Senior Regional Wealth Management Leader

Job Summary:We are seeking an exceptional leader to join our team as the Toronto Region Leader for ScotiaMcLeod. This role is responsible for leading and overseeing the region's business strategies, plans, and initiatives to ensure compliance with governing regulations, internal policies, and procedures.About the Role:The successful candidate will be...

Company OverviewOptimize Wealth Management (Optimize Inc.) is a leading wealth management company based in Toronto, ON. We provide personalized financial solutions and advice to our clients.We have a comprehensive range of financial services and solutions, including financial planning, portfolio management, tax preparation, debt management, and estate...

Optimize Wealth Management (Optimize Inc.) is a leading provider of personalized financial solutions in Toronto, ON.About UsWe offer comprehensive wealth management services including financial planning, portfolio management, tax preparation, debt management, and estate planning.Job OverviewThis is a full-time on-site role that requires strong administrative...

Optimize Wealth Management:A leading wealth management company based in Toronto, ON, providing personalized financial solutions and advice to its clients. Our services include financial planning, portfolio management, tax preparation, debt management, and estate planning, all guided by our core values of honesty, persistence, teamwork, and excellence.About...

Company OverviewOptimize Wealth Management, a leading wealth management firm based in Toronto, is dedicated to providing personalized financial solutions and expert advice to its clients. With a focus on matching clients' financial goals with tailored strategies, the company prides itself on delivering exceptional customer experiences through honesty,...

Job OverviewBrightview Wealth Management is a boutique wealth management firm dedicated to helping clients accumulate wealth and achieve financial success. Our vision is to provide top-tier financial products and sound advice to match our clients' unique needs.As a Brightview Wealth Management Financial Service Representative, you will join our Toronto...

**Job Overview:** We are seeking a highly skilled Senior Project Leader to join our team at IG Wealth Management. As a key member of our delivery program, you will be responsible for leading multiple projects with significant impact to the organization and budgets upwards of $3M.The ideal candidate will have a proven track record of delivering complex...

Optimize Wealth Management: A Premier Wealth Management Firm">We are seeking a highly motivated Wealth Management Specialist to join our team at Optimize Wealth Management, a premier wealth management firm in Toronto. As a key member of our team, you will play a vital role in delivering exceptional client experiences and contributing to the growth and...

About Aviso Wealth IncWe are a leading wealth management organization committed to leadership, innovation, partnership, responsibility, and community.The OpportunityAs a Compliance Expert, you will oversee compliance within our Asset Management team. Reporting to the VP, Chief Compliance Officer, you will ensure compliance with all applicable laws,...

Wealth Management OpportunityOptimize Wealth Management, a leading wealth management company in Toronto, ON, is seeking a highly skilled Strategic Wealth Management Specialist to join their team.About Optimize Wealth Management:Located in the downtown financial district, Optimize Wealth Management provides personalized financial solutions and advice to its...

Nest Wealth, Canada's largest independent digital wealth management platform, seeks a seasoned Enterprise Sales Key Account Manager to drive growth in the wealth management sector. With over 30 years of experience in wealth, banking, and asset management software, Objectway Group has established itself as an international leader in fintech. The acquisition...

Unlock Your Potential as an Enterprise Key Accounts Executive at Nest WealthNest Wealth, Canada's largest independent digital wealth management platform, is seeking a seasoned Enterprise Key Accounts Executive to drive the next phase of our growth. As a trusted partner in the financial sector, we prioritize building strong relationships with clients and...

Optimize Wealth Management is a premier wealth management company based in Toronto, ON. We provide personalized financial solutions and advice to our clients, including financial planning, portfolio management, tax preparation, debt management, and estate planning.The core of our approach is to match clients' financial and life goals with personalized...

IG Wealth Management: Strategic Business Solutions LeaderWe are seeking a highly skilled and experienced Strategic Business Solutions Leader to join our Corporate Solutions Technology team at IG Wealth Management.

Optimize Wealth ManagementWealth management is a multifaceted field that requires expertise in financial planning, portfolio management, tax preparation, debt management, and estate planning.This full-time on-site role for a Senior Portfolio Manager at Optimize Wealth Management involves overseeing investments, financial analysis, portfolio management, and...

POSITION SUMMARYThe Coordinator, Region Office Operations serves as the primary point of contact, providing exceptional service to internal and external clients of IG Wealth Management.DUTIES INCLUDE:Reception duties, including greeting clients, managing incoming calls, and inventory management.Mail and courier receipt, preparation, and distribution.Meeting...

Job SummaryThe Regional Operations Coordinator at IG Wealth Management provides exceptional service to internal and external clients by managing reception duties, supporting business transactions, and ensuring the smooth operation of the office.Key ResponsibilitiesWelcoming clients, managing incoming calls, and maintaining office suppliesPreparing and...

Job OverviewScotiabank is a leading bank in the Americas, guided by our purpose 'for every future.' We help our customers achieve success through a broad range of advice, products, and services.Compensation PackageWe offer a competitive salary estimated at $200,000 - $250,000 per year, commensurate with experience, along with benefits including health...

At Optimize Wealth Management, a leading wealth management company based in Toronto, ON, we strive to provide exceptional financial services and personalized advice to our clients. Our commitment to matching clients' financial goals with tailored strategies and outstanding customer experiences is at the core of our holistic approach.This full-time, on-site...

Company OverviewOptimize Wealth Management is a premier wealth management company that provides personalized financial solutions and advice to its clients. Our holistic approach focuses on matching clients' financial and life goals with customized strategies and exceptional customer service experiences.Job SummaryThis full-time role requires strong...