Wealth Planning Consultant, Private Wealth

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...

**Professional Assistant Branch Manager Wealth**: - 424347BR **Job Category - Primary** - Wealth Management **Work Location** - 412 Albert Street **Employment Type** - Regular **City** - Waterloo **Time Type** - Full Time **Province/State** - Ontario **Hours** - 37.5 **Workplace Model** - Hybrid **Pay Details** **Department Overview** - This role...

Manulife Investment Management (MIM) Advisor Group delivers financial and investment solutions and advice, including financial planning and insurance, to clients across the wealth spectrum. The Wealth and Retirement Advisor is senior member of a team of wealth advisors delivering wealth and retirement advice to Manulife clients. The Advisor will be an...

**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...

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...

TriCert Investment Counsel, formerly Independent Accountants’ Investment Counsel Inc. (IAIC) is a registered portfolio management firm founded in 1999, managing over $2.5 billion in assets under management (AUM) for thousands of households across all ten Canadian provinces and the Yukon Territory. At TriCert Investment Counsel, we are investors, not...

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...

As an Associate with the Shari Foster & Associates Wealth Management practice at IG Wealth Management, you will have the opportunity to thrive in an entrepreneurial environment and participate in a full practice succession plan within 2-3 years. In 2023, our practice was ranked in the top 100 across Canada and was named to the firm’s illustrious...

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...

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...

Requisition ID: 174300 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **What you will be doing**: We are looking for an Associate Private Banker with passion for providing customer service excellence. You will contribute to developing relationships through sound advice and administration of assigned...

**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...

p>Date limite pour présenter sa candidature :12/12/2024Adresse :20 Erb Street WestGroupe de famille d'emploi :Ventes et service, Gestion de patrimoineProvides wealth planning, advanced financial planning, guidance and counsel focussed on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments. Participates in the end-to-end wealth planning...

Company OverviewThe Dean Group is a leading broker firm in the KWC area, providing exceptional wealth management services to clients.Salary and BenefitsWe offer an attractive compensation package of up to $60k, plus profit sharing and benefits. This includes flexible work schedules and a great environment that invests in the growth and development of its...

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...

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...

**Licenced Assistant** - 2304108 Raymond James Independent Financial Services, BLA Private Wealth is seeking a Licenced Assistant to work in our Waterloo Ontario Location. Raymond James Ltd. is one of Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their...

Requisition ID: 192629 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...

**PIA Client Relationship Associate**: - 431354BR **Job Category - Primary** - Wealth Management **Work Location** - 412 Albert Street **Employment Type** - Regular **City** - Waterloo **Time Type** - Full Time **Province/State** - Ontario **Hours** - 37.5 **Workplace Model** - Hybrid **Pay Details** **Department Overview** TD Private Wealth...

**Job Summary** **What is the opportunity?** We are looking for a High Net Worth Private Banker with entrepreneurial drive to join our dynamic and growing team in the Waterloo market. You will be responsible for establishing new relationships within our target market and the growth of existing high value clients using a personalized and confidential...