High Net Worth Client Service Specialist

About the RoleWe are seeking an experienced Investment Strategist to join our team in Montreal. As a key member of our high-net-worth client service team, you will be responsible for delivering exceptional investment counselling services and discretionary portfolio management to clients with complex financial needs.Job DescriptionThe successful candidate...

About the RoleAs an Associate Investment Counsellor, you will be responsible for providing exceptional client service and support to high net worth clients in French and English. You will work closely with the Investment Counsellor to construct customized investment strategies and implement portfolio management solutions. Your primary focus will be on...

Job OverviewWe are seeking a highly skilled professional to join our team as a Bilingual Associate Investment Counsellor. As an integral member of Manulife Private Wealth, you will work closely with experienced Investment Counsellors to provide exceptional client service and support in maintaining and growing existing relationships.Salary InformationThe...

About the Role:At Intact Financial Corporation, we are dedicated to providing exceptional insurance coverage tailored to our clients' unique needs. This mission drives our commitment to delivering unparalleled customer service and expertise.We're seeking an experienced High Net Worth Insurance Underwriter to join our team. As a key member of our underwriting...

Job SummaryWe are seeking a highly skilled and experienced Regional Director, High Net Worth Planning, Eastern Canada to lead our team in delivering exceptional client experiences and driving business growth.Key ResponsibilitiesLead a team of wealth and specialized planners to develop and deliver client-focused wealth planning experiences.Provide wealth...

Job SummaryWe are seeking a highly skilled Senior Total Wealth Planner to join our team at Scotiabank. This is an excellent opportunity for a results-driven professional to take on a leadership role in financial planning and contribute to the growth of our wealth management business.Salary Range: $120,000 - $180,000 per annum, based on experience and...

High Net Worth Advisory OpportunityWe are seeking a highly skilled Senior Estate Planning Specialist to join our team at National Bank Financial in Quebec. As a trusted partner to estate planners, you will play a key role in drafting recommendations and providing advice to high net worth clients.About the Role:You will become one of the references in estate...

Royal Bank of Canada is seeking an Expert Financial Strategist to join its Wealth Management team. This role involves working closely with financial advisors to deliver customized financial plans to high net worth clients.The ideal candidate will have a minimum of five years of experience in tax planning and financial planning, with expertise in holding...

At Richter, we are seeking a highly skilled and experienced Financial Manager to join our Family Office Services team. This is an exciting opportunity for a professional with a strong background in accounting, taxation, and financial planning to work closely with high-net-worth families.OverviewOur Family Office Services (FOS) division provides personalized...

Company OverviewRichter is a leading provider of Family Office Services, offering customized solutions for high-net-worth families. Our team of experts provides comprehensive financial management, including cash management, lifestyle management, integrated financial planning, and day-to-day accounting and compliance services.SalaryThe estimated salary for...

Job DescriptionWe are seeking a Strategic Financial Planning Specialist to join our team at Scotiabank. This role is responsible for providing comprehensive financial planning advice to high net worth clients.Develop and implement financial plans tailored to clients' specific needs.Collaborate with internal teams to ensure integrated and organized approach...

Senior Investment and Personal Banking ProfessionalSalary: CAD 80,000 - 120,000 per yearAbout the RoleWe are seeking a skilled Senior Investment and Personal Banking Specialist to join our team in Montreal, Quebec. As an essential member of our Canadian Banking Branch network, your focus will be on providing exceptional service throughout the customer's...

Job Title: Financial Planning SpecialistAt Royal Trust Corporation of Canada, we are seeking a highly skilled Financial Planning Specialist to join our team. As a key member of our Wealth Management team, you will play a critical role in delivering comprehensive financial plans to our high net worth clients.Key Responsibilities:Prepare customized financial...

Job DescriptionWe are seeking an experienced Wealth Management Banking Specialist to join our team at NBC. This is a challenging and rewarding role that requires strong analytical and communication skills.As a Wealth Management Banking Specialist, you will be responsible for providing banking services to high net worth individuals and families. You will work...

Job Summary:We are seeking a highly skilled Senior Wealth Management Specialist to join our team at National Bank. As a key member of our Commercial & Private Banking 1859 sector, you will be responsible for developing and implementing wealth management strategies for our high net worth clients.Key Responsibilities:Develop and maintain relationships with...

Job OpportunityRBC Dominion Securities Inc. is seeking a highly skilled Philanthropic Advisory Specialist to provide strategic advice and guidance to high net worth and ultra high net worth clients in developing their family philanthropic and legacy plans.You will play a crucial role in championing the RBC Charitable Gift Program and shaping the strategic...

Join Our Team: Wealth Advisory OpportunityCC&L Private Capital seeks an experienced and results-driven Wealth Advisor to join our team in a challenging and exciting role. We are committed to creating a diverse and inclusive environment and are proud to be an equal opportunity employer.The ideal candidate will be a successful salesperson with strong industry...

Company OverviewManulife Financial Corporation is a leading international financial services group. We help individuals, groups, and institutions make informed decisions about their finances.Salary and BenefitsThe annual base salary for this role is $96,530.50 CAD in Montreal. Additionally, employees can participate in incentive programs and earn...

Unlock Career OpportunitiesWe are seeking a highly skilled Financial Planning Specialist to join our team at Royal Bank of Canada. As a key member, you will be responsible for delivering comprehensive financial plans to High Net Worth (HNW) clients.Job Description:Develop personalized financial plans addressing client needs in financial, investment,...

Key ResponsibilitiesThe Private Banker possesses strong knowledge of customized commercial lending, risk management, financial products and services, wealth management and retail lending. The incumbent has comprehensive experience and product knowledge to deliver service and customized lending solutions consistent with high net worth client needs.Business...