Wealth Management Specialist

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...

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 clients.Key Responsibilities:Develop and maintain relationships with high net worth...

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...

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 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 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 OverviewWe are seeking a highly skilled Wealth Management Solutions Sales Specialist to join our team at RecruitAction. In this role, you will focus on promoting wealth management solutions to financial advisors, building strong relationships, and driving sales growth.Estimated Salary: $44-$47 per hour based on experience.Key Responsibilities:• Conduct...

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...

Unlock Your Potential as a Financial PlannerAre you a university student looking for a challenging and rewarding internship opportunity? Do you have a passion for financial planning and a desire to learn from the best in the industry? If so, we invite you to apply for our Financial Planning Internship program at IG Wealth Management.About the InternshipAs a...

Job SummaryA career as a Private Wealth Advisor in the Commercial & Private Banking 1859 team means acting as a preferred financial specialist for wealthy clients. This role allows you to have a positive impact on our organization, thanks to your skills in providing exceptional customer service, your ability to build strong trusting relationships and your...

Job Title: Wealth Tech Platform SpecialistLocation: Job Type: Full-time Reports to: Chief Revenue Officer About Sofistic: At Sofistic, we empower financial professionals to drive success through cutting-edge AI technology solutions. Our platform leverages AI-driven insights to enhance decision-making, optimize portfolio management, and improve client...

About the RoleWe are seeking a highly skilled Wealth Management Specialist to join our team at National Bank. As a key member of our Exclusive Remote Advisory Services team, you will play a critical role in helping our clients achieve their financial goals.Key ResponsibilitiesCultivate long-term relationships with our clients and provide personalized advice...

Job SummaryWe are seeking a highly skilled Private Wealth Advisor to join our Commercial & Private Banking 1859 team. As a key member of our team, you will be responsible for providing exceptional customer service, building strong relationships with our wealthy clients, and offering tailored financial planning solutions to meet their unique needs.Key...

We are seeking a skilled Customer Relations Specialist to join our team at Scotiabank's wealth management division. As a Specialist, Customer Relations Centre, you will play a key role in providing exceptional customer service and support to our clients.About the RoleThe successful candidate will have the opportunity to work in a dynamic environment,...

Job SummaryJob DescriptionWhat is the opportunity?Royal Bank of Canada is seeking a skilled Wealth Management Advisor to join a dynamic advisory team. As a key member of the team, you will play a vital role in deepening client relationships by providing sound advice and support to clients and the advisory team. Developing and implementing the team's wealth...

Job SummaryThe Regional Director, Total Wealth Planning plays a critical role in executing Canadian Wealth Management's strategy by leading the delivery of Total Wealth Planning and Canadian Wealth Insurance Services across Quebec and Atlantic Canada.Key ResponsibilitiesLead a team of specialists to exceed nationally-defined goals and business plans,...

The Toronto-Dominion Bank (Canada) offers a competitive salary of $85,000 annually, along with opportunities for professional growth and development. As a Private Banker II at TD, you will have the chance to work with high net worth clients, develop your skills in relationship management, and contribute to the success of our team.About the RoleThis role is...

A career at National Bank means being part of a transformation that has a direct impact on clients. As an Operational Risk Management Specialist in Wealth Management, you will work with various stakeholders to ensure the implementation of the operational risk management framework.Your role:Ensure the deployment of the Operational Risk Management framework...

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...