Strategic Business Coach for Wealth Management

**Executive Opportunity at ExecThread**We are seeking a highly skilled and experienced Strategic Wealth Management Director to join our team. This leadership role is focused on developing, executing, and achieving strategic business objectives and customer service initiatives.The successful candidate will be responsible for establishing and implementing...

As a Strategic Wealth Manager at Scotiabank, you will be responsible for developing and deepening client relationships by providing high-quality advice and service. Your primary focus will be on investment sales and new client acquisition, as well as establishing business development opportunities with prospects and clients in the assigned market...

Job Summary:We are seeking an experienced Strategic Portfolio Manager to join our Investment Solutions team at NBC. As a key member of our team, you will play a critical role in providing expert portfolio management advice and support to our wealth advisors.About the Role:Provide strategic portfolio management advice and support to wealth advisors to help...

A career in the Director, Practice Management - Wealth Management role at National Bank Financial means acting as a strategic advisor and coach for wealth management professionals.Your key responsibilities:Support wealth management advisors in enhancing their practices through efficient operations and exceptional client experiences.Design and deliver...

A career in risk management at National Bank means being part of a dynamic team that has a direct impact on clients. As a Strategic Risk Manager - Wealth Management, you will work with various stakeholders to ensure the implementation of an operational risk management framework within Wealth Management (WM). You will also be part of a team that challenges...

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,...

We are seeking a highly skilled Director, Data Intelligence to join our Business Best Practices team at National Bank Financial – Wealth Management. In this role, you will act as a business coach and guide for wealth management advisors, driving their growth and success.Your Role:Coach and Mentor: Support wealth management advisors in improving their...

About the RoleIn this dynamic and transformative position, you will serve as a visionary leader, leveraging your expertise in business coaching to empower wealth management advisors at National Bank Financial. Your primary objective is to drive practice excellence through tailored coaching programs, workshops, and presentations that foster growth,...

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...

We are seeking an experienced Strategic Financial Planner to join our Wealth Management team in Montreal, Quebec. In this role, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key Responsibilities:Conduct comprehensive financial planning reviews for...

About the RoleWe are seeking a Strategic Practice Development Lead to join our Business Best Practices team at National Bank Financial – Wealth Management. In this role, you will play a key part in transforming practices using your expertise in business coaching and wealth management.Your ResponsibilitiesSupport wealth management advisors in enhancing...

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...

About the RoleWe are seeking a highly skilled and experienced Strategic Wealth Advisor to join our team at National Bank.Job SummaryThe ideal candidate will be responsible for identifying clients' investment and financing needs, drafting personalized financial plans, and advising clients based on their needs and market trends. They will also create business...

Senior Total Wealth PlannerEstimated Salary: $90,000 - $120,000 per annum.About the RoleThis is a key service provided to clients of Scotia Wealth Management. The Senior Total Wealth Planner is responsible for providing comprehensive financial planning advice and support to high net worth clients and acting as the in-field subject matter expert and...

The Regional Manager position at Scotiabank's MD Wealth division is a pivotal role that requires a seasoned leader to drive sales teams and foster a customer-focused culture.Key Responsibilities:Supervise and manage advisors to ensure adoption and effective use of sales planning tools.Develop and maintain high-performing sales teams, partnering with the...

Job Description:About ExecThread:ExecThread is seeking a visionary leader to drive its operations and business growth. The ideal candidate will have a strong track record in mission-critical industrial and environmental services, with expertise in operations and organic sales growth.Responsibilities:Develop and implement business plans to ensure company...

Job DescriptionWe are seeking a highly skilled Strategic Portfolio Management Expert to join our Investment Solutions team at NBC.As a key member of our team, you will provide expert advice and support to our wealth advisors on portfolio management best practices. You will work closely with our discretionary managers to develop and implement strategic...

Job SummaryWe are seeking a Senior Wealth Management Professional to join our team in Montreal, Canada.About ScotiabankScotiabank is a leading bank in the Americas, guided by our purpose: "for every future". We help our customers, their families and their communities achieve success through a broad range of advice, products and services.Salary and...

About the RoleWe are seeking an experienced Wealth Management Expert to join our team in Montreal. As a key member of our Commercial & Private Banking 1859 sector, you will play a crucial role in providing exceptional financial services to our wealthy clients.Job ResponsibilitiesDevelop and execute strategic plans to grow our wealth management business in...

Job DescriptionAs a key member of our Wealth Management team, you will have the opportunity to lead and manage a team of professionals in supporting complex exception-based processes.We are seeking an experienced leader who can provide strategic direction, guidance, and oversight to ensure seamless execution of critical tasks.The ideal candidate will possess...