Strategic Wealth Manager

Position Overview:As a Wealth Manager with Aviso Wealth, you will play a pivotal role in helping our members achieve their financial goals. By taking ownership of term renewals and offering tailored financial solutions, you will empower our members to build a customized financial wellness plan that meets their unique needs.This position requires strong...

Job Summary:We are seeking a highly skilled Wealth Management Specialist to join our team at Aviso Wealth. As a key member of our team, you will play a critical role in helping our members achieve their financial goals.Key Responsibilities:Build and maintain strong relationships with our members to understand their financial needs and goals.Develop and...

Job Title: Wealth Management Representative - Customized SolutionsAbout Us:Aviso Wealth is a leading financial services company dedicated to helping our clients achieve their financial goals. Our team of experienced professionals provides expert guidance and support to help individuals and families build customized financial wellness plans.Job Description:We...

About UsRichardson Wealth Ltd is a leading Canadian wealth management organization, offering a boutique firm experience with big results. With offices across the country, we provide an ideal platform for top advisors and their high-net-worth clients to thrive.Our Ambitious Growth StrategyWe aim to triple our Assets under Administration (AUA) to $100 billion...

Job OverviewWe are seeking a talented Strategic Wealth Management Specialist to join our team at Scotiabank. In this role, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key Responsibilities:Conduct comprehensive financial planning reviews for assigned...

About Pivot + Edge:We are a dynamic wealth management company that prioritizes exceptional client experiences. Our mission is to provide tailored financial advice, including discovery, integrated planning, estate planning, and philanthropy, investment management, tax strategies, and corporate strategies. We pride ourselves on our client-centric approach,...

Pivot + Edge is a renowned wealth management firm dedicated to providing unparalleled financial expertise. Our team of professionals is committed to delivering tailored solutions that cater to the unique needs of high-net-worth individuals and families.Job OverviewWe are seeking an experienced and dynamic Senior Wealth Advisor to join our esteemed team. The...

Company OverviewPivot + Edge is a renowned wealth management company that prides itself on delivering exceptional client experiences. With years of experience in the financial services industry, we have established ourselves as a trusted partner for high-net-worth individuals and families.

Strategic Portfolio ManagerAbout the Role:We are seeking an experienced Strategic Portfolio Manager to join our team at BMO Private Investment Counsel Inc. This is a full-time position that will be responsible for evaluating client needs, creating investment policy statements, and implementing client strategies.Salary: The estimated annual salary for this...

About the RoleWe are seeking a highly motivated and results-driven Sales Director to join our team. This is a unique opportunity to leverage your expertise in wealth management to drive sales growth and lead a high-performing team.Key ResponsibilitiesDevelop and execute strategic plans to achieve sales targets and grow revenue in the region.Lead a team of...

About the RoleAs a Senior Financial Planning Associate at ScotiaMcLeod, you will play a pivotal role in providing comprehensive financial planning that is closely integrated with wealth management.The primary purpose of this position is to support the Wealth Advisor team in creating and developing a comprehensive wealth strategy for clients. This involves...

Job SummaryWe are seeking a motivated and detail-oriented Assistant in Wealth Management to join our team at National Bank. As a key member of our Wealth Management team, you will work closely with investment advisors to provide exceptional customer service and support their business development.Key ResponsibilitiesEnsure effective communication between...

OverviewScotiabank is a leading bank in the Americas, dedicated to helping our customers achieve success through a broad range of advice, products and services. Our purpose is 'for every future', and we strive to create an inclusive and accessible environment for everyone.Salary$120,000 - $150,000 per annum, depending on experience.About the RoleWe are...

**Job Overview:**Meridian Credit Union Ltd is seeking a highly skilled Strategic Financial Growth Consultant to join our team. This role requires a strong background in wealth management, excellent communication skills, and a customer-centric approach.**Responsibilities:**Deliver Exceptional Service: Provide personalized advice-based services to members,...

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...

Job Title: Wealth BankerJob Summary:The Wealth Banker is a key role within Alterna Savings, responsible for driving the provision of investment-oriented financial advice, investment sales, asset consolidation, and new client/member acquisition within assigned branches.Key Responsibilities:Build strong partnerships with branch teams to facilitate...

Unlock Your Potential as a Senior Financial Planning AssociateWe are seeking an experienced and results-driven Senior Financial Planning Associate to join our team at ScotiaMcLeod. This is a unique opportunity to leverage your skills and expertise in financial planning to support our wealth advisors in creating comprehensive wealth strategies for...

Job SummaryAviso Wealth Inc is seeking a seasoned professional to join our team as a Senior Portfolio Manager or Financial Wellness Consultant. In this role, you will be responsible for assisting members in building customized financial wellness plans that cater to their unique needs.The ideal candidate will have a proven track record of networking,...

Job Description:We are seeking a highly skilled Strategic Administrative Officer to join our team at Interrent Holdings Manager Limited Partnership. As a key member of our administrative staff, you will play a crucial role in implementing new administrative procedures, reviewing and evaluating existing ones, and establishing work priorities to ensure...

About Us:Pivot + Edge is a leading wealth management company that prides itself on delivering exceptional client experiences. Our mission is to provide tailored financial advice, including discovery, integrated planning, estate planning, and philanthropy, investment management, tax strategies, and corporate strategies.What We Offer:Competitive salary and...