Jobs: high net worth

About the Position:">This is a highly visible role that involves working closely with Wealth Advisors and Primary Relationship Managers to advise and build personal financial plans for high-net-worth clients. The ideal candidate will have a strong background in financial planning, a minimum of 5 years of experience as a high-net-worth financial planner,...

Wealth Management Professional (Spanish/English)Robert Walters is seeking a highly skilled Bi-lingual Wealth Consultant to join our team in Toronto. As a financial services expert, you will work with high net worth and ultra-high net worth individuals and families to provide customized financial solutions.Your key responsibilities will include:Developing and...

The Wealth Management Expert targets high net worth clients and ultra-high net worth client segments, understanding the breadth of Scotia Wealth Management offerings in investment management, private banking, wills, estate & trust planning, protection, and philanthropic services.Main Responsibilities:">Sales Support and Coaching: Provide sales support...

We're looking for a talented Ultra High Net Worth Advisor to join our team at ScotiaMcLeod. In this role, you'll be responsible for providing comprehensive planning and advisory support to our most complex Ultra High Net Worth (UHNW) and business owner clients.You'll lead the in-depth planning process, coordinating the integration of other experts, and...

Job DescriptionThis High-Net-Worth Client Specialist role requires an experienced personal lines professional to manage a high-value personal lines book of business, providing tailored insurance solutions to high-net-worth clients.Your responsibilities will include handling renewals, endorsements, and new business while ensuring an exceptional client...

In this role, you will have the opportunity to work with a mid-sized family-minded firm that values its employees and provides them with the tools and resources they need to succeed. As a High-Net-Worth Client Specialist, you will be responsible for managing the financial needs of high-net-worth families, including providing financial guidance, planning, and...

We are seeking a highly skilled High Net Worth Client Advisor to join our team at ZSA Legal Recruitment. This is an excellent opportunity for an experienced professional to work with high-net-worth clients and gain exposure to complex estate planning documents.The ideal candidate will have 2-4 years of experience in drafting estate planning documents,...

RBC Dominion Securities is a leading financial services company that empowers individuals and families to achieve their long-term goals. As a High Net Worth Financial Specialist, you will be responsible for providing expert advice and guidance to high-net-worth clients in managing their complex financial needs.

Are you an experienced High Net Worth Estate Lawyer looking for a new challenge? Do you have a strong background in estate litigation and a passion for providing exceptional legal services?ZSA Legal Recruitment is pleased to announce that our esteemed client, a leading estate litigation boutique, is seeking a skilled and dedicated High Net Worth Estate...

Job DescriptionWe are seeking a talented High Net Worth Planner to join our team. In this role, you will be responsible for providing personalized wealth planning advice to High Net Worth (HNW) clients.Main Responsibilities- Conduct thorough needs assessments with HNW clients to identify their wealth planning objectives and goals.- Develop and implement...

Job OverviewA High Net Worth Banking Specialist at Scotiabank will play a key role in building and maintaining relationships with high net worth clients. This position requires a strong understanding of customized commercial lending, risk management, financial products, and services.The successful candidate will have the ability to deliver service and...

Deliver Comprehensive Planning SolutionsWe are seeking an experienced Business and Family Wealth Specialist to provide comprehensive planning and advisory support to our most complex Ultra High Net Worth and business owner clients. In this role, you will lead the in-depth planning process, coordinating the integration of other experts, and deliver tailored...

About the Opportunity: We are seeking a highly motivated and experienced High Net Worth Client Advisor to join our team. As a key member of our sales team, you will be responsible for building and maintaining relationships with high net worth clients and promoting our portfolio management services.Job Description:Build and maintain relationships with high...

About the RoleThis is an exciting opportunity for a High Net Worth Client Relationship Manager to join our team at Scotiabank. The successful candidate will be responsible for building and maintaining relationships with high net worth clients, providing them with expert advice and guidance on their financial needs.Key ResponsibilitiesDrive business...

Company OverviewCapital Markets Advisors LLC is a boutique staffing and consultancy firm. Our global client, a leading Wealth, Portfolio Management firm, has multiple full-time opportunities for experienced professionals in Canada.SalaryThe successful candidate can expect a total compensation of $200-$600k in the first year, along with comprehensive benefits...

About HUB InternationalWe are a leading insurance brokerage firm that provides tailored solutions to help our clients achieve their goals.The RoleWe are seeking a highly skilled High Net Worth Insurance Specialist to join our Personal Lines division. In this role, you will be responsible for providing expert advice and solutions to our clients based on their...

**Job Summary** **What is the opportunity?** We are currently seeking a Private Banker - High Net Worth to join our team in Greater Vancouver covering the Burnaby/New Westminster/Tri-Cities Area. You will be an accredited professional delivering the Black Card Experience to high net worth Canadians, focused on Private Banking’s core value proposition of...

**Job Summary** **What is the opportunity?** We are currently seeking a Private Banker - High Net Worth to join our team in Greater Vancouver covering the Burnaby/New Westminster/Tri-Cities Area. You will be an accredited professional delivering the Black Card Experience to high net worth Canadians, focused on Private Banking’s core value proposition of...

Scotiabank is seeking a Senior Commercial Lender to join our team in Montreal. As a key member of our commercial lending group, you will be responsible for developing and executing new business strategies to attract and retain high net worth clients.Your primary focus will be on generating new business, cross-selling and up-selling services to existing...

We are seeking an experienced High-Net-Worth Tax Professional to join our team at 620 UHY Advisors Northeast, Inc. This role offers a unique opportunity to work with high-net-worth individuals and businesses, providing expert tax guidance and planning.About the RoleJob Description: The High-Net-Worth Tax Professional will be responsible for preparing and...