Estate Services Specialist – Wealth

Advise affluent clients through trust, estate, and wealth solutions at BMO Financial Group. Build relationships while delivering holistic, customized advice.As a Trust and Estate Advisor, you will manage prospective and existing client relationships through advisory-based sales. You will support affluent and high-net-worth individuals, families, business...

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Contributes to the overall success of the Estate Department, Investment Support in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team's business strategies and objectives. Ensures all activities...

Real Estate Law Clerk / Paralegal (Documents Services Specialist)Company OverviewCloser Conveyancing is a dynamic team born in London, Ontario, comprised of law and tech professionals dedicated to enhancing the property closing experience. Our mission is to streamline the property conveyancing process for lawyers and clerks, ensuring it is optimized for...

Real Estate Law Clerk / Paralegal (Documents Services Specialist) Company Overview Closer Conveyancing is a dynamic team born in London, Ontario, comprised of law and tech professionals dedicated to enhancing the property closing experience. Our mission is to streamline the property conveyancing process for lawyers and clerks, ensuring it is optimized for...

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Contributes to the overall success of the Estate Department, Investment Support in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team's business strategies and objectives. Ensures all...

IT Specialist - Global Wealth Management PlatformThis range is provided by Salient Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Base pay range: CA$65,000.00/yr - CA$80,000.00/yrLocation: Toronto, CanadaOur client, a global fintech digital investment platform, is looking for a candidate with a...

Role OverviewProvides advisory-based sales and relationship management to attract, retain, and grow a portfolio of prospective and existing client relationships while delivering an exceptional client experience. Demonstrates a deep understanding of client needs through the proactive delivery of holistic advice and customized wealth, trust, and estate...

Select how often (in days) to receive an alert: Title: Manager, Estates and Trusts - Ottawa Requisition ID: 278111 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Manager, Estates and Family Trust provides strategic and operational leadership to the Estates and Family Trust function within Global...

Select how often (in days) to receive an alert: Title: Senior Manager, Business and Wealth Transition - Ottawa, ON Requisition ID: 274564 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Senior Manager, Business and Wealth Transition (BWT) plays a pivotal role within the Advanced Planning and Services...