Senior Wealth Management Practice Leader

A career in the Director, Practice Management - Wealth Management role at National Bank Financial means acting as a strategic advisor and coach for wealth management professionals.Your key responsibilities:Support wealth management advisors in enhancing their practices through efficient operations and exceptional client experiences.Design and deliver...

At Intellibus, our Wealth Management Technology Team is dedicated to addressing the unique challenges faced by some of the world's most prestigious financial institutions. Our recent advancements have redefined client engagement and operational efficiency, driving transformative outcomes in the wealth management sector.We are seeking a seasoned Technical...

OverviewBanque Nationale du Canada is a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives.Compensation and BenefitsWe offer a competitive salary of $120,000 - $180,000 per year, based on experience and qualifications. In addition to our...

About Aviso WealthAviso Wealth is a leading wealth management and investment services provider for the Canadian financial industry. With over $125 billion in total assets under administration and management, we're building a comprehensive, technology-enabled, client-centric wealth services ecosystem.We're a trusted partner for nearly all credit unions across...

A career at Banque Nationale du Canada means being part of a transformation that has a direct impact on clients. As a Senior Advisor - Operational Risk, Wealth Management, you will work with various stakeholders to ensure the implementation of the operational risk management framework within Wealth Management (WM).Your RoleEnsure the deployment of the...

Job SummaryWe are seeking a Senior Wealth Management Professional to join our team in Montreal, Canada.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 a broad range of advice, products and services.Salary and...

About the RoleWe are seeking a highly motivated Senior Wealth Strategist to join our team at BMO Financial. As a key member of our team, you will play a vital role in helping our clients achieve their financial goals.Key ResponsibilitiesProvide personalized wealth management services to high net worth clients, including investment advice and portfolio...

Job Summary:The Sales Leader for our Wealth Management region is responsible for generating sales results, achieving an annual sales target, and maintaining positive asset growth within a defined area.Main Responsibilities:Prospecting efforts through cold calls, warm referrals, meetings, events, and social activities with clientsServicing existing clients...

Overview: The National Bank is a forward-thinking institution that values innovation and customer satisfaction. As a Senior Wealth Management Specialist, you will be part of a team dedicated to providing exceptional financial services to high-net-worth clients.Compensation: This role offers an estimated salary range of $120,000 to $180,000 per year,...

We are seeking a highly skilled Director, Data Intelligence to join our Business Best Practices team at National Bank Financial – Wealth Management. In this role, you will act as a business coach and guide for wealth management advisors, driving their growth and success.Your Role:Coach and Mentor: Support wealth management advisors in improving their...

About the RoleA career as an Executive Wealth Management Coach within the Business Best Practices team at National Bank Financial means acting as a business coach and guide for wealth management advisors. This role allows you to contribute to transforming practices using your expertise in business coaching and wealth management.Your Key...

We are seeking a Strategic Business Coach for Wealth Management to join our team at National Bank Financial. This is an exciting opportunity to leverage your expertise in business coaching and wealth management to drive growth and improvement in the practices of our wealth management advisors.About the RoleDesign and deliver tailored coaching programs...

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...

Job OverviewBanque Nationale du Canada is a forward-thinking institution, and as a Senior Advisor - Operational Risk, Wealth Management, you will be at the forefront of our transformation. This role presents an exceptional opportunity to have a direct impact on client satisfaction while working closely with various stakeholders.Your ResponsibilitiesRisk...

Job Description:A career in risk management at National Bank means being part of a dynamic team having a direct impact on clients. As a Senior Advisor - Operational Risk, Wealth Management, you will work closely with various stakeholders to ensure the implementation of the operational risk management framework within Wealth Management (WM). You will also be...

A career in risk management at National Bank means being part of a dynamic team that has a direct impact on clients. As a Strategic Risk Manager - Wealth Management, you will work with various stakeholders to ensure the implementation of an operational risk management framework within Wealth Management (WM). You will also be part of a team that challenges...

Job DescriptionWe are seeking a skilled Trust Services Manager to join our team in Wealth Management. In this role, you will be responsible for providing personalized service to clients and beneficiaries, ensuring that account administration is carried out in compliance with defined policies and procedures.Main ResponsibilitiesClient Service: Provide timely...

About UsRaymond James Ltd. is a leading independent investment dealer in Canada, offering high-quality investment products and services to Canadians seeking customized solutions for their wealth management needs. Our company is built on a foundation of integrity, professionalism, and exceptional client service. We pride ourselves on our commitment to...

About the RoleIn this dynamic and transformative position, you will serve as a visionary leader, leveraging your expertise in business coaching to empower wealth management advisors at National Bank Financial. Your primary objective is to drive practice excellence through tailored coaching programs, workshops, and presentations that foster growth,...

À propos de l'entreprise">Aviso Wealth est un fournisseur leader de services de gestion de patrimoine et de placement pour le secteur financier canadien. Nous bâtissons un écosystème complet de services de gestion de patrimoine à la fine pointe de la technologie et axé sur les clients.">Nos clients comprennent nos partenaires, les conseillers et...