📑 Senior Vice-President, Advanced Wealth PlanningSenior Vice-President, Advanced Wealth PlanningLocation:This position can be based out of any of our office locations across Canada.Our organization :Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellingto ...
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📑 FNZ Securities USA, headquartered in New York City, is a self-clearing broker-dealer which provides fully disclosed clearing and custody services to introducing broker-dealers and RIAs in the wealth management space. We are currently going through the application process with FINRA to become a licensed clearing broker-dealer and we expect to commen ...
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📑 FNZ Securities USA, headquartered in New York City, is a self-clearing broker-dealer which provides fully disclosed clearing and custody services to introducing broker-dealers and RIAs in the wealth management space. We are currently going through the application process with FINRA to become a licensed clearing broker-dealer and we expect to commen ...
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📑 Wealth Advisor Kingston or Peterborough, Ontario AC-17579 Meridia Recruitment has partnered with Veritable Wealth Advisory in their search for a Wealth Advisor to join the team in Kingston, or Peterborough. Veritable Wealth Advisory was established in March 2019. The company was designed to in ...
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📑 Seeking Senior US Tax Counsel practicing in the United States or internationally, preferably with a LL.M. in Taxation, to work for an award-winning, nationally regarded tax accountancy and legal firm in Alberta. This is a leadership role and the successful candidate will be responsible for providing expert advice on US tax law and cross-border tran ...
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📑 In this role, you will be in charge of the National Bank Trust's mission, which primarily involves providing trust and philanthropic services to high-net-worth Bank clients across Canada.You will lead a hard-working team of professionals that helps our partners, including National Bank Financial Wealth Management (NBFWM), Private Banking 1859 (PB 1 ...
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📑 Senior Vice-President, Advanced Wealth Planning Senior Vice-President, Advanced Wealth PlanningLocation: This position can be based out of any of our office locations across Canada.Our organization:Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus US ...
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📑 We’re building our Nest!Where you’ll be: Working remotely, anywhere in Canada (in EST)Your Role: Chief Compliance OfficerReporting to: Randy Cass, CEOWho We Are:Founded in 2014, Nest Wealth created Canada's first SaaS-based digital wealth management platform to ensure investors have access to sophisticated, personalized, and tra ...
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📑 Director, Wealth Strategies - Bilingual page is loadedDirector, Wealth Strategies - BilingualApplylocationsMontréal, QCtime typeFull timeposted onPosted 3 Days Agojob requisition id2405932We’re building arelationship-orientedbank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients ...
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📑 We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they a ...
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📑 About TCSTCS operates on a global scale, with a diverse talent base of more than 600,000 associates representing 153 nationalities across 55 countries. TCS has been recognized as a Global Top Employer by the Top Employers Institute - one of only eight companies worldwide to have achieved this status. Our organizational structure is domain-led and d ...
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📑 Financial RepresentativeOverviewA Financial Representative position offers unlimited growth potential in the financial services industry.You will work to help individuals and businesses within your community access financial products and services they need to protect their financial futures. ...
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📑 Affinity Financial Strategies/GP Financial ServicesLicensed Sales Assistant or Associate Wealth AdvisorAffinity Financial Strategies (AFS), in partnership with GP Financial Services, presently has an opening for a Licensed Sales Assistant or an Associate Wealth Advisor. AFS is a wealth management provider offering financial planning, investments ...
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📑 As a wealth management advisor at Desjardins Ontario Credit Union, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose a ...
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📑 Associate / Senior Associate, Private Equity page is loadedAssociate / Senior Associate, Private EquityApplylocationsToronto, Ontariotime typeFull timeposted onPosted Yesterdayjob requisition idR2036236LocationBrookfield Place - 181 Bay StreetBrookfield CultureBrookfield has a unique and dynamic culture. We seek team members who have a long ...
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📑 Advisor, IG Wealth Management, Corporate Channel Location(s): Vancouver IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements. The company provides a broad range of financial planning and investment management se ...
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📑 Advisor, IG Wealth Management, Corporate Channel Location(s): Winnipeg IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements. The company provides a broad range of financial planning and investment management ser ...
