📑 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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📑 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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📑 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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📑 525 8 Ave SW, Calgary, AB T2P 1G1, CanadaReq #72October 6, 2023About Us:We want to be the brand of choice for Canada’s top advisors and their high-net-worth clients. We also have an ambitious growth strategy to triple our Assets under Administration (AUA) to $100 billion by 2025.To reach our goals, we are making strategic investments in tec ...
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📑 The Private Banker possesses strong knowledge of customized commercial lending, risk management, financial products and services, wealth management and retail lending. The incumbent has comprehensive experience and product knowledge to deliver service and customized lending solutions consistent with high net worth client needs. This po ...
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📑 Senior Wealth Planner Location: This position will be based out of our Calgary, or Edmonton office. Our organization : Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus I ...
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📑 Client Services Associate – Wealth ManagementThe Client: A well-established wealth management firm seeks a professional Client Service Associate for their growing wealth management team. In this pivotal role, you will be responsible for supporting the senior portfolio manager and financial planner in both a client liaison and administrative support ...
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📑 Client Services Associate – Wealth ManagementThe Client:A well-established wealth management firm seeks a professional Client Service Associate for their growing wealth management team. In this pivotal role, you will be responsible for supporting the senior portfolio manager and financial planner in both a client liaison and administrative supp ...
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📑 Investment Planning Counsel (IPC) is one of the fastest growing independent wealth management companies in Canada. We are a diverse group of people all driven towards one goal: helping advisors build a better business through a remarkable client experience. With your background, skills and experience you’ve already found success in the ...
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📑 At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.D ...
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📑 Position:Director, Private Client Sales (Full-Time) Overview:GreensKeeper is a privately owned wealth management firm (> $100 million AUM) with a 12-year track record of success. We are looking to hire an exceptional salesperson to join our tight-knit team and further accelerate our growth. Job Description:You are an experienced and motivated sales ...
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📑 Job SummaryJob DescriptionWhat is the opportunity?As an integral member of the RBC Family Office Services team, your role as a Financial Planning Specialist is to work with our advisors to deliver comprehensive, customized financial plans to High Net Worth (HNW) clients of RBC Wealth Management. As a valued partner, you will also assist with busine ...
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📑 Wealth Planning Consultant page is loadedWealth Planning ConsultantApplylocationsToronto, ON, CANtime typeFull timeposted onPosted Yesterdayjob requisition idR240008179Application Deadline:04/07/2024Address:4881 Yonge Street, 9th FloorJob Family Group:Wealth Sales & Service Provides wealth planning, advanced financial planning, guidance ...
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📑 Job Description What is the opportunity?RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.As ...
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📑 Nicola Wealth Description We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, proprietary limited partnerships and investment products, 99% client retention rate and award-winning culture combine to position us as a national leader in wealth management. Recognized as a Best Managed Comp ...
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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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📑 Investment Advisor, National Partnership OfficeMarch 21, 2024About Us:As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada’s best investment advisors. We’ve embarked on an exciting growth p ...
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📑 At KW, we believe that agents should be equipped with the resources, atmosphere, instruction, and backing they need to expand their business to whatever magnitude they desire. Both rising representatives looking to become productive and established groups seeking to build and maintain stability can make use of our assistance. From basic lessons in ...
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📑 As an Associate with the Shari Foster & Associates Wealth Management team at IG Wealth Management, you will have the opportunity to thrive in an entrepreneurial environment that provides industry-leading training and support, encourages personal growth, and fosters the achievement of excellence.In 2023, our practice was ranked in the top 100 across ...
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📑 Posting Closes when we have it filled!Compensation: Base salary of $81,644 just scratches the surface! Our Senior Wealth Advisor compensation program is robust and lucrative!Servus Credit Union is Alberta's largest member-owned credit union, known for building strong, resilient communities by helping our members feel good about their money. One of ...
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📑 Nicola Wealth Description At Nicola Wealth, our clients deserve the best. The same goes for our people. We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, proprietary limited partnerships, and investment products, 99% client retention rate and award-winning culture combine to ...
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📑 Description : This job is responsible for working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Key responsibilities i ...
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📑 As an Associate with the Shari Foster & Associates Wealth Management team at IG Wealth Management, you will have the opportunity to thrive in an entrepreneurial environment that provides industry-leading training and support, encourages personal growth, and fosters the achievement of excellence.In 2023, our practice was ranked in the top 100 ac ...
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📑 As an Associate with the Shari Foster & Associates Wealth Management team at IG Wealth Management, you will have the opportunity to thrive in an entrepreneurial environment that provides industry-leading training and support, encourages personal growth, and fosters the achievement of excellence.In 2023, our practice was ranked in the top 100 ac ...
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📑 Requisition ID: 194734 Join 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 comprehen ...
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📑 JOB STATEMENT:Guardian Capital Group Limited (“GCG”) is a diversified financial services company which serves the needs of clients ranging from private clients to institutions. Guardian Partners Inc. is a multi-family office, often referred to as an Outsourced Chief Investment Officer. Our focus at GPI is to work with ultra high net worth famil ...
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📑 525 8 Ave SW, Calgary, AB T2P 1G1, CanadaReq #181April 4, 2024About Us:As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada’s best investment advisors. We’ve embarked on an exciting gro ...
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📑 Senior Manager, Wealth Management Taxation Requisition ID: 196275 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Senior Manager, Wealth Management Taxation Toronto **Job Purpose:** The Senio ...
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📑 As a Scotiatrust Estate & Trust Consultant, you are a key member of the Scotiatrust team, providing clients with a premium wealth management experience. As part of an innovative team-based approach to wealth management, you will work to deepen and strengthen client relationships by providing clients with customized, needs-driven solutions, leve ...
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📑 April 11, 2024About Us:As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada’s best investment advisors. We’ve embarked on an exciting growth phase – a multi-year transformational journey to ...
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📑 Application Deadline: 05/02/2024 Address: 3985 Highway 7 East Job Family Group: Wealth Sales & Service Provides wealth planning, advanced financial planning, guidance and counsel focused on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments. Works collaboratively in partnership with Investment Advisors to de ...
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📑 JOB STATEMENT:Guardian Capital Group Limited (“GCG”) is a diversified financial services company which serves the needs of clients ranging from private clients to institutions. Guardian Partners Inc. is a multi-family office, often referred to as an Outsourced Chief Investment Officer. Our focus at GPI is to work with ultra high net worth famil ...
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📑 Director of Compliance - Leading Wealth Management FirmSave jobDirector of ComplianceAre you an experienced compliance professional with a passion for the investment management business?Do you have a solid understanding of the rules and regulations governing the industry in Canada and the U.S.?Are you looking for an opportunity to join a small, ...
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