Portfolio Management Specialist, Wealth

Job SummaryWe are seeking a highly skilled Advanced Taxation Specialist to join our team at IG Wealth Management. As a key member of our Advanced Financial Planning team, you will provide expert taxation and estate planning support to our clients.ResponsibilitiesProvide advanced taxation and financial planning support to clients through telephone and email...

We are seeking a skilled Accounting Specialist to join our team at Alpha Wealth Management Hub Ltd. The ideal candidate will have experience in maintaining financial records and establishing, maintaining and balancing various accounts using manual and computerized bookkeeping systems.The successful candidate will be responsible for:Maintaining general...

We are seeking a skilled Accounting Specialist to join our team at Alpha Wealth Management Hub Ltd. The ideal candidate will have experience in maintaining financial records and establishing, maintaining and balancing various accounts using manual and computerized bookkeeping systems.The successful candidate will be responsible for:Maintaining general...

Job Summary: We are seeking a highly organized and detail-oriented Portfolio Management Specialist to join our team. The successful candidate will be responsible for maintaining and reconciling client portfolio data, analyzing performance discrepancies, and coordinating various reports and reviews.Key Responsibilities:Verify NAV reporting for pooled funds...

Job Summary: We are seeking a skilled Accounting Specialist to join our team at Alpha Wealth Management Hub Ltd. As a key member of our accounting department, you will be responsible for maintaining accurate and up-to-date financial records, preparing financial statements, and ensuring the integrity of our accounting systems.Key Responsibilities:Maintain...

Job Opportunity: Are you a motivated and ambitious professional looking to launch a successful career in wealth management? Do you have a passion for delivering exceptional client service and building strong relationships? We are seeking a highly skilled and dedicated Associate Wealth Advisor to join our team at CC&L Private Capital. As an Associate...

Job Title: Wealth AssociateAt National Bank Financial – Wealth Management, we are seeking a highly motivated and detail-oriented Wealth Associate to join our team. As a Wealth Associate, you will play a key role in supporting our wealth advisors in providing exceptional customer service to our clients.Key Responsibilities:Support investment advisors in...

Unlock Your Potential as an Associate Wealth AdvisorAre you a client service professional with a passion for investments and sales? Do you have a strong foundation of knowledge and a desire to learn and grow? We invite you to join our team at CC&L Private Capital as an Associate Wealth Advisor and embark on a rewarding career path that offers a unique...

Job 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...

At ScotiaMcLeod, we offer a unique opportunity to excel in a dynamic wealth management environment. As a Senior Associate, you will play a key role in supporting our Wealth Advisors in developing and managing their book of business.Key Responsibilities:Identify new business opportunities to grow our client base and increase revenue.Utilize in-depth knowledge...

Job Opportunity:Senior Trust Advisor, Indigenous WealthWe are seeking a seasoned Senior Trust Advisor to join our team and contribute to the growth and development of our Indigenous Wealth practice. As a key member of our team, you will be responsible for identifying, attracting, growing, and retaining Indigenous Wealth clients within a specific region.Key...

Unlock Client Potential with Our TeamAt IG Wealth Management, we're dedicated to delivering exceptional financial planning services to our clients. As a key member of our team, you'll play a vital role in helping us achieve this goal.About the RoleWe're seeking a skilled and experienced financial planner to join our team as an Associate Advisor. In this...

Our company, IG Wealth Management, a leading financial services provider in Canada, offers an exceptional opportunity for a highly skilled Senior Financial Planner to join our elite performance team.The estimated annual salary for this role is $85,000 - $110,000, depending on experience.About the Role:We are seeking a talented and experienced Financial...

Job OverviewFinancial FreedomWe are seeking a highly skilled Senior Wealth Strategist to join our team at Royal Bank of Canada. As a Senior Wealth Strategist, you will have the opportunity to manage and grow a portfolio of mass affluent clients, providing them with comprehensive financial planning and advice to help them achieve their long-term goals.About...

Job OverviewFinancial FreedomWe are seeking a highly skilled Senior Wealth Strategist to join our team at Royal Bank of Canada. As a Senior Wealth Strategist, you will have the opportunity to manage and grow a portfolio of mass affluent clients, providing them with comprehensive financial planning and advice to help them achieve their long-term goals.About...

Job Title: Senior Licensed Associate - Wealth ManagementJob Summary:We are seeking a skilled Senior Licensed Associate to join our Wealth Management team. As a key member of our team, you will be responsible for providing exceptional service to our clients and internal partners.Key Responsibilities:Support the Multi-Family Office team in Calgary, reporting...

About the RoleThis position involves acting as a senior representative for Scotia Wealth Management, with a focus on cultivating strong, long-lasting relationships with high net worth clients. Key responsibilities include:Providing exceptional client service, ensuring timely and accurate account administration, and delivering personalized solutions tailored...

Exciting Opportunity for a Senior Wealth AdvisorAs a Senior Wealth Advisor at Scotiabank, you will be responsible for providing expert financial planning and wealth management services to clients. Your primary goal will be to help clients achieve their financial goals through comprehensive financial planning and investment advice.Main...

Unlock Your Potential as an Associate Wealth AdvisorAt CC&L Private Capital, we're committed to creating a diverse and inclusive environment where our team members can thrive. As an Associate Wealth Advisor, you'll have the opportunity to work alongside experienced Wealth Advisors, providing exceptional client service and delivering investment planning and...

We are seeking a highly organized and detail-oriented Bookkeeping Specialist to join our team at Alpha Wealth Management Hub Ltd. The successful candidate will be responsible for maintaining accurate and up-to-date financial records, including general ledgers and financial statements. Key responsibilities include:Establishing and maintaining various accounts...