Strategic Wealth Management Consultant

About UsRichardson Wealth Ltd is a leading Canadian wealth management organization, offering a boutique firm experience with big results. With offices across the country, we provide an ideal platform for top advisors and their high-net-worth clients to thrive.Our Ambitious Growth StrategyWe aim to triple our Assets under Administration (AUA) to $100 billion...

**Role Overview:**Aviso Wealth is seeking a skilled Wealth Management Specialist to join our team. In this role, you will play a key part in helping our members achieve their financial goals by providing expert advice and guidance on wealth management products and services.Key Responsibilities:Develop and maintain strong relationships with members to...

About Pivot + Edge:We are a dynamic wealth management company that prioritizes exceptional client experiences. Our mission is to provide tailored financial advice, including discovery, integrated planning, estate planning, and philanthropy, investment management, tax strategies, and corporate strategies. We pride ourselves on our client-centric approach,...

Position Overview:As a Wealth Manager with Aviso Wealth, you will play a pivotal role in helping our members achieve their financial goals. By taking ownership of term renewals and offering tailored financial solutions, you will empower our members to build a customized financial wellness plan that meets their unique needs.This position requires strong...

Job Summary:We are seeking a highly skilled Wealth Management Specialist to join our team at Aviso Wealth. As a key member of our team, you will play a critical role in helping our members achieve their financial goals.Key Responsibilities:Build and maintain strong relationships with our members to understand their financial needs and goals.Develop and...

Role SummaryWe are seeking a highly skilled Senior Financial Consultant to join our team in Ottawa. As a key member of our wealth management team, you will be responsible for providing expert financial advice to high net worth individuals and families.Key ResponsibilitiesAs a Senior Financial Consultant, you will:Contribute to the overall success of our...

Job Title: Wealth Management Representative - Customized SolutionsAbout Us:Aviso Wealth is a leading financial services company dedicated to helping our clients achieve their financial goals. Our team of experienced professionals provides expert guidance and support to help individuals and families build customized financial wellness plans.Job Description:We...

About the RoleAs a Strategic Wealth Manager at Scotiabank, you will be part of a team that helps customers achieve their financial goals. With a focus on delivering exceptional service and building strong relationships, this role requires a customer-centric approach to understand client needs and provide expert advice.The ideal candidate will have a proven...

Job OverviewWe are seeking a talented Strategic Wealth Management Specialist to join our team at Scotiabank. In this role, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key Responsibilities:Conduct comprehensive financial planning reviews for assigned...

Job OverviewWe are seeking an experienced Associate Benefits Consultant to join our team in Ottawa/GTA. As a key member of our benefits consulting team, you will provide strategic solutions to clients and manage projects to deliver impactful results.Key ResponsibilitiesContribute to the overall design and management of group medical, dental, life,...

Company OverviewPivot + Edge is a renowned wealth management company that prides itself on delivering exceptional client experiences. With years of experience in the financial services industry, we have established ourselves as a trusted partner for high-net-worth individuals and families.

Strategic Portfolio ManagerAbout the Role:We are seeking an experienced Strategic Portfolio Manager to join our team at BMO Private Investment Counsel Inc. This is a full-time position that will be responsible for evaluating client needs, creating investment policy statements, and implementing client strategies.Salary: The estimated annual salary for this...

Job Title: Associate Benefits ConsultantWe are seeking a highly skilled Associate Benefits Consultant to join our team at People Corporation. This role is ideal for a benefits expert looking to leverage their experience and knowledge to make a meaningful impact on our clients.In this position, you will work closely with our dedicated team to provide...

Job SummaryAviso Wealth Inc is seeking a seasoned professional to join our team as a Senior Portfolio Manager or Financial Wellness Consultant. In this role, you will be responsible for assisting members in building customized financial wellness plans that cater to their unique needs.The ideal candidate will have a proven track record of networking,...

About the RoleWe are seeking a highly motivated and results-driven Sales Director to join our team. This is a unique opportunity to leverage your expertise in wealth management to drive sales growth and lead a high-performing team.Key ResponsibilitiesDevelop and execute strategic plans to achieve sales targets and grow revenue in the region.Lead a team of...

Job Title: Strategic Marketing ConsultantAbout the Role:We are seeking a highly skilled Strategic Marketing Consultant to join our team at Canada Incorporated. As a key member of our marketing department, you will be responsible for developing and implementing effective marketing strategies to drive business growth and success.Key Responsibilities:Develop...

About the RoleAs a Senior Financial Planning Associate at ScotiaMcLeod, you will play a pivotal role in providing comprehensive financial planning that is closely integrated with wealth management.The primary purpose of this position is to support the Wealth Advisor team in creating and developing a comprehensive wealth strategy for clients. This involves...

About the RoleWe are seeking a Strategic Financial Consultant to join our team at Scotiabank.As a Strategic Financial Consultant, you will be responsible for:Taking a proactive approach to discovering customer needs, listening to understand what they are asking for.Educating customers, providing relevant insights and expert advice.Building customers’...

Job SummaryWe are seeking a motivated and detail-oriented Assistant in Wealth Management to join our team at National Bank. As a key member of our Wealth Management team, you will work closely with investment advisors to provide exceptional customer service and support their business development.Key ResponsibilitiesEnsure effective communication between...

Job SummaryJob DescriptionWhat is the opportunity?The Royal Bank of Canada is seeking a skilled Wealth Management Professional to join our team. As a key member of our Advisory Team, you will play a vital role in delivering exceptional client service and helping our clients achieve their financial goals.You will be responsible for coordinating and preparing...