Senior Wealth Management Specialist

Key Responsibilities:As a Senior Advisor in the Wealth Management Compliance team at National Bank, you will act as a compliance specialist and actively participate in the implementation and evolution of National Bank Investments (NBI) compliance program.Key Skills: Lead and manage new projects to ensure the compliance program is effective and efficient....

Job Summary:We are seeking a highly skilled Senior Wealth Management Specialist to join our team at National Bank. As a key member of our Commercial & Private Banking 1859 sector, you will be responsible for developing and implementing wealth management strategies for our high net worth clients.Key Responsibilities:Develop and maintain relationships with...

Job Summary:We are seeking a highly skilled Senior Wealth Management Specialist to join our team at National Bank. As a key member of our Commercial & Private Banking 1859 sector, you will be responsible for developing and implementing comprehensive financial plans for our high net worth clients.Key Responsibilities:Develop and maintain relationships with...

Job Summary:We are seeking a highly skilled Senior Wealth Management Specialist to join our team at National Bank. As a key member of our Commercial & Private Banking 1859 sector, you will be responsible for developing and maintaining relationships with high net worth clients, providing personalized financial planning and investment advice, and identifying...

About the Role: IG Wealth Management is seeking a highly skilled and experienced District Vice-President to lead our team in Quebec and Atlantic Canada. This role requires a strong understanding of our products and services, as well as excellent communication and sales skills. Key Responsibilities:Provide exceptional service to IG Wealth Management...

Job SummaryAs a Senior Advisor - Wealth Management Expert at the National Bank, you will play a key role in providing strategic advice to clients and stakeholders. Your expertise in wealth management and operations will enable you to drive business growth and improve processes. About the RoleAs a member of the Administration, Performance Measurement and Risk...

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 Title:Senior Total Wealth PlannerPurpose of Job:Scotiabank's Scotia Wealth Management division provides key financial planning services to clients. The Senior Total Wealth Planner role is a key part of this service, requiring a strong understanding of financial planning and wealth management strategies.Key Responsibilities:• Develop and implement...

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...

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...

We are seeking a highly skilled Wealth Management Specialist to join our team at National Bank. In this role, you will work closely with a multidisciplinary team to manage and deliver large-scale projects that drive efficiency, profitability, and customer experience.As a Wealth Management Specialist, you will act as a link between the regions and corporate...

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...

As a senior wealth management advisor at Desjardins, you will play a key role in serving, soliciting, and developing business relationships with mass-affluent Signature Service members and clients. Your expertise will be essential in advising and assisting members and clients in executing strategies using the 360° approach, including savings and...

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 the RoleWe are seeking a highly skilled Senior Trader to join our Mutual Funds team. As a key member of our trading team, you will be responsible for executing daily trades, resolving issues, and maintaining high levels of client satisfaction.Key ResponsibilitiesExecute daily trades, including buys, sells, and switches, on DataphileSupport Portfolio...

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 Senior Enterprise Architect to join our Wealth Management team at Banque Nationale du Canada. This role offers the opportunity to leverage your technical expertise and business acumen to drive digital transformation and improve the client experience.

Job SummaryRoyal Bank of Canada is seeking a skilled Wealth Management Advisor to join our team. As a key member of our advisory team, you will play a crucial role in deepening client relationships and providing sound advice and support to clients and the team.Key ResponsibilitiesSupport advisory team and clients through the wealth management process by...

Exciting Opportunity at IG Wealth ManagementWe are seeking motivated individuals to join our team of Corporate Employed Advisors. As a Securities Licensed Advisor, you will be responsible for providing expert advice to clients and growing our business in the Quebec region.Key Responsibilities:Provide exceptional client service and build strong relationships...

As a senior wealth strategist at Desjardins, you play a key role in delivering exceptional client experiences and driving business growth.Job OverviewWe are seeking an experienced professional to join our team as a senior wealth advisor. This is an exciting opportunity for someone who thrives in a fast-paced environment and is passionate about building...