Wealth Management Professional
3 weeks ago
We are seeking a highly skilled and motivated individual to join our team as a Wealth Management professional. As a key member of our team, you will be responsible for providing expert advice and guidance to clients on their financial planning and wealth management needs.
Key Responsibilities:- Prepare and analyze financial data to provide accurate and timely advice to clients.
- Develop and implement comprehensive financial plans to meet clients' goals and objectives.
- Provide expert guidance on tax planning and compliance to ensure clients' financial well-being.
- Collaborate with cross-functional teams to deliver exceptional client service and support.
- Stay up-to-date with industry trends and regulatory requirements to ensure compliance and best practices.
- Strong analytical and problem-solving skills with attention to detail.
- Excellent communication and interpersonal skills with ability to work with diverse client groups.
- Proven experience in financial planning and wealth management with a strong understanding of tax laws and regulations.
- Ability to work in a fast-paced environment with multiple priorities and deadlines.
- Strong organizational and time management skills with ability to prioritize tasks and meet deadlines.
- A dynamic and supportive work environment with opportunities for growth and development.
- A competitive salary and benefits package with opportunities for bonuses and incentives.
- A comprehensive training program to ensure your success in the role.
- A collaborative and inclusive team culture with opportunities for professional networking and development.
Scotiabank is a leading bank in the Americas, committed to helping our customers, their families, and their communities achieve success through a broad range of advice, products, and services. We value diversity, equity, and inclusion and are committed to creating a workplace that is inclusive and accessible for everyone. If you require accommodation during the recruitment and selection process, please let us know. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.
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Wealth Management Professional
4 weeks ago
Hamilton, Ontario, Canada Scotiabank Full timeJob Title: Wealth ManagementWe are seeking a highly skilled and motivated individual to join our team as a Wealth Management professional. As a key member of our team, you will be responsible for providing exceptional customer service and delivering high-quality financial solutions to our clients.Key Responsibilities:Prepare and analyze financial data to...
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Wealth Management Professional
4 weeks ago
Hamilton, Ontario, Canada Scotiabank Full timeJob Title: Wealth ManagementWe are seeking a highly skilled and motivated individual to join our team as a Wealth Management professional. As a key member of our team, you will be responsible for providing exceptional customer service and delivering high-quality financial solutions to our clients.Key Responsibilities:Prepare and analyze financial data to...
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Wealth Management Professional
4 weeks ago
Hamilton, Ontario, Canada Scotiabank Full timeJob Title: Wealth Management ProfessionalWe are seeking a highly skilled and motivated Wealth Management Professional to join our team at Scotiabank. As a key member of our team, you will be responsible for providing exceptional customer service and support to our clients, while also contributing to the overall success of our organization.Key...
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Wealth Management Professional
4 weeks ago
Hamilton, Ontario, Canada Scotiabank Full timeJob Title: Wealth Management ProfessionalWe are seeking a highly skilled and motivated Wealth Management Professional to join our team at Scotiabank. As a key member of our team, you will be responsible for providing exceptional customer service and support to our clients, while also contributing to the overall success of our organization.Key...
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Wealth Management Professional
1 month ago
Hamilton, Ontario, Canada Scotiabank Full timeJob Title: Wealth Management ProfessionalScotiabank is seeking a highly skilled and motivated Wealth Management Professional to join our team in Hamilton, Ontario. As a key member of our Taxation Services unit, you will play a critical role in ensuring the success of our clients by providing expert advice and guidance on taxation matters.Key...
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Hamilton, Ontario, Canada RBC Dominion Securities Inc. Full timeJob SummaryWe are seeking a highly motivated and detail-oriented Associate to join our Wealth Management team at RBC Dominion Securities Inc. As an Associate, you will play a key role in providing exceptional client service and supporting the growth of our business.Key ResponsibilitiesProvide professional servicing of client contacts, including responding to...
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Associate - Wealth Management Professional
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Hamilton, Ontario, Canada RBC Dominion Securities Inc. Full timeJob SummaryWe are seeking a highly motivated and detail-oriented Associate to join our Wealth Management team at RBC Dominion Securities Inc. As an Associate, you will play a key role in providing exceptional client service and supporting the growth of our business.Key ResponsibilitiesProvide professional servicing of client contacts, including responding to...
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Hamilton, Ontario, Canada Infinity Wealth Solutions Inc. Full time{"h1": "Insurance Broker Role at Infinity Wealth Solutions Inc.", "p": "We are seeking a skilled Insurance Broker to join our team at Infinity Wealth Solutions Inc. As an Insurance Broker, you will be responsible for assessing potential client markets, calculating premiums, and establishing client insurance coverage. You will also monitor insurance claims...
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Insurance Professional
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