Senior Wealth Advisor

Job Title: Senior Wealth AdvisorAbout the Role:We are seeking a highly skilled Senior Wealth Advisor to join our team at PenFinancial Credit Union. As a Senior Wealth Advisor, you will be responsible for providing expert financial advice to high-net-worth members, fostering relationships, and enhancing the overall wealth management experience.Key...

Senior Wealth AdvisorAt Aviso Wealth, we're seeking a seasoned Senior Wealth Advisor to join our team. As a key member of our wealth management team, you'll be responsible for providing expert financial advice to high-net-worth individuals, fostering relationships, and enhancing the overall wealth management experience.Key Responsibilities:Provide tailored...

Job Title: Senior Wealth AdvisorAt Aviso Wealth Inc, we're seeking a highly skilled Senior Wealth Advisor to join our team. As a key member of our wealth management team, you'll be responsible for providing expert financial advice to high-net-worth individuals, fostering relationships, and enhancing the overall wealth management experience.Key...

Senior Wealth AdvisorBe a part of something differentWe may offer the same products and services as a big bank, but we couldn't be more different. We're rooted in purpose and we're on a mission to improve lives and strengthen communities. We support nearly 20,000 members and businesses digitally, over the telephone, and in-person across a network of six...

Senior Wealth Advisor Role OverviewThis position is critical in providing expert financial guidance to high-net-worth individuals, fostering relationships, and enhancing the overall wealth management experience at PenFinancial Credit Union within our Niagara Falls and Fort Erie branches and surrounding communities.Key ResponsibilitiesOffer tailored financial...

At PenFinancial Credit Union, we're on a mission to improve lives and strengthen communities.We're a proud Certified B Corporation committed to doing business for good, and we choose 100% renewable energy with Bullfrog Power to support environmental sustainability.The role of Strategic Wealth Management Advisor is pivotal in providing expert financial advice...

Senior Wealth AdvisorProvide expert financial guidance to high-net-worth individuals, building long-lasting relationships and delivering exceptional wealth management experiences in Niagara Falls and surrounding areas.About the Role:Offer personalized financial solutions and strategic advice to high-net-worth clients, addressing their unique goals,...

We are seeking a highly skilled Senior Assurance Adviser to join our Assurance & Advisory practice in Windsor. As a trusted business advisor, you will be responsible for managing client engagements, providing assurance and accounting services to owner-managed businesses.Your key responsibilities will include:Managing client engagements by providing assurance...

Baker Tilly is seeking a Senior Manager to lead our Assurance & Advisory practice. As a trusted business advisor, you will deliver value to clients by providing knowledge, ideas, and solutions for improving their business. Your responsibilities will include:Delivering high-quality services to clients by assessing legal implications and providing expert...

Baker Tilly Niagara is seeking a Senior Manager to lead our Assurance & Advisory practice. We offer a flexible work environment, allowing you to work from anywhere, at any time, and in any style that suits you best. Our team is dedicated to delivering exceptional client service and fostering a work-life balance that promotes happiness and well-being.We are...

Be Part of a Purpose-Driven OrganizationWe may offer the same products and services as a big bank, but we couldn't be more different. Our mission is to improve lives and strengthen communities. We support nearly 20,000 members and businesses digitally, offering a unique blend of traditional banking and innovative financial solutions.What We OfferA dynamic...

Seeking a seasoned professional to manage an assigned portfolio of high-value small business owner relationships and provide exceptional service throughout the customer's journey.About the RoleKey ResponsibilitiesManage an assigned portfolio of high-value and/or complex small business owner relationships to achieve retention and other negotiated goals while...

Baker Tilly is a leading firm of chartered accountants in Canada, offering a unique opportunity to pursue a career in a large public accounting environment.As an Executive Leader with our Assurance & Advisory practice, you will have the flexibility to work from various locations, manage your schedule, and enjoy a great work-life balance.We are a proud member...

Baker Tilly Niagara, a leading accounting and advisory firm in Canada, offers a dynamic opportunity for an Executive Leadership Professional to join our Assurance & Advisory practice. We prioritize flexibility in work arrangements, allowing you to tailor your schedule to suit your needs.We value work-life balance and encourage our professionals to manage...

DescriptionPosition SummaryMaximizes profit and return on invested capital by accomplishing objectives; serving customers; maintaining the company's stability; ensuring growth. Develops and executes plans to deliver cost, quality, service, and reliability results set out in the maintenance plan.Primary Duties and ResponsibilitiesDevelops and executes plans...

