High Net Worth Client Relationship Specialist
1 week ago
We are seeking a highly skilled Private Banking Advisor to join our team and provide exceptional client experience and day-to-day banking advice to high net worth Canadians.
Key Responsibilities- Deliver tailored advice and solutions to clients, enabling them to digitally self-serve and deepen existing long-term relationships.
- Contribute to business development by creating ideas in weekly planning/strategy sessions with follow-up and execution of planned activities.
- Conduct comprehensive banking reviews with all new households and with existing clients as appropriate.
- Provide financial advice through the presentation of options with a clear recommendation that articulates the value to the client.
- Superior client relationship management skills.
- Exceptional oral and written communication skills.
- A minimum of two years of relevant financial services industry experience, preferably with high net worth clients.
- Meticulous attention to detail and strong organizational skills.
We offer a comprehensive Total Rewards Program including bonuses, flexible benefits, competitive compensation, commissions, and stock where applicable. Our leaders support your development through coaching and managing opportunities. You will have the ability to make a difference and lasting impact in a dynamic, collaborative, progressive, and high-performing team.
We estimate the salary for this role to be around $120,000 - $150,000 per year, depending on experience and qualifications.
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High Net Worth Banking Specialist
1 week ago
Calgary, Alberta, Canada National Bank Full timeJob SummaryWe are seeking a highly skilled High Net Worth Banking Specialist to join our team at National Bank Private Banking 1859. In this role, you will be responsible for providing exceptional customer service and support to our ultra-high net worth clients.Key Responsibilities:Closely work with the Premium Banking team to provide administrative and...
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High Net Worth Financial Advisor
3 weeks ago
Calgary, Alberta, Canada Royal Bank of Canada Full timeUnlock Your Potential as a High Net Worth Financial AdvisorWe are seeking an exceptional individual to join our team as a High Net Worth Financial Advisor in Calgary. As a key member of our client relationship team, you will provide tailored advice and solutions to high net worth clients, supporting their financial goals and aspirations.About the RoleDeliver...
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Tax Specialist
4 weeks ago
Calgary, Alberta, Canada Iris Software Full timeAbout the RoleWe are seeking a seasoned Tax Specialist to join our Private Client Services (PCS) practice, focusing on advising high net worth business owners and individuals. This opportunity is ideal for a dynamic and entrepreneurially motivated individual who wishes to grow a long-term career in tax advisory services.
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High Net Worth Financial Strategist
1 week ago
Calgary, Alberta, Canada Servus Credit Union Full timeCompelling Career Opportunity at Servus Credit UnionServus Credit Union, a leading cooperative financial institution in Alberta, seeks an exceptional Senior Wealth Advisor to join our esteemed team. This rewarding role offers the ideal candidate a chance to leverage their expertise and drive growth while providing personalized service to high net worth...
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High Net Worth Underwriter
4 weeks ago
Calgary, Alberta, Canada Sun Life Financial Full timeUnlock Your Potential with Sun Life FinancialJob Overview:Sun Life Financial, a leading provider of financial services, seeks an experienced High Net Worth Underwriter to join our dynamic team. As a key member of our organization, you will play a vital role in shaping the future of our company and contributing to the success of our clients.Salary:$100,000 -...
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Senior Financial Planner
19 hours ago
Calgary, Alberta, Canada The Wealth Council Full timeAbout The Wealth CouncilWe are a dynamic wealth management firm dedicated to providing exceptional financial advice to high-net-worth individuals and corporate clients. Our team is passionate about delivering comprehensive solutions that meet the unique needs of our clients.Job SummaryWe are seeking an experienced Senior Financial Planner to join our team....
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High Net Worth Banking Professional
6 days ago
Calgary, Alberta, Canada Banque Nationale Full timeWe are seeking a skilled and dedicated High Net Worth Banking Professional to join our team at Banque Nationale. This exciting opportunity will allow you to work closely with affluent clients, providing personalized banking and wealth management services.As a key member of our team, you will be responsible for delivering exceptional customer service,...
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High Net Worth Administrative Support Specialist
1 month ago
Calgary, Alberta, Canada Palisade Capital Management Ltd. Full timeWe are seeking a highly organized and motivated Wealth Management Administrative Assistant to support our team of portfolio managers in delivering exceptional client service. This is a unique opportunity to join Palisade Capital Management Ltd., a boutique investment management firm dedicated to serving high net worth families and their corporations.About...
