Estate Planning Partner

Platform Financial Groupis a specialized life insurance advisory dedicated to providing advanced life insurance services with a strong focus on Tax & Estate Planning. Serving business owners, high-net-worth families, and individuals, Platform Financial delivers tailored strategies that address complex ownership structures, succession planning, and...

Job Description Grade: P9Referral Level: Level 3Division: MI-DR IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $271 billion in assets. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie Investments. Mackenzie Investments, founded...

A leading international firm is seeking a commercial real estate partner with a portable book of business to join its team in Toronto.  The ideal candidate will have experience with all aspects of commercial real estate transactions and particular expertise acting for developers.  This is a great opportunity to take on a significant role within a global...

Estates Planning and Administration Lawyer (Hybrid)Our client, a leading litigation-focused firm with multiple offices across Ontario, is currently seeking a highly organized and experienced Senior Estates Planning Lawyer with at least 7+ years of experience. The ideal candidate will be capable of contributing to all aspects of estate planning and...

ResponsibilitiesBuild and manage a sales team composed of Marketing Partners and Associates.Meet the required sales quota of the team.Create quality sales strategies and activities to increase lead generation and sales production.Ensure the completion of sales documents and requirementsCascade all relevant company communications, announcements, and policies...

Senior Estates Planning and Administration Lawyer (Hybrid)Our client, a leading litigation-focused firm with multiple offices across Ontario, is currently seeking a highly organized and experienced Senior Estates Planning Lawyer with at least 7+ years of experience. The ideal candidate will be capable of contributing to all aspects of estate planning and...

We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and...

Aviso Wealth:At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and...

Peakhill Equity Partners ("Peakhill") is a Toronto-based real estate private equity investment firm that strategically invests in ground-up and value-add real estate projects in Canada and the United States. Peakhill typically invests as a co-general partner alongside experienced developers and operating partners, leveraging our leadership's development...

We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and...