Senior Wealth Advisor

Unlock Your Potential as an Associate Wealth AdvisorAre you a driven and ambitious professional looking to launch a successful career in wealth management? Do you have a passion for delivering exceptional client experiences and building long-term relationships? If so, we invite you to explore the exciting opportunity to become an Associate Wealth Advisor at...

Job Opportunity:Senior Trust Advisor, Indigenous WealthWe are seeking a seasoned Senior Trust Advisor to join our team and contribute to the growth and development of our Indigenous Wealth practice. As a key member of our team, you will be responsible for identifying, attracting, growing, and retaining Indigenous Wealth clients within a specific region.Key...

Job Opportunity: Are you a motivated and ambitious professional looking to launch a successful career in wealth management? Do you have a passion for delivering exceptional client service and building strong relationships? We are seeking a highly skilled and dedicated Associate Wealth Advisor to join our team at CC&L Private Capital. As an Associate...

Exciting Opportunity for a Senior Wealth AdvisorAs a Senior Wealth Advisor at Scotiabank, you will be responsible for providing expert financial planning and wealth management services to clients. Your primary goal will be to help clients achieve their financial goals through comprehensive financial planning and investment advice.Main...

Unlock Your Potential as an Associate Wealth AdvisorAt CC&L Private Capital, we're committed to creating a diverse and inclusive environment where our team members can thrive. As an Associate Wealth Advisor, you'll have the opportunity to work alongside experienced Wealth Advisors, providing exceptional client service and delivering investment planning and...

Job DescriptionWealth Planning AdvisorThe Wealth Planning Support Team at BMO Wealth Planning, Trust & Advisory Services, is dedicated to providing advisory, planning solutions, and subject matter expertise support to BMO Wealth Professionals around the wealth planning process.The Wealth Planning Advisor (WPA) is responsible for reviewing and delivering...

Job Title: Canada Wealth Management SupervisorJob Summary:We are seeking a highly skilled and experienced Senior Wealth Management Professional to join our team at Blue Chip Recruiting Ltd. as a Canada Wealth Management Supervisor. The successful candidate will be responsible for overseeing the supervision of retail investment account activity, ensuring...

About ScotiabankScotiabank is a leading bank in the Americas, guided by our purpose: 'for every future'. We help our customers, their families, and communities achieve success through various advice, products, and services.Job SummaryWe are seeking an experienced Senior Wealth and Investment Advisor to join our team in Calgary. The ideal candidate will have...

At ScotiaMcLeod, we offer a unique opportunity to excel in a dynamic wealth management environment. As a Senior Associate, you will play a key role in supporting our Wealth Advisors in developing and managing their book of business.Key Responsibilities:Identify new business opportunities to grow our client base and increase revenue.Utilize in-depth knowledge...

Scotiabank: A Leader in Wealth ManagementIn our organization, we value integrity and strive for service excellence. As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has established a reputation based on trusted investment advice. Our advisors and teams take pride in exploring innovative approaches to protect and grow clients' assets.We...

At ScotiaMcLeod, we're committed to delivering exceptional client service and driving business growth. As a Senior Associate, you'll work closely with a Wealth Advisor to develop and manage their book of business, providing effective client service and contributing to business development and sales-related activities.Key Responsibilities:Identify new...

At ScotiaMcLeod, we're committed to delivering exceptional wealth management services to our clients. As a Senior Associate, you'll play a key role in helping our Wealth Advisors develop and manage their book of business.Key Responsibilities:Identify new business opportunities to grow our client base and increase revenueUtilize your knowledge of our products...

About the RoleThis position involves acting as a senior representative for Scotia Wealth Management, with a focus on cultivating strong, long-lasting relationships with high net worth clients. Key responsibilities include:Providing exceptional client service, ensuring timely and accurate account administration, and delivering personalized solutions tailored...

At ScotiaMcLeod, we're seeking a highly skilled Senior Associate to join our team of experienced professionals. As a cornerstone business within Scotia Wealth Management, we've built a reputation for integrity and service excellence.We're committed to empowering our advisors and teams to explore innovative approaches to protecting and growing our clients'...

Unlock Your Potential in a Forward-Thinking OrganizationWe are seeking an experienced Senior Associate to join our team at ScotiaMcLeod. As a cornerstone business within Scotia Wealth Management, we have earned a reputation for integrity based on service excellence and trusted investment advice.OverviewAt ScotiaMcLeod, you will work closely with a Wealth...

Job SummaryJob DescriptionWhat is the opportunity?As a Senior Trust Advisor, Indigenous Wealth, you will play a key role in achieving business results by identifying, attracting, growing, and retaining Indigenous Wealth clients within a specific region. You will also administer a portfolio of trust accounts, ensuring that fiduciary management is executed in...

Job SummaryJob DescriptionWhat is the opportunity?As a Senior Trust Advisor for Indigenous Wealth Management, you will play a key role in identifying, attracting, growing, and retaining Indigenous Wealth clients within a specific region. You will also administer a portfolio of trust accounts, ensuring that fiduciary management is executed in a timely and...

About the Role:Aviso Wealth is seeking an experienced Senior Sales Executive to join our Asset Management team. As a key member of our sales team, you will be responsible for developing and executing sales strategies to drive growth and expansion in the assigned territory.Key Responsibilities:Develop and execute annual sales plans and budgets to meet...

Requisition ID: 209443We are seeking a talented and client-focused Senior Financial Consultant to join our team in Calgary. As a key member of our team, you will contribute to the overall success of the MD Client Value Performance in Canada, ensuring specific individual goals, plans, and initiatives are executed and delivered in support of the team's...

Job Title: Wealth AssociateAt National Bank Financial – Wealth Management, we are seeking a highly motivated and detail-oriented Wealth Associate to join our team. As a Wealth Associate, you will play a key role in supporting our wealth advisors in providing exceptional customer service to our clients.Key Responsibilities:Support investment advisors in...