Senior High-Net-Worth Wealth Planner

1 day ago


Saint John, Canada Scotiabank Full time

A leading financial institution in Canada is seeking a Total Wealth Planner in Saint John, NB to provide tailored wealth planning services for high-net-worth clients. This role involves delivering comprehensive financial plans and consulting with clients on complex wealth management strategies. The ideal candidate will have a minimum of five years' experience in financial planning and hold relevant certifications. This position offers a chance to work collaboratively in an inclusive environment, enhancing client relationships and providing optimal financial solutions.
#J-18808-Ljbffr


  • Total Wealth Planner

    2 weeks ago


    Saint John, New Brunswick, Canada Scotiabank Full time

    Requisition ID: 245277Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.PurposeContributes to the overall success of the Total Wealth Planning, Global Wealth Solutions / Canadian Wealth Management in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the...

  • Total Wealth Planner

    2 weeks ago


    Saint John, Canada Scotiabank Full time

    Requisition ID: 245277 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose Contributes to the overall success of the Total Wealth Planning, Global Wealth Solutions / Canadian Wealth Management in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the...

  • Total Wealth Planner

    2 weeks ago


    Saint John, Canada Scotiabank Full time

       Requisition ID: 245277Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. PurposeContributes to the overall success of the Total Wealth Planning, Global Wealth Solutions / Canadian Wealth Management in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of...


  • (s): Canada : New Brunswick : Saint John Scotiabank Global Site Full time

    Requisition ID: 245277Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.PurposeContributes to the overall success of the Total Wealth Planning, Global Wealth Solutions / Canadian Wealth Management in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the...


  • Saint-leonard, Canada Placements Manuvie Incorporée Manulife Securities Incorporated Full time

    **À propos de CCR Manuvie Wealth Management** Chez CCR Manuvie Wealth Management, nous redéfinissons la gestion de patrimoine en offrant des solutions sur mesure et de haute qualité à nos clients fortunés. Nous croyons en l'innovation, l’excellence et, surtout, en la réussite collective. Si vous êtes passionné par la finance et que vous avez...

  • Wealth Associate

    7 days ago


    Saint Andrews, Canada Impact Wealth Full time

    If you are passionate about helping others while making positive change, we’d love to hear from you. At Impact Wealth, we help clients navigate life’s most important financial decisions. As a leading independent wealth advisory firm, we primarily support successful entrepreneurs and families in Atlantic Canada. Our holistic **360° ImpactTM process**...


  • Saint John, Canada Irving Oil Full time

    Job Title Construction Planner Who are we? Founded in 1924, Irving Oil is a family-owned international refining and marketing company with a history of long-term partnerships and relationships. With operations throughout Eastern Canada, New England and Ireland we focus on delivering quality products and exceptional service to our customers and our...

  • Financial Planner

    2 days ago


    Saint-Eustache, Canada TD Full time

    Join to apply for the Financial Planner - Sainte-Eustache role at TD Work Location: Laval, Quebec, Canada Hours 37.5 Line Of Business TD Wealth Pay Details 0 $/$0 - 0 $/$0 CAD This role is eligible for commission-based earnings. Job Description TD Wealth provides personalized advice, solutions, and service to clients through a holistic approach to wealth...

  • Financial Planner

    4 weeks ago


    Saint John, Canada Scotiabank Full time

    Requisition ID: 220668 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role As a Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. Most importantly, you realize that your clients are...

  • Financial Planner

    2 days ago


    Saint John, Canada Scotiabank Full time

    Requisition ID: 220668Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the roleAs a Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. Most importantly, you realize that your clients are your...