Strategic Wealth Manager

**Executive Opportunity at ExecThread**We are seeking a highly skilled and experienced Strategic Wealth Management Director to join our team. This leadership role is focused on developing, executing, and achieving strategic business objectives and customer service initiatives.The successful candidate will be responsible for establishing and implementing...

We are seeking a Strategic Business Coach for Wealth Management to join our team at National Bank Financial. This is an exciting opportunity to leverage your expertise in business coaching and wealth management to drive growth and improvement in the practices of our wealth management advisors.About the RoleDesign and deliver tailored coaching programs...

Job Summary:We are seeking an experienced Strategic Portfolio Manager to join our Investment Solutions team at NBC. As a key member of our team, you will play a critical role in providing expert portfolio management advice and support to our wealth advisors.About the Role:Provide strategic portfolio management advice and support to wealth advisors to help...

A career in risk management at National Bank means being part of a dynamic team that has a direct impact on clients. As a Strategic Risk Manager - Wealth Management, you will work with various stakeholders to ensure the implementation of an operational risk management framework within Wealth Management (WM). You will also be part of a team that challenges...

We are seeking an experienced Strategic Financial Planner to join our Wealth Management team in Montreal, Quebec. In this role, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key Responsibilities:Conduct comprehensive financial planning reviews for...

Senior Total Wealth PlannerEstimated Salary: $90,000 - $120,000 per annum.About the RoleThis is a key service provided to clients of Scotia Wealth Management. The Senior Total Wealth Planner is responsible for providing comprehensive financial planning advice and support to high net worth clients and acting as the in-field subject matter expert and...

About the RoleWe are seeking a highly skilled and experienced Strategic Wealth Advisor to join our team at National Bank.Job SummaryThe ideal candidate will be responsible for identifying clients' investment and financing needs, drafting personalized financial plans, and advising clients based on their needs and market trends. They will also create business...

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,...

Job Description:A career in risk management at National Bank means being part of a dynamic team having a direct impact on clients. As a Senior Advisor - Operational Risk, Wealth Management, you will work closely with various stakeholders to ensure the implementation of the operational risk management framework within Wealth Management (WM). You will also be...

The Regional Manager position at Scotiabank's MD Wealth division is a pivotal role that requires a seasoned leader to drive sales teams and foster a customer-focused culture.Key Responsibilities:Supervise and manage advisors to ensure adoption and effective use of sales planning tools.Develop and maintain high-performing sales teams, partnering with the...

Key Responsibilities:The Senior Total Wealth Planner will be responsible for delivering comprehensive financial planning advice and support to high net worth clients, acting as the in-field subject matter expert and champion.Key Accountabilities:Developing and delivering end-to-end goals-based financial plans to clients, including gathering key data,...

About the RoleWe are seeking an experienced Wealth Management Expert to join our team in Montreal. As a key member of our Commercial & Private Banking 1859 sector, you will play a crucial role in providing exceptional financial services to our wealthy clients.Job ResponsibilitiesDevelop and execute strategic plans to grow our wealth management business in...

Job DescriptionWe are seeking a highly skilled Strategic Portfolio Management Expert to join our Investment Solutions team at NBC.As a key member of our team, you will provide expert advice and support to our wealth advisors on portfolio management best practices. You will work closely with our discretionary managers to develop and implement strategic...

About Aviso WealthAviso Wealth is a leading wealth management and investment services provider for the Canadian financial industry. With over $125 billion in total assets under administration and management, we're building a comprehensive, technology-enabled, client-centric wealth services ecosystem.We're a trusted partner for nearly all credit unions across...

A career in the Director, Practice Management - Wealth Management role at National Bank Financial means acting as a strategic advisor and coach for wealth management professionals.Your key responsibilities:Support wealth management advisors in enhancing their practices through efficient operations and exceptional client experiences.Design and deliver...

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...

Unlock Your Potential as a Wealth Management AdvisorJoin the Royal Bank of Canada team as a Wealth Management Advisor, where you'll have the opportunity to make a meaningful impact on clients' financial lives.About the RoleWe're seeking an experienced Financial Planner with a passion for holistic financial planning to join our team. As a Wealth Management...

A highly sought-after position as a Portfolio Manager within the UMA team in Wealth Management at Banque Nationale du Canada is now available. As a portfolio management specialist, you will be responsible for managing client accounts, leveraging your expertise and knowledge of best practices to drive portfolio performance, enhance the client experience, and...

Job SummaryWe are seeking a highly skilled Strategic Portfolio Manager to join our team at Scotiabank. This role is responsible for expanding our Private Wealth clientele in the greater Montreal and Quebec areas.About UsScotiabank is a leading bank in the Americas, guided by our purpose: "for every future". We help our customers, their families and their...

At National Bank, we're on a mission to have a positive impact on people's lives. As a Wealth Management Consultant in our Commercial & Private Banking 1859 team, you'll play a crucial role in achieving this goal.About the RoleWe're looking for an experienced professional to join our team as a Wealth Management Consultant. In this role, you'll act as a...