Wealth Planning Consultant

As a leading wealth management organization, Aviso Wealth is committed to leadership, innovation, partnership, responsibility, and community.We're seeking a seasoned VP Sales and Business Development Lead to join our Asset Management team for 12 months. Reporting to the Regional VP Sales, you will focus on developing sales and asset growth in a specified...

As a member of our HNW Planning Services team at the Royal Bank of Canada, you will have the opportunity to work with experienced advisors to deliver customized wealth planning solutions to high net worth and ultra-high net worth business owner clients.Job DescriptionThe ideal candidate will have a strong background in individual and Canadian private...

The Opportunity:We're seeking a seasoned sales professional to join our Asset Management team as a VP, Sales. Reporting to the Regional VP Sales, you will focus on developing the specified region in terms of sales and asset growth.Key activities include developing annual territory sales plans and budgets, working directly with investment advisors to promote...

Job SummaryWe are seeking a seasoned Sales professional to join our NEI Investments team as Vice President, Sales. Reporting to the Regional VP Sales, you will be responsible for driving sales and asset growth in your assigned territory.About UsAviso Wealth is a leading wealth management and investment services provider for the Canadian financial industry....

Unlock Your Potential with BDOBDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust.Your OpportunityKey Responsibilities:Support the Wealth Advisor with day-to-day administrative tasksAssist in preparing...

About the Opportunity:We are seeking an experienced VP, Sales to join the Asset Management team at Aviso Wealth.This is a remote role based in Edmonton, Alberta.The successful candidate will focus on developing the specified region in terms of sales and asset growth, achieving assigned sales targets and activity goals.Key Responsibilities:Sales Strategy...

Unlock Your Potential as a VP of Sales at Aviso Wealth IncWe are seeking an experienced and results-driven Vice President, Sales to join our dynamic team in Edmonton, Alberta. As a strategic asset sales leader, you will play a critical role in driving growth and expanding our presence in the region.The Opportunity:You will be responsible for developing and...

About the RoleWe are seeking an experienced and results-driven Regional Sales Director to join our team in Calgary or Edmonton, Alberta. As a key member of our sales leadership team, you will be responsible for driving asset growth and developing strategies to achieve assigned sales targets.About Aviso Wealth:We are a leading wealth management organization...

About the RoleWe are seeking a highly motivated and experienced Financial Services VP to join our Asset Management team in Edmonton, Alberta. In this role, you will be responsible for developing and executing sales strategies to drive growth and expand our presence in the region.Key ResponsibilitiesDevelop and execute annual territory sales plans and budgets...

About the RoleWe are seeking a skilled Regional Vice President of Sales to join our team at Aviso Wealth Inc. in Edmonton, Alberta. This is a remote role that requires travel and the ability to work effectively with investment advisors to promote our solutions.Key ResponsibilitiesDevelop and execute annual territory sales plans and budgets to achieve...

Join S I Systems as a Strategic Planning ConsultantWe are seeking an experienced Intermediate Business Consultant with FOIP experience to facilitate and document strategic plans and priorities with emergency services (480) in Edmonton.This is an ON-SITE role working 8:15-4:40pm (7.25 hrs) in office, offering a competitive salary of CAD $100,000 - $125,000...

Primary Care Specialist Position at Clearwater Specialist CenterWe are seeking a highly skilled and dedicated Primary Care Specialist to fill this esteemed position.The ideal candidate will possess a strong background in internal medicine, excellent communication skills, and a commitment to delivering high-quality patient care.Main Responsibilities:Providing...

About the RoleWe are seeking a highly motivated and results-driven Senior Wealth Advisor to join our team at Scotiabank. As a key member of our financial services team, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Job DescriptionThe successful candidate...

Company OverviewNBC is a respected leader in Edmonton's financial community, specializing in wealth management, financial planning, and individual insurance services.We are committed to delivering unparalleled value to our clients and fostering a stimulating environment that encourages innovative thinking and problem-solving.

Unlock Your Potential in a High-Growth RoleS I Systems is seeking a talented Strategic Planning Consultant to join our team. As an experienced professional, you will play a key role in facilitating and documenting strategic plans and priorities with emergency services.This is a fantastic opportunity to leverage your skills and expertise to drive business...

Unlock your career potential in a dynamic and forward-thinking organization.About the RoleWe are seeking an experienced Senior Financial Planning Associate to join our team. As a key member of our Wealth Advisory group, you will provide financial planning support to dedicated Wealth Advisors, preparing and delivering personal financial plans to clients.Main...

About ScotiaMcLeodAs a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets.We empower our employees to deliver Enriched...

Investment Planning CounselWe are a leading independent wealth management company in Canada with over 40 branches across the country.We are seeking a Financial Services Professional to join our team of experienced advisors. About the Role:Deliver personalized financial solutions to clients, helping them achieve their long-term financial goals.Develop and...

About the RoleWe are seeking a highly skilled Senior Financial Planning Associate to join our ScotiaMcLeod team in Canada.As a key member of our Wealth Planning team, you will contribute to the overall success of ScotiaMcLeod by delivering exceptional financial planning services to our clients.Main Responsibilities:Champion a customer-focused culture to...

Royal Bank of Canada (RBC) is a leading financial institution offering a wide range of financial services and products. As an Investment Advisor at RBC, you will have the opportunity to help your clients achieve their financial goals while building a successful career.The salary for this role is estimated to be around $80,000-$120,000 per year, depending on...