Insurance Wealth Strategist

About the RoleAviso Wealth Inc is a leading wealth management and investment services supplier for the Canadian financial industry, with over $120 billion in total assets under administration and management, and over 1,000 employees.We're building a technology-enabled, client-centric wealth management ecosystem, and we're looking for a skilled Content...

About Our Team">We're a dynamic and growing team at FNZ (UK) Ltd, passionate about delivering exceptional wealth management solutions. Our platform integrates modern technology with business and investment operations, enabling our clients to focus on what matters most - their customers.Job Summary">As Wealth Management Strategist, you'll be responsible for...

About the PositionWe are seeking a highly motivated Wealth Management Data Strategist to join our team. In this role, you will be responsible for developing solutions for Scotia Wealth Management team using Power BI and other data visualization tools.The successful candidate will have a strong background in data analysis, with experience working with Power...

Nicola Wealth Management Ltd. offers a unique opportunity to join a team of experienced professionals who share a passion for delivering exceptional wealth management services.Our company has established itself as a national leader in wealth management, driven by our sophisticated financial planning approach and diversified private investment funds with...

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,...

At Optimize Wealth Management, we are dedicated to providing personalized financial solutions and advice to our clients. Our team of experts is passionate about helping individuals achieve their financial goals and live a more fulfilling life.Job Description:We are seeking a highly skilled Digital Content Strategist to join our team. As a key member of our...

Global Wealth Management Strategy">">RBC is seeking a Senior Manager to lead the development, mobilization, and execution of its global wealth management strategy. As a member of the Wealth Management Strategy Team, the successful candidate will collaborate with strategists and business leaders to define, frame and prepare key strategic initiatives that...

Job OverviewGore Mutual Insurance seeks a seasoned professional to fill the role of Chief Portfolio Strategist, reporting directly to the Director, EPMO Governance & Portfolio Management. This position is a key part of the Enterprise Project Management Office (EPMO), supporting both the project portfolio and the Office of the CIO (OCIO). The team is...

RBC Wealth Management Job Description">">We are seeking a Senior Manager to join our Wealth Management Strategy Team as an Executive Leader. The ideal candidate will possess a proven track record of leading cross-functional teams to deliver business outcomes and have expertise in strategic analysis and problem-solving. As Senior Manager, you will drive the...

Job Description:FNZ (UK) Ltd is seeking a skilled Migration Solution Strategist to join our team. As a key member of our delivery and consulting environment, you will play a crucial role in helping clients achieve their goals through expert migration solutions.About the Role:The ideal candidate will have 5+ years of experience in a delivery and/or consulting...

Manulife Insurance Malaysia is seeking an experienced IT Asset Management Strategist to join our Global Technology Services Management and Support Team.The successful candidate will be responsible for implementing IT asset management strategies, policies, procedures, standards, and governance to manage all global hardware and software assets. This includes...

We are seeking a highly skilled Tax Planning Strategist to join our team at The Mason Group - Strategic Search Partners. As a key member of our wealth planning team, you will be responsible for developing and executing strategic visions and operational plans that align with our firm's objectives.The ideal candidate will have a minimum of 5+ years of...

Opportunity Summary:Ci Financial is a leading provider of wealth management services, and we are seeking a highly skilled Tax and Estate Strategist to join our team. As a Tax and Estate Strategist, you will be responsible for providing expert tax and estate planning advice to our clients and working closely with our sales team to identify opportunities to...

Company OverviewAt Scotiabank, we pride ourselves on being a cornerstone business within Scotia Wealth Management. Our reputation is built on service excellence and trusted investment advice. We have earned the trust of our clients by exploring innovative approaches to protecting and growing their assets.We are committed to delivering Enriched Thinking, a...

Job SummaryAs a Financial Strategist at Scotiabank, you will be responsible for driving change and productivity across our footprint. You will provide support in the planning, forecasting, and reporting processes, helping deliver department initiatives and goals.The Manager of Global Asset Management Finance will be a utility team player working closely with...

Company OverviewWe are Acquatio, Canada's leading wealth management M&A advisory firm. We specialize in succession planning, business valuation, and exit readiness for Canadian wealth management firms.We provide expert guidance to buyers and sellers, ensuring seamless transitions, optimized valuations, and successful exits.Salary and BenefitsThis is a...

A career as a Director, Wealth Management Partnerships & Growth at Acquatio offers a unique opportunity to drive growth and success in the wealth advisory industry. With a focus on building strong relationships and identifying new business opportunities, this role requires a dynamic and results-driven individual with a passion for sales and business...

About the Position:We are seeking a Global IT Asset Strategist to lead our IT Asset Management efforts. As Global IT Asset Strategist, you will be responsible for developing and implementing ITAM strategies, policies, procedures, standards, and governance to manage all global hardware and software assets.Main Accountabilities:Strategic Leadership: Implement...

Job Overview">">At RBC, we are seeking a highly skilled Executive Leader to lead our Wealth Management Strategy Team. As Senior Manager, you will be responsible for driving the development, mobilization, and execution of RBC Wealth Management's global strategy.">">">">Possess strong collaboration and stakeholder management skills, with the ability to manage...