Estate Planning Consultant: Integrated Wealth Management

Corporate Planning Director Opportunity at IGM FinancialWe are seeking a seasoned Corporate Planning Director to join our Advanced Financial Planning team in Quebec. The successful candidate will provide strategic guidance on taxation and estate planning, support IG Wealth Management Consultants, and represent the company's financial planning expertise to...

About IGM FinancialIGM Financial Inc. is a leading diversified wealth and asset management company in Canada, with approximately $271 billion in total assets under management.The company offers a range of financial planning and investment management services to help Canadians meet their financial goals through its brands IG Wealth Management and Mackenzie...

Position SummaryThis position is responsible for processing the settlement of deceased clients' assets at IG Wealth Management. The successful candidate will be a strong team player who excels in fast-paced environments and can handle multiple applications, various account types, and different products such as Mutual Funds, GICs, Stocks, and Bonds.Duties...

We are building a relationship-oriented bank for the modern world. Our Financial Planning and Advice team offers comprehensive financial planning and specialized wealth planning strategies to our high net worth clients.About the RoleAs a CIBC Financial Planning Consultant, you will be accountable for providing expert financial planning counsel that...

Wealth Management ConsultantbeBee Professionals is seeking a skilled Wealth Management Consultant to provide financial advice and services to clients. Key responsibilities include portfolio management, retirement planning, and estate planning.The ideal candidate should have a Bachelor's degree in finance, accounting, or a related field, as well as a minimum...

Role OverviewWe are seeking a Senior Wealth Management Specialist to join our Scotia Wealth Management team. The successful candidate will be responsible for managing high net worth client relationships and providing exceptional service.Key Responsibilities:Relationship Management & Client ServiceNew Business DevelopmentRisk ManagementAdditional...

At National Bank Financial – Wealth Management, we're Canada's fifth-largest investment dealer with nearly 1,000 Investment Advisors in over 100 branches helping more than 400,000 clients manage their assets. If you're analytical and passionate about finance, you might be the perfect fit for our team as a Financial Planning Strategist.Key...

Job SummaryWe are seeking a highly skilled Expert Wealth Strategist to join our team at National Bank Financial (NBF). This role primarily involves providing expertise and support to NBF clients and Investment Advisors (IAs) with their wealth management needs.About the RoleBecome one of the key references in wealth strategy for the client advisory team of...

At IG Wealth Management, we are seeking an experienced Administrative Liaison to support our Region Office Operations team.Job SummaryThe successful candidate will serve as the first point of contact for internal and external clients, providing exceptional service and support. Key responsibilities include greeting clients, managing incoming calls, and...

Job SummaryThe Regional Office Operations Specialist is a critical role within IG Wealth Management, responsible for providing exceptional client service and administrative support to both internal and external clients.Key ResponsibilitiesWelcome and greet clients at reception, manage incoming calls, and coordinate inventory management.Handle mail and...

Job OverviewWe are seeking a seasoned Senior Wealth Management Specialist to join our team at National Bank. This is a permanent, full-time position based in Quebec City, Quebec.Job DescriptionAs a Senior Wealth Management Specialist, you will be responsible for assessing and identifying clients' financial planning needs and proposing tailored solutions....

Job DescriptionThe Administrative Operations Coordinator is a critical role within IG Wealth Management, requiring exceptional organizational and communication skills. This position will serve as the primary point of contact for internal and external clients, providing top-notch service and support.Key ResponsibilitiesManage reception duties, including...

Company Overview:National Bank Financial – Wealth Management is a leading investment dealer in Canada, serving over 400,000 clients through its network of almost 1,000 Investment Advisors across more than 100 branches.About the Role:We are seeking a highly analytical and finance-savvy Senior Wealth Management Analyst to join our team. This key position...

Job OverviewWe are seeking an experienced Estate and Trust Professional to join our team at Royal Bank of Canada. As a key member of our wealth management group, you will be responsible for providing expert advice on estate and trust matters to high-net-worth clients.Estimated Salary: $120,000 - $180,000 per yearThis is a full-time opportunity based in...

Job SummaryWe are seeking a highly motivated Compliance Manager - Investment and Mutual Funds to join our team at IG Wealth Management.About the RoleConduct tier 1 supervision activities, including reviewing daily and monthly trading, account opening, and KYC updates.Support registrants in resolving compliance issues with regulatory guideline interpretation...

Job OverviewWe are seeking a highly skilled and organized Administrative Support Professional to join our team at IG Wealth Management.

Job SummaryWe are seeking a skilled Compliance Specialist to join our Tier 1 Compliance team at IG Wealth Management. As a key member of our team, you will support the maintenance and administration of compliance reports, execute preliminary reviews of compliance-related data, and collaborate with colleagues on projects and initiatives.

National Bank, one of Canada's leading financial institutions, is seeking a highly skilled Wealth Management Financial Analyst to join its team in Quebec City.As a Senior Analyst in Wealth Management, you will play a key role in assisting investment advisors in providing exceptional client service and driving business growth.The ideal candidate will have a...

**National Bank Financial - Wealth Management: A Leading Investment Dealer in Canada**OverviewNational Bank Financial – Wealth Management is one of Canada's top investment dealers, with over 1,000 experienced Investment Advisors across more than 100 branches. We have helped more than 400,000 clients achieve their financial goals.If you are analytical and...

Job DescriptionNational Bank Financial – Wealth Management is a leading investment dealer in Canada, with over 1,000 Investment Advisors serving more than 400,000 clients across the country.Key Responsibilities:Client Needs Assessment: Assess and identify clients' financial planning needs, proposing tailored solutions to meet their objectives.Financial...