Senior Wealth Planner

At Nicola Wealth, our clients deserve the best. The same goes for our people. By bringing together smart, dedicated, high calibre people from diverse backgrounds, we deliver exceptional client service in a truly dynamic work environment. The collaborative, creative, and entrepreneurial spirit on which we were founded provides the opportunity for our...

About Nicola Wealth: We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of...

About Nicola Wealth:We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of...

Wealth Planner – Cornwall Competitive Basic salary (negotiable dependant on experience) + uncapped monthly bonus Succession Wealth was founded in 2009 with the vision of providing independent financial advice and an unrivalled level of expertise and personalised service to help clients achieve their financial aspirations. We can confidently say we have...

A leading Canadian financial institution is seeking a Senior Analyst in Wealth Management to provide expert client advisory and financial planning. The role involves coordinating client requests, collaborating with advisors, and enhancing service offerings. Candidates should have a relevant bachelor's degree and 3+ years of experience in financial services....

A leading Canadian financial institution is seeking a Senior Analyst in Wealth Management to provide expert client advisory and financial planning. The role involves coordinating client requests, collaborating with advisors, and enhancing service offerings. Candidates should have a relevant bachelor's degree and 3+ years of experience in financial services....

A leading Canadian financial institution is seeking a Senior Analyst in Wealth Management to provide expert client advisory and financial planning. The role involves coordinating client requests, collaborating with advisors, and enhancing service offerings. Candidates should have a relevant bachelor's degree and 3+ years of experience in financial services....

5 days ago Be among the first 25 applicants Career as a Senior Analyst in Wealth Management within National Bank Financial team means acting as a trusted expert in financial planning and client advisory. This role allows you to make a positive impact on our organization through your expertise in financial planning, experience in client relationship...

5 days ago Be among the first 25 applicants Career as a Senior Analyst in Wealth Management within National Bank Financial team means acting as a trusted expert in financial planning and client advisory. This role allows you to make a positive impact on our organization through your expertise in financial planning, experience in client relationship...

5 days ago Be among the first 25 applicants Career as a Senior Analyst in Wealth Management within National Bank Financial team means acting as a trusted expert in financial planning and client advisory. This role allows you to make a positive impact on our organization through your expertise in financial planning, experience in client relationship...