Senior Wealth Strategy Advisor

About Us:Pivot + Edge is a leading wealth management company that prides itself on delivering 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.What We Offer:Competitive salary and...

About the RoleAs a Senior Wealth Advisor at Scotiabank, you will play a key role in providing expert advice and service to our clients in the mass affluent market.

Unlock Your Potential as a Senior Financial Planning AssociateWe are seeking an experienced and results-driven Senior Financial Planning Associate to join our team at ScotiaMcLeod. This is a unique opportunity to leverage your skills and expertise in financial planning to support our wealth advisors in creating comprehensive wealth strategies for...

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...

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...

At Scotiabank, we're committed to helping our customers achieve their financial goals. As a Financial Advisor and Wealth Strategist, you'll play a crucial role in delivering trusted financial advice to customers regarding complex investment and retirement planning.You will be part of the branch sales team responsible for meeting/exceeding negotiated deposit...

Job Title: Wealth Management SpecialistJob Summary: We are seeking a highly motivated and experienced Wealth Management Specialist to join our team at Aviso Wealth. As a key member of our sales team, you will be responsible for building and maintaining relationships with our clients, identifying their financial needs, and providing tailored solutions to help...

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...

About Pivot + Edge:Pivot + Edge is a leading wealth management company that prides itself on delivering exceptional client experiences. Our mission is to provide tailored financial advice and innovative solutions to high-net-worth individuals and families.Job Summary:We are seeking an experienced and dynamic Senior Wealth Advisor to join our team. The ideal...

About Us:Richardson Wealth Ltd is a leading Canadian wealth management organization that offers a unique blend of personalized service and big results. With offices across the country, we are home to some of Canada's top investment advisors.We want to be the brand of choice for Canada's top advisors and their high-net-worth clients. To achieve this goal, we...

Senior Wealth Management ProfessionalPivot + Edge is seeking a seasoned Senior Wealth Management Professional to join our team. As a key member of our wealth management team, you will be responsible for managing and growing a portfolio of high-net-worth clients by providing customized financial strategies, investment advice, and wealth planning services.Key...

About the RoleAs a Senior Financial Advisor at Royal Bank of Canada, you will play a key role in helping clients achieve their financial goals. This is an exciting opportunity to join a dynamic team and contribute to the growth and success of our organization.Compensation and BenefitsThe estimated annual salary for this position is between $80,000 and...

Pivot + Edge is a renowned wealth management firm dedicated to providing unparalleled financial expertise. Our team of professionals is committed to delivering tailored solutions that cater to the unique needs of high-net-worth individuals and families.Job OverviewWe are seeking an experienced and dynamic Senior Wealth Advisor to join our esteemed team. The...

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,...

About the RoleAs a Senior Financial Advisor – Portfolio Growth Specialist at ScotiaMcleod, you will play a vital role in helping our clients achieve their financial goals. This is an excellent opportunity to work with a renowned wealth management firm and contribute to the success of our clients.

Job SummaryThe Royal Bank of Canada is seeking a highly skilled Wealth Associate to join our team. As a key member of our Client Service team, you will play a vital role in delivering exceptional client experiences and supporting our Advisors in executing their Wealth Management strategies.Key Responsibilities Coordinate and prepare Wealth Management...

At BMO, we are seeking a highly motivated Estate Insurance Advisor to join our team. As a key member of our Wealth Sales & Service group, you will provide customized professional advice to generate insurance sales in alignment with the desired client experience and overall business objectives.The Estate Insurance Advisor is responsible for working in...

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 Summary:National Bank Financial – Wealth Management is seeking a highly skilled and motivated individual to join our team as a Wealth Management Assistant. In this role, you will have the opportunity to work closely with investment advisors to provide exceptional customer service and support their business development.Key Responsibilities:Ensure...

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...