Elite HNW Wealth Planner – Tax
2 weeks ago
A major financial institution in Saskatoon is seeking a High-Net-Worth Planner to provide tailored tax and estate planning advice to high-net-worth clients. The ideal candidate will possess an undergraduate degree, advanced finance-related qualifications, and at least 10 years of relevant experience. Responsibilities include conducting in-depth research, preparing customized wealth plans, and collaborating with wealth advisors for business development. This role promises competitive compensation and ongoing professional growth opportunities.#J-18808-Ljbffr
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High Net Worth Planner
2 weeks ago
Saskatoon, Canada TD Full timeWork Location Saskatoon, Saskatchewan, Canada Hours 37.5 hours per week Line Of Business TD Wealth Pay Details $103,400 - $155,000 CAD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and...
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Planning and Tax Administrative Specialist
3 days ago
Saskatoon, SK SK E, Canada Precedence Private Wealth Full timeThis is an opportunity to join a financial planning team within a fast-growing and innovative wealth management firm. Precedence Private Wealth serves clients throughout Canada in all areas of wealth management, providing comprehensive financial planning including insurance, debt planning, accounting and tax advisory and filing, as well as investment...
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Wealth Advisor
2 weeks ago
Saskatoon, Canada Synergy Credit Union Full timeWe’re seeking people who are deeply motivated to learn about our customers (members), help them articulate and achieve their goals, and celebrate alongside them when goals are reached. We want only the most generous of heart, with a deep technical savvy to help our members establish a solid financial foundation, build a strong financial future, grow it and...
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Accounting Technician
1 week ago
Saskatoon, SK SK E, Canada Precedence Private Wealth Full timeThis is an opportunity to join a tax team as well as a fast-growing and innovative wealth management firm. Precedence Private Wealth serves clients throughout Canada in all areas of wealth management, full financial planning including insurance, debt planning, accounting and tax advisory and filing, as well as investments alongside a partnering...
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Mortgage Administrative Assistant
3 days ago
Saskatoon, Canada Precedence Private Wealth Full timeThis is an opportunity to join a financial planning team within a fast-growing and innovative wealth management firm. Precedence Private Wealth serves clients throughout Canada in all areas of wealth management, providing comprehensive financial planning including insurance, debt planning, accounting and tax advisory and filing, as well as investment...
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Associate Portfolio Manager
2 weeks ago
Saskatoon, Saskatchewan, Canada Quintessence Wealth Full timePortfolio Management duties include, but are not limited to:Conduct appropriate Know Your Client meetings, set an appropriate mandate, and fulfill all fiduciary obligations. Keep appropriate documentation and notes for all meetings conducted. Always act in your client's best interest.Build a warm and trusting relationship with clients as much as possible....
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Mortgage Administrative Assistant
3 days ago
Saskatoon, SK SK E, Canada Precedence Private Wealth Full timeThis is an opportunity to join a financial planning team within a fast-growing and innovative wealth management firm. Precedence Private Wealth serves clients throughout Canada in all areas of wealth management, providing comprehensive financial planning including insurance, debt planning, accounting and tax advisory and filing, as well as investment...
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Wealth Specialist
1 day ago
Saskatoon, Saskatchewan, Canada Conexus Credit Union Full timeAt Thrive, we are focused on supporting our members with their needs of today, while also helping them work towards their goals for the future. It's more than conducting a banking transaction, it's about providing our members with insightful content, tools, expert advice, and a full suite of products to empower them and inspire confidence in their financial...
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ScotiaMcLeod Senior Financial Planner
2 weeks ago
Saskatoon, Canada Scotiabank Full timeRequisition ID: 240309 As 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. When you join ScotiaMcLeod, you’ll be...
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Administrative Assistant, Tax
2 weeks ago
Saskatoon, Canada MNP Full timeInspirational, innovative and entrepreneurial - this is how we describe our empowered teams. Combine your passion with purpose and join a culture that is thriving in the face of change. Make an impact with our Tax team as an Administrative Assistant. This diverse team of professionals directly contributes to the success of the firm by supporting internal...