High Net Worth Estate Planner

Job Summary:RBC Dominion Securities Inc. is seeking an experienced Business Owner Specialist to join our HNW Planning Services team. As a member of this team, you will work closely with advisors to deliver high-value customized information and guidance on tax, estate, business succession planning, and overall wealth planning to high net worth business owner...

About the RoleWe are seeking a seasoned Strategic Sales Director for High Net Worth Market to join our Vancouver office, as part of iA Financial Group. This is an exceptional opportunity to make a meaningful impact in growing our business and promoting sales to support regional sales plans.

About the RoleAt Intact Financial Corporation, we're dedicated to helping our customers navigate life's unexpected events with confidence. As a Claims Adjuster - Prestige Multiline, you'll play a vital role in delivering exceptional service to our high net worth clients.Key Responsibilities:Investigate complex personal lines auto/property claims, ensuring...

Job OpportunityRBC Dominion Securities Inc. is a leading investment and wealth management firm that values relationships and collaboration. We are seeking a skilled Associate Wealth Advisor and Financial Planner to join our team.Key ResponsibilitiesDeliver high-value customized advice and wealth management strategies to High Net Worth clients.Work with...

Job Title: Estate & Trust Consultant - VancouverAre you a skilled professional looking for a challenging role in estate and trust consulting? We are seeking a highly motivated and experienced individual to join our team as an Estate & Trust Consultant in Vancouver.Key Responsibilities:Partner with Scotiabank & Scotia Wealth Management advisors to deliver...

Role OverviewIn this role, you will deliver ScotiaBank’s estate planning services and other estate and trust solutions to High Net Worth (HNW) Scotia Wealth Management clients. You will partner with Scotiabank & Scotia Wealth Management advisors to meet with HNW clients and prospects, creating a positive experience for the client and the advisor.Develop...

Role OverviewAs a key member of the Scotiabank team, you will provide clients with a premium wealth management experience by delivering estate planning services and other estate and trust solutions to High Net Worth (HNW) Scotia Wealth Management clients.Key ResponsibilitiesPartner with Scotiabank & Scotia Wealth Management advisors to meet with HNW clients...

Role OverviewWe are seeking an experienced Senior Associate/Associate Advisor to join our top-performing Advisory team in Vancouver, Canada.About the OpportunityYou will be working with high-net-worth and ultra-high-net-worth families as their primary contactCollaborate closely with team members and external advisors on a daily basisPossibility of leading...

Job SummaryRoyal Bank of Canada is seeking an experienced Wealth Planning Specialist to join our team in Toronto. As a member of the HNW Planning Services team, you will work with our advisors to deliver customized information and guidance on tax, estate, business succession planning and overall wealth planning to high-net-worth business owner clients.

Job Opportunity:As a Financial Planning Specialist at RBC Dominion Securities Inc., you will play a key role in delivering customized financial plans to High Net Worth clients. Your expertise will help advisors provide expert knowledge on complex financial strategies, including tax planning, investment management, and estate planning.Key...

About the Role:Vancity is seeking a highly skilled Investment Counsellor to join our team. As an Investment Counsellor, you will be responsible for assessing the needs of high net-worth members and organizations, and providing tailored investment advice to meet their objectives.Key Responsibilities:Assessing the needs of high net-worth members and...

You are a highly organized and detail-oriented individual who thrives in a fast-paced real estate environment. As our ideal candidate, you will provide exceptional administrative support to our team of top-producing Realtors, ensuring seamless day-to-day operations and allowing them to focus on what they do best – helping clients find their dream homes.We...

We are seeking a highly organized and detail-oriented Real Estate Operations Coordinator to support our team at the Bespoke Real Estate Group.Key Responsibilities:To achieve company objectives and compile regular progress reports for presentation to the team.To participate in training sessions to enhance skills with administrative tasks in the real estate...

Job SummaryWe're seeking a highly motivated and detail-oriented Real Estate Administrative Assistant to join our team at Bespoke Real Estate Group. As a key member of our team, you will be responsible for providing exceptional administrative support to our real estate agents, ensuring seamless transaction management, and delivering outstanding customer...

We're seeking a detail-oriented Real Estate Administrative Assistant to support our team. Key responsibilities include managing client database records, monitoring deadlines, and ensuring compliance with legal procedures. The ideal candidate is a great communicator with excellent organizational skills and a strong work ethic.Key ResponsibilitiesCompile and...

Company OverviewVancity, a leading financial institution, is seeking an experienced Portfolio Manager and Wealth Strategist to join our team. As a key member of our investment counseling department, you will be responsible for providing expert advice and guidance to high net-worth individuals and organizations.SalaryThe salary range for this role is $120,000...

We're seeking a detail-oriented Real Estate Administrative Assistant to support our team. Key responsibilities include managing transaction documents, monitoring deadlines, and planning appointments. The ideal candidate should be a great communicator and highly organized.Key Responsibilities:Manage client databases and transaction documentsMonitor and notify...

Explore a challenging opportunity at Royal Bank of Canada, where you will be working closely with high-net-worth and ultra-high-net-worth families as a Senior Associate / Associate Advisor.Company OverviewRoyal Bank of Canada is one of the top-performing teams in Vancouver's business community. Our team operates on the principles of simplicity, transparency,...

About Bespoke Real Estate GroupWe are a reliable real estate group dedicated to providing top-notch customer satisfaction. Our team motto is to strive for excellence, empowering us to offer the greatest help to others.Compensation:$55,000 plus performance-based bonusesJob Description:We're seeking a highly detail-oriented Luxury Real Estate Operations...

Unlock Your Potential as a Wealth Management AdvisorRBC Dominion Securities Inc. is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. Our collaborative, supportive culture enables success at every level and equips us to help our clients achieve their financial goals.As a Wealth Management Advisor, you...