Wealth Planning Strategist

We are seeking a Wealth Planning Strategist to join our team in Calgary. This is a challenging role that requires expertise in financial planning and wealth management.About UsThree60 Wealth & Estate Solutions Inc. is a family office providing comprehensive financial services to high-net-worth individuals and families.Job DescriptionAs a Wealth Planning...

At Scotiabank, we are seeking a highly skilled Executive Wealth Planning Strategist to join our team in Western Canada.About the RoleThis is an exciting opportunity for a seasoned professional with experience in estate and trust consulting to lead the delivery of high-quality solutions across our region.You will be accountable for business development,...

Job OverviewWe are seeking a highly skilled and experienced Senior Financial Planner to join our team at The Wealth Council in Calgary, AB.This is a dynamic opportunity for a seasoned professional to work with high-net-worth clients and corporate clients, providing comprehensive financial planning services.The successful candidate will be responsible for...

We are seeking a highly skilled Strategic Wealth Advisor to join our team at The Wealth Council. As a key member of our financial planning division, you will be responsible for providing expert advice and support to our clients in achieving their wealth management goals.The successful candidate will possess excellent analytical and problem-solving skills,...

Account Strategist OpportunityWe are seeking a highly skilled Account Strategist to join our team in Calgary. This is an exciting opportunity for an individual who is passionate about delivering exceptional service and driving business growth.The Account Strategist's primary responsibility will be to develop and implement strategic plans to retain and grow...

Job SummaryWe are seeking a highly skilled Senior Financial Planner to join our team at The Wealth Council. This is an exciting opportunity to work with high-net-worth and corporate clients, providing comprehensive financial advice and results-driven solutions.About UsThe Wealth Council is a dynamic organization that prides itself on delivering exceptional...

Unlock Your Potential as a Senior Financial StrategistRoyal Bank of Canada is seeking a talented and ambitious Senior Financial Strategist to join our team. As a key member of our wealth management division, you will have the opportunity to work with high-net-worth individuals, families, and business owners, providing personalized financial planning and...

About Griffith & Associates Financial & Estate Planning Services Ltd.A leading financial planning firm in Calgary, Alberta, with a reputation for delivering expert advice on wealth management and estate planning.Job SummaryWe are seeking an experienced Associate Financial Advisor to join our dynamic team. As a key member of our advisory team, you will be...

Job DescriptionWe are seeking a Senior Wealth & Estate Planner to join our team in Calgary. As a key member of our team, you will work closely with our clients to understand their goals and objectives, and develop customized financial plans to help them achieve their legacy aspirations.Key Responsibilities:Lead clients through our proprietary goals-based...

Company OverviewThree60 Wealth & Estate Solutions Inc. is a Family Office that provides comprehensive financial planning services to business owners and high-net-worth families.

Brunel is actively seeking a skilled D&IT Workforce Planning Strategist to join our dynamic team.About the RoleThis is an exciting opportunity for a strategic thinker to play a pivotal part in optimizing Brunel's D&IT workforce, tracking resources, and enhancing space planning initiatives.Responsibilities & DeliverablesKey Responsibilities include:Performing...

Three60 Wealth & Estate Solutions Inc. is a Family Office that provides financial planning services to business owners and high-net-worth families in Calgary.We help each family we work with identify and attain its own unique legacy goals. In this hands-on role, you'll work closely with our clients to understand their needs and develop customized...

We are seeking an experienced and ambitious Senior Wealth Advisor to join our team at Servus Credit Union. As a Senior Wealth Advisor, you will play a vital role in providing exceptional service to our high net-worth members, helping them achieve their financial goals.Our ideal candidate will have at least 5 years of experience in the wealth industry,...

About The Wealth CouncilWe are a dynamic wealth management firm dedicated to delivering exceptional financial advice and results to our clients. Our team is passionate about making a real impact in the industry through a differentiated client experience.Job SummaryWe are seeking a highly motivated Senior Financial Planner to join our growing team in Calgary,...

We are seeking a highly skilled and results-driven Sales Director to join our team at Aviso Wealth. As a key member of our sales leadership team, you will be responsible for driving growth in our assigned territory through strategic planning, relationship-building, and consultative sales expertise.Key Responsibilities:Develop and execute annual sales plans...

Are you a seasoned professional looking for a challenging role in transformation consulting? ENGINEERINGUK is seeking a Transformation Strategist to join our team.About the RoleWe are proud to offer a competitive salary of $120,000 - $180,000 per year, depending on experience. As a Transformation Strategist, you will play a key role in helping our clients...

Ambrose University seeks an experienced Chief Financial Strategist to lead its finance team in Calgary, South West. The ideal candidate will have at least 4-6 years of financial management experience, preferably in a Director-level position at a complex non-profit organization.About the RoleThe Chief Financial Strategist will be responsible for overseeing...

About UsUp Financial is a reputable wealth management firm dedicated to providing expert investment advice and comprehensive financial planning services across Canada and the US.Job DescriptionWe are seeking an experienced Financial Planning Specialist to join our team. As an independent contractor, you will have the autonomy to run your own practice while...

About UsArgyle Public Relationships is a renowned reputation management, social impact, and marketing firm with over 400 employees across Canada and the US. Our expertise spans decades, enabling us to craft innovative solutions that address multiple needs simultaneously.Career OpportunityWe are seeking an experienced Senior Project Strategist to join our...

Royal Bank of Canada is seeking a skilled and motivated Investment Advisor to join our team in Calgary, Alberta. As an Investment Advisor at RBC Dominion Securities, you will play a critical role in helping clients reach their financial goals.About the RoleAs an Investment Advisor, you will be responsible for providing expert advice and guidance to...