Senior Wealth Planner

A leading financial services firm in Canada is looking for a Senior Wealth Planner to provide comprehensive wealth solutions and collaborate with advisory teams. The ideal candidate will have significant experience working with high-net-worth clients, strong organizational skills, and a relevant degree. This role involves developing wealth plans and...

A leading financial services firm in Canada is looking for a Senior Wealth Planner to provide comprehensive wealth solutions and collaborate with advisory teams. The ideal candidate will have significant experience working with high-net-worth clients, strong organizational skills, and a relevant degree. This role involves developing wealth plans and...

A leading financial services firm in Canada is looking for a Senior Wealth Planner to provide comprehensive wealth solutions and collaborate with advisory teams. The ideal candidate will have significant experience working with high-net-worth clients, strong organizational skills, and a relevant degree. This role involves developing wealth plans and...

Senior Wealth Planner, Advanced Wealth Planning Location: This in‑office position can be based out of any of our corporate office locations across Canada. Our organization Founded in 2017, Wellington‑Altus Financial (Wellington‑Altus) is the parent company to Wellington‑Altus Private Counsel Inc., Wellington‑Altus USA Inc., Wellington‑Altus...

Senior Wealth Planner, Advanced Wealth Planning Location: This in‑office position can be based out of any of our corporate office locations across Canada. Our organization Founded in 2017, Wellington‑Altus Financial (Wellington‑Altus) is the parent company to Wellington‑Altus Private Counsel Inc., Wellington‑Altus USA Inc., Wellington‑Altus...

Senior Wealth Planner, Advanced Wealth Planning Location: This in‑office position can be based out of any of our corporate office locations across Canada. Our organization Founded in 2017, Wellington‑Altus Financial (Wellington‑Altus) is the parent company to Wellington‑Altus Private Counsel Inc., Wellington‑Altus USA Inc., Wellington‑Altus...

Senior Wealth Planner, Advanced Wealth PlanningLocation: This in-office position can be based out of any of our corporate office locations across Canada.  Our organization: Founded in 2017, Wellington-Altus Financial (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc.,...

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...

Advisor, IG Wealth Management, Corporate Channel (Mutual fund licensed or Securities licensed) – English Join to apply for the Advisor, IG Wealth Management, Corporate Channel (Mutual fund licensed or Securities licensed) – English role at IG Wealth Management. Locations: Calgary, Edmonton, Ontario, Vancouver, Winnipeg We are actively looking for...

Location: Calgary, Gatineau, Moncton, Montréal, Ottawa, Toronto, Vancouver, WinnipegDivision: Financial ServicesIGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements. The company provides a broad range of financial planning and investment management...