Senior Wealth Advisor Be a part of something different We may offer the same products and services as a big bank, but we couldn’t be more different. We’re rooted in purpose and we’re on a mission to improve lives and strengthen communities. We support nearly 20,000 members and businesses digitally, over the telephone, and in-person across a network...

Company Description **Be a part of something different** We may offer the same products and services as a big bank, but we couldn't be more different. We're rooted in purpose and we're on a mission to _improve lives_ and _strengthen communities_. We support nearly 20,000 members and businesses digitally, over the telephone, and in-person across a network of...

Requisition ID: 194227 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What your role will be** Financial Advisor At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and inclusion and a...

Requisition ID: 198588 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What your role will be** Senior Financial Advisor At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and inclusion and a...

Requisition ID: 192837 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Client Solutions Advisor** We are actively recruiting experienced Client Solutions Advisors in the St. Catharines region. **Job Overview**: As a Client Solutions Advisor you will be responsible for onboarding customers that have...

Requisition ID: 189498 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Job Purpose**: As a Home Financing Advisor (HFA) you will be responsible for maximizing the development of residential mortgage business from third party referral sources such as real estate agents, lawyers, financial planners,...

Requisition ID: #Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the roleWhat you’ll be doing…Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional service...

   Requisition ID: 210198Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the roleWhat you’ll be doing…Our Advisors are customer-centric and able to connect with people in a relatable way.  As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional...

**Company Description** At Neilson, we’re dedicated to helping families secure financial protection for their loved ones with a range of life insurance options. Neilson is a leading provider of innovative, simple and great-value direct life insurance products. You may have come across some of our brands such as Cover Direct and Seniors Choice. We have...

We are Aaron’s - an industry leader in the sales and lease-to-own retail industry known for quality brand names and superior customer service. We provide our team members the opportunity to reach their full potential in a team-oriented, high-energy, recognition-based environment with competitive pay and benefits. This is much more than a job - it is a...

Requisition ID: 211520 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Join us as we build a high-performing, purposed driven, winning sales team, anchored by an inclusive, client-focused culture. **Job Purpose**: We are currently seeking a passionate and results-driven Home Financing Advisor (HFA) to...

Location: Ontario Type: Full Time Imagine working for a company that is both **Human** and **Kind**... At Serenia Life Financial we’ve been helping people protect the ones they love and live generously for close to a century. Our philosophy is to understand our clients financial needs and to proactively provide solutions. As a Serenia Life Financial...

**Division**: Office of the Deputy CAO **Important Notices & Amendments**: **Please note, this role is elgible to participate in the Hybrid Work Policy, whereby the incumbent is able to work 50% of their time in office and 50% of their time at home.** **About Us**: Serving a diverse urban and rural population of more than 475,000, Niagara Region is focused...

**Summary**: Opportunity for a dedicated Health and Safety Professional looking to work in a collaborative team environment with a leading COR certified ICI industry Contractor. Our Company has an excellent Safety record and culture directly supported by Senior Management. **Key Responsibilities**: - Perform regular weekly on site safety inspections at our...

   Requisition ID: 210631Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the roleWhat your role will be…Financial AdvisorAt Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a...

Summary Opportunity for a dedicated Health and Safety Professional looking to work in a collaborative team environment with a leading COR certified ICI industry Contractor. Our Company has an excellent Safety record and culture directly supported by Senior Management. Key Responsibilities Perform regular weekly on site safety inspections at...

Job description: The Opportunity:Our client, a well-known public accounting firm is looking for a Manager, Assurance & Advisory, to join their team in Niagara Falls, Ontario. The Manager, Assurance and Advisory is responsible for providing assurance and accounting services to owner-managed businesses, overseeing financial projects, and creating new business...

Director of Care We are an independently owned Retirement Residence in Niagara Falls. We champion quality of life for all seniors and quality careers for our team members. We are actively seeking an experienced, enthusiastic and self-motivated RPN to join our growing team. We have been voted #1 Retirement Home in Niagara Falls many times. We value our...

About the RoleWe are seeking a skilled Investment Specialist to join our team at Scotiabank. As a key member of our team, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key ResponsibilitiesConduct in-depth reviews for assigned clients, including retirement...

Description : Position Summary Maximizes profit and return on invested capital by accomplishing objectives; serving customers; maintaining the company's stability; ensuring growth. Primary Duties and Responsibilities Develop and execute plans to deliver the cost, quality, service, and reliability results set out in the maintenance plan. ...