Senior Estate Planning and Wealth Management Expert

About the RoleWe are seeking a highly experienced and skilled Senior Estate Planning Advisor to join our team at National Bank Financial. As a key member of our advisory team, you will play a critical role in supporting our clients and Investment Advisors with their estate planning needs.Key ResponsibilitiesProvide expert guidance and advice on estate...

Job Title: Senior Estate Planning AdvisorAs a Senior Estate Planning Advisor at National Bank Financial, you will play a key role in supporting clients and Investment Advisors with their estate planning needs. Your expertise will be invaluable in providing high-quality services in succession, retirement, and taxation.Your Key Responsibilities:Become a...

About the Role:We are seeking a skilled Senior Estate Planning Advisor to join our team at National Bank Financial (NBF). As a key member of our advisory team, you will be responsible for providing expert guidance to our clients and Investment Advisors on their estate planning needs.Main Responsibilities:Support clients in creating personalized estate plans...

Job Title: Senior Estate Planning AdvisorAs a Senior Estate Planning Advisor at National Bank Financial, you will play a key role in supporting clients and Investment Advisors with their estate planning needs. Your expertise will be invaluable in providing high-quality services in succession, retirement, and taxation.Your Responsibilities:Become a trusted...

About the RoleWe are seeking a highly skilled Estate Planning Expert to join our team at National Bank. As a key member of our wealth management team, you will be responsible for providing expert advice and guidance to our clients on estate planning matters.Key ResponsibilitiesProvide expert advice on estate planning matters to clients and investment...

National Bank seeks a highly skilled Strategic Wealth Planning Consultant to join its team. This role is ideal for individuals with extensive experience in estate planning, taxation, and wealth management.About the RoleThis position involves working closely with clients and investment advisors to provide expert advice on estate planning matters. The...

About the RoleA career as a Senior Estate Planning Advisor at National Bank Financial (NBF) primarily involves supporting NBF clients and Investment Advisors (IAs) with their estate planning needs by providing general or specific information. In other words, it's a rare 100% consulting position without the reception or drafting of notarial acts The mission...

Estate Planning at National BankWe are seeking a Senior Estate Planning Advisor to support our clients and Investment Advisors with their estate planning needs. This role involves providing general or specific information to help our clients achieve their goals.Key Responsibilities:Support clients and Investment Advisors with estate planning needsProvide...

About the RoleWe are seeking a highly skilled and experienced Senior Estate Planning Advisor to join our team at National Bank Financial. As a key member of our advisory team, you will play a critical role in supporting our clients and Investment Advisors with their estate planning needs.Key ResponsibilitiesProvide expert estate planning advice and guidance...

Job OverviewWe are seeking a highly skilled Estate Planning Expert Advisor to join our team at National Bank. As a key member of our client advisory team, you will play a crucial role in supporting our clients and investment advisors with their estate planning needs.

About ScotiabankAs a leading bank in the Americas, Scotiabank is guided by its purpose: "for every future". We help our customers, their families, and their communities achieve success through a range of advice, products, and services.Role OverviewThis role offers a competitive compensation and benefits package tailored to the position, with an estimated...

Explore a dynamic role as an Investment & Personal Banking Specialist, Investment & Retirement Planning with Scotiabank.About the RoleThis exciting opportunity offers a competitive salary package tailored to your needs, ranging from $65,000 to $90,000 annually, depending on experience and location. As a skilled Financial Planner, you will play a key part in...

Are you passionate about delivering trusted financial advice to customers?In this role, you will:Be results-driven by taking a proactive approach to discovering our customers' needs, listening to understand what they are looking for.Conduct comprehensive reviews for assigned customers including retirement planning, wealth accumulation and estate planning...

Are you passionate about delivering trusted financial advice to customers regarding complex investment and retirement planning?In this role, you will:Be results-driven by taking a proactive approach to discovering our customers' needs, listening to understand what they are looking for.Conduct comprehensive reviews for assigned customers including retirement...

Job DescriptionJob Title: Wealth AssociateJob Summary: We are seeking a highly skilled and motivated Wealth Associate to join our team at National Bank. As a Wealth Associate, you will play a key role in providing exceptional customer service to our clients and supporting our wealth advisors in their daily activities.Key Responsibilities:Provide superior...

Wealth Associate Job in Laval, QuebecAre you looking for a challenging role where you can showcase your customer service skills and work in synergy with clients and colleagues? As a Wealth Associate at National Bank, you will have the opportunity to help wealth advisors stand out by offering exceptional customer service that has a positive, long-term impact...

We are seeking a highly skilled Financial Planning Expert to join our team at National Bank Financial in Laval, Quebec. As a key member of our advisory team, you will play a vital role in supporting our clients and Investment Advisors with their estate planning needs.

Marketing Strategy and PlanningCroesus is seeking a Marketing Advisor to lead our marketing efforts in the North American and European markets. The ideal candidate will have a minimum of 7 years' experience in marketing, specifically in wealth management technology solutions.Responsibilities:Develop and execute marketing strategies to position Croesus as a...

Job SummaryCT Real Estate is seeking a highly skilled Property Manager to join our team. As a Property Manager, you will be responsible for managing property-related issues, acting as the main point of contact between store operators, landlords, and other stakeholders. Your responsibilities will include resolving property disputes, interpreting lease...

Job Title: Wealth AssociateJoin National Bank Financial – Wealth Management as a Wealth Associate and contribute to the success of our clients and team members. As a key member of our wealth management team, you will provide exceptional customer service and support to our investment advisors, helping them to deliver outstanding results to our clients.Your...