Financial Planning Consultant in Wealth Management

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...

At National Bank, we're on a mission to have a positive impact on people's lives. As a Wealth Management Consultant in our Commercial & Private Banking 1859 team, you'll play a crucial role in achieving this goal.About the RoleWe're looking for an experienced professional to join our team as a Wealth Management Consultant. In this role, you'll act as a...

A fulfilling career as a Private Wealth Advisor in the Commercial & Private Banking team means acting as a trusted financial specialist for high-net-worth clients. This role allows you to make a positive impact on our organization, thanks to your skills in providing exceptional customer service, your ability to build strong trusting relationships and your...

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...

Job SummaryWe are seeking a Financial Planning Expert to join our team as a Wealth Creation Specialist. This role is responsible for identifying clients' investment and financing needs, drafting personalized financial plans, and advising clients on customized solutions.

Unlock Your Potential as a Wealth Management AdvisorJoin the Royal Bank of Canada team as a Wealth Management Advisor, where you'll have the opportunity to make a meaningful impact on clients' financial lives.About the RoleWe're seeking an experienced Financial Planner with a passion for holistic financial planning to join our team. As a Wealth Management...

Scotiabank is a leading bank in the Americas, driven by its purpose to help customers achieve success. As a Financial Planning Professional, you will be an integral part of the ScotiaMcLeod team, contributing to the overall success of the organization.About the RoleThis role offers a unique opportunity to provide financial planning support to a dedicated...

At Manulife, we're committed to delivering financial and investment solutions to clients across the wealth spectrum.The Financial Services Consultant plays a vital role in our Advisor Group, connecting with employees in our group plans at Manulife to understand their investment and other needs. This is an important opportunity to guide and assist them 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 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...

We are seeking an experienced Strategic Financial Planner to join our Wealth Management team in Montreal, Quebec. In this role, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key Responsibilities:Conduct comprehensive financial planning reviews for...

Unlock Your Potential as a Senior Financial Planning ConsultantRoyal Bank of Canada is seeking a highly skilled and motivated Senior Financial Planning Consultant to join our team in Montreal, Quebec.This is an excellent opportunity for an experienced financial planning professional to manage and grow a portfolio of mass affluent clients, providing ongoing...

We are seeking a Financial Planning Consultant to join our team at Royal Trust Corporation of Canada. As an integral member of our team, you will work closely with our advisors to deliver comprehensive financial plans to High Net Worth (HNW) clients. Your expertise in tax planning and financial planning will be essential in providing expert knowledge around...

Located in Toronto, our client is a boutique consulting firm with top-notch expertise in Financial Services technology. This winning combination of business and technical knowledge enables clients to receive superior customization.We provide remote or onsite HR and Recruitment solutions like Recruitment Process Outsourcing (RPO), complemented by cutting-edge...

As a Strategic Wealth Manager at Scotiabank, you will be responsible for developing and deepening client relationships by providing high-quality advice and service. Your primary focus will be on investment sales and new client acquisition, as well as establishing business development opportunities with prospects and clients in the assigned market...

Job OverviewWe are seeking a highly skilled Wealth Management Solutions Sales Specialist to join our team at RecruitAction. In this role, you will focus on promoting wealth management solutions to financial advisors, building strong relationships, and driving sales growth.Estimated Salary: $44-$47 per hour based on experience.Key Responsibilities:• Conduct...

Job OverviewThis role involves working closely with advisors to deliver comprehensive financial plans tailored to High Net Worth (HNW) clients of RBC Wealth Management.

About ScotiabankScotiabank is a leading bank in the Americas, guided by our purpose: 'for every future'. We help our customers, their families, and their communities achieve success through various advice, products, and services.A High-Paying OpportunityWe are offering a highly competitive salary of approximately $85,000 per year for this Senior Financial...

Senior Total Wealth PlannerEstimated Salary: $90,000 - $120,000 per annum.About the RoleThis is a key service provided to clients of Scotia Wealth Management. The Senior Total Wealth Planner is responsible for providing comprehensive financial planning advice and support to high net worth clients and acting as the in-field subject matter expert and...

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...