Wealth Planning Associate for HNW Client Plans

A leading bank in the Americas is seeking a Total Wealth Planning Associate in Vancouver. This role involves providing financial planning support to Senior Total Wealth Planners, preparing financial plans for high-net-worth clients, and ensuring compliance with quality control mandates. Candidates should have a college degree and be working towards CFP or...

**Nicola Wealth Description**: We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, proprietary limited partnerships and investment products, 99% client retention rate and award-winning culture combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada's Top...

**Nicola Wealth Description**: We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, proprietary limited partnerships and investment products, 99% client retention rate and award-winning culture combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada's Top...

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...

About Nicola Wealth Nicola Wealth is a national leader in wealth management, recognised as a Best Managed Company and one of Canada’s Top Employers. We offer sophisticated financial planning, diversified private investment funds with exceptional performance, a 99 % client retention rate, and an award‑winning culture. Our values drive a collaborative,...

Join a purpose driven winning team, committed to results, in an inclusive and high‑performing culture. Purpose of Job The primary purpose of the Total Wealth Planning Associate is to provide financial planning support to the Senior Total Wealth Planners in market. Major Accountabilities 1. Prepare financial plans for Senior Total Wealth Planners (STWP) in...

Requisition ID: 240554Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Purpose of Job:The primary purpose of the Total Wealth Planning Associate is to provide financial planning support to the Senior Total Wealth Planners in market.Major Accountabilities:  1.    Prepare financial plans for Senior Total...

Business Owner Specialist, HNW Planning Services What is the opportunity? RBC Family Office Services (FOS) is looking to add experienced Business Owner Specialists to the team. As a member of the HNW Planning Services team, you’ll join a team of diverse, highly accredited and experienced lawyers, accountants and business valuation subject matter experts....

If you're an ambitious, detail-oriented individual with a passion for growth and ready to take the next step in your career, we want you on our team.Oakwater Wealth Counsel, a well-established and fast-growing advisory practice, is seeking a detail-oriented and analyticalFinancial Planning Associateto support the development of comprehensive financial plans...