Wealth Management Expert

About Thrive Wealth ManagementWe are a leading financial services company dedicated to helping our members achieve their long-term goals. Our team of experts provides personalized advice and guidance to help them make informed decisions about their financial futures.Key ResponsibilitiesDevelop and implement comprehensive financial plans tailored to...

About Affinity Financial StrategiesAffinity Financial Strategies, in partnership with GP Financial Services, is a leading wealth management provider offering comprehensive financial planning, investment, and insurance solutions. With a portfolio of existing clients and members of the credit union and their communities, we are committed to delivering...

Affinity Financial Strategies/GP Financial Services is seeking a highly motivated and detail-oriented individual to join their team as a Licensed Sales Assistant or Associate Wealth Advisor. The successful candidate will be responsible for providing administrative and sales support to a Senior Wealth Advisor, working with existing clients and credit union...

Job SummaryJob DescriptionUnlock your potential as a Financial Planning and Portfolio Management Professional at RBCAs a Financial Planning and Portfolio Management Professional at RBC, you will have the opportunity to help your clients achieve their financial goals while building a successful career with our leading wealth management team. You will be...

Job OverviewConexus Credit Union is seeking a Wealth Specialist to join our Thrive Wealth Management team in Regina. As a Wealth Specialist, you will provide expert advice to clients, helping them make informed decisions about their financial futures.Key ResponsibilitiesProvide holistic wealth advice and planning to clientsBuild and maintain a book of...

Role OverviewWe are seeking a skilled and motivated Financial Services Professional to join our team as a Licensed Sales Assistant or Associate Wealth Advisor.About the CompanyAffinity Financial Strategies, in partnership with GP Financial Services, is a wealth management provider offering financial planning, investments, and insurance solutions to...

About the RoleWe are seeking a skilled Wealth Specialist to join our Thrive Wealth Management team. As a key member of our team, you will provide expert advice and guidance to clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesProvide holistic wealth advice and planning to clients, including investment advice, retirement...

Job DescriptionWe are seeking a highly skilled and motivated Strategic Wealth Manager to join our team in Regina, Saskatchewan.About the RoleThe successful candidate will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.You will focus on investment sales and new...

Requisition ID: 201093At Scotiabank, we're committed to delivering exceptional financial advice and service to our clients. As a Financial Planner, you'll play a key role in developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Using a comprehensive financial planning framework, you'll...

Salary: $80,000 - $120,000 per yearCompany OverviewScotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking,...

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 our clients' assets.With Enriched Thinking, our unique approach that...

Job OverviewConexus Credit Union is seeking a skilled Senior Wealth Associate to support the Advisor(s) practices and provide administrative support to the Thrive team.Key ResponsibilitiesManage client files and accounts, ensuring accurate and up-to-date information.Partner with Advisors to understand business goals and support the execution of their...

About the RoleWe are seeking a highly motivated and results-driven Strategic Wealth Development Specialist to join our team. In this role, you will focus on developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key ResponsibilitiesConduct in-depth reviews for assigned clients including...

Job SummaryJob DescriptionUnlock your potential as a Financial Planning and Wealth Management Professional at RBCAs a Financial Planning and Wealth Management Professional at RBC, you will have the opportunity to help your clients achieve their financial goals while building a successful career. With our comprehensive training and support, you will be...

Unlock Your Potential as an Investment Advisor at RBC Dominion Securities Inc.We're looking for a highly skilled and motivated individual to join our team as an Investment Advisor. As a key player in our wealth management division, you'll have the opportunity to build strong relationships with high-net-worth individuals, families, and business owners,...

At ScotiaMcLeod, we're dedicated to delivering exceptional client service and wealth management solutions. As a Branch Administrator, you'll play a vital role in ensuring the success of our branch by providing administrative support and optimizing operational efficiency.Main Responsibilities:Foster a positive team environment, promoting employee empowerment...

Job SummaryWe are seeking a seasoned Regional Branch Director to lead our wealth management team in REGINA, Canada. As a key member of our leadership team, you will be responsible for overseeing the overall performance of the branch, driving sales growth, and ensuring operational excellence.ResponsibilitiesOversee all aspects of the branch, including sales...

Role Summary:This position requires the successful candidate to be Mutual fund licensed and have 3+ years of client-facing financial planning experience.Key Responsibilities:Provide clients with holistic financial plans that consider all aspects of their financial life, including short and long-term goals, tax, retirement, risk management, and estate...

Role Summary:This position requires the successful candidate to be Mutual fund licensed and have 3+ years of client-facing financial planning experience.Key Responsibilities:Provide clients with holistic financial plans that consider all aspects of their financial life, including short and long-term goals, tax, retirement, risk management, and estate...

Grow Your Business with RBC Dominion SecuritiesWe are seeking a talented Investment Advisor to join our team at RBC Dominion Securities. As an Investment Advisor, you will have the opportunity to build and maintain client relationships, create customized portfolios, and provide strong financial planning and advice.About the Role:You will work closely with...