Strategic Wealth Planner

Role OverviewAs an Associate Vice President, Strategy and Offer at Banque Nationale du Canada, you will play a pivotal role in the development and evolution of wealth management advisory services.Key ResponsibilitiesLead a multidisciplinary team of experts in fee-based investment programs, business development, wealth management, and project...

Job Summary:">We are seeking a highly skilled Financial Planner to join our team. As a Financial Planner, you will play a key role in helping clients achieve their financial goals by providing expert advice and guidance on investment and wealth management strategies.About the Role:">The successful candidate will be responsible for:">Providing comprehensive...

A challenging career as a Strategic Analyst in the IT Delivery - Wealth Management team at National Bank means acting as the primary point of contact for analyzing, evolving, and supporting multiple office applications based on business needs and technological challenges.Your Key ResponsibilitiesCollect, analyze, and document information to validate and...

At TD Bank, we take a sophisticated approach to wealth planning and protection. Our Financial Planning team is dedicated to delivering personalized advice, solutions, and service to clients.The ideal candidate will have emerging subject matter expertise in financial planning and provide day-to-day support to our planners. Responsibilities include:Providing...

A challenging career as a Senior IT Analyst in the Wealth Management team at National Bank means acting as a key expert for analysis, evolution, and support of multiple office applications based on business needs and technological challenges.Your Key ResponsibilitiesCollect, analyze, and document information to validate and prioritize business needs from...

About the RoleWe are seeking a highly motivated Senior Wealth Strategist to join our team at BMO Financial. As a key member of our team, you will play a vital role in helping our clients achieve their financial goals.Key ResponsibilitiesProvide personalized wealth management services to high net worth clients, including investment advice and portfolio...

About This RoleAs a Wealth Development Expert at BMO Financial, you will play a key role in helping clients achieve their financial goals.Key ResponsibilitiesDetermine client needs and provide solutions through the sale of managed products and services.Provide financial and investment planning and advice to deliver a solution in the best interests of the...

Role OverviewWe are seeking a highly skilled Philanthropic Advisory Specialist to join our team at the Royal Bank of Canada. This role is ideal for a motivated and experienced professional looking to make a meaningful impact in the field of philanthropy and wealth management.About the RoleThe Philanthropic Advisory Specialist will be responsible for...

OverviewBanque Nationale du Canada is a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives.Compensation and BenefitsWe offer a competitive salary of $120,000 - $180,000 per year, based on experience and qualifications. In addition to our...

About the RoleA career as an Executive Wealth Management Coach within the Business Best Practices team at National Bank Financial means acting as a business coach and guide for wealth management advisors. This role allows you to contribute to transforming practices using your expertise in business coaching and wealth management.Your Key...

National Bank's Wealth Management division is seeking a skilled Wealth Management Communications Advisor to contribute to its business objectives and priorities.Your key responsibilities will include:Developing communication plans in alignment with the sector's cross-functional priorities, ensuring effective implementation of business strategies;Updating and...

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...

About the RoleWe are seeking a Strategic Practice Development Lead to join our Business Best Practices team at National Bank Financial – Wealth Management. In this role, you will play a key part in transforming practices using your expertise in business coaching and wealth management.Your ResponsibilitiesSupport wealth management advisors in enhancing...

We are seeking a Strategic Financial Partner to join our team at National Bank. In this role, you will act as a trusted financial specialist for high net worth clients, providing exceptional customer service and building strong, lasting relationships.Key Responsibilities:Develop the wealthy clientele market for the Montreal area in collaboration with...

About ScotiabankScotiabank is a leading bank in the Americas, committed to making a difference in our communities. Our purpose is to help our customers, their families, and their communities achieve success through a broad range of advice, products, and services.About the RoleWe are seeking an experienced Financial Planner to join our team in Montreal-ouest,...

About the RoleWe are seeking a highly skilled Strategic Tax and Estate Planning Expert to join our team. In this role, you will provide expert guidance on tax and estate planning strategies to RBC advisors and their high net worth clients.Company OverviewRBC Family Office Services is a team of over 250 financial planning, legal, estate, taxation, business...

At National Bank, we are committed to fostering a culture of collaboration, innovation, and transformation. As a Senior Transformation Advisor in our Cross-Sector Activities team for Financial Markets Operations, you will have the opportunity to make a positive impact on our organization by leveraging your skills to drive strategic initiatives.Key...

A career at National Bank as a Senior Manager, Investment Products offers the opportunity to leverage your expertise and drive innovation in the development and management of investment products.Establish strong relationships with wealth management advisors, external fund managers, and internal departments to ensure seamless collaboration and mutual...

At ROSS, we specialize in connecting companies with top-notch talent. Our team of People Specialists helps organizations like yours achieve their growth objectives by aligning their People Strategy with business needs.We are currently seeking a highly skilled and experienced Strategic Retail Banking Project Leader to join our team.Job DescriptionThe ideal...

Welcome to the National Bank, a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. As a Strategic Governance Leader - Credit Risk Management, you will be part of the Credit Analytics and Climate Risks Vice Presidency, working closely with 30...