Senior Wealth Planner – High‑Net‑Worth Clients

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...

Requisition 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...

Requisition 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...

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...

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 Your passion. Our purpose. This could be powerful. Maybe the markets keep you up at night. Trusts...

Our client, a leading national wealth management organization, is seeking a Vice President, Tax & Estate Planning to provide advanced tax strategy, estate planning expertise, and high-net-worth advisory support across the Ontario market. Based in the Ottawa area, this executive will partner closely with direct clients, financial advisors, portfolio managers,...

A leading financial services firm is seeking a Wealth Advisor / Private Client Advisor to manage and deepen relationships with high-net-worth clients. The role involves developing and implementing financial plans, conducting asset allocation, and collaborating with investment teams. Candidates should have 5+ years of wealth management experience and a proven...

A leading financial services firm is seeking a Wealth Advisor/Private Client Advisor to work remotely. In this role, you will manage relationships with high-net-worth clients, implement financial plans, and collaborate with teams integrating AI insights. The ideal candidate has 5+ years of experience in wealth management and a strong knowledge of financial...

A financial advisory firm is seeking a Financial Planning Consultant to manage high-net-worth clients remotely. You will be responsible for developing comprehensive financial and investment plans, conducting portfolio reviews, and collaborating with planning teams to deliver exceptional service. Ideal candidates will have at least 5 years of experience in...

A leading financial services firm is looking for a Wealth Advisor to manage and deepen relationships with high-net-worth clients. Responsibilities include developing customized financial plans, conducting portfolio reviews, and collaborating with team members to integrate advanced digital tools. Ideal candidates should have over 5 years of relevant...