Business Owner Strategist, Private Wealth Planning

About the RoleWe are seeking a Senior Business Planning Strategist to join our team in Toronto, Canada. As a key member of our Wealth Management division, you will be responsible for delivering high-value customized planning and guidance to high net worth business owner clients.Job ResponsibilitiesBusiness Planning: Work with advisors to deliver...

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

Job DescriptionWe are seeking a highly skilled Wealth Strategist to join our team at Scotiabank. As a key member of our Financial Services division, you will be responsible for providing comprehensive financial planning advice and support to high net worth clients.Key Responsibilities:Financial Planning:You will be responsible for delivering end-to-end...

Company Overview: Optimize Wealth Management is a premier wealth management firm in Toronto, ON, dedicated to achieving our clients’ financial goals with personalized financial solutions.Salary: $120,000 - $180,000 per annumJob Description: This is a full-time on-site role for a Senior Portfolio Strategist, overseeing investments, financial analysis,...

Discover a challenging and rewarding career opportunity as a Senior Business Strategy Manager at Royal Bank of Canada. This role is part of the Wealth Planning Services team, where you will work closely with experienced advisors to deliver customized wealth planning solutions to high net worth business owner clients.

Company Overview:Scotiabank is a leading bank in the Americas, committed to helping its customers achieve success through a range of advice, products and services.About the Role:We are seeking an experienced Financial Wealth Strategist to join our team. In this role, you will be responsible for building relationships with high net worth clients and...

We are seeking a highly skilled Digital Product Strategist to join our Wealth Management team at Royal Bank of Canada.About the RoleAs a Digital Product Strategist, you will be responsible for driving the execution of the strategy and roadmap for a range of financial planning digital products in Wealth Management Canada.You will become the subject matter...

At Optimize Wealth Management, we pride ourselves on delivering exceptional financial solutions to our clients in Toronto, ON. Our team of experienced professionals is dedicated to helping individuals achieve their long-term financial goals through personalized wealth management strategies.We are currently seeking a highly skilled Senior Portfolio Strategist...

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.

Requisition ID: 210890About the RoleWe are seeking a highly skilled Wealth Strategist to join our team in developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.As a Wealth Strategist, you will focus on investment sales and new client acquisition, as well as establishing business development...

About the RoleWe are seeking a highly skilled Senior Manager to lead our efforts in delivering exceptional insurance solutions for business owners and their families. As an Executive Director, you will play a key role in client succession, estate planning, and tax optimization.Key Responsibilities:Collaborate with clients and their advisors to identify...

Role OverviewWe are seeking a skilled Financial Services Portfolio Strategist to join our Portfolio Management and Financial Advisory Team in Toronto. This role requires expertise in wealth management, including investments, financial planning, tax planning, will and estate planning, and insurance.About Optimize Wealth ManagementWe are a fast-growing...

Job DescriptionWe are seeking a highly skilled Senior Total Wealth Strategist to join our team in Toronto, Canada. This is a full-time position with a competitive salary and benefits package.

Job SummaryWe are seeking a highly skilled Corporate Learning Strategist to join our Business Management team at Aviso Wealth. This role is responsible for designing, developing, and delivering learning initiatives that enhance the skills and knowledge of our employees.About UsAviso Wealth is a leading wealth management and investment services provider in...

Job Description:This role involves delivering marketing consulting services to Private Wealth Professionals to support their entrepreneurial business development through increased client acquisition and loyalty. The Regional Marketing Manager is responsible for developing and executing marketing materials that meet brand, legal, and compliance requirements...

We are seeking a highly skilled Tax Planning Strategist to join our team at CCG Business Solutions, LLC.The ideal candidate will have a minimum of 4 years' practical experience in public practice and a strong background in tax planning strategies. The role involves assisting in the development and implementation of tax planning strategies for various...

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 SummaryWe are seeking a highly skilled Business Planning Strategist to join our team at Cadillac Fairview. As a key member of our Planning and Business Management department, you will play a pivotal role in supporting our Director by providing essential assistance in business planning, stakeholder engagement, and reporting.Responsibilities:Collaborate on...

CI Financial is Seeking a Business Analytics StrategistWe are an independent company offering global wealth management and asset management advisory services. With a commitment to providing the highest-quality investments and advice, we strive to anticipate and respond to the changing needs of investors.As a Business Analytics Strategist at CI Financial, you...

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...