Senior Wealth Management Professional
1 week ago
We are seeking a highly skilled and experienced professional to join our team as a Senior Wealth Management Professional. In this role, you will be responsible for leading a large team and overseeing the management of complex financial portfolios.
Key Responsibilities- Develop and implement sales strategies to achieve business objectives and sales goals.
- Lead relationships with business lines/corporate and/or control functions to ensure alignment with enterprise and/or regulatory requirements.
- Contribute to the process of setting performance objectives for the team; track, monitor and effectively address and/or reward performance in a timely manner.
- Manage employees in compliance with all human resources policies, procedures and guidelines of conduct.
- Act as a brand ambassador for the business area/function and the bank, both internally and/or externally.
- Undergraduate university degree.
- Investment Management course, CIM or CFA is an asset.
- CFP or PFP designation (CFP preferred) is an asset.
TD is one of the largest banks in North America, with a presence in Canada, the United States, and around the world. We are committed to enriching the lives of our clients, communities, and colleagues. Our compensation package includes a comprehensive benefits program, retirement savings plan, and opportunities for career development and recognition.
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Wealth Management Professional
2 weeks ago
Vancouver, British Columbia, Canada Nicola Wealth Full timeAbout the RoleNicola Wealth is seeking a highly skilled Wealth Advisor to join our team. As a trusted advisor, you will provide comprehensive wealth planning and investment management solutions to our clients.Key ResponsibilitiesBuild and maintain strong client relationships through exceptional service and tailored advice.Develop and implement personalized...
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Wealth Management Professional
2 weeks ago
Vancouver, British Columbia, Canada Nicola Wealth Full timeAbout the RoleNicola Wealth is seeking a highly skilled Wealth Advisor to join our team. As a trusted advisor, you will provide comprehensive wealth planning and investment management solutions to our clients.Key ResponsibilitiesBuild and maintain strong client relationships through exceptional service and tailored advice.Develop and implement personalized...
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Wealth Management Professional
2 weeks ago
Vancouver, British Columbia, Canada ZLC WEALTH INC. Full timeAbout ZLC Wealth Inc.ZLC Wealth Inc. is a Vancouver-based wealth management firm that provides tailored wealth management solutions for individuals, trusts, and corporations. Established in 2000, our team of dedicated professionals is committed to the success of our clients.Job SummaryWe are seeking a highly motivated and experienced Wealth Advisor to join...
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Wealth Management Professional
2 weeks ago
Vancouver, British Columbia, Canada ZLC WEALTH INC. Full timeAbout ZLC Wealth Inc.ZLC Wealth Inc. is a Vancouver-based wealth management firm that provides tailored wealth management solutions for individuals, trusts, and corporations. Established in 2000, our team of dedicated professionals is committed to the success of our clients.Job SummaryWe are seeking a highly motivated and experienced Wealth Advisor to join...
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Wealth Management Professional
3 weeks ago
Vancouver, British Columbia, Canada ZLC WEALTH INC. Full timeAbout ZLC Wealth Inc.ZLC Wealth Inc. is a Vancouver-based wealth management firm that provides tailored wealth management solutions for individuals, trusts, and corporations. Established in 2000, our team of dedicated professionals is committed to the success of our clients.Job SummaryWe are seeking a highly motivated and experienced Wealth Advisor to join...
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Wealth Management Professional
6 days ago
Vancouver, British Columbia, Canada ZLC WEALTH INC. Full timeJob Title: Wealth AdvisorZLC Wealth Inc., a leading wealth management firm, is seeking a highly skilled and experienced Wealth Advisor to join our dynamic team. As a Wealth Advisor, you will play a critical role in providing tailored wealth management solutions to our clients, helping them achieve their financial goals.Key Responsibilities:Develop and...
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Wealth Management Professional
6 days ago
Vancouver, British Columbia, Canada ZLC WEALTH INC. Full timeJob Title: Wealth AdvisorZLC Wealth Inc., a leading wealth management firm, is seeking a highly skilled and experienced Wealth Advisor to join our dynamic team. As a Wealth Advisor, you will play a critical role in providing tailored wealth management solutions to our clients, helping them achieve their financial goals.Key Responsibilities:Develop and...
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Wealth Management Professional
1 week ago
Vancouver, British Columbia, Canada ZLC WEALTH INC. Full timeJob Title: Wealth AdvisorZLC Wealth Inc., a Vancouver-based wealth management firm, is seeking a skilled Wealth Advisor to join our dynamic team. As a Wealth Advisor, you will play a crucial role in providing tailored wealth management solutions to our clients.Key Responsibilities:Forecast and analyze customer trends to offer expert recommendations to...
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Wealth Management Professional
1 week ago
Vancouver, British Columbia, Canada ZLC WEALTH INC. Full timeJob Title: Wealth AdvisorZLC Wealth Inc., a Vancouver-based wealth management firm, is seeking a skilled Wealth Advisor to join our dynamic team. As a Wealth Advisor, you will play a crucial role in providing tailored wealth management solutions to our clients.Key Responsibilities:Forecast and analyze customer trends to offer expert recommendations to...
