Senior advisor- estate planning
2 months ago
We are seeking an experienced and dynamic Senior Wealth Advisor to join our team. The ideal candidate will be responsible for managing and growing a portfolio of high-net-worth clients by providing customized financial strategies, investment advice, and wealth planning services. This role requires a high degree of technical expertise, relationship management skills, and the ability to offer innovative solutions tailored to client needs.
Establish and grow a book of business and high-net-worth individuals that require the management of a complex portfolio.Build and maintain long-term relationships with high-net-worth individuals, families, and business owners. Provide comprehensive wealth management advice including investment strategies, estate planning, tax optimization, retirement planning, and risk management. Develop and execute personalized financial plans to help clients achieve their financial goals. Stay current on market trends, investment products, and regulatory changes that may impact client portfolios. Identify and develop new business opportunities through networking, referrals, and active client engagement. Ensure compliance with all relevant legal, regulatory, and internal guidelines.Bachelor’s degree in Finance, Economics, or a related field (advanced degree or certification such as CFP, CFA, or CPA is preferred). Proven track record in managing high-net-worth client portfolios and delivering results. Interest and experience in coaching and mentoring junior team members.Deep understanding of financial markets, investment strategies, tax planning, estate planning, and risk management. IP Private Wealth is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.-
Real Estate Agent/advisor
6 months ago
Ottawa, Canada The Oakes Home Team Real Estate Full timeReal Estate Agent/Advisor Are you a single agent who would like to make a predictable income? Would you love to be on a team that includes inside sales with pre-booked leads, admin support, coaching, training, fees paid, all in a dynamic high end brokerage? We are looking for 2 passionate, positive, hard working realtors that want to take their career to...
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Senior Estate Planning Attorney
2 weeks ago
Ottawa, Ontario, Canada TAG HR Full timeJob OverviewWe are seeking a highly skilled Senior Estate Planning Attorney to join our team at TAG HR. As a key member of our legal services department, you will be responsible for providing expert guidance on estate planning strategies and representing clients in estate litigation matters.
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Estate Planning Lawyer
4 weeks ago
Ottawa, Ontario, Canada TAG HR Full timeJob Title: Estate Planning Lawyer - Senior Legacy SpecialistEstimated Salary: $120,000 - $180,000 per year (flexible based on experience)About the RoleWe are seeking an experienced Estate Planning Lawyer to join our team at TAG HR. As a seasoned professional with 3+ years of experience in wills and estates law, you will be responsible for managing client...
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Tax and Estate Planner
1 month ago
Ottawa, Canada TD Bank Full time**Work Location**: Ottawa, Ontario, Canada **Hours**: 37.5 **Line of Business**: TD Wealth **Pay Details**: $108,800 - $163,200 CAD The Tax and Estate Planner is responsible for working with TD advisors to help HNW clients achieve their financial objectives and peace of mind through advanced tax & estate guidance, including planning for the orderly and...
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Senior Financial Planning Professional
2 weeks ago
Ottawa, Ontario, Canada Scotiabank Full timeScotiabank is a leading bank in Canada, committed to making a difference in our communities and the lives of our clients. We are seeking a highly skilled Senior Financial Planning Associate to join our team.Job Summary:The Senior Financial Planning Associate will provide financial planning services to clients, working closely with Wealth Advisors to create...
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Estate Planning Specialist
4 weeks ago
Ottawa, Ontario, Canada Royal Trust Corporation of Canada Full timeJob OverviewWe are seeking an experienced Estate Planning Specialist to join our team at Royal Trust Corporation of Canada.About the RoleThe successful candidate will be responsible for guiding clients through the estate planning process, developing and implementing comprehensive estate plans, and providing ongoing recommendations to improve estate planning...
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Estate Planning Attorney
2 weeks ago
Ottawa, Ontario, Canada Merovitz Potechin Llp Full timeAbout the RoleMerovitz Potechin LLP is seeking a skilled Estate Planning Attorney to join our team in Ottawa, Ontario.Job SummaryWe are looking for an experienced attorney with a minimum of 3 years' experience in Wills and Estates practice. The ideal candidate will have expertise in estate planning, including drafting of wills, power of attorney, and trusts,...
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Estate Planning Specialist
2 weeks ago
Ottawa, Ontario, Canada TAG HR Full timeAbout the Role:As an Estate Planning Specialist with TAG HR, you will have the opportunity to work with clients in Ottawa, providing expert advice on estate planning strategies for asset protection and distribution. This role requires a strong understanding of wills and estates law and procedures, as well as excellent technical, written, and verbal...
