Wealth Planning Expert

Job Overview:We are seeking an experienced Wealth Solutions Expert to join our team. As a key member of our Wealth Management team, you will be responsible for building and maintaining relationships with high net worth clients, identifying opportunities to provide wealth solutions, and working closely with colleagues to ensure seamless client experiences.Key...

Job Description:This role is responsible for providing financial planning support to Senior Total Wealth Planners in the Toronto market. The primary purpose is to prepare financial plans for high net worth clients with $2+ million in investable assets.

Title: Total Wealth Planning Associate - London, ONRequisition ID: 216877Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Purpose of Job:Financial Planning is a key service provided to clients of Scotia Wealth Management. The primary purpose of the Total Wealth Planning Associate is to provide financial...

Title: Total Wealth Planning Associate - London, ONRequisition ID: 216877Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Purpose of Job:Financial Planning is a key service provided to clients of Scotia Wealth Management. The primary purpose of the Total Wealth Planning Associate is to provide financial...

Title: Total Wealth Planning Associate - London, ONRequisition ID: 216877Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Purpose of Job:Financial Planning is a key service provided to clients of Scotia Wealth Management. The primary purpose of the Total Wealth Planning Associate is to provide financial...

Job Description:As a Total Wealth Planning Associate at Scotiabank, you will play a vital role in providing financial planning support to our Senior Total Wealth Planners. Your primary responsibility will be to assist in preparing financial plans for high-net-worth clients with $2+ million in investable assets.Main Responsibilities:1. Collaborate with Senior...

About the RoleWe are seeking a skilled Financial Planning Specialist to join our team. As a key member of our Scotia Wealth Management team, you will play a critical role in delivering exceptional client experiences.Key Responsibilities Gathering Client InformationYou will be responsible for gathering key pertinent data and information about clients through...

**Company Overview:**Scotiabank is a leading bank in the Americas, guided by our purpose: 'for every future.' We help our customers, their families, and communities achieve success through a broad range of advice, products, and services.Job Description:As a Financial Advisor, Investment & Retirement Planning, you will be a member of the branch sales team...

Title: Insurance Consultant, Total Wealth Planning & Insurance - London, ONRequisition ID: 212830Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.PurposeThis position is responsible for driving life insurance revenue in support smaller sales opportunities, particularly lifestyle protection solutions –...

Company OverviewScotiabank is a leading financial institution dedicated to helping customers achieve their financial goals. Our team of experts is committed to delivering exceptional service and building lasting relationships with our clients.Job DescriptionAs a Strategic Wealth Advisor at Scotiabank, you will be responsible for providing expert advice to...

About the PositionThis is an exciting opportunity for a seasoned Financial Planning Specialist to join our Scotia Wealth Management team. You will have the chance to work with high net worth clients, developing comprehensive financial plans that meet their unique needs.Key Accountabilities Client EngagementYou will be responsible for delivering end-to-end...

About PHP OntarioWe're a company that values relationships, empowerment, and growth. Our mission is to cultivate a dynamic and enjoyable environment where integrity, transparency, and trust are at the core of everything we do.Job DescriptionWe're seeking a Wealth Protection and Planning Advisor to join our team. As a trusted financial advisor, you'll help...

About the TeamOur Scotia Wealth Management team is committed to delivering exceptional client experiences. We are seeking a skilled Financial Planning Specialist to join our team, working closely with high net worth clients to develop comprehensive financial plans.Key Responsibilities Plan DevelopmentYou will be responsible for developing comprehensive...

Job DescriptionAs a Financial Planner, you will focus on developing client relationships by delivering trusted financial advice and service within the mass affluent market. You will provide comprehensive reviews for assigned clients, including retirement planning, wealth accumulation, and estate planning.

A&M's Global Transaction Tax team provides expert tax advice to clients worldwide, with a focus on international tax planning. Our team has significant experience in managing complex transactions, including cross-border mergers, acquisitions, and divestitures.Key RequirementsStrong background in international tax planningSignificant experience in managing...

Baker Tilly WM LLP is a leading midsize accounting and advisory firm based in Vancouver and Toronto, committed to delivering exceptional audit, tax and advisory solutions to local businesses. We offer a full complement of professional services across every major industry sector, serving a broad range of clients, including large, publicly traded companies,...

At Scotiabank, we're committed to helping our clients achieve their financial goals. As a Financial Planner, you'll be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Our ideal candidate will have experience in financial planning and investment sales, with a strong...

About Us">National Bank Financial – Wealth Management is a leading investment brokerage firm in Canada. With close to 1,000 investment advisors managing the assets of over 400,000 clients across approximately 100 branches, we offer an exceptional client experience. You will team up with a wealth advisor to provide top-notch service and collaboration will...

Requisition ID: 214949Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Purpose of Job:Financial Planning is a key service provided to clients of Scotia Wealth Management. The primary purpose of the Total Wealth Planning Associate is to provide financial planning support to the Senior Total Wealth Planners...

About the Job:We are seeking a highly skilled Wealth Management Specialist to join our team at Alterna Savings. As a Wealth Management Specialist, you will be responsible for providing financial advice, investment sales, asset consolidation, and new client/member acquisition within assigned branches.Key Responsibilities:Proactively build solid working...