Financial Planning Expert for Wealth Management

Role OverviewWe are seeking an experienced Financial Planning Expert to join our team in London. As a key member of our Wealth Management division, you will play a crucial role in delivering high-quality financial planning solutions to our clients.

About Scotiabank">Scotiabank is a leading bank in the Americas. Our purpose guides us to help our customers, their families, and communities achieve success through various advice, products, and services.">About the Role">We are seeking an experienced Financial Planning Expert to join our team. As a key member of our wealth management team, you will focus on...

**Overview**We are seeking a highly skilled International Wealth Management Finance Expert to join our team. This role will provide critical support in planning, forecasting, and reporting processes for the International Wealth Management business.**Job Description**The ideal candidate will have a strong data mindset and be able to distill complex financial...

About Nest WealthNest Wealth is Canada's largest independent digital wealth management platform, offering both direct-to-investor and advanced business-to-business solutions.In a strategic move, Nest Wealth was acquired by Objectway Group, a leading global fintech provider of products across the wealth management and asset management value chain. With this...

About the RoleAs a Financial Advisor, Investment & Retirement Planning, you will contribute to the team's overall success by meeting/exceeding negotiated deposit and investment sales goals through effective management of your assigned portfolio of customers.Key Responsibilities:Establish/deepen investment and primary banking relationships with existing...

**Company Overview**">BDO Canada is a firm built on a foundation of positive relationships with our people and our clients. Our professionals provide exceptional service, helping clients with advice and insight they can trust.">**Your Opportunity**">Our Wealth Management practice is seeking an experienced Financial Planner to join the team. As a key member,...

**Overview:**At Scotiabank, we are committed to delivering exceptional financial planning services to our clients. As a Financial Planner, you will play a key role in helping individuals and families achieve their long-term financial goals.**Key Responsibilities:Conduct comprehensive financial reviews to identify areas for improvement and develop customized...

Financial Planning Expert WantedBDO Canada is a leading firm with a strong focus on positive relationships and exceptional service. We are seeking a talented Wealth Management Consultant to join our team in this exciting opportunity.About the RoleWe are looking for an experienced Financial Planner to own key responsibilities including processing client data,...

Company OverviewScotiabank is a leading bank in the Americas, dedicated to helping our customers achieve success through a broad range of advice, products and services. We value the unique skills and experiences each individual brings to the Bank and are committed to creating and maintaining an inclusive and accessible environment for everyone.Job...

Role OverviewWe are seeking a skilled Financial Advisor to join our team in Wellington, Canada. As a Financial Advisor, you will play a crucial role in building strong relationships with our customers, providing expert advice and guidance to help them achieve their financial goals.Key Responsibilities:Discover customer needs through proactive approach and...

About Scotiabank:Scotiabank is a leading bank in the Americas, guided by its purpose of helping customers achieve success through various advice, products, and services.Job Summary:We are seeking a highly skilled Total Wealth Planning Associate to join our team. This role will support Senior Total Wealth Planners in providing financial planning services to...

About UsIGM Financial is a leading diversified wealth and asset management company in Canada, with a strong reputation for providing excellent financial planning and investment management services to millions of Canadians.We operate under a unique business model, combining leading brands and a multi-channel distribution strategy to deliver top-notch advice,...

About Co-operators Assurance et services financiersWe are a leading Canadian financial services co-operative dedicated to being a catalyst for a sustainable and resilient society. Our team plays a vital role in delivering on our strategy, which is why we prioritize our people's well-being and provide opportunities for growth and development.Our Distribution...

Role Overview:">This Senior Project Management role is an exciting opportunity to join the Royal Bank of Canada's Wealth Management Europe Technology and Solutions team in London, Edinburgh, Newcastle, or Jersey. As a key member of the Project Delivery office, you will be responsible for managing technology projects for the RBC WME line of business and...

Company OverviewScotiabank is a leading financial institution committed to delivering exceptional service and creating value for its clients.">SalaryWe offer a highly competitive salary of $120,000 - $180,000 per year, commensurate with experience.Job DescriptionLead Business Development in International Wealth ManagementWe are seeking a strategic business...

About Sage CitySage City is a leading provider of cloud-based financial management software solutions. Our mission is to empower businesses to work faster and smarter, allowing them to focus on their goals and ambitions.Job Title: Expert ERP Financial Management ConsultantSalary and BenefitsThe compensation package for this role includes a competitive base...

About CI FinancialCI Financial is a leading global wealth management and asset management advisory services company. Founded in 1965, we have consistently anticipated and responded to the changing needs of investors.Job OverviewWe are seeking a Senior Compliance Officer to join our CI Wealth Compliance team. In this role, you will be responsible for...

About UsToronto Hydro Corporation is a leading provider of energy solutions in the province of Ontario.Job DescriptionWe are seeking a highly skilled Financial Expert Lead - Cash Management to join our team. As a key member of our treasury department, you will be responsible for overseeing cash management, financial debt agreement analysis and reporting,...

Job SummaryTD Bank is seeking a Client Service Representative to join our team. In this role, you will be responsible for providing exceptional client service and support to our clients in the wealth management sector. You will work closely with Investment Advisors to prepare for client meetings, manage transactions, and provide analysis of client...

**CG Consulting Group:** A Toronto-based IT consulting boutique exceling in customer service and delivery in the financial services and fintech industry.We provide strategic, mission-critical solutions to our clients through a team of highly knowledgeable business and technical experts.Our hybrid work environment combines home, office, and client site...