Senior Financial Planning Specialist for HNW Clients
4 weeks ago
An established industry player is seeking a Financial Planning Specialist to join their Wealth Management Services team. In this pivotal role, you will collaborate with Advisors to create customized financial plans for High Net Worth clients. Your expertise will help simplify complex financial strategies and enhance business development efforts. This dynamic position offers the chance to work in a high-performing team environment, where your contributions can make a significant impact. If you are passionate about financial planning and eager to help clients thrive, this opportunity is perfect for you.
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Financial Planning Specialist
1 week ago
Regina, Canada RBC Full timeAs an integral member of the Wealth Management Services team, your role as a Financial Planning Specialist is to work with our Advisors to deliver high value customized advice and financial planning to High Net Worth (HNW) clients of RBC. As a valued partner, you will also assist with business development, opportunity spotting and revenue generation.What...
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Financial Planning Specialist
1 week ago
Regina, Canada Royal Bank of Canada> Full timeJob DescriptionWhat is the opportunity?As an integral member of the Wealth Management Services team, your role as a Financial Planning Specialist is to work with our Advisors to deliver high value customized advice and financial planning to High Net Worth (HNW) clients of RBC. As a valued partner, you will also assist with business development, opportunity...
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Financial Planning Specialist
2 weeks ago
Regina, Canada Brewin Dolphin Full time**Job Summary** **What is the opportunity?** As an integral member of the Wealth Management Services team, your role as a Financial Planning Specialist is to work with our Advisors to deliver high value customized advice and financial planning to High Net Worth (HNW) clients of RBC. As a valued partner, you will also assist with business development,...
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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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Remote HNW Relationship Architect
4 weeks ago
Winnipeg, Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Halifax, Saskatoon, Burnaby, Hamilton, Victoria, Surrey, Halton Hills, London, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada iA Financial Group Full timeA leading financial services provider is seeking a Prestige HNW Relationship Manager in Winnipeg, Manitoba. The role involves managing client relationships with top Advisors, ensuring exceptional support and service. Ideal candidates should have 3-5 years' industry experience and a strong focus on client service. The position offers a salary between $70,000...
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Remote HNW Relationship Architect
4 weeks ago
Calgary, Toronto, Montreal, 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 iA Financial Group Full timeA dynamic financial services firm is seeking a Prestige HNW Relationship Manager in Calgary, Alberta. The ideal candidate has 3-5 years of experience in the financial industry and excels in building relationships with high-net-worth advisors. You'll be responsible for ensuring exceptional support, onboarding new Advisors, and developing strategies to enhance...
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Remote HNW Relationship Architect
4 weeks ago
Saskatoon, Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Burnaby, Hamilton, Victoria, Surrey, Halton Hills, London, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada iA Financial Group Full timeA leading financial services firm is seeking a Prestige HNW Relationship Manager in Saskatoon. This role focuses on providing exceptional service to high-net-worth advisors, with responsibilities in issue resolution and advisor onboarding. Ideal candidates have 3-5 years of industry experience and strong interpersonal skills. The position offers a...
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Client Services Associate
3 weeks ago
Regina, Canada Hunter Mercantile Full timeAre you an experienced Client Service Associate looking to be a core member of a high-performing wealth management team? Join our clients’ established, growing Regina-based firm where you'll be an essential partner to a Senior Investment Advisor and their high-net-worth (HNW) clients. If you thrive in a supportive, detail-oriented environment and want to...
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Client Services Associate
3 weeks ago
regina, Canada Hunter Mercantile Full timeAre you an experienced Client Service Associate looking to be a core member of a high-performing wealth management team? Join our clients’ established, growing Regina-based firm where you'll be an essential partner to a Senior Investment Advisor and their high-net-worth (HNW) clients. If you thrive in a supportive, detail-oriented environment and want to...
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Client Services Associate
3 weeks ago
Regina, Canada Hunter Mercantile Full timeAre you an experienced Client Service Associate looking to be a core member of a high-performing wealth management team? Join our clients’ established, growing Regina-based firm where you'll be an essential partner to a Senior Investment Advisor and their high-net-worth (HNW) clients. If you thrive in a supportive, detail-oriented environment and want to...