Senior Wealth Services Associate

About TAAG CorporationTAAG Corporation is a reputable Family Office that provides comprehensive wealth management solutions to high-net-worth individuals. We offer a unique blend of investment management, accounting, and legal services to our clients.Job SummaryWe are seeking an experienced and dedicated Wealth Manager to join our team. The ideal candidate...

Job OverviewWe are seeking a highly motivated and experienced Senior Financial Planner to join our team at Blue Zones Financial Solutions. As a key member of our wealth management team, you will be responsible for collaborating with our senior advisors to provide comprehensive financial planning and investment management services to our clients.Your primary...

About ScotiabankScotiabank is a cornerstone business within Scotia Wealth Management, earning 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.Job SummaryWe are seeking an experienced Financial...

Scotiabank is a leading bank in Canada, committed to making a difference in our communities and the lives of our clients. We are seeking a highly skilled Senior Financial Planning Associate to join our team.Job Summary:The Senior Financial Planning Associate will provide financial planning services to clients, working closely with Wealth Advisors to create...

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...

Royal Bank of Canada (RBC) is a leading investment and wealth management firm that consistently ranks #1 in Canada. Our collaborative, supportive culture enables success at every level, allowing us to help clients achieve their financial goals.We are seeking a resourceful, efficient, and collaborative individual to join our team as an Associate in the Ottawa...

Job SummaryWe are seeking a highly motivated Wealth Strategist to join our team at Blue Zones Financial Solutions. As a key member of our Advisory Team, you will play a critical role in helping Canadians build and preserve their wealth.About UsAt Blue Zones Financial Solutions, we help individuals achieve financial freedom so they can create their own blue...

Cogir Senior Living manages a network of retirement residences across the country, providing various senior living options including independent living, assisted living, and memory care.We have dedicated ourselves to ensuring the happiness of our residents for over 25 years.Our ValuesAt Cogir Senior Living Canada, we prioritize human focus, creativity, and...

About TAAG CorporationTAAG Corporation is a leading provider of wealth management solutions to high-net-worth families. Our team of experts has extensive experience in managing complex financial portfolios and providing bespoke wealth management services.Job OverviewWe are seeking an experienced Wealth Manager to join our team. The successful candidate will...

Job SummaryWe are seeking an experienced Financial Wellness Portfolio Manager to join our team at Aviso Wealth Inc.About the RoleThe successful candidate will be responsible for building customized financial wellness plans for our members, assisting them in achieving their long-term financial goals.You will work closely with our MSOW2s to identify...

We are seeking an experienced Dynamic Wealth Management Executive to join our team at Scotiabank. This role offers a unique opportunity to leverage your sales and leadership skills to drive business growth and develop long-lasting relationships with financial advisors.Job SummaryThe successful candidate will be responsible for managing a defined territory,...

As a Senior Financial Portfolio Manager with Co-operators Financial Services, you will be responsible for driving growth and delivering exceptional customer experiences.About Co-operatorsWe are a leading Canadian financial services cooperative offering innovative insurance solutions, wealth management products, and expert advice to our clients. With over $56...

At the Bank of Montreal, we're seeking a highly skilled Wealth Management Specialist to join our team. This role is perfect for individuals who are passionate about delivering exceptional client service and building long-term relationships with clients.About the Role:The successful candidate will be responsible for assessing individual client investment...

Cogir Senior Living manages a network of retirement residences across Canada. Our organization provides various senior living options, including independent living, assisted living, and memory care.We have been dedicated to enhancing the lives of seniors for over two and a half decades. Our focus is on delivering an exceptional human experience, fostering...

Role OverviewWe are seeking a highly skilled Wealth Management Assistant to join our team at NBC. In this role, you will have the opportunity to work closely with investment advisors and clients to provide exceptional customer service.ResponsibilitiesEnsure effective communication between all parties involved in client relationships.Provide superior customer...

About ScotiabankScotiabank is a leading financial services provider in Canada.About the RoleWe are seeking an experienced Financial Planner to join our team as an Investment Advisor, Wealth Manager. In this role, you will be responsible for developing and deepening client relationships by providing high-quality investment advice and service within the mass...

About the RoleWe are seeking a Senior Financial Planning Specialist to join our Client Solutions group in Canada. The successful candidate will contribute to the overall success of the team by executing specific individual goals, plans, and initiatives that support the team's business strategies and objectives.Key ResponsibilitiesClient Relationship...

About AlternaAlterna Savings and Credit Union Limited, known as the Good in Banking, has been transforming lives for over 115 years by creating financial services that give back to the community.Job DescriptionWe are seeking a skilled Senior Investment Manager to join our team. As a key member of our wealth management team, you will be responsible for...

Cogir Senior Living manages a network of retirement residences across Canada, offering various senior living options including independent living, assisted living, and memory care.Our MissionWe prioritize the well-being of our residents, family members, and team members. Our mission is to deliver high-quality, resident-centric care services through a...

OverviewMD Financial Management Inc, a division of Scotia Wealth Management, is seeking a highly skilled Client Service Representative to join our team. As a key member of our Client Services team, you will be responsible for delivering exceptional client experiences through timely and efficient resolutions to client inquiries.