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Senior Banking Professional
6 days ago
Calgary, Alberta, Canada National Bank Full timeAbout the RoleAs a Senior Banking Professional, you will play a key role in delivering exceptional client service to our ultra high net worth clients. This hybrid position combines administrative and customer-facing responsibilities to provide a seamless experience for our clients.
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High Net Worth Tax Strategist
3 weeks ago
Calgary, Alberta, Canada Iris Software Full timeCAD 150,000 - 200,000 per annum is the estimated salary for this role.About EYAt EY, you'll have the opportunity to build a career as unique as you are, with global scale, support, inclusive culture, and technology to become the best version of you. Our tax professionals help multinational organizations meet complex obligations.Tax Manager ResponsibilitiesAs...
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High Net Worth Business Development Associate
4 weeks ago
Calgary, Alberta, Canada Agrawal Associates Full timeAs a key member of Agrawal Associates, you will play a vital role in driving business growth and expansion in the financial services industry. Located on the traditional territories of the Treaty 7 region in Southern Alberta, our team is dedicated to providing exceptional service to our clients.We offer a strong total compensation package, including bonuses...
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Calgary, Alberta, Canada Royal Bank of Canada Full timeAbout the Role">Royal Bank of Canada is seeking an experienced Investment Advisor to join our team as a Strategic Financial Planner. As a key member of our wealth management group, you will be responsible for building and maintaining relationships with high-net-worth individuals and families.">What You'll Do">">Provide personalized financial planning and...
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High Net Worth Client Relationship Manager
1 month ago
Calgary, Alberta, Canada Scotiabank Full timeAbout the RoleWe are seeking a seasoned Senior Trust Officer to join our Scotia Wealth Management team. As a trusted relationship manager, you will play a vital role in delivering exceptional client experiences and driving revenue growth.
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Calgary, Alberta, Canada The Wealth Council Full timeAbout The Wealth CouncilWe are a dynamic wealth management firm dedicated to delivering exceptional financial advice and results to our clients. Our team is passionate about making a real impact in the industry through a differentiated client experience.Job SummaryWe are seeking a highly motivated Senior Financial Planner to join our growing team in Calgary,...
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Senior Trust Operations Manager
2 days ago
Calgary, Alberta, Canada Scotiabank Full timeScotiabank seeks a Senior Trust Officer to support its strategy and revenue goals by delivering a best-in-class client experience.This role is responsible for presenting Scotia's high-quality solutions to high-net-worth clients of Scotia Wealth Management, in accordance with their needs and expectations and in compliance with policies and procedures.About...
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Relationship Wellness Specialist
2 days ago
Calgary, Alberta, Canada The Relationship Wellness Clinic Full timeAt The Relationship Wellness Clinic, our mission is to empower individuals and couples to cultivate healthy, fulfilling relationships in all forms.We are currently seeking a Couples Therapist who is trained in the Gottman Method and Emotionally Focused Couples Therapy and specializes in both couples' therapy and individual challenges. Our ideal candidate is...
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Wealth Management Support Specialist
2 days ago
Calgary, Alberta, Canada Palisade Capital Management Ltd. Full timeAbout Palisade CapitalWith over 26 years of experience in boutique investment management, Palisade Capital has established a strong reputation for delivering exceptional service to high net worth families and their corporations.We are currently seeking a highly motivated and organized Wealth Management Support Specialist to join our team. This is an exciting...
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Financial Services Specialist
4 weeks ago
Calgary, Alberta, Canada Royal Bank of Canada Full timeRoyal Bank of Canada is a leader in the financial industry, and we're seeking a talented Financial Services Specialist to join our team. This role offers a unique opportunity to build a career in wealth management, working with high-net-worth individuals, families, and business owners.Salary: $120,000 - $180,000 per year, depending on experience.About the...
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Relationship Wellness Therapist
4 days ago
Calgary, Alberta, Canada The Relationship Wellness Clinic Full timeAbout the RoleWe are seeking a highly skilled Relationship Wellness Therapist to join our team at The Relationship Wellness Clinic. As a key member of our staff, you will provide evidence-based therapy to couples and individuals, utilizing the Gottman Method and other approaches as needed.Key ResponsibilitiesDeliver high-quality therapy sessions to clients,...
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Relationship Wellness Therapist
19 hours ago
Calgary, Alberta, Canada The Relationship Wellness Clinic Full timeTransform Lives with the Power of RelationshipsAt The Relationship Wellness Clinic, we're committed to empowering individuals and couples to build healthy, fulfilling relationships. As a Couples Therapist, you'll play a vital role in helping people navigate life's complexities and achieve their relationship goals.About UsWe're a dedicated team passionate...