Strategic Wealth Management Advisor

We are seeking a Strategic Business Coach for Wealth Management to join our team at National Bank Financial. This is an exciting opportunity to leverage your expertise in business coaching and wealth management to drive growth and improvement in the practices of our wealth management advisors.About the RoleDesign and deliver tailored coaching programs...

Job Summary:We are seeking an experienced Strategic Portfolio Manager to join our Investment Solutions team at NBC. As a key member of our team, you will play a critical role in providing expert portfolio management advice and support to our wealth advisors.About the Role:Provide strategic portfolio management advice and support to wealth advisors to help...

Unlock Your Potential as a Wealth Management AdvisorJoin the Royal Bank of Canada team as a Wealth Management Advisor, where you'll have the opportunity to make a meaningful impact on clients' financial lives.About the RoleWe're seeking an experienced Financial Planner with a passion for holistic financial planning to join our team. As a Wealth Management...

About the RoleWe are seeking a highly skilled and experienced Strategic Wealth Advisor to join our team at National Bank.Job SummaryThe ideal candidate will be responsible for identifying clients' investment and financing needs, drafting personalized financial plans, and advising clients based on their needs and market trends. They will also create business...

IG Wealth Management is a leading diversified wealth and asset management company with approximately $271 billion in total assets under management. Our vision is to inspire financial confidence by providing a broad range of financial planning and investment management services to help Canadians meet their financial goals.About IG Wealth ManagementWe are...

About the Internship ProgramWe are seeking highly motivated and ambitious university students to join our Fall 2024, Winter 2025, and Summer 2025 internship program in financial planning.Key Responsibilities:Assist in creating, updating, and optimizing financial plans for clients.Participate in client prospecting and outreach activities.Contribute to the...

**Executive Opportunity at ExecThread**We are seeking a highly skilled and experienced Strategic Wealth Management Director to join our team. This leadership role is focused on developing, executing, and achieving strategic business objectives and customer service initiatives.The successful candidate will be responsible for establishing and implementing...

As a Strategic Wealth Manager at Scotiabank, you will be responsible for developing and deepening client relationships by providing high-quality advice and service. Your primary focus will be on investment sales and new client acquisition, as well as establishing business development opportunities with prospects and clients in the assigned market...

Job DescriptionWe are seeking a highly skilled Strategic Portfolio Management Expert to join our Investment Solutions team at NBC.As a key member of our team, you will provide expert advice and support to our wealth advisors on portfolio management best practices. You will work closely with our discretionary managers to develop and implement strategic...

A career in the Director, Practice Management - Wealth Management role at National Bank Financial means acting as a strategic advisor and coach for wealth management professionals.Your key responsibilities:Support wealth management advisors in enhancing their practices through efficient operations and exceptional client experiences.Design and deliver...

OverviewNational Bank is a leading financial institution that prioritizes its employees' quality of life and career growth.We're committed to creating a dynamic work environment where our team members can thrive and contribute to the success of our clients.Job SummaryAs a Wealth Management Advisor, you'll play a critical role in delivering exceptional wealth...

Key Responsibilities:The Senior Total Wealth Planner will be responsible for delivering comprehensive financial planning advice and support to high net worth clients, acting as the in-field subject matter expert and champion.Key Accountabilities:Developing and delivering end-to-end goals-based financial plans to clients, including gathering key data,...

Wealth Management AssociateAt NBC, we're committed to delivering exceptional client experiences and building long-term relationships. As a Wealth Management Associate, you'll play a vital role in supporting our investment advisors and driving business growth.Key Responsibilities:Develop strong communication skills to effectively collaborate with clients,...

We are seeking a seasoned Wealth Management Advisor to join our team in Montreal. As an Investment and Retirement Specialist, you will play a key role in developing and executing investment strategies tailored to the needs of high-net-worth individuals and families.Key Responsibilities:Increase client savings by offering integrated financial solutions...

The Regional Manager position at Scotiabank's MD Wealth division is a pivotal role that requires a seasoned leader to drive sales teams and foster a customer-focused culture.Key Responsibilities:Supervise and manage advisors to ensure adoption and effective use of sales planning tools.Develop and maintain high-performing sales teams, partnering with the...

About Aviso WealthAviso Wealth is a leading wealth management and investment services provider for the Canadian financial industry. With over $125 billion in total assets under administration and management, we're building a comprehensive, technology-enabled, client-centric wealth services ecosystem.We're a trusted partner for nearly all credit unions across...

We are seeking a highly skilled Director, Data Intelligence to join our Business Best Practices team at National Bank Financial – Wealth Management. In this role, you will act as a business coach and guide for wealth management advisors, driving their growth and success.Your Role:Coach and Mentor: Support wealth management advisors in improving their...

At National Bank, we're on a mission to have a positive impact on people's lives. As a Wealth Management Consultant in our Commercial & Private Banking 1859 team, you'll play a crucial role in achieving this goal.About the RoleWe're looking for an experienced professional to join our team as a Wealth Management Consultant. In this role, you'll act as a...

Company OverviewNational Bank Financial – Wealth Management is a leading provider of wealth management solutions. Our team of experts is dedicated to supporting advisors in their growth and success.

A career in risk management at National Bank means being part of a dynamic team that has a direct impact on clients. As a Strategic Risk Manager - Wealth Management, you will work with various stakeholders to ensure the implementation of an operational risk management framework within Wealth Management (WM). You will also be part of a team that challenges...