs in cities nearby

I want to receive the latest job alerts for financial advisor (bilingual) in markham, on

Explore jobs in more locations

Job seeker tools

Employer Tools

Browse

Stay Connected