High Net Worth Client Advisor

Job Description:We are seeking a highly experienced Senior Trust Officer to join our Scotia Wealth Management team. As a key member of our team, you will be responsible for providing exceptional client service and relationship management to high net worth clients. This will involve working closely with clients to understand their goals and objectives, and...

High-Net-Worth Claims AdvisorApply locations Vancouver posted on Posted Yesterday job requisition id R-152530Individually we are people, but together we are Aviva. Individually these are just words, but together they are our Values – Care, Commitment, Community, and Confidence.We are seeking an experienced Senior Ovation Claims Advisor.Aviva recognizes the...

Job Responsibilities- You will support various financial planning and analysis processes for high net worth and ultra-high net worth families, business owners, and professionals.- Preparation of financial plans and corresponding reports and presentations is also required.- Working with professionals across service lines to communicate relevant information...

Making a meaningful impact with high net worth and ultra-high net worth families requires a unique blend of financial expertise, analytical skills, and strong communication abilities. As an Associate in our Family Office Services team, you will play a key role in supporting various financial planning and analysis processes for these discerning clients.We are...

RBC Dominion Securities: A Leading Financial InstitutionWe are a trusted partner for high-net-worth individuals and families seeking personalized wealth management advice. Our team of experienced professionals provides expert guidance and support to help clients achieve their financial goals.Job DescriptionYou will be the primary contact for a small number...

About UsRBC Dominion Securities is a trusted partner for high-net-worth individuals and families seeking personalized wealth management advice. Our team of experienced professionals provides expert guidance and support to help clients achieve their financial goals.CompensationThe base salary for this position ranges from $38,000 to $55,000, dependent on...

**About the Role**As a Trust Officer at Scotia Wealth Management, you will be part of a purpose-driven winning team committed to results in an inclusive and high-performing culture. You will support the company's strategy and revenue goals by delivering a best-in-class client experience and expertise in Estates & Trusts.You will work closely with the Senior...

OverviewRBC Dominion Securities is a leading financial institution offering a range of wealth management services. Our team provides personalized advice and guidance to high-net-worth individuals and families.SalaryThe base salary for this position ranges from $38,000 to $55,000 depending on experience, skills, and registration status.Job DescriptionYou will...

We're Looking for a Skilled ProfessionalRBC Dominion Securities is seeking a highly skilled and motivated individual to join our team as a Wealth Management Professional. This role offers a unique opportunity to work with high-net-worth and ultra-high-net-worth families, providing personalized advice and guidance to help them achieve their financial...

About the JobWe are looking for an experienced High Net Worth Client Advisor to join our team. In this role, you will be responsible for developing and managing banking relationships with high-net-worth clients and prospects.You will develop relationship with client's professional advisors in developing appropriate credit and tax-favourable structures to...

Stacy Brooks is#hiring. If you or anyone you know maybe interested in having a confidential conversation#contactme: stacy.brooks@capital-markets-advisors.com. Please like and share within your network.Position Overview: Financial Advisor/Planner – Growth and Equity Partnership OpportunityCapital Markets Advisors (CMA) is boutique Consultancy & Recruiting...

**About ZLC Financial**ZLC Financial is a prestigious financial services firm with a legacy of excellence, trusted in the community for over 70 years.We deliver tailored, independent advice to high-net-worth individuals, families, entrepreneurs, and successful business owners.The firm is relied on for exceptional service and expert knowledge, and our staff...

Job Description">As a Total Wealth Planner, you will be responsible for creating and delivering comprehensive Total Wealth Plans for High-Net-Worth clients in conjunction with Scotia Wealth Management advisors. This role requires strong communication and relationship-building skills, as well as expertise in financial planning and wealth management.">Key...

Requisition ID: 219271Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.PurposeContributes to the overall success of the Total Wealth Planning, Client Solutions / Canadian Wealth Management in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team's...

Stacy Brooks is #hiring . If you or anyone you know maybe interested in having a confidential conversation #contactme : stacy.brooks@capital-markets-advisors.com. Please like and share within your network. Position Overview: Financial Advisor/Planner – Growth and Equity Partnership Opportunity Capital Markets Advisors (CMA) is boutique Consultancy &...

Stacy Brooks is#hiring. If you or anyone you know maybe interested in having a confidential conversation#contactme: stacy.brooks@capital-markets-advisors.com. Please like and share within your network.Position Overview: Financial Advisor/Planner – Growth and Equity Partnership OpportunityCapital Markets Advisors (CMA) is boutique Consultancy & Recruiting...

ResponsibilitiesIn this role, you will be responsible for developing and managing profitable banking relationships with high-net-worth clients and prospects.You will provide superior service to an assigned portfolio of high and ultra-high net worth clients with the objective of becoming their trusted advisor.Your primary objective will be to develop and...

Requisition ID: 219271Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.PurposeContributes to the overall success of the Total Wealth Planning, Client Solutions / Canadian Wealth Management in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team's...

Senior Wealth Planner, Advanced Wealth PlanningLocation: This position can be based out of any of our office locations across Canada.Our organization:We are the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., and Wellington-Altus Private Wealth...

Job DescriptionWe are seeking a seasoned banking professional to join our team as an Executive Director of Wealth Management. In this role, you will be responsible for developing and managing profitable banking relationships with high-net-worth clients and prospects.You will assist in the design, development, and delivery of solutions that meet the complex...