Senior Wealth Planner for HNW Clients — Flexible Hours
3 weeks ago
A leading financial services firm in Canada seeks a Wealth Consultant II to develop wealth planning strategies for high-net worth clients. The role involves personalized planning by collaborating with client advisors and utilizing various planning tools. Candidates should hold a relevant Bachelor's degree and a CFP designation with significant experience in high-net worth financial planning. This full-time position emphasizes client relationships and strategic financial advice.#J-18808-Ljbffr
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Total Wealth Planner
1 week ago
(s): Canada : New Brunswick : Saint John Scotiabank Global Site Full timeRequisition ID: 245277Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.PurposeContributes to the overall success of the Total Wealth Planning, Global Wealth Solutions / Canadian Wealth Management in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the...
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Wealth Consultant II
2 weeks ago
, , Canada Edward Jones Full timeWealth 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...
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Senior Manager, Financial Planning
4 weeks ago
, , Canada Common Wealth Retirement Full timeJoin 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...
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Senior Total Wealth Planner
2 weeks ago
(s): Canada : Quebec : Montreal Scotiabank Global Site Full timeRequisition ID: 242244Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Purpose of Job:Financial Planning is a key service provided to clients of Scotia Wealth Management. The Senior Total Wealth Planner is responsible to proactively provide comprehensive financial planning advice and support to high net...
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Wealth Consultant II
3 weeks ago
, , Canada Edward Jones Full timeJoin 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 Your passion. Our purpose. This could be powerful. Maybe the markets keep you up at night. Trusts...
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Total Wealth Planning Associate
5 days ago
(s): Canada : British Columbia : Vancouver Scotiabank Global Site Full timeRequisition ID: 240554Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Purpose of Job:The primary purpose of the Total Wealth Planning Associate is to provide financial planning support to the Senior Total Wealth Planners in market.Major Accountabilities: 1. Prepare financial plans for Senior Total...
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Wealth Management Consultant | $200/hr
2 weeks ago
, , Canada Mercor Full time1 day ago Be among the first 25 applicants This range is provided by Mercor. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $200.00/hr - $200.00/hr About The Job Mercor connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our...
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Financial Planning Consultant
4 weeks ago
, , Canada Mercor Full timeFinancial Planning Consultant - Wealth Mgmt 3 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. This range is provided by Mercor. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $200.00/hr - $200.00/hr Direct message the job poster...
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Senior Wealth Planner – High‑Net‑Worth Clients
2 weeks ago
, , Canada Edward Jones Full timeA leading financial services firm in Canada is seeking a Wealth Consultant II to develop solutions-based wealth planning strategies for high-net-worth clients. This role involves communication with financial advisors, personalized strategy development, and support for branch teams. The ideal candidate has 5+ years of experience and relevant financial...
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, , Canada TD Full timeA leading financial institution is seeking a Senior Practice Consultant to enhance HNW Advisory teams in Toronto. This role requires a proven track record in delivering high-net-worth advice and involves coaching, engagement, and implementing practice management initiatives. The ideal candidate will have over 10 years of experience in sales leadership and is...