High-Net-Worth Financial Strategist

Job OverviewWe are seeking an experienced High Net Worth Client Strategist to join our team at Scotiabank. As a key member of our Wealth Management department, you will play a critical role in driving business growth and delivering exceptional client experiences.ResponsibilitiesSales Support and Coaching: Provide sales support and coaching to branches to...

About ScotiabankScotiabank is a leading bank in the Americas, guided by its purpose: 'for every future.'We help our customers, their families, and communities achieve success through a range of advice, products, and services.Your RoleAs a Total Wealth Planner at Scotia Wealth Management, you will provide comprehensive financial planning advice to high net...

Job OverviewRichter is seeking an experienced High Net Worth Family Office Manager to join our dynamic team. This role will be responsible for providing personalized CFO services to high-net-worth families, acting as a point of contact and guiding them through complex financial matters.ResponsibilitiesMonitor the financial information of clients receiving...

About UsNorthbridge Financial Corporation is a leading commercial insurance provider in Canada. We pride ourselves on understanding the needs of our customers and creating solutions that help Canadian businesses thrive.Job DescriptionWe are seeking an experienced Underwriting Manager to join our team. As an Underwriting Manager, you will be responsible for...

Establish a long-term partnership with high net worth clients by providing exceptional service and tailored financial solutions. Collaborate with a dedicated team to ensure client satisfaction and retention.About CWB Wealth ManagementCWB Wealth Management is an organization that prioritizes building value for its clients, people, and investors. Our...

BMO Financial Group is a leader in wealth management, and we're seeking a highly skilled Financial Planning Expert to join our team. This role will focus on providing tailored financial planning solutions to high net worth clients, helping them achieve their long-term goals and objectives.About the RoleDevelop and implement comprehensive financial plans for...

Scotiabank, one of the largest banks in the world and Canada's most international bank, is seeking a High Net Worth Client Advisor for its Scotia Wealth Management Private Banking division.CompensationThe estimated annual salary for this position is $65,000-$80,000 based on industry standards and national averages in Canada.About the RoleThis 5-month...

Senior Underwriting PositionWe are seeking a skilled Risk Management Leader to join our team. As an Underwriting Manager, you will be responsible for customizing solutions for high net worth clients and leading a team of underwriters. You will work closely with our extensive broker network to develop unique risk management solutions.Key...

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:Richter is a dynamic growing team that acts as personal CFO's for high-net-worth families. We offer a customized approach for each family, which includes services such as cash management, lifestyle management, integrated financial planning opportunities as well as day-to-day accounting and compliance needs.Salary: $120,000 - $180,000 per...

About the RoleWe are seeking an experienced High Net Worth Client Experience Specialist to join our team at Royal Bank of Canada. In this role, you will be responsible for creating a bespoke experience for our ultra-high net worth clients.Job SummaryThe successful candidate will have 7+ years of experience in the private client/wealth management industry in...

Job SummaryJob DescriptionWhat is the opportunity?The Royal Bank of Canada is seeking a skilled professional to create a tailored experience for high net worth clients. As part of the Private Wealth Management team, this role will support investment advisors in delivering exceptional service and bespoke solutions to clients.Key ResponsibilitiesDevelop and...

Our company, Wellington-Altus Private Wealth, is seeking an experienced Senior Wealth Planner to join our team in Toronto.We offer a competitive salary range of $110,000 - $140,000 per year, commensurate with experience.About the RoleThe successful candidate will be responsible for developing, executing, and maintaining comprehensive wealth plans for our...

OverviewRichter is seeking a highly skilled Personal Financial Strategist to join our Family Office Services team. As a key member of our team, you will provide expert financial guidance to high-net-worth families, helping them navigate complex financial structures and optimize their wealth.ResponsibilitiesKey Responsibilities:Monitor financial information...

About the RoleThe Stonewood Group Inc. is seeking a highly skilled Senior Financial Strategist to join their team. As a key member of the Senior Management Team, you will be responsible for leading the development and implementation of strategies to promote and sell private placement opportunities in high growth companies and real estate transactions to...

Job SummaryJob DescriptionWhat is the opportunity?The High Net Worth Services Specialist will be responsible for delivering a premium client experience for Royal Bank of Canada's most valued clients. As part of the Wealth Management team, this role will support investment advisors and counsellors in the delivery of a seamless and bespoke experience.Key...

Transform Your Career with N. Harris Computer Corporation - CADWe are currently seeking a highly skilled High-Level Financial Strategist to join our finance team. This is an exceptional opportunity for an ambitious professional to take on a challenging role and drive business growth.The ideal candidate will have 4+ years of progressive experience in...

Key Responsibilities:The Senior Total Wealth Planner is responsible for delivering comprehensive financial plans to high net worth clients. This includes gathering key data, preparing and analyzing financial plans, and presenting strategies to clients.Accountabilities:Deliver end-to-end financial plans to clientsAct as subject matter expert for financial...

Key Responsibilities:The Senior Total Wealth Planner is responsible for delivering comprehensive financial planning advice and support to high net worth clients. This includes gathering key data and information, preparing and analyzing financial plans, and presenting related strategies.Accountabilities:Deliver end-to-end goals-based financial plans,...

Job SummaryWe are seeking a highly skilled Senior International Wealth Management Strategist to lead our business development efforts in the International Wealth Management division. As a key member of our team, you will be responsible for driving the growth of our high net worth client base through strategic planning and execution.Key...