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Wealth Management Professional
3 weeks ago
Vancouver, British Columbia, Canada Nicola Wealth Full timeAbout the RoleNicola Wealth is seeking a highly skilled Wealth Management Professional to join our team of experienced financial advisors. As a key member of our team, you will be responsible for providing comprehensive wealth planning and investment management solutions to our clients.Key ResponsibilitiesDevelop and manage new and existing client...
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Wealth Management Professional
3 weeks ago
Vancouver, British Columbia, Canada Nicola Wealth Full timeAbout the RoleNicola Wealth is seeking a highly skilled Wealth Management Professional to join our team of experienced financial advisors. As a key member of our team, you will be responsible for providing comprehensive wealth planning and investment management solutions to our clients.Key ResponsibilitiesDevelop and manage new and existing client...
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Wealth Management Professional
4 days ago
Vancouver, British Columbia, Canada Nicola Wealth Full timeAbout the RoleNicola Wealth is seeking a highly skilled Wealth Advisor to join our team. As a trusted advisor, you will provide comprehensive wealth planning and investment management solutions to our clients.Key ResponsibilitiesLeverage your technical planning and client relationship skills to build a business within Nicola Wealth.Deliver an impeccable...
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Wealth Management Professional
4 days ago
Vancouver, British Columbia, Canada Nicola Wealth Full timeAbout the RoleNicola Wealth is seeking a highly skilled Wealth Advisor to join our team. As a trusted advisor, you will provide comprehensive wealth planning and investment management solutions to our clients.Key ResponsibilitiesLeverage your technical planning and client relationship skills to build a business within Nicola Wealth.Deliver an impeccable...
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Wealth Management Professional
7 days ago
Vancouver, British Columbia, Canada ZLC WEALTH INC. Full timeJob Title: Wealth AdvisorZLC Wealth Inc., a Vancouver-based wealth management firm, is seeking a seasoned Wealth Advisor to join our dynamic team. As a key member of our team, you will be responsible for providing tailored wealth management solutions to high-net-worth clients.Key Responsibilities:Forecast and analyze customer trends to offer expert...
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Wealth Management Professional
7 days ago
Vancouver, British Columbia, Canada ZLC WEALTH INC. Full timeJob Title: Wealth AdvisorZLC Wealth Inc., a Vancouver-based wealth management firm, is seeking a seasoned Wealth Advisor to join our dynamic team. As a key member of our team, you will be responsible for providing tailored wealth management solutions to high-net-worth clients.Key Responsibilities:Forecast and analyze customer trends to offer expert...
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Wealth Management Professional
1 week ago
Vancouver, British Columbia, Canada ZLC WEALTH INC. Full timeJob Title: Wealth AdvisorZLC Wealth Inc., an affiliate of ZLC Financial Ltd., is a Vancouver-based wealth management firm providing tailored wealth management solutions for individuals, trusts, and corporations.Job Summary:We are seeking a driven, experienced Wealth Advisor to join our highly collaborative and dynamic team. The ideal candidate will thrive...
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Wealth Management Professional
1 week ago
Vancouver, British Columbia, Canada ZLC WEALTH INC. Full timeJob Title: Wealth AdvisorZLC Wealth Inc., an affiliate of ZLC Financial Ltd., is a Vancouver-based wealth management firm providing tailored wealth management solutions for individuals, trusts, and corporations.Job Summary:We are seeking a driven, experienced Wealth Advisor to join our highly collaborative and dynamic team. The ideal candidate will thrive...
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Senior Wealth Management Professional
2 weeks ago
Vancouver, British Columbia, Canada TD Full timeJob Summary:We are seeking a highly skilled and experienced Senior Wealth Management Professional to join our team at TD. As a key member of our Private Wealth Management group, you will be responsible for leading a team of professionals in providing exceptional client service and driving business growth.Key Responsibilities:Leadership and Team Management:...
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Senior Wealth Management Professional
2 weeks ago
Vancouver, British Columbia, Canada TD Full timeJob Summary:We are seeking a highly skilled and experienced Senior Wealth Management Professional to join our team at TD. As a key member of our Private Wealth Management group, you will be responsible for leading a team of professionals in providing exceptional client service and driving business growth.Key Responsibilities:Leadership and Team Management:...
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Senior Wealth Management Consultant
1 month ago
Vancouver, British Columbia, Canada Nicola Wealth Full timeAt Nicola Wealth, we believe that our clients deserve unparalleled service, and the same applies to our team members. By uniting intelligent, dedicated, and high-caliber professionals from various backgrounds, we provide outstanding client service in a vibrant work atmosphere. The collaborative, innovative, and entrepreneurial culture that defines us...