Financial Planning and Wealth Management Specialist

Job OverviewBrightview Wealth Management is a boutique wealth management financial planner firm. Our vision is to help clients accumulate wealth and achieve financial success through distributing top tier financial products and providing sound advice. Partnering with hedge funds, asset management, investment firms, and insurance carriers, we offer...

Why Join Us?Brightview Wealth Management Ltd. is committed to being a leader in the financial services industry, known for our expertise, integrity, and dedication to our clients. As a Financial Service Representative, you will have the opportunity to:Contribute to our mission of delivering exceptional service and outcomes that exceed our clients'...

About the RoleTALINKO Inc. is seeking an experienced professional to lead their wealth, investment management, and capital markets operations. This strategic role requires a seasoned leader with a deep understanding of financial markets and investment strategies.Key ResponsibilitiesThe successful candidate will oversee three interconnected businesses within...

Get privileged access to a selection of available positions and candidates.Our client, a leader in the banking sector, is looking for a Head of Wealth, Investment Management & Capital Markets to join their team.This new role will lead three operationally connected businesses in the areas of Wealth, Investments, and Capital Markets.Qualifications:Bachelor's...

Company Overview: At Boreal Tech Labs, we are dedicated to providing innovative financial solutions that drive growth and profitability. As a leading provider of wealth management services, we require an experienced Chief Technology Officer who can oversee our financial planning, capital management, and internal controls.Job Description: We seek a skilled...

Our VisionAt Brightview Wealth Management Ltd., we envision a future where our clients are empowered to achieve their financial goals and aspirations. We strive to provide tailored solutions that cater to their unique needs, leveraging our expertise and resources to create lasting value.As a Financial Service Representative, you will play a pivotal role in...

Job ResponsibilitiesAs a Brightview "Ambassador", you will put clients first and find solutions to their individual needs. You will champion the Brightview brand and drive business by supporting new client acquisition and deepening existing relationships.Your day-to-day responsibilities include:Proactively engage with clients in the branch and deliver an...

About TALINKO Inc.TALINKO Inc. is a leading banking sector firm dedicated to delivering exceptional financial solutions. Their commitment to excellence and customer satisfaction has earned them a reputation as a trusted partner in the industry.Job SummaryThe Head of Wealth, Investment Management & Capital Markets will be responsible for leading three...

Chief Marketing Officer • Chatham-Kent, ONLast updated: 6 hours agoOPPORTUNITYNPW is seeking an experienced and strategic Chief Financial Officer (CFO) to join our growing firm. The ideal candidate will have a strong background in accounting and financial management within the securities industry, with a deep understanding of CIRO regulatory requirements....

About the RoleWe are seeking an experienced Vice President of Finance to join our team at Finatal. As a key member of our leadership team, you will be responsible for overseeing all aspects of financial planning, analysis, budgeting, forecasting, and accounting.ResponsibilitiesManage financial planning, analysis, budgeting, forecasting, and accounting...

OverviewTALINKO Inc. is a leading banking sector player seeking an experienced professional to lead their wealth, investment management, and capital markets operations.Job DescriptionThe successful candidate will oversee three interconnected businesses within the company, focusing on wealth, investments, and capital markets. This strategic role requires a...

Securitization Specialist:We are seeking a highly skilled Securitization Specialist to join our team. The successful candidate will be responsible for developing and implementing strategies to drive growth and profitability in the mortgage securitization business.The ideal candidate will possess a strong understanding of mortgage markets, capital markets,...

At Popular, we're committed to delivering exceptional financial services and solutions that meet the evolving needs of our customers. As a Financial Analysis Expert, you'll play a critical role in driving our success by analyzing complex financial data, identifying areas for improvement, and developing strategies to optimize our operations.">">We're seeking...

RequirementsBachelor's Degree: In accounting, finance, or a related field.Professional Certifications: CPA or CMA certification.Industry Experience: 5+ years working for a 'big 5' accounting, tax, or financial audit firm, and 5+ years' experience leading accounting in software/tech (SaaS preferred).Leadership Skills: Proven track record of leading and...

Company OverviewCapital Markets Advisors LLC is a boutique staffing and consultancy firm that specializes in connecting high-net-worth clients with experienced financial advisors. Our growing client, a global Wealth, Portfolio Management firm, has multiple full-time VP RETAIL WEALTH CANADA roles available.

About UsThe City of St. Catharines is committed to realizing its vision outlined in The City of St. Catharines - Strategic Plan 2023 to 2027. Our goal is to cultivate a city that thrives on safety, innovation, sustainability, and caring, not just for today, but for generations to come.Job Description:We are seeking a Senior Financial Analyst to join our...

We are seeking a highly skilled Business Financial Reporting Manager to join our team at Popular. As a Business Financial Reporting Manager, you will be responsible for developing and implementing financial reporting strategies to drive business growth and profitability.The ideal candidate will have a strong background in accounting and finance, with at...

Mortgage Risk Manager Job Description:We are seeking a highly skilled Mortgage Risk Manager to join our team. The successful candidate will be responsible for managing risk related to the residential and commercial insured mortgage books.The ideal candidate will possess a strong understanding of mortgage markets, capital markets, pricing, and trading /...

About the RoleWe are currently seeking an experienced Accounts Payable Specialist to join our finance team. As an A/P specialist, you will be responsible for processing daily and weekly A/P for multiple sites and vendors, ensuring all deadlines are met in a high-volume environment.Your primary responsibilities will include entering invoices, processing...

BTY Group, a renowned executive search firm, is seeking an experienced Cost Management Specialist to lead our team in driving operations excellence. As a seasoned professional, you will be responsible for overseeing day-to-day operations for 5 restaurants in the Ottawa market.The ideal candidate will have a proven track record of training, developing, and...