Wealth Management Specialist

We are seeking a highly skilled Wealth Management Specialist to join our team at National Bank. In this role, you will work closely with a multidisciplinary team to manage and deliver large-scale projects that drive efficiency, profitability, and customer experience.As a Wealth Management Specialist, you will act as a link between the regions and corporate...

Job DescriptionWe are seeking an experienced Wealth Management Banking Specialist to join our team at NBC. This is a challenging and rewarding role that requires strong analytical and communication skills.As a Wealth Management Banking Specialist, you will be responsible for providing banking services to high net worth individuals and families. You will work...

IG Wealth Management is a leading diversified wealth and asset management company with approximately $271 billion in total assets under management. Our vision is to inspire financial confidence by providing a broad range of financial planning and investment management services to help Canadians meet their financial goals.About IG Wealth ManagementWe are...

About the Role: IG Wealth Management is seeking a highly skilled and experienced District Vice-President to lead our team in Quebec and Atlantic Canada. This role requires a strong understanding of our products and services, as well as excellent communication and sales skills. Key Responsibilities:Provide exceptional service to IG Wealth Management...

Job OverviewAviso Wealth is a leading wealth management and investment services provider, offering comprehensive solutions for the Canadian financial industry.About the RoleWe are seeking an experienced Financial Trader Specialist to join our Trading team. This individual will be responsible for executing daily Mutual Fund trade orders, supporting Portfolio...

About the Internship ProgramWe are seeking highly motivated and ambitious university students to join our Fall 2024, Winter 2025, and Summer 2025 internship program in financial planning.Key Responsibilities:Assist in creating, updating, and optimizing financial plans for clients.Participate in client prospecting and outreach activities.Contribute to the...

Job OverviewWe are seeking a highly skilled Wealth Management Solutions Sales Specialist to join our team at RecruitAction. In this role, you will focus on promoting wealth management solutions to financial advisors, building strong relationships, and driving sales growth.Estimated Salary: $44-$47 per hour based on experience.Key Responsibilities:• Conduct...

Job SummaryA career as a Private Wealth Advisor in the Commercial & Private Banking 1859 team means acting as a preferred financial specialist for wealthy clients. This role allows you to have a positive impact on our organization, thanks to your skills in providing exceptional customer service, your ability to build strong trusting relationships and your...

Job Title: Wealth Tech Platform SpecialistLocation: Job Type: Full-time Reports to: Chief Revenue Officer About Sofistic: At Sofistic, we empower financial professionals to drive success through cutting-edge AI technology solutions. Our platform leverages AI-driven insights to enhance decision-making, optimize portfolio management, and improve client...

About the RoleWe are seeking a highly skilled Wealth Management Specialist to join our team at National Bank. As a key member of our Exclusive Remote Advisory Services team, you will play a critical role in helping our clients achieve their financial goals.Key ResponsibilitiesCultivate long-term relationships with our clients and provide personalized advice...

We are seeking a skilled Customer Relations Specialist to join our team at Scotiabank's wealth management division. As a Specialist, Customer Relations Centre, you will play a key role in providing exceptional customer service and support to our clients.About the RoleThe successful candidate will have the opportunity to work in a dynamic environment,...

Job SummaryThe Regional Director, Total Wealth Planning plays a critical role in executing Canadian Wealth Management's strategy by leading the delivery of Total Wealth Planning and Canadian Wealth Insurance Services across Quebec and Atlantic Canada.Key ResponsibilitiesLead a team of specialists to exceed nationally-defined goals and business plans,...

A career at National Bank means being part of a transformation that has a direct impact on clients. As an Operational Risk Management Specialist in Wealth Management, you will work with various stakeholders to ensure the implementation of the operational risk management framework.Your role:Ensure the deployment of the Operational Risk Management framework...

About the RoleWe are seeking a talented Private Wealth Advisor to join our Commercial & Private Banking 1859 team at National Bank. As a Private Wealth Advisor, you will play a key role in providing exceptional customer service, building strong trusting relationships, and delivering expert financial planning solutions to our high-net-worth clients.Key...

We are seeking a talented Wealth Advisor to join our Exclusive Remote Advisory Services team at National Bank.About the RoleThis is an exciting opportunity for a motivated and experienced professional to help our clients achieve their life goals by providing high-quality advice on investment products and services. As a Wealth Advisor, you will be responsible...

Aviso Wealth is a leading wealth management organization dedicated to improving the financial well-being of Canadians. As a forward-thinking company, we are committed to leadership, innovation, partnership, responsibility, and community.Our team is comprised of talented and energetic professionals who exemplify our values every day. We thrive in fast-paced...

Job Title: Wealth Management AdvisorAs a Wealth Management Advisor at Desjardins, you will play a key role in developing and maintaining lasting and trusting business relationships with members and clients. Your primary responsibility will be to listen to their needs, offer advice that fits their financial situation, and help them choose appropriate...

Job OverviewWe are seeking a highly skilled and motivated Wealth Management Professional to join our team at Scotiabank.About the RoleThe successful candidate will be responsible for providing exceptional client service, managing client relationships, and delivering tailored wealth management solutions.Key ResponsibilitiesProvide personalized service to...

Job SummaryAs a Senior Advisor - Wealth Management Expert at the National Bank, you will play a key role in providing strategic advice to clients and stakeholders. Your expertise in wealth management and operations will enable you to drive business growth and improve processes. About the RoleAs a member of the Administration, Performance Measurement and Risk...

Job DescriptionWe are seeking a highly skilled Financial Planner to join our team at TD Wealth. As a Financial Planner, you will be responsible for providing personalized advice and solutions to clients, helping them achieve their financial goals and objectives.Key Responsibilities:Conduct financial needs assessments to identify clients' financial goals and...