High Net Worth Business Development Associate

Job OverviewAgrawal Associates, a well-established financial planning practice, is seeking a motivated and entrepreneurial individual to join our team as a High Net Worth Financial Planning Associate. This role offers an exciting opportunity to grow the business, work with private wealth management support teams, and develop skills in financial planning and...

About This RoleSun Life is seeking an exceptional Underwriting Consultant to join our High Net Worth team. As a Senior Underwriting Consultant, you will be responsible for providing expert underwriting advice and risk assessment on complex cases. Your technical underwriting skills, excellent communication, and leadership abilities will be essential in...

About Blue Chip Recruiting Ltd.Blue Chip Recruiting Ltd. is a well-established firm that offers exceptional administrative support to high-net-worth clients.Job Description:The Office Manager/Administrative Associate provides timely and accurate administrative support to the Advisor team and their clients.Assist in preparing Advisors and Managers for client...

About the RoleWe are seeking a seasoned Tax Specialist to join our Private Client Services (PCS) practice, focusing on advising high net worth business owners and individuals. This opportunity is ideal for a dynamic and entrepreneurially motivated individual who wishes to grow a long-term career in tax advisory services.

Job DescriptionWe are seeking a highly skilled and experienced High Net Worth Trust Specialist to join our team at Scotiabank. This is a unique opportunity for an individual to leverage their expertise in estate planning, trust administration, and wealth management to deliver exceptional service to our clients.

Unlock Your Potential with Sun Life FinancialJob Overview:Sun Life Financial, a leading provider of financial services, seeks an experienced High Net Worth Underwriter to join our dynamic team. As a key member of our organization, you will play a vital role in shaping the future of our company and contributing to the success of our clients.Salary:$100,000 -...

Embark on a rewarding career as a Strategic Underwriting Expert for High Net Worth Opportunities at Sun Life.Company OverviewSun Life is a leading insurance company that prioritizes innovation, diversity, and inclusivity. Our dynamic work environment empowers employees to excel in their roles and make a meaningful impact on our clients' lives.About the...

At Sun Life, we're looking for a skilled Senior Underwriting Consultant to join our High Net Worth team. As a key member of this dynamic team, you'll play a vital role in creating a remarkable new business experience through an unparalleled proactive and responsive process.About the RoleThis is a hybrid position that offers the flexibility to work from home,...

We are seeking a highly skilled Financial Operations Specialist to join our team at Blue Chip Recruiting Ltd. in Calgary, Alberta.About the Role:The successful candidate will provide exceptional administrative and customer-service support to our Advisor team and their clients.You will be responsible for managing client accounts, processing transactions, and...

We are seeking a highly organized and motivated Wealth Management Administrative Assistant to support our team of portfolio managers in delivering exceptional client service. This is a unique opportunity to join Palisade Capital Management Ltd., a boutique investment management firm dedicated to serving high net worth families and their corporations.About...

About the RoleWe are seeking an experienced Estate Planning Lead to join our team in Western Canada.Job DescriptionThis is a senior leadership position responsible for the effective delivery of estate planning solutions across the region. As Practice Lead, you will provide guidance, coaching, and sales management support to a team of estate planning...

Fidelman & Company, a leading player in the financial industry, is seeking an experienced and ambitious Capital Development Associate to spearhead investor outreach and engagement. As a key member of our team, you will be responsible for identifying and cultivating relationships with high-net-worth individuals and institutions, leveraging your exceptional...

About the Role:We are seeking an ambitious and results-driven individual to join our team as an Associate Wealth Advisor. As an Associate Wealth Advisor, you will play a key role in delivering exceptional client experiences and securing new business opportunities.About Us:CC&L Private Capital is part of Connor, Clark & Lunn Financial Group Ltd., one of...

David Aplin Recruiting seeks a highly skilled Strategic Partnership Development Lead to join our team in this exciting opportunity.Job Description:Serving as the primary point of contact for clients, the successful candidate will leverage expert knowledge of intricate business information to acquire, retain, and establish strategic partnerships to expand our...

About The Wealth CouncilWe are a dynamic wealth management firm dedicated to delivering exceptional financial advice and results to our clients. Our team is passionate about making a real impact in the industry through a differentiated client experience.Job SummaryWe are seeking a highly motivated Senior Financial Planner to join our growing team in Calgary,...

AFIMAC Canada is a leading global risk management and elite security company. For over 40 years, we have helped image-conscious organizations across the globe to mitigate and eliminate risk.We are currently seeking High-Risk Security Specialists for work in British Columbia.The estimated salary for this position is $35-$50 per hour.Job DescriptionThis role...

Unlock a rewarding career in Private Banking with Scotiabank's Wealth Management Associate Program.Salary: $60,000 - $80,000 per annumAbout UsWe're one of the largest banks in the world, with a strong presence in over 50 countries. Our purpose is to help our customers become better-off, and we're committed to making a positive impact in the communities we...

We are seeking a skilled Business Development Specialist to join our team at Dynamic Funds, a subsidiary of Scotiabank. As a key member of our sales team, you will play a critical role in processing expense reports, maintaining business contracts, and verifying details in our customer relationship management system.About UsDynamic Funds is a pioneering...

About Calgary Sports and Entertainment CorporationWe deliver excitement. Our mission is to be the heartbeat of our community by creating connections, building champions, and winning, together.Job SummaryWe're looking for a Senior Sales Development Manager to join our team in premium sales. You will be responsible for engaging with corporate partners and high...

We are seeking a highly skilled Senior Banking Associate to join our team at National Bank Private Banking 1859. This is an exciting opportunity for a dedicated professional to work in a dynamic environment and provide exceptional customer service.About UsAs part of the National Bank of Canada, headquartered in Quebec, we strive to deliver a unique boutique...