Client Relationship Manager for High Net Worth Clients

About IP Private WealthWe are a leading wealth management company that prides itself in delivering exceptional client experiences. With years of experience in the financial services industry, we have established ourselves as a trusted advisor for high-net-worth individuals and families.Compensation PackageThe successful candidate can expect a competitive...

Job OverviewWe are seeking a highly motivated individual to join our team as a High Net Worth Insurance Consultant. This role requires expertise in creating complex insurance solutions for high-net-worth clients.

Investment Counsellor Role OverviewBMO Private Investment Counsel Inc is seeking a seasoned Investment Counsellor to manage a portfolio of clients in Ottawa, ON, CAN.This is a full-time opportunity with a salary range of $68,000.00 - $126,000.00, including both salaried and commission-based components.About the JobWe are looking for an experienced...

Job Summary: We seek a seasoned leader to drive our High Net Worth Planning strategy in Central Canada, leading a team of wealth planners to deliver exceptional client experiences and support the growth of our Private Wealth business.Key Responsibilities:Lead a team of wealth planners to deliver complex wealth plans and strategies to high net worth...

Senior Wealth Planning Leader, High Net WorthKey Responsibilities:Lead a team of wealth planners to deliver exceptional client experiences and support the growth of the Private Wealth business.Provide wealth planning, advanced financial planning, guidance, and counsel focused on High Net Worth and Ultra High Net Worth client segments.Collaborate with Private...

We are a leading financial institution focused on building long-term relationships with our clients. At CIBC Wood Gundy, we recognize the importance of trust and personalized service in achieving success.Key ResponsibilitiesBecome an integral part of our team as a Client Associate, working closely with Investment Advisors to develop and grow client...

At CIBC, we're building a relationship-oriented bank for the modern world. We're seeking an experienced Community Outreach and Relationship Builder to join our team.Job Summary:We're looking for a highly skilled Community Outreach and Relationship Builder to work closely with Investment Advisors at CIBC Wood Gundy. As a key member of our team, you will be...

Pivot + Edge is a renowned wealth management firm dedicated to providing unparalleled financial expertise. Our team of professionals is committed to delivering tailored solutions that cater to the unique needs of high-net-worth individuals and families.Job OverviewWe are seeking an experienced and dynamic Senior Wealth Advisor to join our esteemed team. The...

About Pivot + Edge:We are a dynamic wealth management company that prioritizes exceptional client experiences. Our mission is to provide tailored financial advice, including discovery, integrated planning, estate planning, and philanthropy, investment management, tax strategies, and corporate strategies. We pride ourselves on our client-centric approach,...

Job OpportunityAt RBC Dominion Securities Inc., we are seeking a skilled Investment Advisor to join our team. As an Investment Advisor, you will have the opportunity to work with high net worth individuals, families, and business owners to help them achieve their financial goals.Key Responsibilities:Build and maintain strong relationships with clients to...

Job Summary:CA001 Marsh Canada Limited is seeking a skilled Client Relationship Manager to join our team. As a Client Relationship Manager, you will be responsible for growing satisfied client relationships, acquiring new clients, and partnering with various resources to provide superior client solutions.Key Responsibilities:Review client/prospect exposure...

Job DescriptionWe are seeking a skilled and experienced Strategic Financial Relationship Manager to join our team at MD Financial Management.About the Role:You will be responsible for building and maintaining strong relationships with our high net worth clients, understanding their financial goals and objectives, and providing tailored advice and guidance to...

Job SummaryTo succeed in this role, you will be responsible for providing exceptional client experiences and driving sales growth. You will work closely with clients to understand their financial needs and provide personalized solutions.Key ResponsibilitiesProactively engage with clients to understand their financial goals and objectivesCollaborate with...

About Us:Pivot + Edge is a leading wealth management company that prides itself on delivering exceptional client experiences. Our mission is to provide tailored financial advice, including discovery, integrated planning, estate planning, and philanthropy, investment management, tax strategies, and corporate strategies.What We Offer:Competitive salary and...

Drive Business Growth as a Senior Account ManagerAs a Senior Account Manager at Randstad Digital, you will play a critical role in driving business growth by engaging directly with clients and strategically planning your territory. You will leverage your expertise in account management to identify new opportunities and develop innovative solutions to meet...

Regional Director, High Net Worth Planning - Central CanadaJob Summary: We are seeking a highly experienced Regional Director to lead our High Net Worth Planning team in Central Canada. The successful candidate will be responsible for delivering exceptional client experiences and driving business growth in the region.Key Responsibilities:Lead a team of...

Company OverviewPivot + Edge is a renowned wealth management company that prides itself on delivering exceptional client experiences. With years of experience in the financial services industry, we have established ourselves as a trusted partner for high-net-worth individuals and families.

At BMO, we are seeking a highly motivated Estate Insurance Advisor to join our team. As a key member of our Wealth Sales & Service group, you will provide customized professional advice to generate insurance sales in alignment with the desired client experience and overall business objectives.The Estate Insurance Advisor is responsible for working in...

Requisition ID: 205488As a key member of the Scotiabank team, the Market Lead, Private Investment Counsel will oversee and lead a team of investment professionals in Eastern Canada. The successful candidate will be responsible for achieving defined team revenue goals, coaching relationship managers to identify prospects, manage, retain, and deepen high net...

Job SummaryJob DescriptionAs a Client Advisor at Royal Bank of Canada, you will have the opportunity to build strong relationships with clients and provide them with personalized banking solutions. This role requires a client-focused sales expert with strong problem-solving skills to maximize each client interaction.What is the opportunity?This unique...