Wealth Planning Liaison

Role OverviewNicola Wealth is seeking a skilled Wealth Planning Associate to join our Advisory Services Division. As a key member of our team, you will provide exceptional financial planning and strategic wealth management services to our high-net worth clients.Key ResponsibilitiesSupport Wealth Advisors in delivering first-class financial planning and...

About UsNicola Wealth is a leading wealth management firm in Canada, recognized for its exceptional financial planning, diversified investment platform, and award-winning culture.Job SummaryWe are seeking an experienced Advisory Services Director to lead our Wealth Advisor team and operations in Ontario. As a key member of our leadership team, you will be...

Job Description:As a Senior Wealth Planner at Wellington-Altus, you will be responsible for developing, executing, and maintaining comprehensive wealth plans for our high-net-worth clients. Your expertise will guide clients in articulating and achieving their short and long-term goals. You will maintain current knowledge of wealth planning processes,...

Wealth Planning Consultant Job DescriptionBMO is seeking a skilled Wealth Planning Consultant to join our team. As a key member of our wealth management group, you will be responsible for providing high-quality, personalized wealth planning services to our high net worth and ultra high net worth clients.Key Responsibilities:Develop and implement...

Optimize Wealth Management is a premier wealth management company based in Toronto, ON. We provide personalized financial solutions and advice to our clients, including financial planning, portfolio management, tax preparation, debt management, and estate planning.The core of our approach is to match clients' financial and life goals with personalized...

Wealth Planning ProfessionalAt Wellington-Altus, we are seeking a talented Wealth Planning Professional to join our team. This role is responsible for developing and executing comprehensive wealth plans for our high-net-worth clients.Key Responsibilities:Meet with clients to understand their financial goals and objectives.Conduct in-depth research and...

Senior Wealth Planner Job OverviewAt Wellington-Altus, we are seeking an experienced Senior Wealth Planner to join our team in Toronto. This is a unique opportunity for a professional with a passion for wealth planning to make a meaningful impact on our clients' lives.

Job DescriptionAt BMO, we are seeking a skilled Wealth Planning Consultant to join our team. As a key member of our wealth management team, you will be responsible for providing expert financial planning advice to high net worth and ultra high net worth clients.Key ResponsibilitiesDevelop and implement comprehensive financial plans for clients, taking into...

Wealth Planning OpportunityWellington-Altus Private Wealth is seeking a skilled Senior Wealth Planner to join our team. As a Senior Wealth Planner, you will be responsible for developing, executing, and maintaining comprehensive wealth plans for our clients.Key ResponsibilitiesMeet with existing and potential clients to understand their financial goals and...

About UsSun Life is a leading provider of life, health and wealth products in the Canadian marketplace.Our Individual Insurance and Wealth business unit represents close to 30 per cent of all Sun Life Financial global revenue and more than 50 per cent of Canadian earnings.We're looking for a Strategic Wealth Planning Specialist to join our team.Your RoleAs a...

Requisition ID: 198898Purpose of the Role:The Financial Planning Associate will provide regional support to Scotia Wealth Management advisors and Specialists, working closely with other team members during plan preparation.Key Responsibilities:Prepare plans submitted by Wealth Advisors and Relationship Managers, inputting client data into WealthPrint...

We are committed to leadership, innovation, partnership, responsibility, and community.As a leading wealth management organization, we strive to deliver exceptional service to our clients. Our team is dedicated to building strong relationships and providing tailored solutions to meet their unique needs.We are seeking a highly motivated and detail-oriented...

OverviewAt ScotiaMcLeod, we are a cornerstone business within Scotia Wealth Management, renowned for our integrity based on service excellence and trusted investment advice. Our advisors and teams take pride in exploring innovative approaches to protecting and growing their clients' assets.Estimated Salary: $85,000 - $115,000 per yearJob DescriptionThe...

About the RoleWe are seeking a highly skilled Financial Planning Expert to join our team at ScotiaMcLeod. As a cornerstone business within Scotia Wealth Management, we have earned a reputation for integrity based on service excellence and trusted investment advice.As a key member of our team, you will work with a dedicated Wealth Advisor group in preparing...

Company OverviewWellington-Altus Private Wealth is a leading investment dealer in Canada, with over $30 billion in assets under administration and offices across the country.

Requisition ID: 198898 Purpose of Job:The primary purpose of the Financial Planning Associate is to provide Regional support to Scotia Wealth Management advisors and Specialists. The Associate is also required to work very closely with other members of the Team of Specialists during plan preparation.Key Responsibilities:The Financial Planning Associate will...

Job Opportunity: Business Owner SpecialistRBC Dominion Securities Inc. is seeking an experienced Business Owner Specialist to join their HNW Planning Services team. As a key member of this team, you will work closely with advisors to deliver high-value customized information and guidance on tax, estate, business succession planning, and overall wealth...

Advisory Services Director PositionNicola Wealth is seeking a highly skilled and experienced Advisor Services Director to lead our Wealth Advisor team in Ontario. This role will be responsible for shaping the performance, direction, and growth of our Wealth Advisor team, ensuring that we achieve our strategic and business objectives while delivering an...

About UsCommon Wealth Retirement is a leading financial technology company dedicated to making financial security in retirement accessible to everyone.We have quickly become Canada's fastest-growing group retirement provider, with a rapidly expanding network of advisors and a strong presence in every Canadian province.We strive to be a true partner in...

Job Title: Advisory Services DirectorWe are seeking a highly skilled and experienced Advisory Services Director to lead our Wealth Advisor team and operations in Ontario. As a key member of our Advisory Services leadership team, you will play a critical role in shaping the performance, direction, and growth of our Wealth Advisor team.Key...