Director of Holistic Wealth

1 week ago


NS Canada Sun Life Full time

A leading financial services company is seeking a Planning Director for Estate and Financial Planning Services in Canada, Nova Scotia. This role focuses on developing advanced financial plans, training advisors, and collaborating on client strategies. The ideal candidate will have a CFP certification and at least 5 years of relevant experience. The company offers a supportive environment, professional growth opportunities, and a commitment to work-life balance through wellness programs and flexible benefits.#J-18808-Ljbffr



  • , NS, Canada Sun Life Full time

    Overview Planning Director, Estate and Financial Planning Services You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You’ll work with dynamic colleagues who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential....


  • Brandon, Manitoba, RBH, Canada Sunrise Credit Union Full time

    Title: Director, Sunrise Wealth ManagementLocation: BrandonPosition Close Date:  January 27, 2026At Sunrise Credit Union, we believe in more than banking — we believe in strengthening our communities, empowering our members, and enabling teams to bring their best ideas forward. As one of Manitoba's fastest-growing credit unions, we pride ourselves on...


  • Multiple campus locations, College-wide - North America / Canada PageUp Full time

    Job Summary: This position will provide administrative oversight and direction of Student Access Services Coordinators, to ensure adherence to the college's mission, vision, and values of ensuring equal access to the educational programs for students with disabilities and accommodative needs. The incumbent will manage a roster of students in addition to the...


  • , BC, Canada Lululemon Athletica Full time

    A leading performance apparel company seeks a Director for Global Health, Wealth & Mobility Strategic Operations in British Columbia. The role involves strategic leadership and operational excellence within the global Health, Wealth, and Mobility functions. Candidates need a Bachelor’s degree and over 12 years of experience in compensation and benefits,...

  • Sales Director

    2 weeks ago


    , , Canada Equisoft Full time

    Sales Director - Advisor Wealth Technology (AWT) REMOTE - Ontario, Canada What is Equisoft? Equisoft is a global provider of digital solutions for insurance and investment, recognized by over 250 of the world's leading financial institutions. We offer a comprehensive ecosystem of scalable solutions that help our customers meet all the challenges brought...

  • Remote Sales Director

    2 weeks ago


    , , Canada Equisoft Full time

    A leading provider of digital solutions for financial institutions is seeking a Sales Director for Advisor Wealth Technology to drive growth in the Canadian financial services market. This role offers a hybrid or remote working environment and requires a proven track record in B2B software sales. Candidates should possess a deep understanding of the Canadian...

  • Wealth Consultant II

    4 weeks ago


    , , Canada Edward Jones Full time

    Wealth Consultant II – Edward Jones Join to apply for the Wealth Consultant II role at Edward Jones. This range is provided by Edward Jones. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range CA$82,140.00/yr – CA$139,860.00/yr Job Overview As a subject matter expert and a champion of...

  • PIC Wealth Manager

    6 days ago


    (s): Canada : Ontario : Sudbury Scotiabank Global Site Full time

    Requisition ID: 242299Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.PurposeThis position is a trusted advisor of private wealth services that meet high net worth client's short- and long-term holistic wealth management and investment growth goals, through a firm wide investment strategy and a...


  • Cranbrook, British Columbia, VCA, Canada StellerVista Credit Union Full time

    StellerVista Credit Union has been in partnership with Nelson & District Credit Union since 2012. We are MoneyWorks, doing business as StellerVista MoneyWorks and NDCU MoneyWorks. Through this partnership, we provide a holistic approach to financial planning, matching members' financial needs with the best solutions tailored to their situation. We provide a...


  • , BC, Canada Lululemon Athletica Full time

    Director, Global Health, Wealth & Mobility Strategic Operations Business Unit: Store Support Centre (SSC) Time Type: Full-time Description & Requirements who we are lululemon is an innovative performance apparel company for yoga, running, training, and other athletic pursuits. Setting the bar in technical fabrics and functional design, we create...