Wealth Management Solutions Sales Specialist

Job SummaryThe Regional Director, Total Wealth Planning plays a critical role in executing Canadian Wealth Management's strategy by leading the delivery of Total Wealth Planning and Canadian Wealth Insurance Services across Quebec and Atlantic Canada.Key ResponsibilitiesLead a team of specialists to exceed nationally-defined goals and business plans,...

IG Wealth Management is a leading diversified wealth and asset management company with approximately $271 billion in total assets under management. Our vision is to inspire financial confidence by providing a broad range of financial planning and investment management services to help Canadians meet their financial goals.About IG Wealth ManagementWe are...

Unlock Your Potential as a Wealth Sales RepresentativeAt Sun Life Financial, we're committed to empowering our employees to succeed in their careers and make a meaningful impact on our clients' lives.As a Wealth Sales Representative, you'll play a critical role in helping our clients achieve their financial goals by providing expert advice and guidance on...

Job Title: Wealth Tech Platform SpecialistLocation: Job Type: Full-time Reports to: Chief Revenue Officer About Sofistic: At Sofistic, we empower financial professionals to drive success through cutting-edge AI technology solutions. Our platform leverages AI-driven insights to enhance decision-making, optimize portfolio management, and improve client...

We are seeking a highly skilled Wealth Management Specialist to join our team at National Bank. In this role, you will work closely with a multidisciplinary team to manage and deliver large-scale projects that drive efficiency, profitability, and customer experience.As a Wealth Management Specialist, you will act as a link between the regions and corporate...

About the Role: IG Wealth Management is seeking a highly skilled and experienced District Vice-President to lead our team in Quebec and Atlantic Canada. This role requires a strong understanding of our products and services, as well as excellent communication and sales skills. Key Responsibilities:Provide exceptional service to IG Wealth Management...

Job DescriptionWe are seeking an experienced Wealth Management Banking Specialist to join our team at NBC. This is a challenging and rewarding role that requires strong analytical and communication skills.As a Wealth Management Banking Specialist, you will be responsible for providing banking services to high net worth individuals and families. You will work...

Job Description:You will be part of a dynamic team at Financière Sun Life, working in the wealth distribution department under the Sun Life Global Investments brand. This role involves partnering with Wealth Sales Directors and Regional Sales Assistants to generate sales through various investment channels.Key Responsibilities:Build relationships with...

Job OverviewAviso Wealth is a leading wealth management and investment services provider, offering comprehensive solutions for the Canadian financial industry.About the RoleWe are seeking an experienced Financial Trader Specialist to join our Trading team. This individual will be responsible for executing daily Mutual Fund trade orders, supporting Portfolio...

Job Summary:We are seeking a highly skilled Senior Wealth Management Specialist to join our team at National Bank. As a key member of our Commercial & Private Banking 1859 sector, you will be responsible for developing and implementing wealth management strategies for our high net worth clients.Key Responsibilities:Develop and maintain relationships with...

Job SummaryA career as a Private Wealth Advisor in the Commercial & Private Banking 1859 team means acting as a preferred financial specialist for wealthy clients. This role allows you to have a positive impact on our organization, thanks to your skills in providing exceptional customer service, your ability to build strong trusting relationships and your...

Job SummaryWe are seeking a highly skilled Private Wealth Advisor to join our Commercial & Private Banking 1859 team. As a key member of our team, you will be responsible for providing exceptional customer service, building strong relationships with our wealthy clients, and offering tailored financial planning solutions to meet their unique needs.Key...

Job Summary:We are seeking an experienced Strategic Portfolio Manager to join our Investment Solutions team at NBC. As a key member of our team, you will play a critical role in providing expert portfolio management advice and support to our wealth advisors.About the Role:Provide strategic portfolio management advice and support to wealth advisors to help...

Job Summary:We are seeking a highly skilled Senior Wealth Management Specialist to join our team at National Bank. As a key member of our Commercial & Private Banking 1859 sector, you will be responsible for developing and implementing wealth management strategies for our clients.Key Responsibilities:Develop and maintain relationships with high net worth...

Job OverviewWe are seeking a highly skilled and motivated Wealth Management Professional to join our team at Scotiabank.About the RoleThe successful candidate will be responsible for providing exceptional client service, managing client relationships, and delivering tailored wealth management solutions.Key ResponsibilitiesProvide personalized service to...

About the RoleWe are seeking a talented Private Wealth Advisor to join our Commercial & Private Banking 1859 team at National Bank. As a Private Wealth Advisor, you will play a key role in providing exceptional customer service, building strong trusting relationships, and delivering expert financial planning solutions to our high-net-worth clients.Key...

About the Internship ProgramWe are seeking highly motivated and ambitious university students to join our Fall 2024, Winter 2025, and Summer 2025 internship program in financial planning.Key Responsibilities:Assist in creating, updating, and optimizing financial plans for clients.Participate in client prospecting and outreach activities.Contribute to the...

Unlock Your Potential as a Financial PlannerAre you a university student looking for a challenging and rewarding internship opportunity? Do you have a passion for financial planning and a desire to learn from the best in the industry? If so, we invite you to apply for our Financial Planning Internship program at IG Wealth Management.About the InternshipAs a...

Job DescriptionWe are seeking a highly skilled Financial Planner to join our team at TD Wealth. As a Financial Planner, you will be responsible for providing personalized advice and solutions to clients, helping them achieve their financial goals and objectives.Key Responsibilities:Conduct financial needs assessments to identify clients' financial goals and...

Job Title: Wealth Management AdvisorAs a Wealth Management Advisor at Desjardins, you will play a key role in developing and maintaining lasting and trusting business relationships with members and clients. Your primary responsibility will be to listen to their needs, offer advice that fits their financial situation, and help them choose appropriate...