Wealth Management Specialist

Join Our Team as a Financial Advisory SpecialistIf you possess exceptional interpersonal abilities and are eager to contribute to a successful team, this position may be the perfect fit for you.About SFL Wealth ManagementSFL Wealth Management is recognized as an innovative and progressive firm, dedicated to offering customized insurance and investment...

About Banque Nationale - Wealth ManagementBanque Nationale - Wealth Management is a leading financial institution in Canada, dedicated to providing exceptional wealth management solutions to its clients. With a team of experienced investment advisors and a strong commitment to client service, we strive to help our clients achieve their financial goals.Your...

About Us: IG Wealth Management is a leading diversified wealth and asset management company with a strong presence in Canada. Our mission is to provide exceptional financial services to our clients, and we're committed to building a team of talented professionals who share our vision.Job Summary: We're seeking a highly skilled Bilingual Senior Client...

About Us: IG Wealth Management is a leading diversified wealth and asset management company with a strong presence in Canada. Our mission is to provide exceptional financial services to our clients, and we're committed to building a team of talented professionals who share our vision.Job Summary: We're seeking a highly skilled Bilingual Senior Client...

About the RoleAs a Private Wealth Advisor in the Commercial & Private Banking 1859 team at Banque Nationale du Canada, you will act as a preferred financial specialist for high-net-worth clients. This role offers a unique opportunity to make a positive impact on our organization by leveraging your exceptional customer service skills and ability to provide...

About the RoleAs a Private Wealth Advisor in the Commercial & Private Banking 1859 team at Banque Nationale du Canada, you will act as a preferred financial specialist for high-net-worth clients. This role offers a unique opportunity to make a positive impact on our organization by leveraging your exceptional customer service skills and ability to provide...

About the RoleWe are seeking a highly skilled Private Wealth Advisor to join our Commercial & Private Banking 1859 team at Banque Nationale du Canada. As a Private Wealth Advisor, you will play a key role in providing exceptional financial planning and wealth management services to our high net worth clients.Key ResponsibilitiesDevelop and Grow Client...

Position OverviewAs an IT Asset Management Specialist within the Wealth Management sector, you will play a pivotal role in leading and guiding teams to enhance operational efficiency. Your extensive background in management and IT support will be essential in driving successful outcomes.Key ResponsibilitiesUtilize your coaching abilities to mentor team...

Job SummaryRoyal Bank of Canada is seeking a skilled Associate Wealth Advisor to join our advisory team. As a key member of our team, you will play a vital role in deepening client relationships and developing wealth management strategies that meet their unique needs.Key ResponsibilitiesSupport clients through the wealth management process by gathering...

About the RoleNational Bank Financial – Wealth Management is seeking a highly skilled Business Operations Specialist to join its Strategy & Performance team. As a key member of the Advisor Programs & Policies team, you will play a crucial role in managing the Business Expenses Sharing Program and providing exceptional service to our wealth advisors and...

About the RoleNational Bank Financial – Wealth Management is seeking a highly skilled Business Operations Specialist to join its Strategy & Performance team. As a key member of the Advisor Programs & Policies team, you will play a crucial role in managing the Business Expenses Sharing Program and providing exceptional service to our wealth advisors and...

About the RoleWe are seeking a highly skilled Wealth Management Specialist to join our team at Desjardins. As a key member of our financial services team, you will be responsible for developing and maintaining lasting and trusting business relationships with our members and clients.Key ResponsibilitiesAdvise members and clients on the best strategies and...

About the RoleWe are seeking a highly skilled Wealth Management Specialist to join our team at Desjardins. As a key member of our financial services team, you will be responsible for developing and maintaining lasting and trusting business relationships with our members and clients.Key ResponsibilitiesAdvise members and clients on the best strategies and...

Position:Senior Wealth Planning SpecialistOverview:At Scotiabank, we prioritize delivering exceptional financial guidance to our high net worth clientele. The Senior Wealth Planning Specialist plays a crucial role in providing in-depth financial planning advice and support, acting as a trusted expert in the field.Key Responsibilities:1. **Client...

About the RoleIG Wealth Management is seeking a highly skilled and experienced Senior Client Experience Specialist to join our team. As a key member of our client experience team, you will be responsible for providing exceptional support to our top financial advisors, ensuring that they have the resources and expertise needed to deliver outstanding client...

About the RoleWe are seeking a highly skilled and experienced Director to join our Advanced Financial Planning team at IG Wealth Management. As a Director, you will play a key role in providing advanced taxation and estate planning advice, client meeting support, training, and resource materials to our IG Wealth Management Consultants.Key...

About the RoleWe are seeking a highly skilled and experienced Director to join our Advanced Financial Planning team at IG Wealth Management. As a Director, you will play a key role in providing advanced taxation and estate planning advice, client meeting support, training, and resource materials to our IG Wealth Management Consultants.Key...

Position OverviewOur client is a distinguished consulting firm comprised of elite professionals specializing in Financial Services technology.They possess profound expertise in the realms of Capital Markets, Wealth & Investment Management, and Retail Banking, providing clients with an exceptional blend of business acumen and technical proficiency.Their...

Is this position a fit for you? In this role, you will be entrusted with specific responsibilities, which include: Assisting in prospecting and pipeline management: This involves ensuring that new opportunities are accurately documented and monitored within Salesforce; generating reports and guiding leaders and advisors towards relevant reporting on leads;...

About the RoleIG Wealth Management is seeking a highly skilled and experienced Senior Client Experience Specialist to join our team. As a key member of our organization, you will play a critical role in providing exceptional support to our top financial advisors, ensuring a seamless and effortless experience for our high net worth and ultra-high net worth...