Current jobs related to Wealth Planning Associate for High Net Worth Clients - Vancouver - Scotiabank

  • Associate, Wealth Planning

    7 days ago

    Vancouver, Canada Richardson Wealth Full time

    **Employment Status**: Permanent Full-Time **Location**: Vancouver, BC **Department**: Corporate **Reporting To**: Investment Advisor(s) and Branch Management Team **Job Id**: VAN - 023 **Job Level**: L4 **Seniority Level**: Entry-level **Position Overview**: The entry-level financial planner plays a supporting role in the opportunity to work with two...

  • Administrative Associate

    2 weeks ago

    Vancouver, Canada Nicola Wealth Full time

    **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...

  • Associate Wealth Advisor

    6 days ago

    Vancouver, Canada Connor, Clark & Lunn Financial Group Full time

    **Associate Wealth Advisor** **Connor, Clark & Lunn Private Capital Ltd.** **Vancouver, BC** Becoming an Associate Wealth Advisor with CC&L Private Capital may be the only career move you ever need to make. Join one of Canada's largest independent and privately held discretionary investment managers, and help clients achieve their unique financial goals...

  • Administrative Associate

    2 weeks ago

    Vancouver, Canada Nicola Wealth Full time

    **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...

  • Operations Associate/Operations Lead

    3 weeks ago

    Vancouver, Canada Langlois Brown Wealth Management Full time

    Company & Position Overview Langlois Brown Wealth Management, iA Private Wealth, is a boutique advisory practice serving high-net-worth families and business owners. We provide comprehensive planning, disciplined investment management, and a high standard of professionalism in every interaction. Clients rely on us for clarity, consistency, and a thoughtful,...

  • Senior Wealth Planning Expert

    4 days ago

    Vancouver, Canada Scotiabank Full time

    A major financial institution in Vancouver is seeking a Senior Total Wealth Planner responsible for delivering comprehensive financial planning advice tailored to high net worth clients. The role requires collaboration with internal experts and external professionals to ensure optimal planning services. Candidates should have an accredited designation and a...

  • Client Services Associate, New Accounts Administrator

    6 days ago

    Vancouver, Canada Nicola Wealth Full time

    **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...

  • Associate Wealth Advisor

    5 days ago

    Vancouver, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals. As an integral member of a...

  • Client Services Associate

    3 weeks ago

    Vancouver, Canada Harbourfront Wealth Management Full time

    Harbourfront Wealth Management provided pay range This range is provided by Harbourfront Wealth Management. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range CA$50,000.00/yr - CA$55,000.00/yr Who we are: Harbourfront Wealth is a dynamic industry leader specializing in financial services and...

  • Associate

    1 week ago

    Vancouver, Canada Wellington-Altus Private Wealth Inc. Full time

    **Associate** **Location**:This position will be based out of our Vancouver office. **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., Wellington-Altus Group Solutions Inc., Independent Advisor...

Wealth Planning Associate for High Net Worth Clients

16 hours ago

Vancouver, Canada Scotiabank Full time

A leading banking institution is seeking a Total Wealth Planning Associate in Vancouver to provide financial planning support to Senior Planners for high-net-worth clients. The ideal candidate will demonstrate strong analytical skills, a focus on accuracy, and intermediate financial planning knowledge. This role involves preparing financial plans, ensuring compliance quality, and managing associated administrative tasks. Join a team committed to inclusive culture and professional growth.
#J-18808-Ljbffr