Affluent Client Advisor

We are looking for an experienced Affluent Client Advisor to join our Scotia Wealth Management team. The successful candidate will serve as the single point of contact for referrals from Retail Banking into Scotia Wealth Management, providing sales support and coaching to branches to enhance client sales referral conversations.About the RoleThe Affluent...

We are seeking a highly motivated and experienced Wealth Management Consultant to join our Scotia Wealth Management team. As a key member of our team, you will be responsible for building and maintaining relationships with retail partners and clients, identifying and pursuing wealth management opportunities, and facilitating seamless transitions of clients'...

Job DescriptionThis Mass Affluent Advisor role focuses on delivering personalized financial strategies and solutions to clients. As a self-motivated entrepreneur, you'll identify clients' needs, craft solutions, and foster strong engagement.Key AccountabilitiesConduct comprehensive financial planning sessions to develop client relationships.Demonstrate...

We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada's Top Employers,...

We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada's Top Employers,...

We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada's Top Employers,...

Nicola Wealth is dedicated to delivering exceptional wealth management services. We're seeking a highly skilled and experienced professional to lead our Mass Affluent Services division. As Vice President, you'll be responsible for developing and executing a strategy that drives growth, innovation, and exceptional client experiences.Develop a comprehensive...

Company OverviewScotiabank is a purpose-driven winning team committed to results in an inclusive and high-performing culture. We value the unique skills and experiences each individual brings to the Bank and are committed to creating and maintaining an inclusive and accessible environment for everyone.As a Financial Planner at Scotiabank, you will be part of...

We're seeking an exceptional leader to spearhead the growth and development of our Mass Affluent Division. As Vice President, you'll be responsible for designing, launching, and leading this new line of business within Nicola Wealth.Your key mandate will be to drive innovation, establish a strong vision, and operationalize it through effective partnership...

About Prime QuadrantPrime Quadrant serves over 240 affluent families, with approximately CAD 22 billion in assets under consultation. Our mission is to empower families for the future and assist them across the full range of their financial, social, and human capital needs.Our culture is the Prime Quadrant PATH – Purposeful, Authentic, Tenacious, and...

Nicola Wealth is seeking an experienced executive to lead the development and growth of its mass affluent division. As Vice President, you will be responsible for designing, launching, and managing this new business line within the firm.This role offers a unique opportunity to build a new business from the ground up, working closely with various functions...

About the Position">This is an exciting opportunity to join our team as a Financial Planner. You'll be working within the mass affluent market, focusing on developing and deepening client relationships.">Key Responsibilities">">Develop and implement business development plans for prospects and existing clients.">Provide client-centric investment solutions...

About the Role:The Wealth Management Consultant plays a pivotal role in driving business growth and delivering exceptional client experiences. As the primary point of contact for referrals from Retail Banking into Scotia Wealth Management, this professional must possess a unique blend of technical expertise, interpersonal skills, and strategic thinking.Key...

Wealth Management Consultant RoleWe are looking for a Financial Services Liaison to join our Scotia Wealth Management team. In this role, you will be responsible for providing exceptional service to our affluent clients, identifying and pursuing new business opportunities, and building strong relationships with our retail partners.Main ResponsibilitiesTo...

About the RoleWe are seeking a Senior Financial Advisor to join our team in Nova Scotia. As a key member of our financial services group, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Your primary focus will be on investment sales and new client...

We are seeking a seasoned Enterprise Client Advisor to join our team at TopHat HR. As a trusted advisor, you will work closely with senior stakeholders and decision-makers across large organizations, guiding them through product adoption and long-term success.About the Role:Serve as a strategic advisor to Enterprise-level customers, driving retention,...

We're looking for a visionary leader to head our Mass Affluent Services division. As Vice President, you'll be responsible for developing and executing a strategy that drives growth, innovation, and exceptional client experiences. This is an excellent opportunity to leverage your expertise in wealth management, client segmentation, and people leadership to...

Key ResponsibilitiesClient Acquisition: Develop and execute strategies to attract high net worth clients and referrals from Retail Banking into Scotia Wealth Management.Relationship Building: Foster strong relationships with Retail Bank partners, providing education and coaching on wealth management opportunities and services.Team Collaboration: Work closely...

Job DescriptionCurrent work authorization for Canada is required for all openings.You will be working on a hybrid schedule as part of Fidelity's dynamic working arrangement.Who We AreAt Fidelity, we've been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment...

Job DescriptionCurrent work authorization for Canada is required for all openings.You will be working on a hybrid schedule as part of Fidelity's dynamic working arrangement.Who We AreAt Fidelity, we've been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment...