Wealth Planning Expert

About UsNicola Wealth is a leading wealth management firm that has earned numerous awards and recognitions for its exceptional performance, client retention rate, and company culture.Job Title: Digital Media ExpertRole SummaryWe are seeking an experienced Digital Media Expert to join our team. This role will be responsible for developing and implementing a...

About MyFOWe are a wealth management platform tailored for family offices, streamlining wealth management through secure, centralized tools. Our platform enables families to manage, grow, and safeguard their assets with ease and efficiency.Job OverviewWe're currently looking for a highly motivated Wealth Management Expert as we grow our team responsible for...

Job OverviewZLC WEALTH INC. is seeking a highly skilled Compliance Director to join our team.Key Responsibilities:Report directly to the President and lead all aspects of the Compliance Division, including automation, regulatory reviews, and technology advancements.Maintain compliance regulations by updating policies, reviewing marketing materials,...

We are seeking a highly skilled Senior Tax Policy Specialist to join our Fund Accounting team at Nicola Wealth. This role is responsible for providing expert guidance on tax matters related to our proprietary mutual funds and Limited Partnerships.Key Responsibilities:Coordinate and manage tax due diligence on new investment opportunities with Portfolio...

Wealth Planning and Investment Management ExpertAt Nicola Wealth, we strive to provide exceptional service to our clients. Our team of experts is dedicated to delivering comprehensive wealth planning and investment management solutions.Key ResponsibilitiesLeverage your technical planning and client relationship skills to build a business within Nicola...

Job DescriptionAt Raymond James Ltd., we're seeking a seasoned Financial Planning Expert to join our team of professionals dedicated to delivering exceptional service to high net worth clients. As a key member of our Total Wealth Solutions team, you'll be responsible for providing comprehensive financial planning services, analyzing client needs, and...

At ZLC WEALTH INC., we are seeking a highly skilled Compliance Officer to join our team. This role will report to the President and support all aspects of the Compliance Division.Key Responsibilities:Regulatory Compliance: Review and maintain compliance regulations, update policies and procedure manuals, and investigate client concerns.New Account...

Seeking a dynamic and driven individual or team to join our growing firm as a Wealth Planning Specialist.Capital Markets Advisors LLC is a boutique consultancy and recruiting firm specializing in the financial services sector. Our distinguished wealth management client is seeking a highly experienced financial advisor to expand their team.This unique...

Job SummaryRoyal Bank of Canada is seeking an experienced Wealth Planning Specialist to join our team in Toronto. As a member of the HNW Planning Services team, you will work with our advisors to deliver customized information and guidance on tax, estate, business succession planning and overall wealth planning to high-net-worth business owner clients.

At Enoch Wealth Inc., we are seeking a skilled Financial Planning Specialist to join our team. This is a permanent position with an estimated salary of $70,000 - $100,000 per year.About the RoleThe successful candidate will be responsible for collecting and analyzing financial information about companies, stocks, bonds, and other investments. They will...

Wealth Management OpportunityAt Royal Bank of Canada, we're looking for a highly skilled Wealth Management Professional to join our team. This role offers a competitive salary and benefits package, including a base salary of $120,000 per year, with opportunities for commission-based earnings.About the RoleIn this position, you'll be responsible for building...

Company OverviewRoyal Bank of Canada (RBC) is a leading financial institution with a strong presence in Canada. Our wealth management division offers personalized services to high-net-worth clients, providing expert advice and guidance to help them achieve their financial goals.SalaryThe estimated annual salary for this position is over $100,000, with the...

Senior Financial Analyst, Real Estate FinanceWe are seeking a highly skilled Senior Financial Analyst to join our Real Estate Finance Team. As a key member of our team, you will be responsible for providing financial analysis and support to drive business growth and success.Company Overview:Nicola Wealth is a leading wealth management firm in Canada,...

About Royal Bank of CanadaRoyal Bank of Canada is a leading financial institution committed to helping individuals and communities thrive.Job SummaryWe are seeking a Trust Administrator, Indigenous Wealth Expert to join our team. As a key member of our wealth management group, you will play a critical role in administering a portfolio of Indigenous Trusts,...

At ZLC Wealth Inc., we are seeking a highly skilled Compliance Manager to join our team. As a key member of our organization, you will play a critical role in ensuring that our company remains compliant with all relevant regulations and laws.About the RoleThis is a senior-level position that requires strong leadership skills, excellent communication...

About Us:Aviso Wealth is a leading provider of wealth management and investment services in Canada, with over $130 billion in total assets under administration and management. We are dedicated to helping Canadians achieve their financial goals through innovative solutions and exceptional service.Job Description:We are seeking an experienced Corporate...

About the Role:As a Financial Planner at Scotiabank, you will be responsible for developing and deepening client relationships by providing high-quality investment and financial planning advice within the mass affluent market. Your primary focus will be on realizing the unique goals of your clients, utilizing a comprehensive financial planning framework to...

Company OverviewScotiabank is a purpose-driven winning team committed to results, in an inclusive and high-performing culture.Job SummaryAs a Strategic Wealth Advisor at Scotiabank, you will focus on developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. You will prioritize delivering...

At Nicola Wealth, we are passionate about delivering exceptional client experiences and building long-term relationships. As an Administrative Associate, you will play a vital role in supporting our high-performing Advisory Services Division.About the RoleWe are seeking a highly organized and detail-oriented individual to provide administrative support to...

Job DescriptionWe are seeking a highly motivated and results-driven Wealth Management Professional to join our team in West Vancouver, Canada.In this role, you will work closely with a Wealth Advisor to develop and manage their book of business by providing exceptional client service and contributing to business development and sales-related activities.Key...