Senior Financial Planner – High Net Worth
4 weeks ago
A financial services company in Regina is seeking a Financial Planning Specialist to deliver high-value financial planning advice to high net worth clients. You will prepare customized financial plans and provide coaching to teams, leveraging your extensive experience in financial planning. The ideal candidate will possess strong communication and analytical skills, along with relevant professional designations. This role offers competitive compensation and a dynamic work environment.
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Senior Financial Planner – High Net Worth
4 weeks ago
Regina, Canada RBC Dominion Securities Full timeA financial services company in Regina is seeking a Financial Planning Specialist to deliver high-value financial planning advice to high net worth clients. You will prepare customized financial plans and provide coaching to teams, leveraging your extensive experience in financial planning. The ideal candidate will possess strong communication and analytical...
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Senior Underwriting Consultant, High Net Worth
4 weeks ago
Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Victoria, Surrey, Halton Hills, London, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada Manulife Financial Full timeManulife’s Underwriting team is renowned for thought leadership and innovative ways to underwrite complex files. We are looking for highly tenured Senior Underwriting Consultants with a growth-minded, service-oriented mindset to join our High Net Worth team!We offer industry-leading training and development opportunities within and beyond traditional...
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Remote Senior Underwriting Consultant
3 weeks ago
Quebec, Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Victoria, Surrey, London, Halton Hills, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada Manulife Full timeA leading financial services company is looking for Senior Underwriting Consultants to join their High Net Worth team. This remote position offers a competitive salary ranging from $80,700 to $145,260 CAD, along with comprehensive benefits. Candidates should have a minimum of 5 years of individual life underwriting experience and the ability to communicate...
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High Net Worth Underwriting Expert — Remote
4 weeks ago
Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Victoria, Surrey, Halton Hills, London, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada Manulife Full timeA leading international financial services provider seeks a Senior Underwriting Consultant to join their High Net Worth team. This remote position offers a chance to leverage your underwriting expertise in a collaborative environment, ensuring outstanding customer service and risk assessment. Ideal candidates will have over 5 years of experience and possess...
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Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Victoria, Surrey, London, Halton Hills, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada Company 1 - The Manufacturers Life Insurance Company Full timeA leading financial services company is seeking a Senior Underwriting Consultant focused on high net worth clients. The role involves conducting risk assessments, maintaining client relationships, and providing top-tier service. Candidates should have a minimum of 5 years individual life underwriting experience and strong communication skills. This is a...
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Senior underwriting consultant, high net worth
4 weeks ago
Montreal, Toronto, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Victoria, Halton Hills, Surrey, London, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, W, Canada Société Financière Manuvie Full timeOverview Manulife’s Underwriting team is renowned for thought leadership and innovative ways to underwrite complex files. We are looking for highly tenured Senior Underwriting Consultants with a growth-minded, service-oriented mindset to join our High Net Worth team! We offer industry-leading training and development opportunities within and beyond...
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Quebec, Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Surrey, Victoria, London, Halton Hills, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada Company 1 - The Manufacturers Life Insurance Company Full timeA leading insurance provider is looking for a Senior Underwriting Consultant to join their High Net Worth team. This remote role requires a minimum of 5 years in life underwriting, with responsibilities including risk assessment and maintaining client relationships. Ideal candidates will have strong communication skills, relevant designations, and a focus on...
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Private Client Adviser
4 weeks ago
Regina, Canada TalentSphere Staffing Solutions Full timePrivate Client Adviser / Securities Specialist / Financial Planner Position: Private Client Adviser / Securities Specialist / Financial Planner Location: Saskatchewan - REMOTE Salary: $180,000 - $250,000 Yr 1 (base plus uncapped commissions and bonus structure, benefits and career growth) Industry: Financial Services / Wealth Management Company Overview Our...
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Wealth Management Advisor – High Net Worth
1 week ago
Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Surrey, Victoria, London, Halton Hills, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada Mercor Full timeWealth Management Advisor – High Net Worth 1 day ago Be among the first 25 applicants This range is provided by Mercor. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $200.00/hr - $200.00/hr Direct message the job poster from Mercor About The Job Mercor connects elite creative and...
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Wealth Planner
1 week ago
Eastern Ontario, Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Surrey, Victoria, London, Halton Hills, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southw, Canada Successionwealth Full timeWealth Planner – Cornwall Competitive Basic salary (negotiable dependant on experience) + uncapped monthly bonus Succession Wealth was founded in 2009 with the vision of providing independent financial advice and an unrivalled level of expertise and personalised service to help clients achieve their financial aspirations. We can confidently say we have...