Expert Financial Planner for High Net Worth Families

High-Net-Worth Claims AdvisorApply locations Vancouver posted on Posted Yesterday job requisition id R-152530Individually we are people, but together we are Aviva. Individually these are just words, but together they are our Values – Care, Commitment, Community, and Confidence.We are seeking an experienced Senior Ovation Claims Advisor.Aviva recognizes the...

**Job Summary:**We are seeking a highly skilled Senior Trust Officer to join our Scotia Wealth Management team. As a trusted relationship manager, you will be responsible for delivering exceptional client experiences and presenting a suite of high-quality solutions to high net worth clients.**Key Responsibilities:**Fulfill the role of lead relationship...

Job SummaryWe are seeking a Senior Banking Professional to join our team as a Regional Sales Director for Banking Services. In this role, you will be responsible for developing and managing profitable banking relationships with high-net-worth clients and prospects.You will assist in the design, development, and delivery of solutions that meet the complex...

Requisition ID: 219271Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.PurposeContributes to the overall success of the Total Wealth Planning, Client Solutions / Canadian Wealth Management in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team's...

Job Description What is the opportunity?RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.As an integral member of a...

Job Description">As a Total Wealth Planner, you will be responsible for creating and delivering comprehensive Total Wealth Plans for High-Net-Worth clients in conjunction with Scotia Wealth Management advisors. This role requires strong communication and relationship-building skills, as well as expertise in financial planning and wealth management.">Key...

Senior Wealth Planner, Advanced Wealth PlanningLocation: This position can be based out of any of our office locations across Canada.Our organization:We are the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., and Wellington-Altus Private Wealth...

Senior Wealth Planner, Advanced Wealth PlanningLocation: This position can be based out of any of our office locations across Canada.Our organization:Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus...

Make an impact with our Family Office Services team as an Associate. The MNP Family Office Services team is a multi-disciplinary team of professionals that works with clients to help them understand the evolution of their wealth and determine the right strategies to achieve their objectives. As an Associate, you'll be supporting various financial planning...

OverviewRBC Dominion Securities is a leading financial institution offering a range of wealth management services. Our team provides personalized advice and guidance to high-net-worth individuals and families.SalaryThe base salary for this position ranges from $38,000 to $55,000 depending on experience, skills, and registration status.Job DescriptionYou will...

RBC Dominion Securities: A Leading Financial InstitutionWe are a trusted partner for high-net-worth individuals and families seeking personalized wealth management advice. Our team of experienced professionals provides expert guidance and support to help clients achieve their financial goals.Job DescriptionYou will be the primary contact for a small number...

About UsAt Raymond James Financial, we're committed to delivering exceptional service to our clients and their families. As a leading independent investment dealer in Canada, we offer a wide range of high-quality investment products and services tailored to meet the unique needs of Canadians seeking customized wealth management solutions.The RoleWe're...

About UsRBC Dominion Securities is a trusted partner for high-net-worth individuals and families seeking personalized wealth management advice. Our team of experienced professionals provides expert guidance and support to help clients achieve their financial goals.CompensationThe base salary for this position ranges from $38,000 to $55,000, dependent on...

Senior Wealth Planner, Advanced Wealth PlanningEstablished in 2017, Wellington-Altus is a leading Canadian financial institution with over $30 billion in assets under administration and offices nationwide. As a respected top-rated* investment dealer, we support successful entrepreneurs and portfolio managers in delivering exceptional client experiences.The...

Stacy Brooks is#hiring. If you or anyone you know maybe interested in having a confidential conversation#contactme: stacy.brooks@capital-markets-advisors.com. Please like and share within your network.Position Overview: Financial Advisor/Planner – Growth and Equity Partnership OpportunityCapital Markets Advisors (CMA) is boutique Consultancy & Recruiting...

Job Description What is the opportunity? As an integral member of the RBC Family Office Services team, your role as a Financial Planning Specialist is to work with our advisors to deliver comprehensive, customized financial plans to High Net Worth (HNW) clients of RBC Wealth Management. As a valued partner, you will also assist with business...

Stacy Brooks is#hiring. If you or anyone you know maybe interested in having a confidential conversation#contactme: stacy.brooks@capital-markets-advisors.com. Please like and share within your network.Position Overview: Financial Advisor/Planner – Growth and Equity Partnership OpportunityCapital Markets Advisors (CMA) is boutique Consultancy & Recruiting...

At Manulife, we deliver sophisticated financial solutions and strategies that amplify wealth. Our team of experts empowers advisors to deepen relationships, unlock potential, and redefine success for their clients. We're seeking visionaries who understand where banking is headed; those who can blend complex financial products with cutting-edge...

**About ZLC Financial**ZLC Financial is a prestigious financial services firm with a legacy of excellence, trusted in the community for over 70 years.We deliver tailored, independent advice to high-net-worth individuals, families, entrepreneurs, and successful business owners.The firm is relied on for exceptional service and expert knowledge, and our staff...

Title: Financial Planner - Downtown VancouverRequisition ID: 210884Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.To ensure that our purpose is front and centre in all we do, we have refreshed our name to Financial Planners under Scotia Financial Planning (formerly known as 'Investment Specialist' under...