High Net Worth Financial Advisor

Unlock Your Potential with Sun Life FinancialJob Overview:Sun Life Financial, a leading provider of financial services, seeks an experienced High Net Worth Underwriter to join our dynamic team. As a key member of our organization, you will play a vital role in shaping the future of our company and contributing to the success of our clients.Salary:$100,000 -...

Job OverviewAgrawal Associates, a well-established financial planning practice, is seeking a motivated and entrepreneurial individual to join our team as a High Net Worth Financial Planning Associate. This role offers an exciting opportunity to grow the business, work with private wealth management support teams, and develop skills in financial planning and...

Embark on a rewarding career as a Strategic Underwriting Expert for High Net Worth Opportunities at Sun Life.Company OverviewSun Life is a leading insurance company that prioritizes innovation, diversity, and inclusivity. Our dynamic work environment empowers employees to excel in their roles and make a meaningful impact on our clients' lives.About the...

About the RoleWe are seeking a seasoned Tax Specialist to join our Private Client Services (PCS) practice, focusing on advising high net worth business owners and individuals. This opportunity is ideal for a dynamic and entrepreneurially motivated individual who wishes to grow a long-term career in tax advisory services.

At Sun Life, we're looking for a skilled Senior Underwriting Consultant to join our High Net Worth team. As a key member of this dynamic team, you'll play a vital role in creating a remarkable new business experience through an unparalleled proactive and responsive process.About the RoleThis is a hybrid position that offers the flexibility to work from home,...

Are you a motivated and ambitious professional looking to build a successful career in financial services?We are seeking an experienced Senior Financial Advisor - Portfolio Manager to join our team at Royal Bank of Canada. As a key member of our wealth management group, you will be responsible for providing personalized financial planning and investment...

As a key member of Agrawal Associates, you will play a vital role in driving business growth and expansion in the financial services industry. Located on the traditional territories of the Treaty 7 region in Southern Alberta, our team is dedicated to providing exceptional service to our clients.We offer a strong total compensation package, including bonuses...

About The Wealth CouncilWe are a dynamic wealth management firm dedicated to delivering exceptional financial advice and results to our clients. Our team is passionate about making a real impact in the industry through a differentiated client experience.Job SummaryWe are seeking a highly motivated Senior Financial Planner to join our growing team in Calgary,...

Agrawal Associates is a well-established, client-centered financial planning practice seeking an ambitious and entrepreneurial individual to join our team as a Senior Financial Advisor.As a key member of our team, you will be responsible for providing expert support to senior consultants, reviewing and maintaining clients' investments, and implementing all...

CAD 150,000 - 200,000 per annum is the estimated salary for this role.About EYAt EY, you'll have the opportunity to build a career as unique as you are, with global scale, support, inclusive culture, and technology to become the best version of you. Our tax professionals help multinational organizations meet complex obligations.Tax Manager ResponsibilitiesAs...

At Sun Life, we strive to create a cleaner, more inclusive and sustainable future for our communities through innovative risk assessment strategies.Job OverviewSun Life's High Net Worth Team creates a remarkable new business experience through an unparalleled proactive and responsive process that supports both the advisor and their client throughout the...

We are seeking a highly organized and motivated Wealth Management Administrative Assistant to support our team of portfolio managers in delivering exceptional client service. This is a unique opportunity to join Palisade Capital Management Ltd., a boutique investment management firm dedicated to serving high net worth families and their corporations.About...

Deliver trusted advice to high net worth clients with a comprehensive understanding of their financial needs.We are seeking an experienced Senior Financial Planning Consultant to join our Wealth Management Services team at Royal Bank of Canada. As a valued member of our team, you will work closely with our advisors to provide expert financial planning...

Are you a seasoned underwriting professional looking to leverage your expertise and leadership skills in a dynamic role?Sun Life's High Net Worth Team is seeking an experienced Senior Underwriter to lead our team in creating innovative solutions for high net worth clients. As a key member of our team, you will be responsible for developing and implementing...

Company OverviewThe Wealth Council is a dynamic organization that prides itself on delivering exceptional financial advice to its high-net-worth and corporate clients. Our team of experts is committed to providing personalized service, leveraging cutting-edge technology to drive results.

Up Financial, a pioneering Wealth Management firm, seeks an experienced Financial Advisor to join their dynamic team. This role offers a unique opportunity for professionals looking to transition from captive firms or banks to a more independent and client-centric environment.As a Wealth Management Professional, you will be responsible for providing...

About the OpportunityIn this pivotal role as a Strategic Financial Planning Consultant at RBC, you will be an integral part of the Wealth Management Services team. Your mission is to collaborate with esteemed Advisors to deliver tailored financial planning solutions that cater to the distinct needs of High Net Worth (HNW) clients. As a trusted partner, you...

Job Title: Advanced Case ManagerJob SummaryAs a key member of our team, the Advanced Case Manager will contribute to our individual life and health sales goals by providing complex case and sales strategy support to advisors in the Sun Life Financial Distributors (SLFD) channel.This role plays a crucial part in supporting our Financial Advisors in Western...

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...

We are seeking an experienced and ambitious Senior Wealth Advisor to join our team at Servus Credit Union. As a Senior Wealth Advisor, you will play a vital role in providing exceptional service to our high net-worth members, helping them achieve their financial goals.Our ideal candidate will have at least 5 years of experience in the wealth industry,...