High Net Worth Financial Planning Associate

Unlock Your Potential with Sun Life FinancialJob Overview:Sun Life Financial, a leading provider of financial services, seeks an experienced High Net Worth Underwriter to join our dynamic team. As a key member of our organization, you will play a vital role in shaping the future of our company and contributing to the success of our clients.Salary:$100,000 -...

About This RoleSun Life is seeking an exceptional Underwriting Consultant to join our High Net Worth team. As a Senior Underwriting Consultant, you will be responsible for providing expert underwriting advice and risk assessment on complex cases. Your technical underwriting skills, excellent communication, and leadership abilities will be essential in...

About Blue Chip Recruiting Ltd.Blue Chip Recruiting Ltd. is a well-established firm that offers exceptional administrative support to high-net-worth clients.Job Description:The Office Manager/Administrative Associate provides timely and accurate administrative support to the Advisor team and their clients.Assist in preparing Advisors and Managers for client...

As a key member of Agrawal Associates, you will play a vital role in driving business growth and expansion in the financial services industry. Located on the traditional territories of the Treaty 7 region in Southern Alberta, our team is dedicated to providing exceptional service to our clients.We offer a strong total compensation package, including bonuses...

Job DescriptionWe are seeking a highly skilled and experienced High Net Worth Trust Specialist to join our team at Scotiabank. This is a unique opportunity for an individual to leverage their expertise in estate planning, trust administration, and wealth management to deliver exceptional service to our clients.

We are seeking a highly skilled Financial Operations Specialist to join our team at Blue Chip Recruiting Ltd. in Calgary, Alberta.About the Role:The successful candidate will provide exceptional administrative and customer-service support to our Advisor team and their clients.You will be responsible for managing client accounts, processing transactions, and...

About The Wealth CouncilWe are a dynamic wealth management firm dedicated to delivering exceptional financial advice and results to our clients. Our team is passionate about making a real impact in the industry through a differentiated client experience.Job SummaryWe are seeking a highly motivated Senior Financial Planner to join our growing team in Calgary,...

At Sun Life, we're looking for a skilled Senior Underwriting Consultant to join our High Net Worth team. As a key member of this dynamic team, you'll play a vital role in creating a remarkable new business experience through an unparalleled proactive and responsive process.About the RoleThis is a hybrid position that offers the flexibility to work from home,...

Embark on a rewarding career as a Strategic Underwriting Expert for High Net Worth Opportunities at Sun Life.Company OverviewSun Life is a leading insurance company that prioritizes innovation, diversity, and inclusivity. Our dynamic work environment empowers employees to excel in their roles and make a meaningful impact on our clients' lives.About the...

About the RoleWe are seeking a seasoned Tax Specialist to join our Private Client Services (PCS) practice, focusing on advising high net worth business owners and individuals. This opportunity is ideal for a dynamic and entrepreneurially motivated individual who wishes to grow a long-term career in tax advisory services.

About the OpportunityWe are seeking a Financial Planning Strategist to join our team at Daumler, Mertz & Associates in Calgary, AB.Job DescriptionThe successful candidate will be responsible for growing the assets of our established, client-centric financial planning practice. This involves preparing and presenting financial planning solutions using...

About the RoleWe are seeking an experienced Estate Planning Lead to join our team in Western Canada.Job DescriptionThis is a senior leadership position responsible for the effective delivery of estate planning solutions across the region. As Practice Lead, you will provide guidance, coaching, and sales management support to a team of estate planning...

We are seeking a highly organized and motivated Wealth Management Administrative Assistant to support our team of portfolio managers in delivering exceptional client service. This is a unique opportunity to join Palisade Capital Management Ltd., a boutique investment management firm dedicated to serving high net worth families and their corporations.About...

**Company Overview:**Agrawal Associates is a well-established, client-centered financial planning practice committed to growth and development in the high net worth market.Compensation:The total compensation package includes a strong salary of $80,000 per annum, bonuses, and rewards for exceptional performance.Job Description:Support Senior Consultant:...

About Royal Bank of CanadaAt Royal Bank of Canada, we're dedicated to helping our clients achieve their financial goals. As an Investment Advisor, you'll be part of a dynamic team that provides personalized service and expert advice to high-net-worth individuals, families, and business owners.We offer a comprehensive Total Rewards package that prioritizes...

Blue Chip Recruiting Ltd. is seeking a Senior Financial Planning Professional to join their Calgary team. This role offers a unique opportunity for a career-driven individual to grow with a high-growth firm that values relationship building and community commitment.Key ResponsibilitiesEngage with clients in the discovery process and conduct analysis of...

Royal Bank of Canada is seeking a highly skilled Investment Advisor to join their team. This exciting opportunity will enable you to build long-term relationships with high-net-worth individuals, families, and business owners.CompensationThe estimated annual salary for this position is $120,000, plus unlimited earning potential through commission and fees....

Agrawal Associates is a well-established, client-centered financial planning practice seeking an ambitious and entrepreneurial individual to join our team as a Senior Financial Advisor.As a key member of our team, you will be responsible for providing expert support to senior consultants, reviewing and maintaining clients' investments, and implementing all...

Senior Financial Planner OpportunityWe are seeking a highly skilled and experienced Senior Financial Planner to join our team in Calgary. As a key member of our Wealth Management team, you will be responsible for providing exceptional financial planning services to our high net worth clients.Key Responsibilities:Engage with clients in the discovery process...

About Griffith & AssociatesGriffith & Associates Financial & Estate Planning Services Ltd is a leading financial planning firm in Calgary, Alberta. With almost two decades of experience, they have established themselves as one of the top firms in the city, specializing in comprehensive financial, tax, and estate planning. Their dynamic team excels in...