Wealth Management Specialist

About the OpportunityAviso Wealth is seeking a seasoned Sales Director to join our NEI Investments, Asset Management team. This is a remote role based in Edmonton, Alberta.As a key member of our sales team, you will focus on driving sales and asset growth in your assigned territory through effective relationship-building and strategy...

About Scotia Wealth ManagementScotia Wealth Management is a cornerstone business within Scotia Bank, renowned for its integrity based on service excellence and trusted investment advice. Our advisors and teams take pride in exploring innovative approaches to protecting and growing our clients' assets.Your RoleAs a Receptionist, you will be in a highly...

Business Owner Specialist Job OpportunityAt RBC Dominion Securities Inc., we are seeking a skilled Business Owner Specialist to join our HNW Planning Services team. As a member of our team, you will work closely with experienced lawyers, accountants, and business valuation experts to deliver high-value customized information and guidance on tax, estate,...

About ScotiaMcLeodAs a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets.We empower our employees to deliver Enriched...

Wealth Management OpportunityAt Investment Planning Counsel, we're seeking a skilled Wealth Advisor to join our team of dedicated professionals. With a strong background in wealth management and a passion for delivering exceptional client experiences, you'll thrive in this role.Key ResponsibilitiesDevelop and implement personalized wealth management...

Wealth Advisor OpportunityAs a Wealth Advisor at Investment Planning Counsel (IPC), you will have the chance to make a meaningful impact in the lives of your clients.With over 25 years of experience in wealth management, our advisors have helped investors achieve their long-term financial goals through sound financial planning and comprehensive wealth...

Wealth Management ProfessionalAt Investment Planning Counsel, we're committed to helping advisors build a better business through a remarkable client experience. As a Wealth Management Professional, you'll play a key role in delivering personalized wealth management solutions to help clients work toward their long-term financial goals.Your Key...

Unlock Your Potential with BDOBDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust.Your OpportunityKey Responsibilities:Support the Wealth Advisor with day-to-day administrative tasksAssist in preparing...

Wealth Management OpportunitiesAt Investment Planning Counsel, we're committed to helping advisors build a better business through a remarkable client experience. With over 40 branches across Canada, we're one of the fastest growing independent wealth management companies in the country.Your RoleDeliver personalized wealth management solutions to help...

Job SummaryWe are seeking a highly skilled Wealth Associate to join our team at NBC. As a key member of our Wealth Management practice, you will be responsible for delivering exceptional client service and supporting our team in achieving our goals.Key ResponsibilitiesAct as the primary point of contact for clients, providing prompt and informative responses...

The OpportunityWe are seeking a results-driven Sales Vice President to join the Aviso Wealth team. As a key member of our sales leadership team, you will be responsible for driving sales growth and expansion in the assigned region.Your Key Responsibilities:Develop and execute annual sales plans and budgets to achieve sales targets and asset...

About the Opportunity:We are seeking an experienced VP, Sales to join the Asset Management team at Aviso Wealth.This is a remote role based in Edmonton, Alberta.The successful candidate will focus on developing the specified region in terms of sales and asset growth, achieving assigned sales targets and activity goals.Key Responsibilities:Sales Strategy...

About Scotia Wealth ManagementScotia Wealth Management is a cornerstone business within ScotiaBank, renowned for its integrity, service excellence, and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing clients' assets.Role OverviewAs a Receptionist, you will be the first point of...

Job SummaryWe are seeking a seasoned Sales professional to join our NEI Investments team as Vice President, Sales. Reporting to the Regional VP Sales, you will be responsible for driving sales and asset growth in your assigned territory.About UsAviso Wealth is a leading wealth management and investment services provider for the Canadian financial industry....

As a leading wealth management organization, Aviso Wealth is committed to leadership, innovation, partnership, responsibility, and community.We're seeking a seasoned VP Sales and Business Development Lead to join our Asset Management team for 12 months. Reporting to the Regional VP Sales, you will focus on developing sales and asset growth in a specified...

About the RoleWe are seeking a highly motivated Senior Associate to join our Wealth Management team. As a key member of our team, you will work closely with a Wealth Advisor to develop and manage their book of business.Key ResponsibilitiesIdentify new business opportunities to grow our client base and increase revenueUtilize your in-depth knowledge of...

We are seeking a talented Wealth Management Consultant to join our team at Envision Financial.About the RoleThis is a key position that requires exceptional customer service skills, product knowledge, and sales abilities. As a Wealth Management Consultant, you will be responsible for building strong relationships with current and potential members,...

Role OverviewWe are seeking a skilled Corporate Wealth Strategist to join our Private Client team at the Royal Bank of Canada. As a key member of our Family Office Services team, you will be responsible for delivering high-value customized information and guidance to our HNW and UHNW business owner clients.Key ResponsibilitiesConduct thorough information...

Key ResponsibilitiesWe are seeking a highly skilled Wealth Associate to join our team at NBC. As a Wealth Associate, you will be responsible for providing exceptional client service, managing key client deadlines, and maintaining detailed records to ensure all client needs are met.Key Responsibilities:Act as the primary point of contact for clients,...

Job DescriptionGrow Your Business, Your WayAs a Financial Planning Professional at RBC Dominion Securities Inc., you will help your clients achieve their financial goals while leveraging the company's resources and expertise. You will have the autonomy to build and manage your own client base, providing personalized financial advice and planning services to...