Lead Wealth Manager

Job OverviewThis Senior Wealth Management Team Lead role is an exciting opportunity to lead a high-performing team in the Halifax branch, driving exceptional client experiences and contributing to the growth of TD Wealth.About the RoleWe are seeking an experienced leader who can oversee day-to-day operations, develop and coach employees, and promote a fair...

Job SummaryWe are seeking a highly organized and detail-oriented Wealth Management Assistant to join our team at National Bank Financial – Wealth Management. As a key member of our team, you will provide exceptional customer service, support investment advisors, and contribute to the growth and success of our organization.Key ResponsibilitiesEnsure...

Job SummaryWe are seeking a highly motivated and detail-oriented Wealth Management Assistant to join our team at National Bank Financial – Wealth Management. As a key member of our team, you will play a vital role in supporting our investment advisors in delivering exceptional client service.Key ResponsibilitiesClient Communication: Ensure effective...

Job SummaryWe are seeking a highly motivated and detail-oriented Wealth Management Assistant to join our team at National Bank Financial – Wealth Management. As a key member of our team, you will play a vital role in supporting our investment advisors in delivering exceptional client service.Key ResponsibilitiesClient Communication: Ensure effective...

Key Responsibilities:Client Communication: Ensure effective communication between clients, advisors, and various stakeholders to deliver exceptional service.Customer Service: Provide top-notch customer service via phone, email, and in-person interactions.Account Analysis: Analyze client accounts to prepare for activities that support investment advisors in...

At National Bank, we're looking for a skilled Wealth Management Assistant to join our team. As a key member of our Wealth Management team, you will play a crucial role in providing exceptional customer service to our clients.Your main responsibilities will include:Ensuring effective communication between clients, investment advisors, and various...

OverviewNational Bank Financial – Wealth Management is the fifth largest mutual funds brokerage firm in Canada, providing exceptional client experiences through collaboration and partnership.We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people, with a mission to have a positive impact on peoples'...

IG Wealth Management is a leading financial services company in Canada, delivering personalized solutions to approximately one million Canadians. We are seeking an experienced Credit Officer to join our Halifax Regional Office team, where you will work with an established division and consultant practice.Key Responsibilities:Review and update credit and loan...

Job SummaryWe are seeking an experienced Credit Officer to join our Halifax Regional Office team at IG Wealth Management. As a Credit Officer, you will be responsible for reviewing and updating credit and loan files, promoting the sale of credit solutions and credit protection, and responding to prospective customer queries about financial planning.Main...

About the RoleAs a Senior Manager, Virtual Advice, you will lead and oversee the Small Business Virtual Advice Team, ensuring business strategies, plans, and initiatives are executed and delivered in compliance with governing regulations, internal policies, and procedures.Key ResponsibilitiesLead and drive a customer-focused culture throughout the team to...

About the RoleAs a Senior Manager, Virtual Advice, you will lead and oversee the Small Business Virtual Advice Team, ensuring business strategies, plans, and initiatives are executed and delivered in compliance with governing regulations, internal policies, and procedures.Key ResponsibilitiesLead and drive a customer-focused culture throughout the team to...

MUFG Investor Services: A Leader in Asset ServicingAs a key player in the global investment management industry, MUFG Investor Services provides unparalleled asset servicing solutions to clients worldwide. Leveraging the financial and intellectual capital of MUFG, one of the largest banks in the world with $2.8 trillion in assets, we offer clients access to...

Role SummaryAs a key member of the Scotiabank team, you will provide clients with a premium wealth management experience by delivering estate planning services and other estate and trust solutions to High Net Worth (HNW) Scotia Wealth Management clients.Key Responsibilities- Partner with Scotiabank & Scotia Wealth Management advisors to meet with HNW clients...

Job SummaryAs a Manager - Compliance, you will be responsible for providing independent and objective evaluations of the adequacy and effectiveness of Compliance practices across various business lines within Royal Bank of Canada in the US. This includes evaluating Compliance practices for US Capital Markets, US Wealth Management, Global Asset Management,...

Job SummaryAs a Manager - Compliance, you will be responsible for providing independent and objective evaluations of the adequacy and effectiveness of Compliance practices across various business lines within Royal Bank of Canada in the US. This includes evaluating Compliance practices for US Capital Markets, US Wealth Management, Global Asset Management,...

Job SummaryAs a Manager - Compliance, you will be responsible for providing independent and objective evaluation of the adequacy and effectiveness of Compliance practices for all of the business lines within RBC in the US. This includes evaluating the compliance of US Capital Markets, US Wealth Management, Global Asset Management, and Wealth Management.Key...

Job Title: Senior Change Management SpecialistJob Summary:We are seeking a highly skilled Senior Change Management Specialist to join our team at Manulife. As a key member of our organization, you will be responsible for leading organizational strategy and change management for our Global Contact Centers.Key Responsibilities:Develop and implement change...

Job Title: Strategic Change Management LeadManulife is seeking a highly skilled Strategic Change Management Lead to join our team. As a key member of our organization, you will be responsible for leading organizational strategy and change management for Global Contact centers.The ideal candidate will have a strong background in strategic planning, employee...

Job Title: Strategic Change Management LeadManulife is seeking a highly skilled Strategic Change Management Lead to join our team. As a key member of our organization, you will be responsible for leading organizational strategy and change management for Global Contact centers.The ideal candidate will have a strong background in strategic planning, employee...

Job SummaryLeads in the technical design and development of cross-functional, multi-platform application systems. Are you a talented, creative, and results-driven professional who thrives on delivering high-performing applications? GFT's impact is far-reaching as we collaborate with partners from across the company to deliver innovative and transformative IT...