High-Net-Worth Client Services Professional

About the RoleManulife Financial Corporation is a leading international financial services group. As a High Net Worth Client Service Specialist, you will play a vital role in delivering exceptional client experiences.Job DescriptionYou will collaborate with Investment Counsellors to deliver personalized client service, work directly with clients to complete...

About the RoleWe are seeking an experienced Investment Strategist to join our team in Montreal. As a key member of our high-net-worth client service team, you will be responsible for delivering exceptional investment counselling services and discretionary portfolio management to clients with complex financial needs.Job DescriptionThe successful candidate...

About the RoleAs an Associate Investment Counsellor, you will be responsible for providing exceptional client service and support to high net worth clients in French and English. You will work closely with the Investment Counsellor to construct customized investment strategies and implement portfolio management solutions. Your primary focus will be on...

Job SummaryWe are seeking a highly skilled and experienced Regional Director, High Net Worth Planning, Eastern Canada to lead our team in delivering exceptional client experiences and driving business growth.Key ResponsibilitiesLead a team of wealth and specialized planners to develop and deliver client-focused wealth planning experiences.Provide wealth...

Job SummaryWe are seeking a highly skilled Senior Total Wealth Planner to join our team at Scotiabank. This is an excellent opportunity for a results-driven professional to take on a leadership role in financial planning and contribute to the growth of our wealth management business.Salary Range: $120,000 - $180,000 per annum, based on experience and...

At Intact Financial Corporation, we're committed to delivering exceptional insurance solutions that meet the unique needs of our clients. As a High Net Worth Underwriter, you'll play a critical role in shaping our approach to risk management and customer satisfaction.About the RoleWe're seeking a skilled and experienced Underwriter to join our Prestige team....

About the Role:At Intact Financial Corporation, we are dedicated to providing exceptional insurance coverage tailored to our clients' unique needs. This mission drives our commitment to delivering unparalleled customer service and expertise.We're seeking an experienced High Net Worth Insurance Underwriter to join our team. As a key member of our underwriting...

Royal Bank of Canada is seeking an Expert Financial Strategist to join its Wealth Management team. This role involves working closely with financial advisors to deliver customized financial plans to high net worth clients.The ideal candidate will have a minimum of five years of experience in tax planning and financial planning, with expertise in holding...

High Net Worth Advisory OpportunityWe are seeking a highly skilled Senior Estate Planning Specialist to join our team at National Bank Financial in Quebec. As a trusted partner to estate planners, you will play a key role in drafting recommendations and providing advice to high net worth clients.About the Role:You will become one of the references in estate...

At Richter, we are seeking a highly skilled and experienced Financial Manager to join our Family Office Services team. This is an exciting opportunity for a professional with a strong background in accounting, taxation, and financial planning to work closely with high-net-worth families.OverviewOur Family Office Services (FOS) division provides personalized...

Company OverviewRichter is a leading provider of Family Office Services, offering customized solutions for high-net-worth families. Our team of experts provides comprehensive financial management, including cash management, lifestyle management, integrated financial planning, and day-to-day accounting and compliance services.SalaryThe estimated salary for...

Fiduciary Trust InternationalWe offer a dynamic and collaborative approach to managing wealth for high-net-worth and ultra high-net-worth individuals and families, and family offices.Our ApproachWe leverage our expertise and resources to provide tailored investment solutions that meet the unique needs of our clients.Our TeamOur team of experienced...

Richter Family Office Services OverviewWe provide personalized financial guidance to high-net-worth families, offering tailored services such as cash management, lifestyle management, and integrated financial planning opportunities.Key Responsibilities:Develop and implement customized financial plans for each familyManage cash flow and liquidity to meet...

Job OverviewAs a Banking Associate with Private Banking at National Bank, you'll have the opportunity to excel in a dynamic role that offers wealth management services and advice to discerning high-net-worth clients.In this position, you will provide a comprehensive range of financial services to individuals, businesses, and public sector corporations across...

At Scotiabank, we are seeking a Senior Total Wealth Planner to join our team.About the RoleThis is a challenging and rewarding opportunity for a high net worth financial planner to leverage their expertise in delivering comprehensive financial planning advice to clients.Main ResponsibilitiesDeveloping end-to-end goals-based financial plans that cater to the...

About the RoleWe are seeking a skilled Financial Services Professional to join our team at National Bank. This exciting opportunity will allow you to offer wealth management services and advice to high-net-worth clients.Your ResponsibilitiesProvide administrative support to bankers or private bankers, ensuring follow-up and exceptional customer...

Key Responsibilities:The Senior Total Wealth Planner will be responsible for delivering comprehensive financial planning advice and support to high net worth clients, acting as the in-field subject matter expert and champion.Key Accountabilities:Developing and delivering end-to-end goals-based financial plans to clients, including gathering key data,...

Job Title: Philanthropic Advisory SpecialistJob Summary:RBC Dominion Securities Inc. is seeking a highly motivated and skilled Philanthropic Advisory Specialist to provide strategic advice and guidance to high net worth and ultra high net worth clients in developing their family philanthropic and legacy plans.Key Responsibilities:* Provide strategic...

We are seeking an experienced Senior Wealth Management Professional to join our Commercial & Private Banking team in Montreal, Quebec.Job OverviewThis role offers a unique opportunity to work with high net worth clients, providing them with tailored wealth management solutions and exceptional customer service. As a Senior Wealth Management Professional, you...

Join Our Team: Wealth Advisory OpportunityCC&L Private Capital seeks an experienced and results-driven Wealth Advisor to join our team in a challenging and exciting role. We are committed to creating a diverse and inclusive environment and are proud to be an equal opportunity employer.The ideal candidate will be a successful salesperson with strong industry...