Wealth Management Professional

Nour Private Wealth is seeking an experienced Wealth Management Financial Director to lead our financial management efforts. As a strategic partner, you will work closely with our executive leadership team to develop and implement financial strategies that drive business growth and profitability.The ideal candidate will have a strong background in accounting...

Company OverviewNational Bank Financial – Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000 clients in about 100 branches. As a Wealth Associate, you will team up with a wealth advisor to offer an exceptional client experience. Reporting to the...

ResponsibilitiesThe Wealth Planning Professional will be responsible for providing expert advice and guidance to our clients on various aspects of wealth planning, including investment management, estate planning, and tax planning. This role requires a strong understanding of financial markets, products, and services, as well as excellent communication and...

About the RoleAs a Senior Wealth Associate, you will play a key part in analyzing clients' accounts to recommend business opportunities tailored to their needs. You will also oversee administrative tasks related to account management and provide outstanding customer service.

Job Description:The Senior Financial Planning Associate plays a pivotal role in providing integrated financial planning that complements our wealth management services. This involves supporting the Wealth Advisor team in creating comprehensive wealth strategies for clients, preparing and delivering personal financial plans, and contributing to the...

About the Role">Support investment advisors in providing superior customer service and be available to meet client requests.Carry out routine operations related to financial transactions (e.g., purchases and sales of securities, necessary transaction adjustments).Carry out deposit, withdrawal, transfer, and currency conversion instructions for all investment...

About the JobThis Private Wealth Management Professional role at BMO Financial Group requires the ability to work collaboratively within the branch and regional team to deliver an exceptional client experience. The ideal candidate will have a strong understanding of Trust & Estate account management and administration, as well as excellent technical...

Job Description SummaryThis role is ideal for individuals who are passionate about helping high-net-worth clients achieve their financial goals. As a Financial Planning Consultant, you will be responsible for building and maintaining client relationships, providing strong planning and financial advice, and leveraging our resources to create customized...

Company Overview: National Bank Financial – Wealth Management is a leading investment dealer in Canada, with close to 1,000 investment advisors managing the assets of over 400,000 clients across approximately 100 branches.">About the Role: As a Senior Wealth Associate, you will work closely with investment advisors to deliver exceptional client...

Job DescriptionRole Summary: Provide comprehensive financial planning that supports the Wealth Advisor team in creating and developing a comprehensive wealth strategy for clients.Key Responsibilities:Champion a customer-focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.Proactively support the...

Are you looking for a place to showcase your client relationship skills?We're expanding our Wealth Management team and searching for a passionate, driven and energetic candidate for the position of a Licensed Associate, Wealth Solutions.Skyline Wealth Management, a division of the Skyline Group of Companies, is a premier wealth planning and investment firm...

**Job Summary:**We are seeking a highly motivated and experienced Associate Financial Advisor to join our Portage Cross Border Wealth Management team in Oakville, Ontario.The ideal candidate will possess excellent communication skills, a strong sense of ethics and integrity, and the ability to work effectively in a fast-paced team environment.About the...

Nour Private Wealth is seeking an experienced Strategic Accounting Manager to lead our financial management efforts. As a strategic partner, you will work closely with our executive leadership team to develop and implement financial strategies that drive business growth and profitability.The ideal candidate will have a strong background in accounting and...

Requisition ID: 219381As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets.When you join ScotiaMcLeod, you'll be...

About the RoleIn this role, you will be part of a team supporting 1 Wealth Advisor and 1 Senior Wealth Associate located in Oakville. You will work closely with investment advisors to develop innovative portfolio management and marketing strategies to maximize results.Your responsibilities will include overseeing onboarding, training, and coaching for new...

Attendance On-Site Job number 22231 Category Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 16-Aug-2024 Location: Oakville, Ontario City Oakville Province/State Ontario Area of Interest: Wealth managementA career as a Wealth Associate at National Bank is a job where you can showcase...

Attendance On-Site Job number 22231 Category Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 16-Aug-2024 Location: Oakville, Ontario City Oakville Province/State Ontario Area of Interest: Wealth management A career as a Wealth Associate at National Bank is a job where you can...

About the Job DescriptionThe primary purpose of the Senior Financial Planning Associate is to provide financial planning that is closely integrated with wealth management, as it supports the Wealth Advisor team in laying the groundwork for creating and developing a comprehensive wealth strategy for clients including the preparation and delivery of personal...

Company OverviewScotiabank is a forward-thinking organization dedicated to delivering exceptional wealth management services. Our commitment to innovation and customer satisfaction has earned us a reputation for integrity based on service excellence and trusted investment advice.As a cornerstone business within Scotiabank, ScotiaMcLeod has built a strong...

A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients.Responsibilities:- Support investment advisors in providing...