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📑 Starting date : 1 position to fill as soon as possibleApplication Deadline: 03/24/2024 Address: 100 King Street West Job Family Group: Customer Solutions Job Description: MANDATE The role is responsible for providing national leadership and delivery of group RSP sales and sales support, primarily through the P&C channel. The position assists GA ...
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📑 MULTIPLE HIRE DUE TO GLOBAL GROWTH ,CANADA HAS BEEN TOP PERFORMING COUNTRY FOR MANY YEARSCapital-Markets-Advisors (CMA) is a boutique staffing and consultancy firm. Our growing client, a global Wealth, Portfolio Management firm, has multiple full-time VP RETAIL WEALTH CANADA These remote roles are with a large global discretionary based portfolio m ...
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📑 Job category:Retail Banking Regional and Branch Management - Generalist/MultidisciplineRetail Banking & Branch Management/Hybrid /Permanent/Quebec City, Montreal/Desiredstart date: As soon as possibleDo you like juggling multiple priorities, being in contact with multiple stakeholders, all while using your problem-solving skills? The retail ...
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📑 Location: Toronto or Winnipeg Division: IGM Risk, Audit & Sustainability IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements. The company provides a broad range of financial planning and investment ma ...
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📑 Senior Legal Counsel, Finance & Securities page is loadedSenior Legal Counsel, Finance & SecuritiesApplylocationsToronto, ON, CANtime typeFull timeposted onPosted 2 Days Agojob requisition idR240006702Application Deadline:04/12/2024Address:100 King Street WestJob Family Group:LegalThis role is part of the Enterprise Legal – Technology & ...
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📑 Aviso:At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dy ...
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📑 The Opportunity*Please submit application materials in English*We are seeking a highly motivated and proactive Senior Business Analyst to join our Expert team serving North America based in Montreal. In this fast-paced role, the Senior Business Analyst will be responsible for guiding internal client teams of consultants and other Experts in the exe ...
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📑 Job Summary Job Description What is the opportunity? As the Manager, Business Risk Initiatives, you will support Wealth Management (WM) Operational Risk and Shared Services (OR&SS) in helping to lead segment-wide initiatives to promote best risk practices across WM. In this role you will assis ...
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📑 We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they a ...
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📑 Wealth Sales AssistantPosition SummaryThe incumbent will be an employee of Credential Financial Strategies and will report to the on-site Sr. Wealth Consultants.This position is responsible for working closely with the Credential Securities Inc. Wealth Consultants/Senior Investment Advisors and WFCU Credit Union members in Windsor, Essex (and surro ...
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📑 Aviso:At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that ...
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📑 Senior Financial Advisor/ Senior Financial Services Representative- IIROC page is loadedSenior Financial Advisor/ Senior Financial Services Representative- IIROCApplylocationsOttawa, ONtime typeFull timeposted onPosted Yesterdayjob requisition id2408725We’re building arelationship-orientedbank for the modern world. We need talented, passionate prof ...
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📑 The Managing Director (MD), TIGER 21 EMEA is a crucial leadership role responsible for the expansion and development of TIGER 21’s presence in the EMEA region. As the leading executive in this dynamic and high-growth region, the MD will leverage an established foundation in London and Switzerland to propel the organization’s growth trajectory in ma ...
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📑 Application Deadline:03/24/2024Address:595 Burrard StreetJob Description:MANDATEThe role is responsible for providing national leadership and delivery of group RSP sales and sales support, primarily through the P&C channel.The position assists GAM's P&C channel distribution teams in managing group RSP prospects, sales and on boarding. The role ...
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📑 Senior Legal Counsel, Capital Markets page is loadedSenior Legal Counsel, Capital MarketsApplylocationsToronto, ON, CANtime typeFull timeposted onPosted 2 Days Agojob requisition idR240002373Application Deadline:03/15/2024Address:100 King Street WestJob Family Group:Legal Provides legal advice and services to BMO Financial Group’s clien ...
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📑 Job Description What is the opportunity? As the Manager, Business Risk Initiatives, you will support Wealth Management (WM) Operational Risk and Shared Services (OR&SS) in helping to lead segment-wide initiatives to promote best risk practices across WM. In this role you will assist in the design and execution of ...
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