Senior Wealth Planning Advisor

979 Bank Street 6th Flr Ottawa Ontario,K1S 5K5 Provides wealth planning, advanced financial planning, guidance and counsel focussed on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments. Works collaboratively in partnership with Investment Advisors to develop and deliver a client-focussed wealth planning experience culminating in a...

979 Bank Street 6th Flr Ottawa Ontario,K1S 5K5 - Recommends and implements solutions based on analysis of issues and implications for the business. - Works closely with wealth and high net work consultants to coordinate workflow, identify efficiencies and issues, and to refer clients. - Leads the Support Bureau for Investment Advisors to include, but is not...

**Scope of Position** Under the direction of the Team Lead, Wealth Management Operations - Wealth Management, the Advisor Assistant will be responsible for providing day-to-day support services to the Wealth Management sales force in IIROC platform. Responsibilities include assisting in the preparation of client meetings, transaction documentation, and...

A leading banking institution is seeking a Senior Financial Advisor in Ottawa. In this role, you will proactively discover customer needs and provide expert financial advice to help achieve their goals. You will develop personalized financial strategies and nurture customer relationships while exceeding sales targets. A competitive compensation and benefits...

A leading banking institution is seeking a Senior Financial Advisor in Ottawa. In this role, you will proactively discover customer needs and provide expert financial advice to help achieve their goals. You will develop personalized financial strategies and nurture customer relationships while exceeding sales targets. A competitive compensation and benefits...

A leading financial institution in Ontario seeks a Senior Financial Advisor. In this role, you will build and nurture customer relationships, develop personalized financial strategies, and achieve sales targets in a fast-paced environment. The ideal candidate is passionate about helping clients succeed and holds a Mutual Funds licence, working towards a CIFP...

Requisition ID: 191739 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Purpose** Contributes to the overall success of the Total Wealth Planning, Client Solutions / Canadian Wealth Management in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the...

Solus Trust Company is an affiliate company of Raymond James Ltd. (RJL), Canada's leading independent investment dealer offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs. ST provides personal estate, trust and agency services to clients of Raymond James Ltd, it's correspondent...

A leading financial institution in Kingston is seeking a Senior Financial Advisor to enhance customer relationships and provide tailored financial strategies. The ideal candidate will have a Mutual Funds licence, a CIFP Diploma, and a strong drive to meet sales goals. This role emphasizes exceptional service and proactive customer engagement, ensuring...

Requisition ID: 210439As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets.When you join ScotiaMcLeod, you'll be...