Senior Business Planning Expert for HNW Clients

Join our elite team of industry-leading professionals and play a key role in delivering top-notch insurance solutions for business owners and their families. As a Senior Manager, HNW Estate Strategy, you will lead efforts in client succession, estate planning, and tax optimization, ensuring exceptional service to our ultra-high net worth clients. Key...

Financial Planning ProfessionalEstimated salary range: $80,000 - $120,000 per year.About the RoleThis is an exciting opportunity to work as a Senior Financial Planning Expert at Scotiabank in Canada. As a key member of our Wealth Management team, you will be responsible for providing comprehensive financial planning advice to high net worth clients and...

Requisition ID: 210338Seamlessly integrate with the Scotiatrust team as a skilled Estate & Trust Consultant, delivering premium wealth management experiences for clients. As a key member of the team, you will:Collaborate with MD Management and Scotia Wealth Management partners to meet with High Net Worth (HNW) and Ultra-High Net Worth (UHNW) clients and...

Job Title: Senior Business Analysis ExpertAbout Us:Rubicon Path is a leading provider of innovative solutions for the healthcare industry. We are seeking a highly skilled Senior Business Analysis Expert to join our team.Job Description:We are looking for a seasoned business analysis professional to lead our business analysis efforts. As a Senior Business...

We are a rapidly growing SaaS company serving over 500 clients worldwide, including leading enterprises like Equifax, Solvay, and Air Liquide.Our innovative platform empowers businesses to manage their critical documents securely and efficiently. This has led to recognition by Gartner and our clients as one of the most modern solutions in the document...

We are seeking a skilled Senior Associate to join our Family Office team at Royal Bank of Canada. As a key member of the team, you will play a pivotal role in delivering complex wealth aggregation and data management solutions to our High Net Worth (HNW) clients.Role SummaryThe successful candidate will possess excellent analytical skills, CFA accreditation,...

RBC Dominion Securities Inc. is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada.We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper.The RBC Dominion Securities Inc. downtown Vancouver...

Discover a challenging and rewarding career opportunity as a Senior Business Strategy Manager at Royal Bank of Canada. This role is part of the Wealth Planning Services team, where you will work closely with experienced advisors to deliver customized wealth planning solutions to high net worth business owner clients.

We are seeking an Expert Senior Business Architect to join our team at Wirehead. This role is ideal for a highly experienced professional with a strong background in business analysis and system architecture.

Company OverviewRBC Dominion Securities Inc. is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada.SalaryThe estimated salary range for this position is $95,000 - $137,500 per year, depending on experience, skills, and registration status.Job DescriptionThis role involves delivering customized financial planning...

Job SummaryWe are seeking a highly skilled Senior Business Valuation Expert to join our team at TalentVault Network Inc. This role is perfect for an individual with expertise in financial analysis, market research, and valuation methodologies.

About the Role:We are seeking a seasoned business development expert to lead our International Wealth Management team in driving sustained and profitable growth through strategic business plans and initiatives.Key Responsibilities:Develop and implement client segmentation frameworks, market research, and business strategies to achieve business...

About the RoleWe are seeking an experienced Senior Business Solutions Expert to join our team in Toronto. The successful candidate will have a deep understanding of issuing, acquiring, funds transfer, and settlement activities.Key Responsibilities:

Care Insurance & Financial LTD. is seeking a skilled Financial Planning Expert to join our team.Job SummaryThe successful candidate will be responsible for collecting and analyzing financial information, preparing reports and recommendations for clients, and providing expert advice on investment opportunities.We are looking for an individual with a strong...

Job OverviewWe are seeking a seasoned SAP Integrated Business Planning (IBP) expert to join our team in Toronto on a 14-month contract. This hybrid role requires two days per week on-site, allowing the flexibility to balance office and remote work.Key Responsibilities:- Lead the implementation, customization, and optimization of SAP IBP solutions.-...

About the RoleWe are seeking a Senior Business Planning Strategist to join our team in Toronto, Canada. As a key member of our Wealth Management division, you will be responsible for delivering high-value customized planning and guidance to high net worth business owner clients.Job ResponsibilitiesBusiness Planning: Work with advisors to deliver...

About the RoleWe are seeking a highly skilled Lead Financial Planning and Analysis Expert to join our team in Toronto. As a key member of our financial team, you will be responsible for providing strategic financial planning and analysis support to our clients.Key Responsibilities:Develop and implement financial planning and analysis models to drive business...

Job Description:LRC INC. is seeking a highly skilled Senior Financial Planning and Analysis Expert to join our team. In this role, you will play a critical part in shaping the company's financial strategy and ensuring its success.About the Role:This senior-level position involves providing expert financial planning and analysis support to senior management...

Role OverviewThe Senior Business Planning Specialist will be responsible for developing and implementing complex business models to drive financial planning and control.About the Company

About ScotiaMcLeodAs a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets.We're committed to making a difference in our...