Senior Wealth Planner – Total Wealth Strategy

**Wealth Coordinator - Insurance** Affinity Financial Strategies (“AFS”) presently has an opening for a Wealth Coordinator - Insurance. AFS is a wealth management provider offering financial planning, investments, and insurance to a portfolio of existing clients and members of the credit union and their communities. This position is responsible for...

Wealth Coordinator - Insurance Affinity Financial Strategies (“AFS”) presently has an opening for a Wealth Coordinator - Insurance. AFS is a wealth management provider offering financial planning, investments, and insurance to a portfolio of existing clients and members of the credit union and their communities. This position is responsible for...

**Wealth Assistant - Affinity Financial Strategies** **Description** Affinity Financial Strategies **Licensed Sales Coordinator** Affinity Financial Strategies (“AFS”) presently has an opening for a Licensed Wealth Assistant. AFS is a wealth management provider offering financial planning, investments, and insurance to a portfolio of existing clients...

Advisor, IG Wealth Management, Corporate Channel (Mutual fund licensed) – (Saskatoon) IGM Financial Inc. is one of Canada’s leading diversified wealth and asset management companies with approximately $271 billion in total assets under management. The company provides a broad range of financial planning and investment management services to help more...

A leading Canadian wealth management organization is seeking an individual to join their team as an Associate. This full-time position involves supporting Investment Advisors, providing exceptional client service, and managing various administrative tasks. Ideal candidates will have at least 3 years of experience in the financial services industry, strong...

Portfolio Management duties include, but are not limited to: - Conduct appropriate Know Your Client meetings, set an appropriate mandate, and fulfill all fiduciary obligations. Keep appropriate documentation and notes for all meetings conducted. Always act in your client’s best interest. - Build a warm and trusting relationship with clients as much as...

Requisition ID: 240309. As 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 major financial institution in Saskatoon is seeking a High-Net-Worth Planner to provide tailored tax and estate planning advice to high-net-worth clients. The ideal candidate will possess an undergraduate degree, advanced finance-related qualifications, and at least 10 years of relevant experience. Responsibilities include conducting in-depth research,...

Requisition ID: As 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 empowered to...

Portfolio Management duties include, but are not limited to:Conduct appropriate Know Your Client meetings, set an appropriate mandate, and fulfill all fiduciary obligations. Keep appropriate documentation and notes for all meetings conducted. Always act in your client's best interest.Build a warm and trusting relationship with clients as much as possible....