High Net Worth Family Office Manager

Job OverviewKPMG Canada is seeking an experienced High Net Worth Tax Planning Specialist to join their Cross Border Tax practice in the Family Office. This role will involve working with high net worth individuals and their families on complex US and Canadian tax compliance and advisory issues.About the RoleThis senior-level position will lead engagements...

Company Overview:Richter is a dynamic growing team that acts as personal CFO's for high-net-worth families. We offer a customized approach for each family, which includes services such as cash management, lifestyle management, integrated financial planning opportunities as well as day-to-day accounting and compliance needs.Salary: $120,000 - $180,000 per...

We are seeking a highly motivated and detail-oriented Insurance Brokerage Specialist to join our team at Oracle RMS. As a Personal Lines Account Manager - High Net Worth, you will be responsible for managing and servicing a High Net Worth Personal Lines book of business.Key ResponsibilitiesRespond to client inquiries in a timely manner and provide...

Job SummaryWe are seeking a skilled High Net Worth Account Manager to join our team at Insurance Talent Group. As an experienced insurance professional, you will be responsible for the day-to-day account management of assigned clients, including processing policies, invoicing, and providing coverage comparisons.About the RoleThis is a unique opportunity to...

Job Opportunity:As a High Net Worth Insurance Specialist at RBC Insurance Agency Ltd., you will be responsible for building trusted relationships with Wealth Advisors within RBC Wealth Management Canada. Your goal will be to earn the right to work with their High Net Worth clients, providing advice on High Net Worth Home and Auto Insurance solutions through...

Job Opportunity: High Net Worth Insurance Solutions SpecialistWe are seeking a highly skilled and experienced insurance professional to join our team as a High Net Worth Insurance Solutions Specialist at RBC Insurance Agency Ltd. in Mississauga, Canada.About the RoleThis is an excellent opportunity for a motivated and results-driven individual to build...

Establish a long-term partnership with high net worth clients by providing exceptional service and tailored financial solutions. Collaborate with a dedicated team to ensure client satisfaction and retention.About CWB Wealth ManagementCWB Wealth Management is an organization that prioritizes building value for its clients, people, and investors. Our...

Job Opportunity:We are seeking a highly skilled High Net Worth Insurance Consultant to join our team at RBC Insurance Agency Ltd.About the Role:This is an exciting opportunity for a motivated and experienced insurance professional to work with high net worth clients, providing tailored risk assessment and insurance solutions to protect their wealth,...

Scotiabank, one of the largest banks in the world and Canada's most international bank, is seeking a High Net Worth Client Advisor for its Scotia Wealth Management Private Banking division.CompensationThe estimated annual salary for this position is $65,000-$80,000 based on industry standards and national averages in Canada.About the RoleThis 5-month...

Job Opportunity:As a Private Client Insurance Specialist at RBC Insurance Agency Ltd., you will play a crucial role in building trusted relationships with Wealth Advisors within RBC Wealth Management Canada. Your primary responsibility will be to provide expert advice on High Net Worth Home and Auto Insurance solutions to protect clients' wealth,...

Job Title: High Net Worth Private Client Services AdvisorAbout the Role:We are seeking a highly skilled Insurance Professional to join our team as a High Net Worth Private Client Services Advisor. As a key member of our team, you will be responsible for providing exceptional service to our high net worth clients, identifying and pursuing new business...

About ScotiabankScotiabank is a leading bank in the Americas, guided by its purpose: 'for every future.'We help our customers, their families, and communities achieve success through a range of advice, products, and services.Your RoleAs a Total Wealth Planner at Scotia Wealth Management, you will provide comprehensive financial planning advice to high net...

Senior Underwriting PositionWe are seeking a skilled Risk Management Leader to join our team. As an Underwriting Manager, you will be responsible for customizing solutions for high net worth clients and leading a team of underwriters. You will work closely with our extensive broker network to develop unique risk management solutions.Key...

About UsNorthbridge Financial Corporation is a leading commercial insurance provider in Canada. We pride ourselves on understanding the needs of our customers and creating solutions that help Canadian businesses thrive.Job DescriptionWe are seeking an experienced Underwriting Manager to join our team. As an Underwriting Manager, you will be responsible for...

BMO Financial Group: Wealth Planning Consultant RoleLocation: Toronto, ON, CanadaEstimated Salary: $63,500.00 - $117,600.00 per year (salaried)About the JobWe are seeking a highly skilled Wealth Planning Consultant to join our team at BMO Financial Group. As a Wealth Planning Consultant, you will work closely with Investment Advisors to develop and deliver a...

About the RoleWe are seeking an experienced High Net Worth Client Experience Specialist to join our team at Royal Bank of Canada. In this role, you will be responsible for creating a bespoke experience for our ultra-high net worth clients.Job SummaryThe successful candidate will have 7+ years of experience in the private client/wealth management industry in...

Job SummaryJob DescriptionWhat is the opportunity?The Royal Bank of Canada is seeking a skilled professional to create a tailored experience for high net worth clients. As part of the Private Wealth Management team, this role will support investment advisors in delivering exceptional service and bespoke solutions to clients.Key ResponsibilitiesDevelop and...

OverviewRichter is seeking a highly skilled and experienced Family Office Services Manager to join our team. As a key member of our financial services team, you will be responsible for providing personalized financial management services to high-net-worth families.Responsibilities and Duties:Manage the financial information of high-net-worth families and...

Job Summary:We are seeking a highly skilled Client Advisor to join our team in High Net Worth Private Client Services. As a Client Advisor, you will be responsible for providing exceptional service to our high net worth clients, analyzing their insurance needs, and developing tailored solutions to meet their requirements.Key Responsibilities:Respond to...

Client Advisor, High Net Worth Private Client ServicesAbout the Role:As a Client Advisor, you will be part of a positive, dynamic, and tenured team of insurance professionals who focus on Personal Lines in the High Net Worth segment of Marsh's Private Client Services. You will be joining a National team across Vancouver, Calgary, Toronto, and Montreal,...