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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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📑 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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📑 About the CompanyOur client is a Toronto-based independent boutique asset management firm that utilizes a value investing approach to manage capital for high-net-worth individuals, institutions, and foundations.Employees: 8Assets under management: $300MOwnership: PrivateReports into: CEOWho you are:The ideal candidate will have a consistent track r ...

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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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📑 Who we are:Harbourfront Wealth Management Inc. is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing CIRO registered securities dealer. The firm provides financial services and holistic wealth management solutions for mid to high-net-worth individuals. At Harbourfront Wealth Management, our ...

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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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📑 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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📑 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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📑 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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📑 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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📑 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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📑 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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📑 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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📑 Director, Ultra-High Net Worth Lending, BMO Private Wealth page is loadedDirector, Ultra-High Net Worth Lending, BMO Private WealthApplylocationsMontreal, QC, CANQuebec, QC, CANtime typeFull timeposted onPosted Yesterdayjob requisition idR240008787Application Deadline:04/19/2024Address:1250 boul Rene Levesque OuestJob Family Group:Wealt ...

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📑 Job Summary Job Description What is the opportunity? We are currently seeking a Private Banker to join our team in our Royal Centre office in Vancouver. You will be an accredited professional delivering the Black Card Experience to very high net worth Canadians, focused on Private Banking's cor ...

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📑 We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected ...

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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 families, ...

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📑 General Applications - All Locations 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 Insurance Inc., Wellington-Altus Group Solutions Inc., Wellington-Altus Asset Man ...

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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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📑 Requisition ID: 197154Dynamic Funds is a wholly owned subsidiary of Scotiabank, headquartered in Toronto. Dynamic Funds was established as a small investment club in Montreal in 1957, where it was a pioneer in providing professional investment advice to retail investors. Since then, we have evolved to become one of Canada's most recognized wealth m ...

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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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📑 JOB STATEMENT:ModernAdvisor is a fast-growing and registered online investment management company, focused on bringing high-quality and affordable investment advice to everyday Canadians. As a technology-enabled portfolio manager, we deliver our discretionary portfolio management services to thousands of clients in all Canadian provinces. ModernAdv ...

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📑 Application Deadline: 05/02/2024Address:3985 Highway 7 EastProvides 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 develop and deliver a client-focused wealth ...

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📑 Requisition ID: 197254 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The CES is a key member of the Business and Wealth Transition team in the Advanced Planning and Services Group. The CES ensures that our clients' advanced plans are aligned with their busin ...

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📑 Who we are:Harbourfront Wealth Management Inc. is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing CIRO registered securities dealer. The firm provides financial services and holistic wealth management solutions for mid to high-net-worth individuals. At Harbourfront Wealth Management, our cor ...

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📑 <img src=data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAQMAAABICAYAAADyOZDQAAAAAXNSR0IArs4c6QAAAARnQU1BAACxjwv8YQUAAAAJcEhZcwAADsMAAA7DAcdvqGQAABxuSURBVHhe7Z0HmBRF2sf/0z1xZ5ddktnPnM5TkBM5URARA2Ii6JlQVIwgJgRRznDqiadySBADqBg4VMSsKIIgICbO7OmJOZ0IsrC7k7vne/8107s9Y ...

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📑 *Job Summary* *Job Description* *What 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 wi ...

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📑 *Job Summary* *Job Description* *What 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 wi ...

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📑 *Job Summary* *Job Description* *What 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 wi ...

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📑 *Job Summary* *Job Description* *What 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 wi ...

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📑 The Financial Associate focuses on providing Popowich Karmali Advisory Group Clients with exceptional Client Service, being the first point of contact for high net worth clients, and managing and building strong client relationships. The role also includes the creation and execution of investment strategies under the direction of the PKAG advisor t ...

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