Senior Manager, Wealth Services

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...

About the RoleAviso Wealth is seeking a highly skilled Senior Manager, Technology Support Services to join our Information Technology team. This is a key leadership position that requires a strong understanding of end-user technologies and disciplines.Key ResponsibilitiesLeadership and Team Management: Lead and manage a team of IT professionals to deliver...

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

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...

We are seeking a skilled Wealth Management Expert to join our team at Aviso Wealth, a leading wealth management and investment services provider for the Canadian financial industry.Job Summary: As a Wealth Management Expert, you will be responsible for providing exceptional service to our clients by managing their investment portfolios, providing financial...

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...

Job Title: Senior Manager, Technology Support ServicesAviso Wealth is seeking a highly skilled and experienced Senior Manager, Technology Support Services to join our Information Technology team.This is a challenging and rewarding role that requires a strong understanding of technology and excellent leadership skills. As a Senior Manager, Technology Support...

Aviso Wealth is seeking a highly experienced and skilled Director, Chief Compliance Officer, NEI to join our Asset Management team.The Director, Chief Compliance Officer, NEI will oversee compliance within NEI, an Investment Fund Manager, Portfolio manager, and Exempt Market Dealer, regulated by the OSC and CSA.ResponsibilitiesThis role requires the...

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...

About the Role:We are seeking a highly skilled Senior Manager, Technology Support Services to join our Information Technology team at Aviso Wealth.This is a leadership role that requires you to work onsite 3-4 days per week at our office in Toronto, ON.As a Senior Manager, Technology Support Services, you will be responsible for delivering world-class...

About the Role:We are seeking a highly skilled Senior Manager, Technology Support Services to join our Information Technology team at Aviso Wealth.This is a challenging and rewarding role that requires a strong understanding of desktop technologies, end user productivity applications, and unified communications, virtualization, and collaboration services.The...

We foster a culture of leadership, innovation, partnership, and community at Aviso Wealth. Our organization is dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we strive for excellence in our work and remain committed to our core values. Our talented team shares our passion for delivering exceptional...

Job OverviewBrightview Wealth Management is a boutique wealth management firm dedicated to helping clients accumulate wealth and achieve financial success. We offer award-winning products and provide sound advice, partnering with hedge funds, asset management investment firms, and insurance carriers.We are seeking a Financial Service Representative to join...

About the Role:We are seeking a highly skilled Senior Manager, Technology Support Services to join our Information Technology team at Aviso Wealth. As a key member of our team, you will be responsible for delivering world-class support of information technology services across all lines of business and driving Aviso's expansion with enterprise grade,...

About the OpportunityWe are seeking a seasoned professional to lead our Correspondent & Institutional team as the Director, Correspondent Sales and Relationship Management.Key ResponsibilitiesLead a high-performing team focused on driving growth and delivering exceptional partner experience.Meet sales goals and profit targets in alignment with the division's...

About the RoleWe are seeking a Senior Portfolio Analyst and Strategic Sourcing Lead to join our Strategy & Business Transformation team at Aviso Wealth.Job SummaryThis is an exciting opportunity for a seasoned professional to lead the development and implementation of sourcing strategies, drive transparency and governance in vendor management, and support...

Aviso 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. As a Senior Trading Operations Manager – Customer Experience, you will play a critical role in ensuring exceptional customer service delivery.Key...

Job PurposeThe Senior Manager, Wealth Management Taxation, plays a key role in supporting wealth advisors, planning specialists, and banking partners across Scotia Wealth Management by providing tax expertise and enhancing the delivery of the Total Wealth offering.Key Accountabilities:Enhance the delivery of the Total Wealth offering: Collaborate with...

Company OverviewOptimize Wealth Management is a premier wealth management company based in Toronto, ON. We provide personalized financial solutions and advice to our clients.Job SummaryWe are seeking a skilled Senior Financial Services Coordinator to join our team. As a key member of our operations team, you will be responsible for client onboarding, account...

Wealth Planning OpportunityWellington-Altus is seeking a skilled Senior Wealth Planner to join our team. As a Senior Wealth Planner, you will be responsible for developing, executing, and maintaining comprehensive wealth plans for our clients.Key ResponsibilitiesMeet with clients to understand their financial goals and objectives.Proactively maintain...