Current jobs related to Senior Wealth Operations Process Improvement Consultant - Kitchener - Sun Life
-
Wealth Consultant
7 days ago
Kitchener, Canada Sun Life Full timeJoin to apply for the Wealth Consultant role at Sun Life . 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—experts in their fields—who are eager to share their knowledge with you. Your leaders will inspire and help you...
-
Wealth Consultant
1 week ago
Kitchener, Canada Sun Life Full timeJoin to apply for the Wealth Consultant role at Sun Life. 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—experts in their fields—who are eager to share their knowledge with you. Your leaders will inspire and help you reach...
-
AVP Wealth Consultant
3 weeks ago
Kitchener, Canada Sun Life Full timeJob Description Are you a visionary leader ready to shape the future of wealth management? Join us in revolutionizing how financial advisors serve their clients and grow their practices. As AVP, Wealth Consultant, you’ll lead a national team of elite professionals, empowering financial advisors to build holistic, client‑centric wealth practices. Your...
-
Associate, Wealth Planning
1 week ago
Kitchener, Canada Richardson Wealth Full timeJoin to apply for the Associate, Wealth Planning role at Richardson Wealth As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada’s best investment advisors. We’ve embarked on an exciting growth phase...
-
Wealth Growth Consultant
7 days ago
Kitchener, Canada Sun Life Full timeA leading financial services firm in Canada is seeking a Wealth Consultant to enhance client-centric practices and support financial advisors. This role involves developing business strategies and improving client outcomes. Candidates should have a university degree and at least 7 years of experience in wealth management. Strong coaching skills and knowledge...
-
Wealth Growth Consultant
1 week ago
Kitchener, Canada Sun Life Full timeA leading financial services firm in Canada is seeking a Wealth Consultant to enhance client-centric practices and support financial advisors. This role involves developing business strategies and improving client outcomes. Candidates should have a university degree and at least 7 years of experience in wealth management. Strong coaching skills and knowledge...
-
Associate, Wealth Planning
2 weeks ago
Kitchener, Ontario, Canada Richardson Wealth Full timeAbout UsAs a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada's best investment advisors. We've embarked on an exciting growth phase – a multi-year transformational journey to enhance our...
-
Associate, Wealth Planning
1 week ago
Kitchener, Ontario, Canada Richardson Wealth Ltd Full timeAbout Us: As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada's best investment advisors. We've embarked on an exciting growth phase – a multi-year transformational journey to enhance our...
-
Associate, Wealth Planning
2 weeks ago
Kitchener, Canada Richardson Wealth Ltd Full time**About Us**: As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada’s best investment advisors. We’ve embarked on an exciting growth phase - a multi-year transformational journey to enhance our...
-
Kitchener, Canada Richardson Wealth Full timeA leading Canadian wealth management organization is seeking an Associate in Wealth Planning to serve high-net-worth clients. The role includes leading the client discovery process, analyzing financial scenarios, and developing tailored recommendations. Candidates should have 3-5 years of relevant experience, advanced proficiency in financial planning...
Senior Wealth Operations Process Improvement Consultant
4 weeks ago
A leading financial services firm located in Kitchener, Canada, is seeking a Senior Best Practice Consultant to join their Wealth Operations team. This individual will play a crucial role in driving process improvements to boost client satisfaction and operational efficiency. The ideal candidate has a background in project management, with at least 2 years of experience leading complex initiatives. A collaborative spirit is essential as this role involves working with various stakeholders to achieve shared goals and deliver effective solutions. Competitive compensation and a hybrid work environment are offered.#J-18808-Ljbffr