Company Profile

Bellwether Investment Management Inc.

Company Overview

Bellwether is a hand-picked team of skilled family wealth advisors, experienced portfolio managers, and the operations teams that support them, brought together to positively influence the futures of affluent individuals and families by executing our life and legacy promise.

At Bellwether, we offer the opportunity to build a rewarding and fulfilling career. This is a place where you can realize your aspirations and achieve your goals, within a supportive and inclusive environment. By collaborating and working with talented colleagues on interesting and challenging projects and activities, every employee can make a difference and have a profound impact on our business.
We are a value-based organization with the following core beliefs:

• All in
• Clients come first
• Trust is earned
• One Team
• Innovation answers uncertainty
• Discipline delivers results

We are committed to providing an environment where all employees are encouraged to reach their highest potential. Please join us in striving to please our clients, in aiming to be the best you can be, and in making our Company a success.

Company History

https://www.bellvest.ca/our-story/

The Best of Big & Small

Bellwether was founded for families seeking the rigour, research, and access that the world’s largest institutions offer while maintaining the high-touch, personalized attention to detail of dedicated financial planners.

Our business model is simple—as fiduciaries, we only do as well as our clients do. Every decision made is with their best interests in mind, and each legacy we help craft contributes to our own.

This approach has led to awards, recognition, and growth. Most importantly, it’s improved the lives of those that put their trust in us.

Benefits

https://www.bellvest.ca/who-we-are/

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  • 2 days ago

    VP, Advisor Recruitment (Canada)

    Bellwether Investment Management Inc. - Oakville, ON, Canada
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    Job SummaryThe Vice President, Advisor Recruitment (Canada) is tasked with managing the end-to-end lifecycle of advisor recruitment throughout the Canadian market. The ideal candidate is a highly driven professional possessing a deep, pre-existing network of advisor prospects and a deep understanding of the wealth management industry. The successful candidate must demonstrate a proven track record of successfully navigating and managing complex transitions within the Canadian regulatory frameworks, ...

    See full job description