Wealth Management Specialist

Job DescriptionWe are seeking an experienced Wealth Management Banking Specialist to join our team at NBC. This is a challenging and rewarding role that requires strong analytical and communication skills.As a Wealth Management Banking Specialist, you will be responsible for providing banking services to high net worth individuals and families. You will work...

IG Wealth Management is a leading diversified wealth and asset management company with approximately $271 billion in total assets under management. Our vision is to inspire financial confidence by providing a broad range of financial planning and investment management services to help Canadians meet their financial goals.About IG Wealth ManagementWe are...

Job OverviewAviso Wealth is a leading wealth management and investment services provider, offering comprehensive solutions for the Canadian financial industry.About the RoleWe are seeking an experienced Financial Trader Specialist to join our Trading team. This individual will be responsible for executing daily Mutual Fund trade orders, supporting Portfolio...

Job OverviewWe are seeking a highly skilled Wealth Management Solutions Sales Specialist to join our team at RecruitAction. In this role, you will focus on promoting wealth management solutions to financial advisors, building strong relationships, and driving sales growth.Estimated Salary: $44-$47 per hour based on experience.Key Responsibilities:• Conduct...

About the Internship ProgramWe are seeking highly motivated and ambitious university students to join our Fall 2024, Winter 2025, and Summer 2025 internship program in financial planning.Key Responsibilities:Assist in creating, updating, and optimizing financial plans for clients.Participate in client prospecting and outreach activities.Contribute to the...

Job Title: Wealth Tech Platform SpecialistLocation: Job Type: Full-time Reports to: Chief Revenue Officer About Sofistic: At Sofistic, we empower financial professionals to drive success through cutting-edge AI technology solutions. Our platform leverages AI-driven insights to enhance decision-making, optimize portfolio management, and improve client...

Overview: The National Bank is a forward-thinking institution that values innovation and customer satisfaction. As a Senior Wealth Management Specialist, you will be part of a team dedicated to providing exceptional financial services to high-net-worth clients.Compensation: This role offers an estimated salary range of $120,000 to $180,000 per year,...

We are seeking a skilled Customer Relations Specialist to join our team at Scotiabank's wealth management division. As a Specialist, Customer Relations Centre, you will play a key role in providing exceptional customer service and support to our clients.About the RoleThe successful candidate will have the opportunity to work in a dynamic environment,...

Job SummaryThe Regional Director, Total Wealth Planning plays a critical role in executing Canadian Wealth Management's strategy by leading the delivery of Total Wealth Planning and Canadian Wealth Insurance Services across Quebec and Atlantic Canada.Key ResponsibilitiesLead a team of specialists to exceed nationally-defined goals and business plans,...

Job DescriptionWe are seeking a skilled Trust Services Manager to join our team in Wealth Management. In this role, you will be responsible for providing personalized service to clients and beneficiaries, ensuring that account administration is carried out in compliance with defined policies and procedures.Main ResponsibilitiesClient Service: Provide timely...

The Toronto-Dominion Bank (Canada) offers a competitive salary of $85,000 annually, along with opportunities for professional growth and development. As a Private Banker II at TD, you will have the chance to work with high net worth clients, develop your skills in relationship management, and contribute to the success of our team.About the RoleThis role is...

A career at National Bank means being part of a transformation that has a direct impact on clients. As an Operational Risk Management Specialist in Wealth Management, you will work with various stakeholders to ensure the implementation of the operational risk management framework.Your role:Ensure the deployment of the Operational Risk Management framework...

About the RoleWe are seeking a talented Private Wealth Advisor to join our Commercial & Private Banking 1859 team at National Bank. As a Private Wealth Advisor, you will play a key role in providing exceptional customer service, building strong trusting relationships, and delivering expert financial planning solutions to our high-net-worth clients.Key...

About Aviso WealthAviso Wealth is a leading wealth management and investment services provider for the Canadian financial industry. With over $125 billion in total assets under administration and management, we're building a comprehensive, technology-enabled, client-centric wealth services ecosystem.We're a trusted partner for nearly all credit unions across...

We are seeking a talented Wealth Advisor to join our Exclusive Remote Advisory Services team at National Bank.About the RoleThis is an exciting opportunity for a motivated and experienced professional to help our clients achieve their life goals by providing high-quality advice on investment products and services. As a Wealth Advisor, you will be responsible...

A fulfilling career as a Private Wealth Advisor in the Commercial & Private Banking team means acting as a trusted financial specialist for high-net-worth clients. This role allows you to make a positive impact on our organization, thanks to your skills in providing exceptional customer service, your ability to build strong trusting relationships and your...

Aviso Wealth is a leading wealth management organization dedicated to improving the financial well-being of Canadians. As a forward-thinking company, we are committed to leadership, innovation, partnership, responsibility, and community.Our team is comprised of talented and energetic professionals who exemplify our values every day. We thrive in fast-paced...

Job OverviewWe are seeking a highly skilled and motivated Wealth Management Professional to join our team at Scotiabank.About the RoleThe successful candidate will be responsible for providing exceptional client service, managing client relationships, and delivering tailored wealth management solutions.Key ResponsibilitiesProvide personalized service to...

Unlock Your Potential as a Wealth Management AdvisorJoin the Royal Bank of Canada team as a Wealth Management Advisor, where you'll have the opportunity to make a meaningful impact on clients' financial lives.About the RoleWe're seeking an experienced Financial Planner with a passion for holistic financial planning to join our team. As a Wealth Management...

At National Bank, we're on a mission to have a positive impact on people's lives. As a Wealth Management Consultant in our Commercial & Private Banking 1859 team, you'll play a crucial role in achieving this goal.About the RoleWe're looking for an experienced professional to join our team as a Wealth Management Consultant. In this role, you'll act as a...