Holistic Wealth Advisor

Advisor, IG Wealth Management, Corporate ChannelLocation(s): OttawaWe are actively looking for individuals across Canada to join our growing team of Corporate Employed Advisors. If you are Mutual fund licensed or Securities licensed and are intrigued by this exciting opportunity, please review the posting for more details and apply nowPosition Summary:This...

The position of Senior Manager, Wealth Management Taxation at Scotiabank offers an opportunity to make a meaningful impact in the field of wealth management. This role plays a key part in supporting wealth advisors, planning specialists, and banking partners across Scotia Wealth Management by providing tax planning expertise and enhancing the delivery of the...

Job Description:The Senior Manager, Wealth Management Taxation plays a key role in supporting wealth advisors, planning specialists, and banking partners across Scotia Wealth Management by providing tax planning expertise and enhancing the delivery of the Total Wealth offering.Key Responsibilities:Enhance the delivery of the Total Wealth offering through the...

About the Role:The Senior Manager, Wealth Management Taxation is responsible for providing tax planning expertise and enhancing the delivery of the Total Wealth offering across Scotia Wealth Management. This role requires strong collaboration with wealth advisors, planning specialists, and banking partners to deliver tax and estate planning strategies to...

About Scotiabank">We are a leading bank in the Americas, dedicated to helping our customers, their families, and their communities achieve success. Our purpose is to be "for every future", and we strive to make a positive impact in the lives of those we serve.Our ApproachWe take a holistic approach to wealth management, considering all aspects of our...

Advisor, IG Wealth Management, Corporate ChannelWe are seeking highly motivated and experienced financial planners to join our growing team of Corporate Employed Advisors in various locations across Canada.Position Summary:This role requires the successful candidate to be Mutual fund licensed. Advisors in the Corporate Channel provide proactive and...

Aviso Wealth Inc is looking for a skilled Investment Portfolio Advisor to join our team. The successful candidate will have the opportunity to work with our members to create and implement personalized investment portfolios that meet their unique needs and objectives.The ideal candidate will have a proven track record of managing complex investment...

Job Description - Wealth Advisor Assistant (2500158)Wealth Advisor Assistant - 2500158At Raymond James,wedevelop,wecollaborate,wedecide,wedeliver, andweimprove together.Raymond James Ltd. is Canada's leading independent investment dealer offering high quality investment products and services to Canadians seeking customized solutions to their wealth...

About the RoleThis Senior Financial Planning Associate role is part of a dedicated Wealth Advisor team in preparing and delivering personal financial plans to clients.The ideal candidate will champion an integrated and organized approach to planning through collaboration with internal specialists.

About UsCo-operators is a Canadian leader in financial services, offering a range of insurance and wealth management solutions. We prioritize the needs of our clients and communities, and are committed to making a positive impact through community investment and strategic partnerships.This is a full-time opportunity for an Associate Financial Advisor to join...

Title: Senior Manager, Wealth Management TaxationRequisition ID: 219731Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Job Purpose:The Senior Manager, Wealth Management Taxation plays a key role in supporting wealth advisors, planning specialists, and banking partners across Scotia Wealth Management by...

Title: Senior Manager, Wealth Management TaxationRequisition ID: 219731Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Job Purpose:The Senior Manager, Wealth Management Taxation plays a key role in supporting wealth advisors, planning specialists, and banking partners across Scotia Wealth Management by...

Requisition ID: #Join a purpose-driven winning team, committed to results, in an inclusive and high-performing culture.Job Purpose:The Senior Manager, Wealth Management Taxation plays a key role in supporting wealth advisors, planning specialists, and banking partners across Scotia Wealth Management by providing tax planning expertise and enhancing the...

As a Wealth Management Advisor at Scotiabank, you'll have the opportunity to work with customers to build comprehensive plans that help them achieve their financial goals.About the roleJob responsibilities:You'll be responsible for:Providing expert advice and guidance to customers on financial mattersBuilding strong, long-lasting relationships with...

IP Private Wealth is a Wealth Management Firm located in Ottawa, Ontario providing Investment and Financial Planning services to high-net-worth Canadian families over the past 15 years. We are expanding and looking for professionals to join our team.We invite you to become a part of this exciting entrepreneurial firm which will provide you professional...

About ScotiaMcLeodWe are a cornerstone business within Scotia Wealth Management, known for our reputation built on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets.Total Wealth StrategyPurpose: To deliver a client-centric approach to...

Job DescriptionA career as a Wealth Associate at National Bank is an opportunity to showcase your ability to work in synergy with clients and colleagues.Our dynamic work environment and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employee ideas and encourage regular feedback and ongoing communication through...

Job DescriptionAs a wealth management advisor, you play a pivotal role in cultivating and maintaining lasting, trusting relationships with clients to ensure their satisfaction. Your responsibility lies in listening to clients' needs, providing tailored advice that aligns with their financial situation, and assisting them in selecting suitable solutions to...

November 20, 2024About Us:As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada's best investment advisors. We've embarked on an exciting growth phase – a multi-year transformational journey to enhance...

Job Description - Wealth Advisor Assistant (2500158)Wealth Advisor Assistant - 2500158At Raymond James,wedevelop,wecollaborate,wedecide,wedeliver, andweimprove together.Raymond James Ltd. is Canada's leading independent investment dealer offering high quality investment products and services to Canadians seeking customized solutions to their wealth...