Wealth Management Specialist

Position Overview:As a Wealth Manager with Aviso Wealth, you will play a pivotal role in helping our members achieve their financial goals. By taking ownership of term renewals and offering tailored financial solutions, you will empower our members to build a customized financial wellness plan that meets their unique needs.This position requires strong...

Job Title: Wealth Management Representative - Customized SolutionsAbout Us:Aviso Wealth is a leading financial services company dedicated to helping our clients achieve their financial goals. Our team of experienced professionals provides expert guidance and support to help individuals and families build customized financial wellness plans.Job Description:We...

About UsRichardson Wealth Ltd is a leading Canadian wealth management organization, offering a boutique firm experience with big results. With offices across the country, we provide an ideal platform for top advisors and their high-net-worth clients to thrive.Our Ambitious Growth StrategyWe aim to triple our Assets under Administration (AUA) to $100 billion...

Job OverviewWe are seeking a talented Strategic Wealth Management Specialist to join our team at Scotiabank. In this role, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key Responsibilities:Conduct comprehensive financial planning reviews for assigned...

About NBCNational Bank Financial – Wealth Management is a leading mutual funds brokerage firm in Canada, with close to 1,000 investment advisors managing assets for over 400,000 clients across 100 branches.Your RoleAs a Wealth Management Support Specialist, you will team up with an investment advisor to provide exceptional client experiences. This hybrid...

Scotiabank: Investment Associate Career OpportunityAs an Investment Associate at Scotiabank, you will play a pivotal role in helping clients achieve their financial goals by providing exceptional client service and contributing to business development activities. With a focus on wealth creation and management, you will work closely with a Wealth Advisor to...

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,...

About TAAG CorporationTAAG Corporation is a leading provider of wealth management solutions to high-net-worth families. Our team of experts has extensive experience in managing complex financial portfolios and providing bespoke wealth management services.Job OverviewWe are seeking an experienced Wealth Manager to join our team. The successful candidate will...

Job SummaryWe are seeking an experienced Financial Wellness Portfolio Manager to join our team at Aviso Wealth Inc.About the RoleThe successful candidate will be responsible for building customized financial wellness plans for our members, assisting them in achieving their long-term financial goals.You will work closely with our MSOW2s to identify...

Job OverviewNational Bank Financial – Wealth Management is the fifth largest mutual funds brokerage firm in Canada, providing a unique opportunity for career growth and development. In this role, you will have the chance to work with an investment advisor to offer exceptional client experiences.

OverviewScotiabank is a leading bank in the Americas, dedicated to helping our customers achieve success through a broad range of advice, products and services. Our purpose is 'for every future', and we strive to create an inclusive and accessible environment for everyone.Salary$120,000 - $150,000 per annum, depending on experience.About the RoleWe are...

At Scotiabank, we are committed to making a difference in our communities. As an Expert Wealth Manager, you will be part of the branch sales team responsible for driving success by meeting/exceeding negotiated deposit and investment sales goals through effective management of your assigned portfolio of customers.About the RoleYou will establish/deepen...

Unlock Your Potential as a Senior Financial Planning AssociateWe are seeking an experienced and results-driven Senior Financial Planning Associate to join our team at ScotiaMcLeod. This is a unique opportunity to leverage your skills and expertise in financial planning to support our wealth advisors in creating comprehensive wealth strategies for...

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...

OverviewAviso Wealth Inc is seeking a skilled Financial Wellness Portfolio Manager to join our team. This role involves taking ownership of term renewals and assisting members in building customized financial wellness plans.

About ScotiabankScotiabank is a cornerstone business within Scotia Wealth Management, earning a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets.Job SummaryWe are seeking an experienced Financial...

About TAAG CorporationTAAG Corporation is a reputable Family Office that provides comprehensive wealth management solutions to high-net-worth individuals. We offer a unique blend of investment management, accounting, and legal services to our clients.Job SummaryWe are seeking an experienced and dedicated Wealth Manager to join our team. The ideal candidate...

Job SummaryAviso Wealth Inc is seeking a seasoned professional to join our team as a Senior Portfolio Manager or Financial Wellness Consultant. In this role, you will be responsible for assisting members in building customized financial wellness plans that cater to their unique needs.The ideal candidate will have a proven track record of networking,...

About the RoleWe are seeking a highly motivated and results-driven Sales Director to join our team. This is a unique opportunity to leverage your expertise in wealth management to drive sales growth and lead a high-performing team.Key ResponsibilitiesDevelop and execute strategic plans to achieve sales targets and grow revenue in the region.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.