Senior Wealth Planning Analyst — Growth

National Bank Financial – Wealth Management is Canada's fifth-largest investment dealer. We have almost 1,000 Investment Advisors in over 100 branches, helping more than 400,000 clients manage their assets. If you are analytical and passionate about finance, come and work with us as a Senior Wealth Management Analyst, more precisely within the team,...

Join to apply for the Senior Manager, Financial Planning role at Common Wealth Retirement . Common Wealth Retirement provided pay range This range is provided by Common Wealth Retirement. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $110,000.00/yr - $140,000.00/yr Direct message the...

Senior Analyst, Market Research & Insights Apply for the Senior Analyst, Market Research & Insights role at IG Wealth Management . Location: WinnipegDivision: IGM-Mrkting 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...

Senior Wealth Planner, Advanced Wealth Planning This in-office position can be based out of any of our corporate office locations across Canada. Our organization : Founded in 2017, Wellington-Altus Financial (Wellington-Altus) is the parent company to several top-rated investment dealers and insurance companies in Canada. The opportunity: Reporting to the...

A leading wealth management firm based in Winnipeg is seeking a Senior Analyst for Market Research & Insights. The candidate will lead strategic research, conduct data analysis, and report compelling insights. Ideal qualifications include a Bachelor's degree and at least four years of market research experience. The role offers competitive compensation,...

A leading financial institution in Canada is seeking a candidate to join their Wealth Planning team. The role focuses on providing tailored wealth planning advice to clients, with responsibilities encompassing client interactions, research, and developing compliance strategies. Required qualifications include an undergraduate degree, relevant certifications,...

Senior Manager, Compliance Join to apply for the Senior Manager, Compliance role at IG Wealth Management Location: Montreal, Winnipeg or Toronto 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...

We are seeking a full-time Senior Business Analyst to be part of our Implementation team. As the Senior Business Analyst, you will help our enterprise customers implement OneVest products and services. You will collaborate with internal and external stakeholders to understand customer's business objectives, gather requirements, conduct analysis, and define,...

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. Location: Toronto or Winnipeg Division: IGM Legal & Compliance Founded in 1926, Investors...

A leading bank in the Americas is hiring a Total Wealth Planning Market Lead for Western Canada. You will oversee a team of wealth planners to deliver top-tier planning services while ensuring compliance with banking regulations. This role requires significant leadership experience, strong business development skills, and a commitment to fostering team...