HNW Estate

A premier financial institution in Toronto is seeking a Wealth and Estate Planner to provide high-level estate planning consultations. The ideal candidate will work closely with high net worth clients and their advisors to deliver tailored advice and strategies. Responsibilities include collaborating with team members, producing detailed reports, and...

A premier financial institution in Toronto is seeking a Wealth and Estate Planner to provide high-level estate planning consultations. The ideal candidate will work closely with high net worth clients and their advisors to deliver tailored advice and strategies. Responsibilities include collaborating with team members, producing detailed reports, and...

A premier financial institution in Toronto is seeking a Wealth and Estate Planner to provide high-level estate planning consultations. The ideal candidate will work closely with high net worth clients and their advisors to deliver tailored advice and strategies. Responsibilities include collaborating with team members, producing detailed reports, and...

A premier financial institution in Toronto is seeking a Wealth and Estate Planner to provide high-level estate planning consultations. The ideal candidate will work closely with high net worth clients and their advisors to deliver tailored advice and strategies. Responsibilities include collaborating with team members, producing detailed reports, and...

Requisition ID: 191633 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Scotiatrust Estate & Trust Consultant, you are a key member of the Scotiatrust team; providing clients with a premium wealth will work to deepen and strengthen client relationships by providing clients with customized,...

A leading financial institution is seeking a Wealth and Estate Planner in Toronto to provide high-level estate planning consultations to high net worth clients. The role involves collaborating with advisors, promoting estate planning services, and delivering tailored solutions. Candidates should possess proven experience in estate planning, preferably as a...

A leading financial institution is seeking a Wealth and Estate Planner in Toronto to provide high-level estate planning consultations to high net worth clients. The role involves collaborating with advisors, promoting estate planning services, and delivering tailored solutions. Candidates should possess proven experience in estate planning, preferably as a...

A financial services consulting team in Toronto is looking for an experienced professional to provide tax and estate planning guidance. Responsibilities include acting as a primary contact for advisors, communicating complex strategies to HNW clients, and leading presentations. Candidates should have a university degree and CPA or equivalent, alongside 7...

A financial services consulting team in Toronto is looking for an experienced professional to provide tax and estate planning guidance. Responsibilities include acting as a primary contact for advisors, communicating complex strategies to HNW clients, and leading presentations. Candidates should have a university degree and CPA or equivalent, alongside 7...

Join our dynamic team as Tax and Estate Planner in this newly created role supporting the Dealer and our Insurance division. In this role, the incumbent will have the unique opportunity to provide a consultative approach to supporting advisors, insurance consultants, and clients on tax, estate planning and the associated complexities. You will work...