Jobs: high net worth

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...

About the RoleWe are seeking a highly skilled and experienced professional to join our team as a Principal, providing expert guidance on complex financial matters and serving as a trusted advisor for ultra-high-net-worth clients.This key leadership role will involve leading planning initiatives, cultivating relationships with external advisors, and...

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...

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...

The Private Banker plays a vital role in driving business growth and developing strong relationships with high net worth clients. As a key member of the team, you will be responsible for identifying and acquiring new clients, as well as cross-selling and upselling existing relationships to increase revenue.Key Responsibilities:Develop and execute customized...

About the RoleThis is an ideal opportunity for someone who is a dynamic and entrepreneurially motivated individual who wishes to grow a long term career in advising high net worth business owners and individuals.Your Key ResponsibilitiesYou will be responsible for providing advice to high net worth business owners and individuals on domestic and cross-border...

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...

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...

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...

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...

**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...

About the Role:The Private Lending Officer is a senior relationship and service position focused on delivering exceptional banking solutions to high-net-worth clients. As a member of the Specialized Lending Solutions team, you will play a critical role in building and maintaining relationships with our most valuable clients.ResponsibilitiesClient...

We are currently seeking a highly skilled banking professional to fill the position of Commercial Lending Officer - High Net Worth. This exciting opportunity will see you work closely with high-net-worth clients, providing expert advice on financial solutions and services that meet their evolving needs.About the Role:As a Commercial Lending Officer, you will...

Scotiabank is seeking a talented High Net Worth Client Relationship Manager to join our Private Banking team. In this role, you will be responsible for building and maintaining relationships with high net worth clients, providing them with tailored financial solutions to meet their complex needs.Key Responsibilities:Conduct thorough client needs assessments...

DGA Careers is looking for a High Net Worth Client Support Manager to join our Private Client Group. As a key member of our team, you will be responsible for managing a high priority, high net worth group of clients, including reviewing and analyzing policies, identifying opportunities for growth, and communicating effectively with clients and internal...