Estate and Trust Lead, MD Signature Private Wealth

À propos de la fonction Nous recherchons un Chef de service, successions et fiducies, MD Gestion de patrimoine privé pour rejoindre notre équipe de professionnels expérimentés. Cette fonction est idéale pour les individus motivés et passionnés par la planification successorale et fiduciaire.ResponsabilitésProposer à la clientèle de MD une offre de...

Are you a seasoned financial professional looking to take your career to the next level? We're seeking a highly skilled Senior Financial Consultant to join our team at MD Financial Management.Key Responsibilities:Champion a customer-focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.Facilitate a...

Requisition ID: 195546Scotiabank is seeking a talented and enthusiastic Associate Portfolio Manager to join our team in MD Financial Management.As an Associate Portfolio Manager, you will provide client relationship management for discretionary portfolio management services to MD clients.Key Responsibilities:• Foster, maintain and strengthen client...

Job Opportunity:We are seeking a highly skilled and experienced Wealth Management Consultant to join our team at Royal Trust Corporation of Canada. As a key member of our Wealth Management Services team, you will work closely with Investment Advisors to provide expert consulting services to their clients, helping them achieve their financial goals and create...

Fonction Nous recherchons un Chef de service, successions et fiducies pour rejoindre notre équipe de gestion de patrimoine privé à MD. Vous serez responsable de proposer à la clientèle la plus fortunée de MD une offre de services solide et pertinente en matière de succession et de fiducie. Responsabilités Vous veillerez à ce que les conseillers,...

Job SummaryJob DescriptionWhat is the Opportunity?As a key member of the Wealth Management Services team, you will collaborate with Investment Advisors to provide consulting services to their clients, which can then be implemented in coordination with their own tax and legal professionals. This team of accredited professionals enables RBC advisors to deliver...

Job SummaryWe are seeking a highly skilled Expert Wealth Strategist to join our team at National Bank Financial (NBF). This role primarily involves providing expertise and support to NBF clients and Investment Advisors (IAs) with their wealth management needs.About the RoleBecome one of the key references in wealth strategy for the client advisory team of...

About MD Financial ManagementMD Financial Management is a leading provider of investment management and wealth planning services.Salary Range:$80,000 - $120,000 per yearJob Description:This role involves working closely with clients to understand their financial goals and objectives, and providing tailored investment solutions to meet their needs.Key...

Position SummaryThis position is responsible for processing the settlement of deceased clients' assets at IG Wealth Management. The successful candidate will be a strong team player who excels in fast-paced environments and can handle multiple applications, various account types, and different products such as Mutual Funds, GICs, Stocks, and Bonds.Duties...

Corporate Planning Director Opportunity at IGM FinancialWe are seeking a seasoned Corporate Planning Director to join our Advanced Financial Planning team in Quebec. The successful candidate will provide strategic guidance on taxation and estate planning, support IG Wealth Management Consultants, and represent the company's financial planning expertise to...

Role OverviewWe are seeking a Senior Wealth Management Specialist to join our Scotia Wealth Management team. The successful candidate will be responsible for managing high net worth client relationships and providing exceptional service.Key Responsibilities:Relationship Management & Client ServiceNew Business DevelopmentRisk ManagementAdditional...

About IGM FinancialIGM Financial Inc. is a leading diversified wealth and asset management company in Canada, with approximately $271 billion in total assets under management.The company offers a range of financial planning and investment management services to help Canadians meet their financial goals through its brands IG Wealth Management and Mackenzie...

Job SummaryWe are seeking a talented and client-focused Associate Portfolio Manager to join our team at MD Management Limited, a division of Scotia Wealth Management.Key ResponsibilitiesFoster and maintain strong client relationships through regular and comprehensive contact.Ensure all portfolios are compliant with clients' Investment Policy...

Job SummaryThe Trust Officer will be responsible for managing client relationships and administering trust accounts in accordance with Scotia Wealth Management's policies and procedures.Key ResponsibilitiesManage day-to-day trust account administration, including account opening, maintenance, and closure.Provide exceptional client service and build strong...

Division: IGM Client Services OperationsIGM Financial Inc. is a leading diversified wealth and asset management company with approximately $271 billion in total assets under management. The company provides a range of financial planning and investment management services to help millions of Canadians meet their financial goals.Location: Montreal, WinnipegWe...

About the RoleThis is an exciting opportunity to work as a Senior Estate Planning Advisor at National Bank Financial, where you will play a key role in supporting clients and Investment Advisors with their estate planning needs. Your expertise will be invaluable in providing high-quality estate planning services, succession, retirement, and taxation...

Job Title: Trust OfficerAt Scotiabank, we are seeking a highly skilled and experienced Trust Officer to join our team. As a key member of our Wealth Management group, you will be responsible for providing exceptional client service and support to high net worth individuals and their families.Key Responsibilities:Manage and administer client relationships,...

Job SummaryAs a Senior Estate Planning Advisor at National Bank Financial, you will play a key role in supporting clients and Investment Advisors with their estate planning needs. Your expertise will be instrumental in providing high-quality expertise and services in succession, retirement, and taxation.Key ResponsibilitiesCollaborate with colleagues to...

As a Portfolio Management Associate at MD Financial Management, you will play a key role in fostering and maintaining client relationships through regular, comprehensive contact. This involves ensuring all portfolios are compliant with the clients' Investment Policy Statements, networking internally to promote the value proposition relating to Private...

Job OverviewWe are seeking a seasoned Senior Wealth Management Specialist to join our team at National Bank. This is a permanent, full-time position based in Quebec City, Quebec.Job DescriptionAs a Senior Wealth Management Specialist, you will be responsible for assessing and identifying clients' financial planning needs and proposing tailored solutions....