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Estate Planning Attorney
2 weeks ago
Ottawa, Ontario, Canada TAG HR Full timeSeeking a skilled Estate Planning Attorney to join our client, an Ottawa-based law firm. As the successful candidate, you will be responsible for drafting wills, powers of attorney, and trusts, as well as providing legal advice on estate planning strategies.About You3+ years of experience in a law firm with expertise in wills & estatesIn-depth knowledge of...
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Estate Planning Attorney
1 week ago
Ottawa, Ontario, Canada TAG HR Full timeWe are seeking a highly experienced Estate Planning Attorney to join our client, an Ottawa-based law firm. The ideal candidate will have 3+ years of experience in a law firm, specifically within wills and estates.Compensation:We offer a competitive salary range of $120,000 - $180,000 per annum, based on experience, as well as a comprehensive benefits...
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Estate Planning Specialist
6 days ago
Ottawa, Ontario, Canada TAG HR Full timeJob DescriptionWe are TAG HR, a leading provider of estate planning solutions. As an experienced estates and succession lawyer, we invite you to join our team as a full-time, hybrid Estate Planning Specialist.Job Summary:This is a unique opportunity to work with clients on personal and corporate succession planning, advising them on tax-efficient strategies...
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Estate Planning Specialist
2 weeks ago
Ottawa, Ontario, Canada TAG HR Full timeJob Overview TAG HR is seeking an experienced estates and succession lawyer for a full-time, hybrid role specializing in personal and corporate succession planning. The ideal candidate will have 1+ years of experience in personal and estate succession planning, expertise in litigation or alternative dispute resolution, and advanced knowledge of trust...
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Estate Planning Specialist
2 weeks ago
Ottawa, Ontario, Canada TAG HR Full timeWe are seeking an experienced Estates and Succession Lawyer for a full-time, hybrid role at TAG HR. The successful candidate will specialize in personal and corporate succession planning.With 1+ years of experience in personal and estate succession planning, you will be well-equipped to advise clients on tax-efficient strategies. Your advanced knowledge of...
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Estate Planning Specialist
2 weeks ago
Ottawa, Ontario, Canada TAG HR Full timeAt TAG HR, we're seeking an experienced Wills & Estates Lawyer to take charge of client files and make a real impact. As a full-time hybrid position with flexible salary options based on experience, you'll enjoy the perks of a dynamic work environment.Estimated Salary: $120,000 - $180,000 per yearAbout the RoleThe successful candidate will be responsible...
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Advisor, Governance
4 weeks ago
Ottawa, Canada Federation of Canadian Municipalities Full timeThe Federation of Canadian Municipalities (FCM) is the national voice of municipal governments, representing the interests of cities and communities with the federal government. **Position** **Advisor, Governance & Planning** **Department** **Growth & Development - PGP** **Classification** **Level 6** **Salary** **Our salaries generally range from...
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Estate Planning Specialist
1 week ago
Ottawa, Ontario, Canada TAG HR Full timeAbout the Role">This is a full-time, hybrid role specializing in personal and corporate succession planning. With 1+ years of experience in personal and estate succession planning, you will be an expert in litigation or alternative dispute resolution. Key Responsibilities:">">Advise clients on Personal Tax and Estate Tax Matters, including mental...
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Estate Planning Attorney
1 month ago
Ottawa, Ontario, Canada Merovitz Potechin Llp Full timeAbout the RoleWe are seeking an experienced Estate Planning Attorney to join our team at Merovitz Potechin LLP. This is a unique opportunity for a skilled professional to grow their knowledge and expertise in a collaborative and dynamic environment.Key Responsibilities:Provide expert advice on estate planning, including wills, power of attorney, trusts, and...
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Estate Insurance Advisor
2 months ago
Ottawa, Canada BMO Full timeApplication Deadline: 10/20/2024 Address: 979 Bank Street 6th Flr Job Family Group: Wealth Sales & Service The Estate & Insurance Advisor is a highly motivated individual, who provides customized professional advice to generate insurance sales in alignment with the desired client experience and overall business objectives. The role operates in the...
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Estate Planning Strategist
4 weeks ago
Ottawa, Ontario, Canada Royal Trust Corporation of Canada Full timeJob OverviewRoyal Trust Corporation of Canada seeks a seasoned professional to join our team as an Estate Planning Strategist. This role will play a critical part in guiding clients through the complexities of estate planning, ensuring their financial well-being and legacy are protected.
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Ottawa, Ontario, Canada TAG HR Full timeTop Estate Planning Lawyer Wanted in OttawaWe are seeking a highly skilled Estate Planning Lawyer to join our team at TAG HR. This full-time hybrid position offers a flexible salary based on experience.Key Responsibilities:Drafting of wills, power of attorney, and trustsEstate administration, probate of wills, estate litigation, and other matters as...