Strategic Financial Advisor for Private Clients

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...

About Invictus Accounting Group LLPLocated in the heart of downtown Vancouver, our team provides consulting, accounting and tax advisory services for publicly listed and privately held companies.Job OverviewWe are a creative problem-solving team, offering industry-like services with the benefits of client variety, camaraderie, and professional atmosphere....

At Scotiabank, we are committed to delivering exceptional advice and service to our clients. As a Strategic Financial Advisor, you will play a key role in this effort by developing and deepening client relationships within the mass affluent market.Your primary focus will be on providing high-quality investment and financial planning advice to help clients...

We are seeking an ambitious student with a strong academic track record to join our Asset Mix team as an intern. The successful candidate will have at least one previous work term in a similar role and a solid understanding of capital markets and financial concepts.ResponsibilitiesReview client account details and verify trade restrictionsReview Asset mix...

Company OverviewScotiabank is a purpose-driven winning team committed to results, in an inclusive and high-performing culture.Job SummaryAs a Strategic Wealth Advisor at Scotiabank, you will focus on developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. You will prioritize delivering...

Role OverviewWe are seeking a highly motivated and results-driven Strategic Wealth Advisor to join our team in Innisfil, Ontario.About the RoleThis is an exciting opportunity for a skilled financial advisor to develop and deepen client relationships by providing high-quality advice and service within the mass affluent market. You will focus on investment...

Company Overview: At Odlum Brown Limited, we pride ourselves on being an independent, full-service investment firm with a rich history spanning over 100 years. Wholly owned by our team members, we continue to lead the financial community as one of British Columbia's most respected firms.Salary: $100,000 - $110,000 per year, plus potential bonuses for...

OverviewMNP, a leading national accounting and business advisory firm in Canada, is seeking an experienced Business Valuations Associate to join our team. As a trusted advisor, you will provide independent and reliable business valuations that empower clients to advance their strategic goals.About the RoleThis diverse team of professionals works with clients...

About UsOdlum Brown Limited is a highly respected investment firm with over 100 years of experience in helping clients achieve their financial goals. As an independent, full-service firm wholly owned by its team members, we continue to lead the financial community in BC.We are proud to be recognized as one of Canada's Best Managed Companies and Most Admired...

Sun Life Financial is seeking a highly motivated and results-driven Strategic Business Growth Specialist to join our team in Western Canada. This role offers an excellent opportunity for individuals looking to grow their careers in business development and thought leadership.About the Role:The Strategic Business Growth Specialist will be responsible for...

About the OpportunityInvictus Accounting Group LLP is a dynamic and growing accounting firm in downtown Vancouver. We are seeking a highly skilled Senior Associate to join our advisory team.Key ResponsibilitiesContribute to advisory projects, including project planning, execution, and communication with clients;Exercise strong project management skills to...

Unlock Your Potential as a Senior Financial Advisor at CIBCWe are seeking an experienced Senior Financial Advisor to join our team in Personal and Business Banking. As a key member of our team, you will be responsible for managing and growing a dedicated client portfolio through strategic relationship management, creating comprehensive financial plans, and...

Company OverviewVancity is a leading financial institution dedicated to helping members achieve their financial goals. We are committed to providing exceptional service, expert advice, and innovative solutions to our members.Salary:The estimated salary range for this role is $120,000 - $180,000 per year, depending on experience and qualifications.Job...

BDO is a leading professional services firm dedicated to delivering exceptional client service. Our team of experts provides a wide range of services, including audit, tax, and advisory services.Your OpportunityWe are currently seeking a Strategic Advisor - Corporate Finance and Mergers to join our Advisory team in Edmonton. This role will be responsible for...

About the RoleWe are seeking an experienced Strategic Financial Planner and Business Development Leader to join our team at BlueShore Financial. As a key member of our finance team, you will play a pivotal role in shaping our financial strategy and overseeing budgeting, forecasting, and financial analysis for our organization.As a leader in financial...

Company OverviewOdlum Brown Limited is an independent, full-service investment firm with a rich history of over 100 years. Our firm remains committed to helping clients achieve their financial goals while upholding our core values of Clients First, People, Accountability, Independence, Integrity, and Community.Job SummaryWe are seeking an experienced Expert...

Investment OpportunitiesCAI Capital Partners is a Vancouver-based private equity firm focused on partnering with and growing founder-owned businesses in the Canadian lower middle market.We are seeking a highly skilled Analyst / Associate to participate in all aspects of CAI's investment process, including deal sourcing, due diligence, analysis and execution,...

Our client is a fast-growing construction organization seeking a highly skilled Financial Director to lead the financial strategy and drive growth. Located in Canada, they specialize in residential, commercial, and infrastructure projects that enhance communities and foster sustainable development.Estimated Salary: $120,000 - $180,000 per yearThe ideal...

Job SummaryWe are seeking a highly skilled Wealth Preservation Strategist to join our team at Ventum Financial Corp. In this role, you will provide comprehensive financial planning advice and retirement projections to clients across Canada.About UsVentum Financial Corp is a leading independent Private Client Services and Capital Markets firm known for our...

Job DescriptionVanple Networks Inc. seeks a Strategic Organization Advisor to contribute to the company's growth and success.Main Responsibilities:Analyze and provide advice on managerial methods and organization to improve efficiency and effectiveness.Develop quality management and quality assurance standards to enhance operational excellence.Conduct...