Financial Wealth Strategist

Job DescriptionWe are seeking a highly skilled Wealth Strategist to join our team at Scotiabank. As a key member of our Financial Services division, you will be responsible for providing comprehensive financial planning advice and support to high net worth clients.Key Responsibilities:Financial Planning:You will be responsible for delivering end-to-end...

Role OverviewWe are seeking a skilled Financial Services Portfolio Strategist to join our Portfolio Management and Financial Advisory Team in Toronto. This role requires expertise in wealth management, including investments, financial planning, tax planning, will and estate planning, and insurance.About Optimize Wealth ManagementWe are a fast-growing...

At Optimize Wealth Management, we pride ourselves on delivering exceptional financial solutions to our clients in Toronto, ON. Our team of experienced professionals is dedicated to helping individuals achieve their long-term financial goals through personalized wealth management strategies.We are currently seeking a highly skilled Senior Portfolio Strategist...

Company Overview: Optimize Wealth Management is a premier wealth management firm in Toronto, ON, dedicated to achieving our clients’ financial goals with personalized financial solutions.Salary: $120,000 - $180,000 per annumJob Description: This is a full-time on-site role for a Senior Portfolio Strategist, overseeing investments, financial analysis,...

We are seeking a highly skilled Digital Product Strategist to join our Wealth Management team at Royal Bank of Canada.About the RoleAs a Digital Product Strategist, you will be responsible for driving the execution of the strategy and roadmap for a range of financial planning digital products in Wealth Management Canada.You will become the subject matter...

Requisition ID: 210890About the RoleWe are seeking a highly skilled Wealth Strategist to join our team in developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.As a Wealth Strategist, you will focus on investment sales and new client acquisition, as well as establishing business development...

Job DescriptionWe are seeking a highly skilled Senior Total Wealth Strategist to join our team in Toronto, Canada. This is a full-time position with a competitive salary and benefits package.

At Optimize Wealth Management, a leading wealth management company based in Toronto, ON, we strive to provide exceptional financial services and personalized advice to our clients. Our commitment to matching clients' financial goals with tailored strategies and outstanding customer experiences is at the core of our holistic approach.This full-time, on-site...

We are seeking an experienced Investment Portfolio Strategist to join our distribution team at CI Financial.As a key member of our team, you will be responsible for developing and implementing optimized portfolio strategies that align with client objectives and risk profiles.This is a critical role that requires strong analytical skills, attention to detail,...

CI Financial is Seeking a Business Analytics StrategistWe are an independent company offering global wealth management and asset management advisory services. With a commitment to providing the highest-quality investments and advice, we strive to anticipate and respond to the changing needs of investors.As a Business Analytics Strategist at CI Financial, you...

Job SummaryWe are seeking a highly skilled Corporate Learning Strategist to join our Business Management team at Aviso Wealth. This role is responsible for designing, developing, and delivering learning initiatives that enhance the skills and knowledge of our employees.About UsAviso Wealth is a leading wealth management and investment services provider in...

Role OverviewNicola Wealth is a leading wealth management firm seeking a skilled Wealth Planning Associate to join our Advisory Services Division.As a key member of our team, you will provide exceptional support to our Wealth Advisors, delivering first-class financial planning and strategic wealth management services to our high-net worth...

About the RoleWe are seeking a Senior Wealth and Retirement Strategist to join our team at Manulife. In this role, you will be responsible for leading relationship management and financial planning for clients, helping them create financial plans based on their wealth and retirement goals.ResponsibilitiesIdentify client's life and financial goals and build...

About UsNicola Wealth is a leading wealth management firm in Canada, recognized for its exceptional financial planning, diversified investment platform, and award-winning culture.Job SummaryWe are seeking an experienced Advisory Services Director to lead our Wealth Advisor team and operations in Ontario. As a key member of our leadership team, you will be...

Job Description:We are seeking a highly skilled Senior Portfolio Strategist to join our team at CI Financial. As a key member of our investment advisory team, you will be responsible for developing and implementing optimized portfolio strategies that align with client objectives and risk profiles.Key Responsibilities:Design and implement customized...

Optimize Wealth Management: A Premier Wealth Management Firm">We are seeking a highly motivated Wealth Management Specialist to join our team at Optimize Wealth Management, a premier wealth management firm in Toronto. As a key member of our team, you will play a vital role in delivering exceptional client experiences and contributing to the growth and...

Wealth Management OpportunityOptimize Wealth Management, a leading wealth management company in Toronto, ON, is seeking a highly skilled Strategic Wealth Management Specialist to join their team.About Optimize Wealth Management:Located in the downtown financial district, Optimize Wealth Management provides personalized financial solutions and advice to its...

Opportunity OverviewRoyal Bank of Canada is seeking a seasoned financial professional to join its team as an Expert Wealth Strategist in Personal and Commercial Banking. This role involves developing relationships with clients, creating custom investment solutions, and driving new sales growth.Key Responsibilities:Provide tailored financial planning advice...

OverviewAt ScotiaMcLeod, we are a cornerstone business within Scotia Wealth Management, renowned for our integrity based on service excellence and trusted investment advice. Our advisors and teams take pride in exploring innovative approaches to protecting and growing their clients' assets.Estimated Salary: $85,000 - $115,000 per yearJob DescriptionThe...

Optimize Wealth Management is a premier wealth management company based in Toronto, ON. We provide personalized financial solutions and advice to our clients, including financial planning, portfolio management, tax preparation, debt management, and estate planning.The core of our approach is to match clients' financial and life goals with personalized...