Ultra High Net Worth Services Consultant

Job SummaryJob DescriptionWhat is the opportunity?The Ultra High Net Worth Services Consultant will be responsible for creating a “hybrid single family office” experience for Wealth Management Canada’s largest and most valued clients.  As part of the Ultra High Net Worth Services (“UHNW”) team, this role will support investment advisors and...

About the Role:">This is a challenging and rewarding role that requires strong relationship-building skills, a sales-driven mindset, and the ability to coach peers to identify, pursue, and refer new business opportunities.Job Summary:">We are seeking a High Net Worth Wealth Management Consultant to join our team. In this role, you will be responsible for...

We are an accounting, tax and advisory firm with a team of over 150 people. Our clients are leaders of private businesses, high net worth families, and the advisors who serve them.Opportunity OverviewWe are seeking a highly skilled Strategic Tax Advisor for High Net Worth Individuals to join our team in Toronto Office. As a member of our family office group,...

About the RoleWe are seeking an experienced High Net Worth Client Experience Specialist to join our team at Royal Bank of Canada. In this role, you will be responsible for creating a bespoke experience for our ultra-high net worth clients.Job SummaryThe successful candidate will have 7+ years of experience in the private client/wealth management industry in...

Job SummaryWe are seeking a skilled High Net Worth Account Manager to join our team at Insurance Talent Group. As an experienced insurance professional, you will be responsible for the day-to-day account management of assigned clients, including processing policies, invoicing, and providing coverage comparisons.About the RoleThis is a unique opportunity to...

We are looking for a seasoned tax professional to lead our client's tax practice area. The ideal candidate will manage multiple operations, ensuring compliance with laws and regulations while providing strategic tax planning and consulting services.Key Responsibilities:Oversee tax planning and compliance for high net worth individuals, guaranteeing timely...

**About Us**: The Global High-Net-Worth (GHNW) Life Insurance Business was formed in 2023 to leverage Manulife’s enterprise-wide capabilities in serving the high-net-worth customer segment. By integrating Manulife Bermuda with Manulife Hong Kong’s and Manulife Singapore’s International Brokerage Channel, the GHNW business capitalizes on the strengths...

Job OverviewKPMG Canada is seeking an experienced High Net Worth Tax Planning Specialist to join their Cross Border Tax practice in the Family Office. This role will involve working with high net worth individuals and their families on complex US and Canadian tax compliance and advisory issues.About the RoleThis senior-level position will lead engagements...

Unlock Your Potential in High Net Worth UnderwritingAt Sun Life Financial, we are seeking an experienced and skilled Bilingual Senior Underwriting Consultant to join our team. As a key player in our High Net Worth business, you will have the opportunity to work with dynamic colleagues and leaders who are dedicated to your success and well-being.What We...

Job OverviewRichter is seeking an experienced High Net Worth Family Office Manager to join our dynamic team. This role will be responsible for providing personalized CFO services to high-net-worth families, acting as a point of contact and guiding them through complex financial matters.ResponsibilitiesMonitor the financial information of clients receiving...

Job Opportunity: High Net Worth Insurance Solutions SpecialistWe are seeking a highly skilled and experienced insurance professional to join our team as a High Net Worth Insurance Solutions Specialist at RBC Insurance Agency Ltd. in Mississauga, Canada.About the RoleThis is an excellent opportunity for a motivated and results-driven individual to build...

**High Net Worth Planner**: - 426526BR **Job Category - Primary** - Wealth Management **Work Location** - 5140 Yonge Street **Employment Type** - Regular **City** - Toronto **Time Type** - Full Time **Province/State** - Ontario **Hours** - 37.5 **Workplace Model** - Hybrid **Pay Details** **Department Overview** TD Private Wealth Management takes...

At Sun Life Financial, we're seeking a seasoned underwriting professional to join our High Net Worth Team. This is an exciting opportunity for someone who wants to make a difference in the lives of individuals, families, and communities around the world.We offer a competitive salary of $120,000 - $180,000 per year, depending on experience, plus a...

Establish a long-term partnership with high net worth clients by providing exceptional service and tailored financial solutions. Collaborate with a dedicated team to ensure client satisfaction and retention.About CWB Wealth ManagementCWB Wealth Management is an organization that prioritizes building value for its clients, people, and investors. Our...

Scotiabank, one of the largest banks in the world and Canada's most international bank, is seeking a High Net Worth Client Advisor for its Scotia Wealth Management Private Banking division.CompensationThe estimated annual salary for this position is $65,000-$80,000 based on industry standards and national averages in Canada.About the RoleThis 5-month...

Unlock Your Potential as a High Net Worth Underwriting ExpertSun Life Financial is seeking a highly skilled and experienced underwriting professional to join our High Net Worth Team. As a key member of this team, you will play a vital role in creating a remarkable new business experience for our advisors and clients.About the RoleWe are looking for a...

About ScotiabankScotiabank is a leading bank in the Americas, guided by its purpose: 'for every future.'We help our customers, their families, and communities achieve success through a range of advice, products, and services.Your RoleAs a Total Wealth Planner at Scotia Wealth Management, you will provide comprehensive financial planning advice to high net...

Company Overview:Richter is a dynamic growing team that acts as personal CFO's for high-net-worth families. We offer a customized approach for each family, which includes services such as cash management, lifestyle management, integrated financial planning opportunities as well as day-to-day accounting and compliance needs.Salary: $120,000 - $180,000 per...

At Intact Prestige, we are committed to protecting our customers’ unique lifestyle. This mission fuels our dedication to tailor-made insurance coverage. Backed by exceptional expertise and a passion for personalization, our unparalleled customer service is focused on providing people with “perfect-fit” protection so they can enjoy complete peace of...

Sun Life Financial seeks a seasoned professional to excel in underwriting high net worth casesThis is an excellent opportunity for experienced underwriters to grow their skills and contribute to the company's success in serving its clients.The ideal candidate will have a minimum of 7-10 years of underwriting experience, with expertise in financial and...