Senior Total Wealth Planner for High-Net-Worth Clients

A leading financial institution in Montreal is seeking a Senior Total Wealth Planner. This role involves providing comprehensive financial planning advice to high-net-worth clients and collaborating with internal experts. The ideal candidate will have a university degree, a financial planning designation, and at least five years of experience. Strong...

A leading banking institution is seeking a Senior Total Wealth Planner in Montreal. This role involves providing comprehensive financial planning advice to high net worth clients and collaborating with internal teams for optimal service. Candidates must possess a university degree and accredited financial planning designation along with at least 5 years of...

A leading banking institution is seeking a Senior Total Wealth Planner in Montreal. This role involves providing comprehensive financial planning advice to high net worth clients and collaborating with internal teams for optimal service. Candidates must possess a university degree and accredited financial planning designation along with at least 5 years of...

A leading banking institution is seeking a Senior Total Wealth Planner in Montreal. This role involves providing comprehensive financial planning advice to high net worth clients and collaborating with internal teams for optimal service. Candidates must possess a university degree and accredited financial planning designation along with at least 5 years of...

A leading bank in the Americas is seeking a Senior Total Wealth Planner in Montreal. This role involves providing comprehensive financial planning advice to high net worth clients, ensuring alignment with their needs. The ideal candidate will have a CPA, relevant degree, and a minimum of 5 years' experience. This position fosters team collaboration and...

OverviewPay Details 115,600 $/$115,600 - 163,200 $/$163,200 CADWork Location Montr e9al, Quebec, CanadaHours 37.5Line Of Business TD WealthJob Description As a member of Private Wealth Management, the High-Net-Worth Planner is responsible for working with TD advisors to deliver high value customized guidance on tax, estate and overall wealth planning to HNW...

Description :As a member of Private Wealth Management, the High-Net-Worth Planner is responsible for working with TD advisors to deliver high value customized guidance on tax, estate and overall wealth planning to HNW and UHNW clients of TD. Specifically, the High-Net-Worth Planner has accountability for: a) Providing professional financial, tax and estate...

Work Location:Montréal, Quebec, CanadaHours37.5Line Of BusinessTD WealthPay Details115,600 $/$115, ,200 $/$163,200 CADTD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have...

Work Location:Montréal, Quebec, CanadaHours:37.5Line of Business:TD WealthPay Details:115,600 $/$115, ,200 $/$163,200 CADTD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have...

A leading financial services firm in Montreal seeks an experienced financial planner to deliver high-quality financial planning to high-net-worth clients. This role requires 7+ years of experience, bilingual skills in English and French, and a diploma in financial planning. The successful candidate will work collaboratively with portfolio managers and...