Senior Wealth Strategist

Job DescriptionWe are seeking a Senior Wealth Management Strategist to lead and drive business development within International Wealth Management (IWM).Responsibilities:Develop client segment strategies for IWM, collaborating with stakeholders for target setting.Design segmentation guidelines for subsegments based on data-driven insights.Track performance of...

Job DescriptionWe are seeking a highly skilled Senior Total Wealth Strategist to join our team in Toronto, Canada. This is a full-time position with a competitive salary and benefits package.

At Optimize Wealth Management, we pride ourselves on delivering exceptional financial solutions to our clients in Toronto, ON. Our team of experienced professionals is dedicated to helping individuals achieve their long-term financial goals through personalized wealth management strategies.We are currently seeking a highly skilled Senior Portfolio Strategist...

Company Overview: Optimize Wealth Management is a premier wealth management firm in Toronto, ON, dedicated to achieving our clients’ financial goals with personalized financial solutions.Salary: $120,000 - $180,000 per annumJob Description: This is a full-time on-site role for a Senior Portfolio Strategist, overseeing investments, financial analysis,...

Unlock a rewarding career as a Senior Financial Strategist at Scotiabank.About the RoleThis exciting opportunity allows you to make a meaningful impact on our customers' financial futures. As a Senior Financial Strategist, you will be responsible for delivering tailored financial solutions that meet our clients' unique needs.Key Responsibilities:Develop and...

Croesus Finansoft, Inc. is a leading provider of innovative wealth management solutions that empower financial professionals to drive growth and success.The company is seeking a seasoned Marketing Strategist for Wealth Management Solutions to join its team in North America and Europe.This senior role will be responsible for developing and executing marketing...

Job OverviewWe are seeking a highly experienced Senior Communications Strategist to lead our wealth and asset management communications efforts globally.About the RoleThis senior leadership position will be responsible for shaping and delivering a bold communications vision that articulates a clear and compelling point of view aligned with our Manulife...

Sun Life Financial is a leading provider of insurance, wealth and asset management solutions. As a Wealth Management Strategist, you will play a key role in expanding our wealth management distribution platform to include full-service investment dealer capabilities.The ideal candidate will have 7+ years of investment dealer experience and be familiar with...

Job SummarySenior Business Implementation StrategistiA Private Wealth Inc. is seeking a Senior Business Implementation Strategist to join our team. As a key member of our organization, you will play a crucial role in ensuring the successful implementation of business initiatives and projects. Your primary responsibilities will include creating and executing...

At Raymond James Financial, we are seeking an Executive Vice President, Wealth Management Strategist to join our team. This exciting opportunity will appeal to senior-level professionals with a proven track record in wealth management and a passion for driving business growth.Job DescriptionAs an Executive Vice President, Wealth Management Strategist, you...

Company Overview:Scotiabank is a leading bank in the Americas, committed to helping its customers achieve success through a range of advice, products and services.About the Role:We are seeking an experienced Financial Wealth Strategist to join our team. In this role, you will be responsible for building relationships with high net worth clients and...

MetaOption, LLC: Senior Investment Performance StrategistEstimated annual salary range: $120,000 - $180,000Job OverviewWe are seeking an experienced institutional investment manager to join our investment consulting team and contribute to the growth and development of our practice in Canada.The successful candidate will provide investment advisory solutions...

100 King Street West Toronto Ontario,M5X 1A1 **Innovation Strategist, Wealth Management** Reporting directly to the Head of Wealth Management Innovation Lab, the Innovation Strategist combines strategy and practical implementation of emerging technologies and trends, such as artificial intelligence (Traditional AI and Generative AI). The innovation...

About the RoleWe are seeking a Senior Wealth and Retirement Strategist to join our team at Manulife. In this role, you will be responsible for leading relationship management and financial planning for clients, helping them create financial plans based on their wealth and retirement goals.ResponsibilitiesIdentify client's life and financial goals and build...

We are seeking a seasoned Senior Financial Services Strategist to join our team at ROSS, an innovative leader in Recruitment Process Outsourcing (RPO) and Recruitment Augmentation. As a key member of our consulting practice, you will play a crucial role in delivering high-value consulting engagements to top financial services clients.As a Senior Financial...

Job DescriptionWe are seeking a highly skilled Wealth Strategist to join our team at Scotiabank. As a key member of our Financial Services division, you will be responsible for providing comprehensive financial planning advice and support to high net worth clients.Key Responsibilities:Financial Planning:You will be responsible for delivering end-to-end...

Job OverviewRoyal Bank of Canada is seeking a skilled Business Owner Strategist to join its Private Wealth Planning team. As a key member of this team, you will work closely with experienced advisors to deliver high-value customized information and guidance on tax, estate, business succession planning, and overall wealth planning to HNW and UHNW business...

Job SummaryWe are seeking a highly skilled Corporate Learning Strategist to join our Business Management team at Aviso Wealth. This role is responsible for designing, developing, and delivering learning initiatives that enhance the skills and knowledge of our employees.About UsAviso Wealth is a leading wealth management and investment services provider in...

Role OverviewWe are seeking a skilled Financial Services Portfolio Strategist to join our Portfolio Management and Financial Advisory Team in Toronto. This role requires expertise in wealth management, including investments, financial planning, tax planning, will and estate planning, and insurance.About Optimize Wealth ManagementWe are a fast-growing...

We are seeking a highly skilled Digital Product Strategist to join our Wealth Management team at Royal Bank of Canada.About the RoleAs a Digital Product Strategist, you will be responsible for driving the execution of the strategy and roadmap for a range of financial planning digital products in Wealth Management Canada.You will become the subject matter...