Wealth and Retirement Advisor

20 Erb Street West Waterloo Ontario,N2L 1T2 Provides wealth planning, advanced financial planning, guidance and counsel focussed 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-focussed wealth planning experience culminating in a documented...

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...

Build a Successful Career in Wealth ManagementRoyal Bank of Canada is seeking a talented Investment Advisor to join our team. As an Investment Advisor, you will have the opportunity to build and maintain client relationships, provide financial planning and investment advice, and help clients achieve their long-term financial goals.We are looking for a...

A career as an Assistant in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you will help investment advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients.Your job:Ensure effective...

**Job Title**: Administrative Assistant **Location**: Waterloo, ON. **Job Type**: Full-time **About Us**: We are a growing wealth management firm committed to delivering personalized financial solutions and exceptional client service. Our team of professionals works closely with clients to help them achieve their financial goals through strategic planning...

We are seeking a skilled Client Support Specialist to join our Wealth Management team at TD Bank. In this role, you will provide dedicated support to Investment Advisors and their clients, ensuring a seamless experience from the initial inquiry to resolution.About the RoleAs a Client Support Specialist, you will be responsible for creating reports for...

Requisition ID: 182833 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...

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...

**Work Location**: Waterloo, Ontario, Canada **Hours**: 37.5 **Line of Business**: TD Wealth **Pay Details**: **CUSTOMER**: - **Ensure client needs are fully assessed and that referrals to other areas of TD are made smoothly and effectively**: - **Negotiate and execute an annual branch business plan and review individual business plan from each...

At Equitable, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and client-responsive staff. Join Equitable today....

At Equitable, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and client-responsive staff. Join Equitable...

Unlock Your Potential as a Financial AdvisorWe are seeking highly motivated and results-driven individuals to join our team of Investment Advisors at Royal Bank of Canada.About the RoleThis is an exciting opportunity to build a successful career in wealth management, where you will have the autonomy to develop and execute customized financial plans for your...

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...

**The opportunity** Manulife Wealth is a leading provider of wealth and insurance solutions to meet the diverse needs of Canadian families. Within GWAM Canada, Manulife Wealth is comprised of three distribution firms (Advisory Services), an Investment Dealer, a Mutual Funds Dealer and an Insurance MGA (Manulife Wealth Insurance Services Inc.). Through these...

Career Opportunity Who We Are Imagine working for an organization where every employee and customer is an Owner. No matter whether a customer Owner or employee Owner, everything we do at Libro is about helping people prosper. We recruit and develop experts like you; Epic Humans who are ready to offer the best possible advice, coaching and service, when and...

At Equitable, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and client-responsive staff. Join Equitable today....

**_Are you looking for a supportive, collaborative workplace with great teams and inspiring leaders? You’ve come to the right place. We’re looking for ambitious people who share our values and want to make every day better for people around the world. If this sounds like you, and the career below sounds exciting, we’d like to hear from you. -...

Requisition ID: 188382 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What you’ll be doing** Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional...

h3>National Sales and Distribution Coordinator – Elite AdvisorsMonday, November 25, 2024At Equitable, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. p>Position Title: National Sales and Distribution Coordinator – Elite Advisors Reports To:...

Requisition ID: 209574 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What your role will be** Financial Advisor At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and inclusion and a...