Wealth Manager Professional

Job Summary:This is an exciting opportunity for a senior wealth management professional to join our team at IG Wealth Management.Key Responsibilities:Expand existing client relationships to drive revenue growth and build a book of clients within an established practice.Work closely with the practice lead and financial consultants to develop and implement...

We Are Seeking a Senior Wealth Management Professional to Join Our TeamKey ResponsibilitiesLeverage existing client base to develop high net worth referral opportunitiesFollow up on new business opportunitiesFinding more opportunities to serve current clientsGather data from clients to prepare plans/proposalsLead relationship advisor, and second-chair in...

About the OpportunityWe are seeking a results-oriented financial services professional to join our team at Hillaby & Associates Private Wealth Management. As a senior financial strategist, you will play a key role in developing high-net-worth referral opportunities and building relationships with clients.Key ResponsibilitiesLeverage our existing client base...

As a leading Private Wealth Management practice in Calgary, IG Wealth Management is committed to providing exceptional client service and achieving outstanding results. We're seeking a skilled Private Wealth Management Advisor to join our team and help us drive success.Your responsibilities will include:Providing expert advice and guidance to clients on...

At Scotiabank, we are committed to delivering a best-in-class client experience. As a Senior Trust Officer, you will play a critical role in supporting our strategy and revenue goals by providing high-quality solutions to high-net-worth clients.This role requires a proven, highly skilled professional with expertise in Estate & Trust administration and wealth...

About UsAt IPC, we are a diverse group of individuals driven by one goal: delivering exceptional client experiences through our wealth management strategy and total client experience program. This approach enables us to help clients achieve their financial objectives.We recently merged with Canada Life, one of Canada's leading insurers, creating a prominent...

**Job Overview**We are seeking an experienced Financial Planning Specialist to join our team at TD Wealth. As a key member of our financial planning team, you will play a critical role in helping clients achieve their long-term financial goals.Responsibilities will include:Providing financial planning expertise to clients, identifying their financial...

About Our CompanyIG Wealth Management is a leading Private Wealth Management practice with a 20-year history in Calgary. We're seeking a results-oriented financial services professional to join our team as a Senior Financial Advisor.Your responsibilities will include:Following up on new business opportunitiesIdentifying opportunities to serve current...

About UsHillaby & Associates Private Wealth Management is a leading Private Wealth Management practice located in Calgary. We offer a unique opportunity for a financial services professional to join our team and contribute to our success.Job SummaryWe are seeking a financial services professional to join our team as a wealth management advisor. In this role,...

Company OverviewScotiabank is a leading bank in the Americas, guided by our purpose: 'for every future'. We help our customers achieve success through a broad range of advice, products and services.Job DescriptionWe are seeking a Senior Trust Officer to join our Scotia Wealth Management team. As a trusted and experienced relationship manager, you will be...

Job DescriptionWealth Management ProfessionalThis role is a key part of our Wealth Management team, responsible for delivering exceptional client experiences in accordance with clients' needs and expectations. The ideal candidate will have strong interpersonal skills, technical knowledge of estates and trusts, and the ability to build deep relationships.Main...

The Investment Associate role at BMO is designed for professionals who excel in building trust and strong client relationships. As a key member of our team, you will assist in creating customized advice for clients and develop long-term relationships based on our commitment to providing exceptional wealth planning and investment advice.

Company Overview">Our client is an established wealth management firm based in Calgary. We are seeking a highly skilled Financial Planner to join their growing team.

Job OverviewWe are seeking a highly skilled Senior Wealth Management Professional to join our team at Scotiabank. This individual will be responsible for managing a portfolio of high net worth clients, providing relationship banking services, and identifying opportunities for business growth.Key ResponsibilitiesLead Portfolio Management and Risk Mitigation...

Company Overview:At Cardinal Point, we provide exceptional wealth management services to our clients across Canada and the United States. With a strong reputation for innovation and client-focused solutions, we strive to create long-term value through strategic investment sand financial planning strategies. We are currently seeking an experienced and...

At ATB, we're dedicated to empowering our clients, team members, and communities through our purpose-driven approach. Our values serve as the foundation for a high-care, high-performance culture that fosters growth, inclusivity, and excellence.The ATB 101 student program is an integral part of our business success, offering a unique opportunity to contribute...

TD Wealth takes a proactive approach to wealth planning and protection, focusing on building long-term relationships with clients through financial planning expertise, relationship building, and ongoing services.Our team understands that helping clients set and achieve their financial goals is crucial to our business success. We do this by identifying client...

Job SummaryThe Professional Staffing company seeks a seasoned Portfolio Manager to oversee a portfolio of high-net-worth clients in Canada, delivering bespoke financial planning and investment management services. This role requires exceptional communication skills, the ability to craft tailored wealth management strategies, and staying abreast of market...

About the Role:The Wealth Management Associate at BMO Financial Group is responsible for assisting in building a profitable business and obtaining net new assets in partnership with senior colleagues. You will be part of a highly successful team that provides wealth planning and investment advice to clients, aiming to deliver an exceptional client...

Job DescriptionWe are seeking an experienced Portfolio Manager to join our team at Professional Staffing. As a Portfolio Manager, you will be responsible for managing a portfolio of high-net-worth clients in Canada, providing them with tailored financial planning and investment management services. You will also be required to collaborate with internal...