Senior Wealth Management Professional

About the RoleStaffix is seeking a highly organized and detail-oriented Senior Wealth Management Administrative Professional to join our team. This role requires a proactive self-starter who excels in multitasking and prioritization, with a knack for building relationships and delivering top-tier support.Key ResponsibilitiesCalendar ManagementOptimize and...

At ScotiaMcLeod, we're seeking a highly skilled Senior Associate to join our team of experienced professionals. As a cornerstone business within Scotia Wealth Management, we've built a reputation for integrity and service excellence.We're committed to empowering our advisors and teams to explore innovative approaches to protecting and growing our clients'...

Our company, IG Wealth Management, a leading financial services provider in Canada, offers an exceptional opportunity for a highly skilled Senior Financial Planner to join our elite performance team.The estimated annual salary for this role is $85,000 - $110,000, depending on experience.About the Role:We are seeking a talented and experienced Financial...

Job Title: Canada Wealth Management SupervisorBlue Chip Recruiting Ltd. is seeking a highly skilled and experienced Canada Wealth Management Supervisor to join our team. As a key member of our wealth management team, you will be responsible for ensuring the highest level of compliance and risk management in our operations.Key Responsibilities:Surveillance...

Role SummaryBlue Chip Recruiting Ltd. is seeking a highly skilled and experienced individual to fill the role of Canada Wealth Management Supervisor. This is a challenging opportunity for a dedicated professional to lead and manage a team in the wealth management industry.Key ResponsibilitiesSurveillance and SupervisionOversee the supervision of retail...

Role OverviewWe are seeking a seasoned Senior Licensed Associate, Wealth Management to join our esteemed Multi-Family Office team in Calgary.

Executive Assistant Role at StaffixWe are seeking a dynamic and detail-oriented Administrative Professional to join our growing team at Staffix, a well-known Wealth Management office.About the Role:This position is crucial in supporting senior wealth management professionals by ensuring efficient operations and enhancing client relations through careful...

Exciting Opportunity for a Senior Wealth AdvisorAs a Senior Wealth Advisor at Scotiabank, you will be responsible for providing expert financial planning and wealth management services to clients. Your primary goal will be to help clients achieve their financial goals through comprehensive financial planning and investment advice.Main...

Senior Investment Associate, Wealth ManagementAre you a seasoned professional in wealth management seeking a new challenge? Our esteemed client, a leading Multi-Family Office, is expanding its licensed IIROC team with a long-term Senior Investment Associate role in their successful UHNW business.Key Responsibilities:Support the Multi-Family Office team in...

At ScotiaMcLeod, we're committed to delivering exceptional wealth management services to our clients. As a Senior Associate, you'll play a key role in helping our Wealth Advisors develop and manage their book of business.Key Responsibilities:Identify new business opportunities to grow our client base and increase revenueUtilize your knowledge of our products...

About the RoleThis position involves acting as a senior representative for Scotia Wealth Management, with a focus on cultivating strong, long-lasting relationships with high net worth clients. Key responsibilities include:Providing exceptional client service, ensuring timely and accurate account administration, and delivering personalized solutions tailored...

At ScotiaMcLeod, we offer a unique opportunity to excel in a dynamic wealth management environment. As a Senior Associate, you will play a key role in supporting our Wealth Advisors in developing and managing their book of business.Key Responsibilities:Identify new business opportunities to grow our client base and increase revenue.Utilize in-depth knowledge...

Executive Assistant - Wealth ManagementStaffix is seeking a highly organized and detail-oriented Executive Assistant to support senior wealth management professionals. This role requires a proactive individual who excels in multitasking and prioritization.Key Responsibilities:Calendar Management: Optimize and manage complex calendars for senior wealth...

About the RoleAs a highly skilled and experienced Financial Planner, you will play a crucial role in helping our clients achieve their financial goals and objectives. We are seeking an individual with a passion for financial planning, a strong understanding of our industry-leading technology, and excellent communication skills. Key ResponsibilitiesDevelop...

We are seeking a skilled Wealth Sales and Service Professional to join our team at BMO. In this role, you will have the opportunity to work with a highly successful senior team to develop and build a profitable business. Your primary accountability will be to build trust and strong client relationships, determine individual investment needs, and provide...

About the RoleWe are seeking an experienced Wealth Management Professional to join our team in Calgary. This is a challenging and rewarding opportunity for individuals who are passionate about delivering exceptional client experiences and building long-term relationships.

The Blue Chip Recruiting Ltd. is seeking a Senior Licensed Associate, Wealth Management to join our successful UHNW business in Calgary.Job Description:We are looking for an experienced Investment Representative with a strong background in wealth management to support our Multi-Family Office team.The ideal candidate will have a proven track record of...

Job Title: Senior Licensed Associate - Wealth ManagementJob Summary:We are seeking a skilled Senior Licensed Associate to join our Wealth Management team. As a key member of our team, you will be responsible for providing exceptional service to our clients and internal partners.Key Responsibilities:Support the Multi-Family Office team in Calgary, reporting...

Job OverviewFinancial FreedomWe are seeking a highly skilled Senior Wealth Strategist to join our team at Royal Bank of Canada. As a Senior Wealth Strategist, you will have the opportunity to manage and grow a portfolio of mass affluent clients, providing them with comprehensive financial planning and advice to help them achieve their long-term goals.About...

Job OverviewFinancial FreedomWe are seeking a highly skilled Senior Wealth Strategist to join our team at Royal Bank of Canada. As a Senior Wealth Strategist, you will have the opportunity to manage and grow a portfolio of mass affluent clients, providing them with comprehensive financial planning and advice to help them achieve their long-term goals.About...