Wealth Management Specialist

ZLC Wealth Inc. is seeking a highly skilled Compliance Operations Director to lead our Wealth Management division. This is a challenging and rewarding opportunity for an experienced professional to join our team.**Job Summary:**The Compliance Operations Director will be responsible for overseeing all aspects of compliance, including regulatory requirements,...

About RGF Integrated Wealth ManagementRGF Integrated Wealth Management is an independent financial services firm that offers a comprehensive range of wealth management solutions. Our team of professionally qualified financial advisors and portfolio managers provide personalized advice to help clients achieve their financial goals.Job SummaryWe are seeking an...

At ZLC WEALTH INC., we are seeking a highly skilled Compliance Officer to join our team. This role will report to the President and support all aspects of the Compliance Division.Key Responsibilities:Regulatory Compliance: Review and maintain compliance regulations, update policies and procedure manuals, and investigate client concerns.New Account...

At ZLC Wealth Inc., we are seeking a highly skilled Compliance Director to join our team. This role will oversee all aspects of the Compliance Division, ensuring seamless adherence to regulatory requirements and industry best practices.The ideal candidate will have relevant experience in the wealth management industry, with a strong understanding of...

Corporate Philanthropy Coordinator RoleNicola Wealth is a leading wealth management firm dedicated to helping clients build lasting legacies.We are currently seeking a highly motivated and organized Philanthropy Development Specialist to join our team. In this role, you will play a key part in driving positive social change through our philanthropic...

At RGF Integrated Wealth Management, we are seeking an experienced Administrative Support Specialist to join our team.The ideal candidate will provide exceptional administrative support to our advisors and their direct staff, ensuring seamless day-to-day operations and contributing to the success of our securities business.This role requires a highly...

Role OverviewThis Administrative Support Specialist position at RGF Integrated Wealth Management is an exciting opportunity to provide high-quality support to our securities business and advisors.About the RoleThis role will focus on delivering exceptional administrative support, ensuring seamless day-to-day operations, and contributing to a positive work...

Job OverviewZLC WEALTH INC. is seeking a highly skilled Compliance Director to join our team.Key Responsibilities:Report directly to the President and lead all aspects of the Compliance Division, including automation, regulatory reviews, and technology advancements.Maintain compliance regulations by updating policies, reviewing marketing materials,...

At RGF Integrated Wealth Management, we are seeking an experienced Administrative Support Specialist to provide operational and administrative support of our securities business. This role is ideal for someone with a background in providing exceptional administrative support, preferably in the financial services industry.We value candidates who are quick...

Job OverviewRGF Integrated Wealth Management is an independent financial services firm, owned and operated by its professionally qualified financial advisors and portfolio managers. Our company provides personalized wealth management solutions to individuals and families.

Seeking a dynamic and driven individual or team to join our growing firm as a Wealth Planning Specialist.Capital Markets Advisors LLC is a boutique consultancy and recruiting firm specializing in the financial services sector. Our distinguished wealth management client is seeking a highly experienced financial advisor to expand their team.This unique...

About the OpportunityScotiabank is a leading bank in the Americas, driven by its purpose of 'for every future.' This position offers an exciting opportunity to join our team as a Wealth Management Professional - Client Service Specialist.About the RoleAs a key member of our wealth management team, you will provide exceptional client service and contribute to...

At Nicola Wealth Management Ltd., we are seeking a highly motivated Portfolio Manager to join our team as a Credit Analyst. This role is based in Vancouver or Toronto, and you will be working on investment grade and high yield credit research, analyzing specific credits, and participating in meetings with corporate issuers and industry...

RGF Integrated Wealth Management is an independent financial services firm, owned and operated by its professionally qualified financial advisors and portfolio managers. This company prides itself on delivering exceptional service to its clients.This position provides operational support for the securities business to the firm's advisors and their direct...

RGF Integrated Wealth Management is a leading independent financial services firm, owned and operated by its professionally qualified financial advisors and portfolio managers. Learn more about our company culture at www.rgfwealth.com.This role provides critical operational and administrative support to our securities business, serving as the primary point...

About ZLC WealthZLC Wealth INC. is a dynamic and innovative wealth management company dedicated to delivering exceptional financial services to its clients.

About RGF Integrated Wealth ManagementRGF Integrated Wealth Management is an independent financial services firm, owned and operated by its professionally qualified financial advisors and portfolio managers. Our mission is to provide exceptional wealth management services to our clients, with a focus on building long-term relationships and delivering...

RGF Integrated Wealth Management (RGF) is a financially independent services firm, owned and operated by its professionally qualified financial advisors and portfolio managers.This position will provide operational and administrative support to the firm's securities business, serving as an essential team member in a positive work environment.Key...

About the Role:Nicola Wealth Management Ltd. is seeking a seasoned Tax Compliance Lead to spearhead tax-related matters for its diverse portfolio of proprietary mutual funds and Limited Partnerships.This position will report to the Head of Fund Accounting and be located in Vancouver or Toronto.

Wealth Management OpportunityAt Royal Bank of Canada, we're looking for a highly skilled Wealth Management Professional to join our team. This role offers a competitive salary and benefits package, including a base salary of $120,000 per year, with opportunities for commission-based earnings.About the RoleIn this position, you'll be responsible for building...