Senior Wealth Planner for HNW/UHNW Portfolios

A financial services company in Southwestern Ontario is seeking a Wealth Planning Consultant to deliver advanced financial planning services to high net worth clients. The ideal candidate will lead client consultations, develop complex financial plans, and collaborate with Investment Advisors to enhance client relationships. A CFP designation is required,...

Application Deadline: 12/11/2025 Address: 20 Erb Street West Job Family Group: Wealth Sales & Service Provides wealth planning, advanced financial planning, guidance and counsel focused 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-focused...

Application Deadline: 12/11/2025 Address: 20 Erb Street West Job Family Group: Wealth Sales & Service Provides wealth planning, advanced financial planning, guidance and counsel focused 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-focused...

Requisition ID: 241803Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Job Purpose: The Senior Manager, Wealth Management Taxation plays a key role in supporting wealth advisors, planning specialists, and banking partners across Scotia Wealth Management by providing tax planning expertise and enhancing the...

Wealth Mgmt. Advisor | $200/hr Position: Wealth Advisor / Private Client Advisor Type: Contract Location: Remote Commitment: 20–30 hours/week Base pay range: $200.00/hr – $200.00/hr Role Responsibilities Manage and deepen relationships with HNW and UHNW clients, delivering exceptional service and trust‑based advice. Develop and implement holistic...

Wealth-Management Consultant Position: Wealth Advisor / Private Client Advisor Type: Contract Compensation: $200/hour Location: Remote Commitment: 20–30 hours/week Role Responsibilities Manage and deepen relationships with HNW and UHNW clients, delivering exceptional service and trust-based advice. Develop and implement holistic financial and investment...

Address:100 King Street WestJob Family Group:Wealth Sales & ServiceBMO Wealth Management (BMO WM) offers integrated financial solutions to meet the complete wealth management needs of High Net Worth and Ultra High Net Worth individuals with their busy lifestyles &/or complex financial needs. Our team of professionals provide platinum banking, investment...

Wealth 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...

Requisition ID: 241807Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Job Summary: The Business and Wealth Transition (BWT) Specialist plays a pivotal role within the Advanced Planning and Services team. This position is responsible for delivering integrated, total wealth planning solutions and strategic...

Base Pay Range $200.00/hr - $200.00/hr Direct message the job poster from Mercor About The Job Mercor connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include Benchmark, General Catalyst, Peter Thiel, Adam D'Angelo, Larry Summers, and Jack Dorsey. Position: Wealth Advisor / Private...