Executive Wealth Planning Strategist
5 days ago
At Scotiabank, we are seeking a highly skilled Executive Wealth Planning Strategist to join our team in Western Canada.
About the RoleThis is an exciting opportunity for a seasoned professional with experience in estate and trust consulting to lead the delivery of high-quality solutions across our region.
You will be accountable for business development, client onboarding, and sales management support, ensuring that our ETCs have the necessary tools and resources to drive strong business results.
Key Responsibilities- Leadership and Management
- Recruit, onboard, and develop team members to ensure they have the necessary skills to succeed;
- Deliver ongoing coaching and sales management to support ETCs' ability to drive strong business results;
- Ensure that ETCs leverage available tools and resources, follow policies and procedures, and implement solutions that meet client needs;
- Coordinate with the Regional Admin Lead to ensure adequate support is provided to ETCs by RETAs;
- Act as a first point of escalation for new business approvals and exceptions to pricing and other policies;
- Offer guidance and technical support in estate planning expertise and recommendations.
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Financial Planning Strategist
4 weeks ago
Calgary, Alberta, Canada IG Wealth Management Full timeAbout the OpportunityWe are seeking a Financial Planning Strategist to join our team at Daumler, Mertz & Associates in Calgary, AB.Job DescriptionThe successful candidate will be responsible for growing the assets of our established, client-centric financial planning practice. This involves preparing and presenting financial planning solutions using...
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Calgary, Alberta, Canada The Wealth Council Full timeJob OverviewWe are seeking a highly skilled and experienced Senior Financial Planner to join our team at The Wealth Council in Calgary, AB.This is a dynamic opportunity for a seasoned professional to work with high-net-worth clients and corporate clients, providing comprehensive financial planning services.The successful candidate will be responsible for...
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Strategic Wealth Advisor
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Chief Financial Strategist
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Wealth Management Specialist
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Calgary, Alberta, Canada The Wealth Council Full timeAs a Senior Financial Planner at The Wealth Council, you will play a pivotal role in delivering exceptional wealth management services to high-net-worth clients and family businesses.About The Wealth CouncilWe are a dynamic and forward-thinking company that prides itself on providing top-notch financial advice to our clients. Our team is comprised of...
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D&IT Workforce Planning Strategist
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Compensation and Planning Strategist
1 month ago
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Senior Financial Strategist
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Senior Financial Planner
2 weeks ago
Calgary, Alberta, Canada The Wealth Council Full timeUnlock Your Potential as a Senior Financial PlannerThe Wealth Council is seeking an experienced and highly motivated Senior Financial Planner to join our dynamic team. This is a fantastic opportunity to work with high-net-worth individuals and corporate clients, providing expert financial planning services that drive real results.About The Wealth CouncilWe...
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Senior Business Growth Strategist
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Calgary, Alberta, Canada People Corporation Full timeUnlock Your Potential as a Senior Business Growth StrategistJoin People Corporation, a national provider of benefits, retirement, wealth, wellness, and human resource solutions, in Calgary. As a Senior Business Growth Strategist, you will be responsible for driving business growth and development through strategic consulting advice, service delivery,...
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Marketing Strategist
4 weeks ago
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Capital Planning Strategist
4 weeks ago
Calgary, Alberta, Canada Government of Alberta Full timeCompany OverviewThe Government of Alberta seeks a skilled Capital Planning Strategist to provide planning support to Corporate and Capital Planning Branch.Job SummaryThis is an exciting opportunity for a highly motivated individual to join our team as a Capital Planning Strategist. The successful candidate will be responsible for providing critical planning...
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Senior Wealth Planning Coordinator Specialist
3 weeks ago
Calgary, Alberta, Canada Royal Bank of Canada> Full timeUnlock Your Potential as a Senior Wealth Planning Coordinator SpecialistWe are seeking a highly skilled and experienced Senior Wealth Planning Coordinator Specialist to join our team at Royal Bank of Canada (RBC). As a key member of our wealth management team, you will play a crucial role in delivering exceptional client service and supporting our Investment...
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Trust Estate and Wealth Strategist
4 weeks ago
Calgary, Alberta, Canada Scotiabank Full timeAbout ScotiabankAt Scotiabank, we're committed to helping our clients achieve their financial goals. Our team of experts is dedicated to providing exceptional service and support.Job OverviewThis role offers a unique opportunity to lead our estate and trust consulting team in the region, driving business development and client onboarding efforts. As a...
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Executive Financial Strategist
4 weeks ago
Calgary, Alberta, Canada Canadian House Partners Full timeJob SummaryWe are seeking a skilled Executive Financial Strategist to join Canadian House Partners.About the RoleThis is a remote position with an estimated annual salary of $80,000 - $100,000.Key ResponsibilitiesAnalyze clients' financial status, including income, expenses, and liabilities.Develop and execute sound financial plans and strategies to help...
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Sales Director, Asset Growth
2 weeks ago
Calgary, Alberta, Canada Aviso Wealth Full timeWe are seeking a highly skilled and results-driven Sales Director to join our team at Aviso Wealth. As a key member of our sales leadership team, you will be responsible for driving growth in our assigned territory through strategic planning, relationship-building, and consultative sales expertise.Key Responsibilities:Develop and execute annual sales plans...
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Wealth Planning Coordinator
4 weeks ago
Calgary, Alberta, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionWhat is the Opportunity?Royal Bank of Canada's RBC PH&N Investment Counsel is a leading boutique investment counselling firm, providing clients with discretionary investment management and access to a team of experts.As a Wealth Planning Coordinator, you will support a team of established Investment Counsellors in delivering...
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Elite Financial Strategist
2 weeks ago
Calgary, Alberta, Canada The Wealth Council Full timeCompany OverviewThe Wealth Council is a dynamic organization that prides itself on delivering exceptional financial advice to its high-net-worth and corporate clients. Our team of experts is committed to providing personalized service, leveraging cutting-edge technology to drive results.
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Marketing Strategist
4 weeks ago
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Supply Chain Strategist
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