Wealth Management Specialist

As a Senior Financial Planner at The Wealth Council, you will play a pivotal role in delivering exceptional wealth management services to high-net-worth clients and family businesses.About The Wealth CouncilWe are a dynamic and forward-thinking company that prides itself on providing top-notch financial advice to our clients. Our team is comprised of...

Job SummaryWe are seeking a highly skilled Advanced Taxation Specialist to join our team at IG Wealth Management. As a key member of our Advanced Financial Planning team, you will provide expert taxation and estate planning support to our clients.ResponsibilitiesProvide advanced taxation and financial planning support to clients through telephone and email...

About Palisade CapitalPalisade Capital is a boutique investment management firm specializing in high net worth families and their corporations. With a strong focus on long-term relationships, our client-centric approach prioritizes integrity, alignment with clients, and exceptional investment performance.Career OpportunityWe are seeking a highly organized...

We are seeking a highly skilled Strategic Wealth Advisor to join our team at The Wealth Council. As a key member of our financial planning division, you will be responsible for providing expert advice and support to our clients in achieving their wealth management goals.The successful candidate will possess excellent analytical and problem-solving skills,...

About Up Financial: We are a wealth management and financial planning firm that specializes in providing sophisticated investment advice and comprehensive financial planning across Canada and the US. Our mission is to provide clients with independent, customized advice without conflicts associated with larger brokerage firms and banks. We value strong...

At Palisade Capital, we pride ourselves on delivering exceptional wealth management services to high net worth families and their corporations. Our team of experienced professionals is dedicated to providing tailored investment solutions that meet the unique needs of our clients.We are seeking a highly organized and detail-oriented Wealth Management Support...

Unlock Your Potential as a Senior Financial PlannerThe Wealth Council is seeking an experienced and highly motivated Senior Financial Planner to join our dynamic team. This is a fantastic opportunity to work with high-net-worth individuals and corporate clients, providing expert financial planning services that drive real results.About The Wealth CouncilWe...

Unlock Your Potential as a Senior Wealth Planning Coordinator SpecialistWe are seeking a highly skilled and experienced Senior Wealth Planning Coordinator Specialist to join our team at Royal Bank of Canada (RBC). As a key member of our wealth management team, you will play a crucial role in delivering exceptional client service and supporting our Investment...

At ScotiaMcLeod, we offer a unique opportunity to excel in a dynamic wealth management environment. As a Senior Associate, you will play a key role in supporting our Wealth Advisors in developing and managing their book of business.Key Responsibilities:Identify new business opportunities to grow our client base and increase revenue.Utilize in-depth knowledge...

Job OverviewWe are seeking a highly skilled and experienced Senior Financial Planner to join our team at The Wealth Council in Calgary, AB.This is a dynamic opportunity for a seasoned professional to work with high-net-worth clients and corporate clients, providing comprehensive financial planning services.The successful candidate will be responsible for...

Our company, IG Wealth Management, a leading financial services provider in Canada, offers an exceptional opportunity for a highly skilled Senior Financial Planner to join our elite performance team.The estimated annual salary for this role is $85,000 - $110,000, depending on experience.About the Role:We are seeking a talented and experienced Financial...

About the RoleThis position involves acting as a senior representative for Scotia Wealth Management, with a focus on cultivating strong, long-lasting relationships with high net worth clients. Key responsibilities include:Providing exceptional client service, ensuring timely and accurate account administration, and delivering personalized solutions tailored...

As a Scotiabank Wealth Management Expert, you will play a key role in providing high net worth clients with customized wealth management solutions. Your expertise in estate planning and trust consulting will enable you to deliver tailored advice and strategies to help clients achieve their financial goals. You will work closely with clients and partners to...

Executive Assistant Role at StaffixWe are seeking a dynamic and detail-oriented Administrative Professional to join our growing team at Staffix, a well-known Wealth Management office.About the Role:This position is crucial in supporting senior wealth management professionals by ensuring efficient operations and enhancing client relations through careful...

The Blue Chip Recruiting Ltd. is seeking a Senior Licensed Associate, Wealth Management to join our successful UHNW business in Calgary.Job Description:We are looking for an experienced Investment Representative with a strong background in wealth management to support our Multi-Family Office team.The ideal candidate will have a proven track record of...

Job OpportunityAs a Will and Estate Consultant, you will work closely with Investment Advisors to provide expert consulting services to their clients. This team of professionals enables RBC advisors to deliver a level of integrated wealth management that previously was only available to the most affluent families.Key ResponsibilitiesConduct client interview...

Establish a Thriving Wealth Management PracticeWe are seeking an experienced Financial Advisor to join our team at Up Financial, a leading wealth management firm. As an independent contractor, you will have the autonomy to run your practice while benefiting from our comprehensive support system.About Us: Up Financial is a boutique wealth management firm...

Key ResponsibilitiesThe Coordinator, Region Office Operations, serves as the primary point of contact for both internal and external clients of IG Wealth Management. This role is responsible for providing exceptional service, managing inquiries, and ensuring seamless administrative operations.Essential Duties Include:Welcoming clients at reception, handling...

Scotiabank: A Leader in Wealth ManagementIn our organization, we value integrity and strive for service excellence. As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has established a reputation based on trusted investment advice. Our advisors and teams take pride in exploring innovative approaches to protect and grow clients' assets.We...

About the RoleAs a highly skilled and experienced Financial Planner, you will play a crucial role in helping our clients achieve their financial goals and objectives. We are seeking an individual with a passion for financial planning, a strong understanding of our industry-leading technology, and excellent communication skills. Key ResponsibilitiesDevelop...