Senior Total Wealth Planning Specialist

Requisition ID: 199302 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Purpose of Job**: The primary purpose of the Total Wealth Planning Associate is to provide Regional support to Scotia Wealth Management advisors and Specialists. The Associate is also required to work very closely with other...

Job DescriptionWe are seeking a highly skilled Senior Total Wealth Strategist to join our team in Toronto, Canada. This is a full-time position with a competitive salary and benefits package.

Role OverviewNicola Wealth is a leading wealth management firm seeking a skilled Wealth Planning Associate to join our Advisory Services Division.As a key member of our team, you will provide exceptional support to our Wealth Advisors, delivering first-class financial planning and strategic wealth management services to our high-net worth...

Wealth Management OpportunityOptimize Wealth Management, a leading wealth management company in Toronto, ON, is seeking a highly skilled Strategic Wealth Management Specialist to join their team.About Optimize Wealth Management:Located in the downtown financial district, Optimize Wealth Management provides personalized financial solutions and advice to its...

About Aviso Wealth IncWe are a leading wealth management organization committed to leadership, innovation, partnership, responsibility, and community.The OpportunityAs a Compliance Expert, you will oversee compliance within our Asset Management team. Reporting to the VP, Chief Compliance Officer, you will ensure compliance with all applicable laws,...

Job SummaryWe are seeking a highly skilled Financial Planning Specialist to join our team of over 250 financial planning specialists. As a key member of our team, you will provide direct support to Investment Advisors and RBC Canadian Banking, helping them deliver integrated wealth management expertise to clients and their families.Key...

Requisition ID: 196275 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Senior Manager, Wealth Management Taxation Toronto Job Purpose: The Senior Manager, Wealth Management Taxation plays a key role in supporting wealth advisors, planning specialists, and banking partners across Scotia Wealth...

Optimize Wealth Management is a premier wealth management company based in Toronto, ON. We provide personalized financial solutions and advice to our clients, including financial planning, portfolio management, tax preparation, debt management, and estate planning.The core of our approach is to match clients' financial and life goals with personalized...

About Nicola Wealth:We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of...

Requisition ID: 199173 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Business and Wealth Transition Specialist (farming/agriculture background and experience)** **Summary**: The Business and Wealth (BWT) Specialist is a key member of the Advanced Planning and Services group. The BWT Specialist is...

Company OverviewOptimize Wealth Management (Optimize Inc.) is a leading wealth management company based in Toronto, ON. We provide personalized financial solutions and advice to our clients.We have a comprehensive range of financial services and solutions, including financial planning, portfolio management, tax preparation, debt management, and estate...

Optimize Wealth Management: A Premier Wealth Management Firm">We are seeking a highly motivated Wealth Management Specialist to join our team at Optimize Wealth Management, a premier wealth management firm in Toronto. As a key member of our team, you will play a vital role in delivering exceptional client experiences and contributing to the growth and...

About the OpportunityWe are seeking a highly skilled Senior Financial Services Representative to join our team. As a leading wealth management organization, we are committed to providing exceptional service to our clients.In this role, you will be responsible for ensuring that our clients receive outstanding support and guidance in relation to our investment...

Senior Wealth Planner Job OverviewAt Wellington-Altus, we are seeking an experienced Senior Wealth Planner to join our team in Toronto. This is a unique opportunity for a professional with a passion for wealth planning to make a meaningful impact on our clients' lives.

About UsSun Life is a leading provider of life, health and wealth products in the Canadian marketplace.Our Individual Insurance and Wealth business unit represents close to 30 per cent of all Sun Life Financial global revenue and more than 50 per cent of Canadian earnings.We're looking for a Strategic Wealth Planning Specialist to join our team.Your RoleAs a...

OverviewAt ScotiaMcLeod, we are a cornerstone business within Scotia Wealth Management, renowned for our integrity based on service excellence and trusted investment advice. Our advisors and teams take pride in exploring innovative approaches to protecting and growing their clients' assets.Estimated Salary: $85,000 - $115,000 per yearJob DescriptionThe...

Aviso Wealth is seeking a highly experienced and skilled Director, Chief Compliance Officer, NEI to join our Asset Management team.The Director, Chief Compliance Officer, NEI will oversee compliance within NEI, an Investment Fund Manager, Portfolio manager, and Exempt Market Dealer, regulated by the OSC and CSA.ResponsibilitiesThis role requires the...

About ScotiaMcLeodAs a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets.We're committed to making a difference in our...

Company OverviewScotiabank, a leading bank in the Americas, is guided by its purpose to 'for every future.' We help our customers, their families, and their communities achieve success through a range of advice, products, and services.Job SummaryWe are seeking a highly skilled Senior Financial Planning Associate to join our ScotiaMcLeod team. As a...

Job OverviewWe are seeking a highly skilled Wealth Management Taxation Expert to join our team at Scotiabank. As a key member of our Wealth Management Taxation team, you will play a vital role in supporting wealth advisors and planning specialists across Scotia Wealth Management.Job DescriptionThe Senior Manager, Wealth Management Taxation will be...