Senior Wealth Management Advisor

About ScotiaMcLeodScotiaMcLeod is a cornerstone business within Scotia Wealth Management, renowned for its commitment to service excellence and trusted investment advice. Our advisors and teams take pride in exploring innovative approaches to protecting and growing clients' assets.We empower our team members to deliver Enriched Thinking, a unique approach...

About the RoleWe are seeking an experienced Investment Advisor to join our team as a Senior Associate in ScotiaMcLeod's wealth management department. This role offers a unique opportunity to work closely with a Wealth Advisor in developing and managing their book of business.Key ResponsibilitiesIdentify new business opportunities to grow assets and revenue,...

We are seeking a highly skilled and organized Senior Administrative Coordinator to provide exceptional operational and administrative support to our securities business team.Company OverviewRGF Integrated Wealth Management is an independent financial services firm, owned and operated by its professionally qualified financial advisors and portfolio managers....

Job SummaryAs a Wealth Management Associate at National Bank, you will play a key role in supporting investment advisors to deliver exceptional customer service and help clients achieve their financial goals.Key Responsibilities:Support Investment AdvisorsCarry out routine operations related to financial transactionsAnalyze, open, and update client...

At Scotiabank, we are committed to delivering exceptional wealth management services to our clients. As a Wealth Management Senior Associate, you will play a vital role in helping us achieve this goal.About the RoleThis is an exciting opportunity for a motivated and experienced professional to join our team as a Wealth Management Senior Associate. In this...

About the RoleKPMG Canada is seeking a seasoned Senior Manager, Wealth & Investment Strategy to join our Family Office Services team in the Greater Vancouver Area. This is an exceptional opportunity for a highly skilled professional to leverage their expertise and passion for wealth and investment strategy to deliver high-touch services to our ultra-high net...

We are an award-winning wealth management firm in Canada, dedicated to providing exceptional service to our high net worth clients.This role offers the opportunity to work with a dynamic and entrepreneurial team, supporting the Client Services Team in delivering administrative expertise and personalized client service.The ideal candidate will possess strong...

Job OverviewRGF Integrated Wealth Management is an independent financial services firm, owned and operated by its professionally qualified financial advisors and portfolio managers. Our company provides personalized wealth management solutions to individuals and families.

Role SummaryWe are seeking a highly skilled Senior Trust Advisor to join our team in Vancouver, Calgary, or Winnipeg. As a key member of our team, you will be responsible for identifying, attracting, growing, and retaining Indigenous Wealth clients within a specific region.About the RoleIn this role, you will administer a portfolio of trust accounts,...

At ZLC Wealth Inc., we are seeking a highly skilled Compliance Director to join our team. This role will oversee all aspects of the Compliance Division, ensuring seamless adherence to regulatory requirements and industry best practices.The ideal candidate will have relevant experience in the wealth management industry, with a strong understanding of...

Job Description:We are seeking a highly skilled Strategic Wealth Advisor to join our team at the Bank of Montreal. As a key member of our Private Banking team, you will be responsible for delivering exceptional customer service and providing comprehensive wealth management solutions to high net worth individuals.Key Responsibilities:Determine client needs...

Job DescriptionThe Senior Regional Operations Manager plays a pivotal role at IG Wealth Management, overseeing and managing the day-to-day administrative operations of our Region/Division Office.This position acts as a key liaison between head office, consultants, and clients, ensuring seamless coordination and implementation of corporate initiatives.Key...

About RGF Integrated Wealth ManagementRGF Integrated Wealth Management is an independent financial services firm, owned and operated by its professionally qualified financial advisors and portfolio managers. Our mission is to provide exceptional wealth management services to our clients, with a focus on building long-term relationships and delivering...

Job SummaryWe are seeking a highly motivated and detail-oriented Wealth Management Associate to join our team at National Bank Financial – Wealth Management. As a Wealth Management Associate, you will play a key role in supporting investment advisors in providing exceptional customer service and helping them to stand out in the market.Key...

RGF Integrated Wealth Management (RGF) is a financially independent services firm, owned and operated by its professionally qualified financial advisors and portfolio managers.This position will provide operational and administrative support to the firm's securities business, serving as an essential team member in a positive work environment.Key...

ZLC Wealth Inc. is seeking a highly skilled Compliance Operations Director to lead our Wealth Management division. This is a challenging and rewarding opportunity for an experienced professional to join our team.**Job Summary:**The Compliance Operations Director will be responsible for overseeing all aspects of compliance, including regulatory requirements,...

Royal Bank of Canada is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. Our collaborative, supportive culture enables success at every level and equips us to help our clients achieve their financial goals.We are seeking a resourceful, efficient and collaborative individual to join our leading wealth...

About RGF Integrated Wealth ManagementRGF Integrated Wealth Management is an independent financial services firm that offers a comprehensive range of wealth management solutions. Our team of professionally qualified financial advisors and portfolio managers provide personalized advice to help clients achieve their financial goals.Job SummaryWe are seeking an...

Job SummaryThis role is an excellent opportunity for a skilled administrative professional to join RGF Integrated Wealth Management as an Operations Administrator. The successful candidate will provide high-quality support to the firm's advisors and their staff, ensuring seamless operations and exceptional client experience.About UsRGF Integrated Wealth...

Unlock a Rewarding Career at Aviso WealthAviso Wealth is a leading wealth management and investment services provider for the Canadian financial industry. We're seeking an experienced Portfolio Strategist, Senior to join our team.This role will be responsible for supporting the development and delivery of the sourcing strategy and operating model, as well as...