Senior Wealth Planning Coordinator Specialist

**Role Overview**The Wealth Planning Support Team is a business unit within BMO Wealth Planning, Trust & Advisory Services, responsible for delivering exceptional wealth planning solutions to our clients.As a Wealth Planning Advisor, you will be part of a dynamic team that provides personalized support to our clients, helping them achieve their financial...

Executive Assistant Role at StaffixWe are seeking a dynamic and detail-oriented Administrative Professional to join our growing team at Staffix, a well-known Wealth Management office.About the Role:This position is crucial in supporting senior wealth management professionals by ensuring efficient operations and enhancing client relations through careful...

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...

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 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...

About the RoleStaffix is seeking a highly organized and detail-oriented Senior Wealth Management Administrative Professional to join our team. This role requires a proactive self-starter who excels in multitasking and prioritization, with a knack for building relationships and delivering top-tier support.Key ResponsibilitiesCalendar ManagementOptimize and...

Job OverviewWe are seeking a highly skilled Wealth Planning Strategist to join our team at Scotiabank.About the RoleThe successful candidate will deliver Scotiatrust's estate planning services and other estate and trust solutions to High Net Worth (HNW) and Ultra-High Net Worth (UHNW) MD Management and Scotia Wealth Management clients by partnering with MD...

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...

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...

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...

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...

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...

 Estate Planning Specialist Job Summary Deliver Scotia Wealth Management's estate planning services and other estate and trust solutions to clients by partnering with Scotia Wealth Management advisors, creating positive client experiences, and developing high-level estate plans.Key ResponsibilitiesDevelop relationships and build new opportunities with...

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...

About the RoleScotiabank is seeking a skilled Estate Planning Specialist to join our team. As a key member of the Scotiabank team, this role will provide clients with expert wealth management services, including estate planning and trust solutions.Key ResponsibilitiesDeliver estate planning services and other estate and trust solutions to High Net Worth...

About the Role:As a Financial Planning Specialist at BMO, you will play a crucial role in delivering high-quality financial plans to clients. Your expertise in advanced financial planning concepts and ability to model in planning software will be essential in developing tailored advice and strategies for our clients.In this position, you will be responsible...

Scotiabank: A Leader in Wealth ManagementIn our organization, we value integrity and strive for service excellence. As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has established a reputation based on trusted investment advice. Our advisors and teams take pride in exploring innovative approaches to protect and grow clients' assets.We...

About the Role:Aviso Wealth is seeking an experienced Senior Sales Executive to join our Asset Management team. As a key member of our sales team, you will be responsible for developing and executing sales strategies to drive growth and expansion in the assigned territory.Key Responsibilities:Develop and execute annual sales plans and budgets to meet...

Job Title: Senior Administrative Specialist in Wealth ManagementAbout Blue Chip Recruiting Ltd.:Blue Chip Recruiting Ltd. is a reputable recruitment agency dedicated to connecting exceptional professionals with top-tier companies.Job Overview:We are seeking an experienced Administrative Associate to join our client's team in Calgary, where you will provide...

Role SummaryBlue Chip Recruiting Ltd. is seeking a highly skilled and experienced individual to fill the role of Canada Wealth Management Supervisor. This is a challenging opportunity for a dedicated professional to lead and manage a team in the wealth management industry.Key ResponsibilitiesSurveillance and SupervisionOversee the supervision of retail...