Senior Wealth Management Professional

Job Summary:This is an exciting opportunity for a senior wealth management professional to join our team at IG Wealth Management.Key Responsibilities:Expand existing client relationships to drive revenue growth and build a book of clients within an established practice.Work closely with the practice lead and financial consultants to develop and implement...

About the OpportunityWe are seeking a results-oriented financial services professional to join our team at Hillaby & Associates Private Wealth Management. As a senior financial strategist, you will play a key role in developing high-net-worth referral opportunities and building relationships with clients.Key ResponsibilitiesLeverage our existing client base...

About Our CompanyIG Wealth Management is a leading Private Wealth Management practice with a 20-year history in Calgary. We're seeking a results-oriented financial services professional to join our team as a Senior Financial Advisor.Your responsibilities will include:Following up on new business opportunitiesIdentifying opportunities to serve current...

As a leading Private Wealth Management practice in Calgary, IG Wealth Management is committed to providing exceptional client service and achieving outstanding results. We're seeking a skilled Private Wealth Management Advisor to join our team and help us drive success.Your responsibilities will include:Providing expert advice and guidance to clients on...

About UsHillaby & Associates Private Wealth Management is a leading Private Wealth Management practice located in Calgary. We offer a unique opportunity for a financial services professional to join our team and contribute to our success.Job SummaryWe are seeking a financial services professional to join our team as a wealth management advisor. In this role,...

Company Overview:At Cardinal Point, we provide exceptional wealth management services to our clients across Canada and the United States. With a strong reputation for innovation and client-focused solutions, we strive to create long-term value through strategic investment sand financial planning strategies. We are currently seeking an experienced and...

Job OverviewWe are seeking a highly skilled Senior Wealth Management Professional to join our team at Scotiabank. This individual will be responsible for managing a portfolio of high net worth clients, providing relationship banking services, and identifying opportunities for business growth.Key ResponsibilitiesLead Portfolio Management and Risk Mitigation...

At Scotiabank, we are committed to delivering a best-in-class client experience. As a Senior Trust Officer, you will play a critical role in supporting our strategy and revenue goals by providing high-quality solutions to high-net-worth clients.This role requires a proven, highly skilled professional with expertise in Estate & Trust administration and wealth...

We are looking for an experienced Senior Wealth Manager to join our team at the Bank of Montreal. As a key member of our organization, this individual will be responsible for developing and implementing strategies to enhance profitability and market share.This involves working collaboratively with internal stakeholders to build relationships, deliver...

Job DescriptionWealth Management ProfessionalThis role is a key part of our Wealth Management team, responsible for delivering exceptional client experiences in accordance with clients' needs and expectations. The ideal candidate will have strong interpersonal skills, technical knowledge of estates and trusts, and the ability to build deep relationships.Main...

Company OverviewScotiabank is a leading bank in the Americas, guided by our purpose: 'for every future'. We help our customers achieve success through a broad range of advice, products and services.Job DescriptionWe are seeking a Senior Trust Officer to join our Scotia Wealth Management team. As a trusted and experienced relationship manager, you will be...

About the CompanyHillaby & Associates Private Wealth Management is a leading Private Wealth Management practice with a 20-year history located in Calgary. Our team is passionate about helping clients achieve positive outcomes and attracting referrals, introductions, and new business.Job DescriptionLeverage our existing client base to develop high-net-worth...

We're a dynamic Private Wealth Management practice with a 20-year history in Calgary. As a Financial Services Professional, you'll play a key role in identifying and pursuing new business opportunities while maintaining strong relationships with existing clients.Your responsibilities will include:Following up on new leads and referralsDeveloping strategies...

About the Company - Excellent opportunity with Hillaby & Associates Private Wealth Management. Looking for a results oriented financial services professional who is interested in a long-term opportunity with a leading Private Wealth Management practice, with a 20 year history located in Calgary. Individual must be well versed in financial planning and...

About the Company - Excellent opportunity with Hillaby & Associates Private Wealth Management. Looking for a results oriented financial services professional who is interested in a long-term opportunity with a leading Private Wealth Management practice, with a 20 year history located in Calgary. Individual must be well versed in financial planning and...

About the Company - Excellent opportunity with Hillaby & Associates Private Wealth Management. Looking for a results-oriented financial services professional who is interested in a long-term opportunity with a leading Private Wealth Management practice, with a 20-year history located in Calgary. Individual must be well versed in financial planning and...

About UsAt IPC, we are a diverse group of individuals driven by one goal: delivering exceptional client experiences through our wealth management strategy and total client experience program. This approach enables us to help clients achieve their financial objectives.We recently merged with Canada Life, one of Canada's leading insurers, creating a prominent...

Job SummaryThe Professional Staffing company seeks a seasoned Portfolio Manager to oversee a portfolio of high-net-worth clients in Canada, delivering bespoke financial planning and investment management services. This role requires exceptional communication skills, the ability to craft tailored wealth management strategies, and staying abreast of market...

**Job Overview**We are seeking an experienced Financial Planning Specialist to join our team at TD Wealth. As a key member of our financial planning team, you will play a critical role in helping clients achieve their long-term financial goals.Responsibilities will include:Providing financial planning expertise to clients, identifying their financial...

About UsCompany OverviewHillaby & Associates Private Wealth Management is a leading private wealth management practice with a 20-year history in Calgary. We are seeking a results-oriented financial services professional to join our team.