Executive Financial Advisor for Wealthy Families

This design-driven furniture company has revolutionized modern living with its innovative, multifunctional, and space-saving furniture.Wealthy Recruiting is seeking a visionary leader to spearhead the company's ambitious journey of transforming into a global omni-channel powerhouse.The ideal candidate will have deep expertise in scaling eCommerce and retail...

Wealthy Recruiting is an innovative firm that redefines modern hiring processes with cutting-edge strategies. With a dynamic digital presence and strong industry connections, we've built a passionate online following.As the Strategic Digital Community Manager, you'll lead the charge in connecting with millions of professionals while working to expand our...

OverviewWe are seeking a skilled Financial Analyst to join our team at Patrimonica, a dynamic group dedicated to the financial supervision of wealthy families.Salary and BenefitsThe salary for this position is estimated to be between $45,000 and $60,000 per year, depending on skills and experience. In addition to a competitive salary, we offer a generous...

Company OverviewPatrimonica is a dynamic group dedicated to the financial supervision of wealthy families.We take pride in building privileged relationships with people of stature and influence, contributing to their success.We foster a work/life balance environment that allows our team members to grow personally and professionally.SalaryThe salary for this...

This forward-thinking CEO position presents a rare opportunity to drive the growth of a pioneering furniture company. About the CompanyWealthy Recruiting is proud to represent this innovative brand, which has already captured a loyal customer base and achieved $70M in annual revenue through its robust eCommerce platform.With sustainability, craftsmanship,...

Your Role:In this dynamic position as a Private Wealth Advisor, you will play a key role in providing exceptional customer service, building strong relationships, and offering wealth management advisory services to clients. This includes developing the wealthy clientele market for the Montreal area, increasing assets under management, and directing the...

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...

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 SummaryThe Senior Manager, Financial Advisors, Investment will partner with Canadian Banking regional leadership and Wealth Management to oversee a team of Financial Advisors Investment & Retirement specialists (FAIRs) for an assigned market.Key ResponsibilitiesCoach the team of FAIRs to increase financial planning results and support recruitment and...

Key Responsibilities:The Tax Director will oversee complex tax files, prepare and review tax returns, and provide expertise for tax planning of client files. They will also collaborate with the team to ensure timely and accurate completion of tasks.Key Accountabilities:Participate in meetings with clients to understand their expectations and needsManage and...

Job SummaryThe Senior Manager, Financial Advisor, Investment & Retirement will partner with Canadian Banking regional leadership and Wealth Management to oversee a team of Financial Advisors Investment & Retirement specialists (FAIRs) for an assigned market.Key ResponsibilitiesCoach the team of FAIRs to increase financial planning results and support...

Job SummaryA career opportunity has arisen for a skilled Senior Financial Advisor to join our team in Montreal, Quebec. As a Senior Financial Advisor, you will play a key role in developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key Responsibilities:Conduct comprehensive financial...

We are seeking a highly experienced Senior Tax Strategist to join our team at Patrimonica. This role offers the opportunity to work with wealthy families, developing and implementing complex tax strategies that align with their financial goals.As a key member of our team, you will be responsible for reviewing and preparing tax declarations for various...

Financial Systems AdvisorEarn an estimated salary of $85,000 annually as a Financial Systems Advisor at NBC.Job OverviewAt National Bank Corporation (NBC), we're committed to excellence in finance and accounting. Our Finance Practical Systems Evolution team is seeking an experienced advisor to join our dynamic Agile team.Key ResponsibilitiesParticipate in...

Job SummaryWe are seeking a highly skilled Financial Systems Advisor to join our team at National Bank. As a key member of our Finance Evolution department, you will play a critical role in the planning and execution of supplier onboarding projects, implementation of automated value-added purchasing processes, and provision of operational and informational...

We are seeking a seasoned Wealth Management Advisor to join our team in Montreal. As an Investment and Retirement Specialist, you will play a key role in developing and executing investment strategies tailored to the needs of high-net-worth individuals and families.Key Responsibilities:Increase client savings by offering integrated financial solutions...

About the RoleWe are seeking a highly skilled Senior Financial Advisor to join our team at National Bank. As a key member of our Integration and Transition team, you will play a crucial role in supporting our network stakeholders in their customer service offering.Key ResponsibilitiesAct as an expert advisor and coordinator for teams new to NBFWM, providing...

Job Title: Executive Assessment LeadWe are seeking a highly skilled Executive Assessment Lead to join our Human Resources team at Sun Life Financial. In this role, you will be responsible for implementing and evaluating our assessment tools and processes, as well as providing coaching and feedback to executives.Key Responsibilities:Conduct comprehensive...

Unlock Your Potential as a Sun Life Financial AdvisorAre you a self-motivated and driven individual looking to build a successful business in financial services? Do you have a passion for helping others achieve their long-term goals?Sun Life is seeking a talented and entrepreneurial Financial Advisor to join our team. As a Financial Advisor, you will have...

Job Description:As a Strategic Management Advisor at Tormon Executive Search Limited, you will play a crucial role in helping organizations improve their managerial methods and organization. Your expertise will be essential in conducting quality audits, developing quality management and quality assurance standards, and proposing improvements to methods,...