Regional Director, Estate and Financial Planning Services Leader

Financial Planning ExcellenceAt Sun Life Canada, our Retail Advice and Solutions division is a top provider of life, health, and wealth products in the Canadian marketplace.As a key member of the Regional Financial Planning Service team, this role provides day-to-day leadership to Planning Directors, Financial Planners, Financial Planning Consultants, and...

We are seeking a skilled Financial Planning Specialist to join our team at Markham Centre Financial Services Inc. The ideal candidate will have a strong background in financial planning and analysis, with the ability to develop and implement comprehensive financial plans for clients.The successful candidate will have a Bachelor's degree and at least 2 years...

We are seeking a skilled Financial Planning Specialist to join our team at Markham Centre Financial Services Inc. The ideal candidate will have a Bachelor's degree and 2 years of experience in the field.Key ResponsibilitiesAdvise clients on trust account investments and identify their financial goals and objectives.Analyze clients' financial records and...

Job Summary: We are seeking a highly skilled Financial Planning Specialist to join our team at Markham Centre Financial Services Inc. The ideal candidate will have a strong background in financial planning and a passion for helping clients achieve their financial goals.Key Responsibilities:Advise clients on trust account investments and identify their...

Job Title: Financial Planning SpecialistAbout the Role:We are seeking a skilled Financial Planning Specialist to join our team at Markham Centre Financial Services Inc. As a Financial Planning Specialist, you will be responsible for advising clients on trust account investments, identifying their financial goals and objectives, and developing financial plans...

At Markham Centre Financial Services Inc., we are seeking a skilled Financial Planning Specialist to join our team. The ideal candidate will have a Bachelor's degree and 2 years of experience in the field. Key responsibilities include advising on trust account investments, identifying clients' financial goals and objectives, and developing financial plans....

We are seeking a skilled Financial Planning Specialist to join our team at Markham Centre Financial Services Inc. The ideal candidate will have a strong background in financial planning and a passion for helping clients achieve their financial goals.Key ResponsibilitiesAdvise clients on trust account investments and develop personalized financial...

Job SummaryWe are seeking a skilled Senior Financial Planning Specialist to join our team at Markham Centre Financial Services Inc. As a key member of our financial services department, you will be responsible for providing expert advice on trust account investments and developing personalized financial plans for clients.About the RoleSalary: $85,000 -...

Job Summary: We are seeking a highly skilled Financial Planning Specialist to join our team at Markham Centre Financial Services Inc. The ideal candidate will have a strong background in financial planning and a passion for helping clients achieve their financial goals.Key Responsibilities:Advise clients on trust account investments and develop personalized...

**Regional Director Opportunity**Lifemark is seeking a seasoned Regional Director to lead our Atlantic region. As a key member of our leadership team, you will be responsible for driving business growth, managing financial performance, and ensuring high-quality service delivery across our clinics.**Key Responsibilities:**Develop and implement business plans...

Financial Consultant RoleWe are seeking a skilled Financial Consultant to join our team at Markham Centre Financial Services Inc. As a Financial Consultant, you will be responsible for advising clients on trust account investments, identifying their financial goals and objectives, and analyzing their financial records.Key Responsibilities:Advise clients on...

As an Estate Planning Specialist at Scotiabank, you will play a key role in delivering high-quality estate planning services to our High Net Worth (HNW) clients. Your primary responsibility will be to partner with our advisors to meet with HNW clients and prospects, creating a positive experience for both parties. You will add value by providing estate and...

Lifemark Nova Scotia Regional Director OpportunityAbout the RoleAs a Regional Director for Lifemark in Nova Scotia, you will be responsible for managing multifaceted aspects of our dynamic business. This role is ideal for a big picture thinker who feels comfortable with financial and operational management, as well as contributing to business development in...

Regional DirectorOverview: As a Regional Director at Lifemark, you will be responsible for managing multifaceted portions of our dynamic business. This role is ideal for someone who is a big picture thinker, feels comfortable with financial and operational management, as well as who can contribute to business development in our Atlantic network of...

Are you a seasoned professional looking to leverage your expertise in estate planning and wealth management?In this role, you will be responsible for delivering high-quality estate planning services and solutions to our High Net Worth (HNW) clients. This will involve partnering with our advisors to meet with clients and prospects, creating a positive...

As an Estate Planning Specialist at Scotiabank, you will play a key role in delivering high-quality estate planning services to our High Net Worth (HNW) clients. Your primary responsibility will be to partner with our advisors to meet with HNW clients and prospects, creating a positive experience for both parties. You will also be responsible for developing...

Role Overview:The Estate and Trust Consultant role at Scotiabank is a key position that requires an individual with expertise in estate planning, trust solutions, and wealth management.About the Job:This role involves delivering high-quality estate planning services to High Net Worth (HNW) Scotia Wealth Management clients. Key responsibilities include...

Job Title: Executive Director - Strategic LeaderThe Halifax Regional Food Hub is seeking a visionary leader to spearhead its development as a cooperative. As the inaugural Executive Director, you will be responsible for setting the strategic direction and guiding all decision-making for the organization.Key Responsibilities:Define and maintain the...

Job Title: Financial Services ProfessionalJob Summary: We are seeking a highly skilled Financial Services Professional to join our team at Markham Centre Financial Services Inc. The ideal candidate will have a strong background in trust account investments and a passion for helping clients achieve their financial goals.Key Responsibilities:Advise clients on...

Regional Director Nova Scotia Position Summary:We are seeking an experienced Regional Director to join our team in Nova Scotia. As a key member of our leadership team, you will be responsible for managing multifaceted aspects of our business in the region.The ideal candidate will be a strategic thinker with experience in financial and operational management,...