Strategic Director of Wealth Management and Operations

Optimize Wealth Management, a leading wealth management company in Toronto, ON, is seeking an accomplished Strategic Portfolio Director to join their team.The estimated salary for this role is CAD 150,000 - 200,000 per year, depending on experience.About the RoleThis full-time position requires strategic leadership and expertise in developing and...

Advisory Services Director PositionNicola Wealth is seeking a highly skilled and experienced Advisor Services Director to lead our Wealth Advisor team in Ontario. This role will be responsible for shaping the performance, direction, and growth of our Wealth Advisor team, ensuring that we achieve our strategic and business objectives while delivering an...

About UsNicola Wealth is a leading wealth management firm in Canada, recognized for its exceptional financial planning, diversified investment platform, and award-winning culture.Job SummaryWe are seeking an experienced Advisory Services Director to lead our Wealth Advisor team and operations in Ontario. As a key member of our leadership team, you will be...

Company DescriptionOptimize Wealth Management (Optimize Inc.), located in Toronto, ON, is a premier wealth management company that provides personalized financial solutions and advice to its clients. The company's financial services and solutions include financial planning, portfolio management, tax preparation, debt management, and estate planning....

Aviso Wealth is a leading wealth management and investment services provider in Canada, with over $130 billion in total assets under administration and management. As a trusted partner for credit unions, portfolio managers, investment dealers, insurance companies, and introducing brokers, we deliver innovative solutions that empower our clients to succeed in...

IG Wealth Management: Strategic Business Solutions LeaderWe are seeking a highly skilled and experienced Strategic Business Solutions Leader to join our Corporate Solutions Technology team at IG Wealth Management.

Optimize Wealth Management: A Premier Wealth Management Firm">We are seeking a highly motivated Wealth Management Specialist to join our team at Optimize Wealth Management, a premier wealth management firm in Toronto. As a key member of our team, you will play a vital role in delivering exceptional client experiences and contributing to the growth and...

About Optimize Wealth ManagementWealth management is a complex field, and our clients require tailored financial solutions to achieve their goals. At Optimize Wealth Management, we pride ourselves on delivering personalized advice and support.This role is an excellent opportunity for a driven individual with a passion for operational efficiency to join our...

About UsOptimize Wealth Management (Optimize Inc.) is a leading wealth management firm in Toronto, ON. We provide personalized financial solutions and advice to our clients.Role OverviewWe are seeking an experienced Chief Investment Officer to lead our investment strategy and team. The successful candidate will be responsible for developing and communicating...

Job OverviewBrightview Wealth Management is a boutique wealth management firm dedicated to helping clients accumulate wealth and achieve financial success. Our vision is to provide top-tier financial products and sound advice to match our clients' unique needs.As a Brightview Wealth Management Financial Service Representative, you will join our Toronto...

Optimize Wealth Management is a premier wealth management company based in Toronto, ON. We provide personalized financial solutions and advice to our clients, including financial planning, portfolio management, tax preparation, debt management, and estate planning.The core of our approach is to match clients' financial and life goals with personalized...

About Aviso WealthAviso Wealth is a leading wealth management and investment services provider for the Canadian financial industry. With over $130 billion in total assets under administration and management, and over 1,000 employees, we're building a comprehensive, technology-enabled, client-centric wealth services ecosystem.Job SummaryWe are seeking an...

At Optimize Wealth Management, a leading wealth management company based in Toronto, ON, we strive to provide exceptional financial services and personalized advice to our clients. Our commitment to matching clients' financial goals with tailored strategies and outstanding customer experiences is at the core of our holistic approach.This full-time, on-site...

Company OverviewOptimize Wealth Management, a leading wealth management firm based in Toronto, is dedicated to providing personalized financial solutions and expert advice to its clients. With a focus on matching clients' financial goals with tailored strategies, the company prides itself on delivering exceptional customer experiences through honesty,...

Company OverviewThe Royal Bank of Canada (RBC) is a leading financial institution that strives to provide trusted advice and services to its clients. Our Wealth Management division is dedicated to delivering innovative solutions and exceptional client experiences.Job SummaryWe are seeking an experienced Director, Wealth Initiatives to lead the execution of...

Job DescriptionScotiabank is a leading bank in the Americas. Our purpose: 'for every future', helps our customers achieve success through advice, products and services.About the RoleWe are seeking a Senior Manager, Onboarding Support to lead a team responsible for supporting Canadian Wealth Management businesses in account opening & maintenance activities....

Aviso Wealth: Where Leadership Meets InnovationWe are a leading wealth management organization dedicated to improving the financial well-being of Canadians. Our company is built on values such as leadership, innovation, partnership, responsibility, and community.As a strategic sales and relationship director, you will be part of our Correspondent &...

OverviewOptimize Wealth Management is a leading wealth management company located in Toronto, ON. Our company provides personalized financial solutions and advice to our clients, with a focus on matching their financial goals with holistic strategies.

Company OverviewOptimize Wealth Management is a prominent wealth management firm in Toronto, ON, dedicated to delivering exceptional financial solutions tailored to clients' needs. With a focus on holistic wealth management, our team provides personalized strategies for success.Job SummaryWe are seeking an experienced Portfolio Management Director to oversee...

Role OverviewNicola Wealth is a leading wealth management firm seeking a skilled Wealth Planning Associate to join our Advisory Services Division.As a key member of our team, you will provide exceptional support to our Wealth Advisors, delivering first-class financial planning and strategic wealth management services to our high-net worth...