Senior Wealth Planning Specialist

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...

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...

A leading financial institution is seeking a Financial Planning Specialist to join their Family Office Services team in Ottawa. In this role, you will collaborate with advisors to deliver tailored financial plans for high net worth clients. The ideal candidate will possess extensive experience in tax planning and financial planning, along with relevant...

A prominent financial institution in Ottawa is seeking a Financial Planner to support an Advisor in delivering comprehensive wealth management plans. The ideal candidate will have a CFP or IQFP designation and at least two years of experience in financial planning. You will champion client relationships and collaborate with specialists to implement wealth...

A prominent financial institution in Ottawa is seeking a Financial Planner to support an Advisor in delivering comprehensive wealth management plans. The ideal candidate will have a CFP or IQFP designation and at least two years of experience in financial planning. You will champion client relationships and collaborate with specialists to implement wealth...

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...

OverviewWhat is the opportunity? As an integral member of the RBC Family Office Services team, your role as a Financial Planning Specialist is to work with our advisors to deliver comprehensive, customized financial plans to High Net Worth (HNW) clients of RBC Wealth Management. As a valued partner, you will also assist with business development, opportunity...

Job Description What is the opportunity? As an integral member of the RBC Family Office Services team, your role as a Financial Planning Specialist is to work with our advisors to deliver comprehensive, customized financial plans to High Net Worth (HNW) clients of RBC Wealth Management. As a valued partner, you will also assist with business development,...

Job Description What is the opportunity? As an integral member of the RBC Family Office Services team, your role as a Financial Planning Specialist is to work with our advisors to deliver comprehensive, customized financial plans to High Net Worth (HNW) clients of RBC Wealth Management. As a valued partner, you will also assist with business development,...

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...