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📑 (PLEASE NOTE YOU MUST IN CANADA & BE A LESCENSED FINANCIAL ADVISOR WITH AT LEAST 6 YEARS DIRECT HNW CLIENT FACING EXPERIENCE IN ALL ASSET CLASSES ) 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, ...

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📑 (PLEASE NOTE YOU MUST IN CANADA & BE A LESCENSED FINANCIAL ADVISOR WITH AT LEAST 6 YEARS DIRECT HNW CLIENT FACING EXPERIENCE IN ALL ASSET CLASSES ) 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, ...

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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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📑 Requisition ID: 186742Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.PurposeThe individual will be responsible for setting the Private Banking sales strategy across the IPB footprint. The will lead and achieve strategic business objectives to attract, acquire & grow IPB's business a ...

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📑 Description : This job is responsible for acquiring new clients, deepening client relationships, and building upon an internal and external network to achieve business development goals. Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client ...

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📑 Asset & Wealth ManagementA career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the world’s leading asset managers with over $2 trillion in assets under supervision, you can expect to participate in exciting investment opportuni ...

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📑 Company DescriptionFor over 20 years, Manulife Wealth advisors have been providing personalized financial advice to Canadians. As a client of Manulife Wealth, you have access to the expertise and resources of Manulife, a global company that serves one in four Canadians and manages over $1.3 trillion in assets. With a network of over 1,000 independe ...

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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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📑 Affinity Financial Strategies/GP Financial Services Licensed Sales Assistant or Associate Wealth Advisor Affinity 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, investment ...

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📑 AVP, Retail Wealth and Investments Technology page is loadedAVP, Retail Wealth and Investments TechnologyApplylocationsToronto, OntarioWaterloo, Ontariotime typeFull timeposted onPosted 3 Days Agojob requisition idJR00096116You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be ...

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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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📑 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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📑 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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📑 A career as a Private Banker at National Bank means acting as an experienced specialist in transactional banking and credit solutions for clients of the Schulman Group wealth management advisors of National Bank Financial.We want to increase our team by having a banker exclusively dedicated to our customers to offer them an unrivaled service of ...

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📑 A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help investment advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients.Your job:Support investment advisors in ...

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📑 Wealth and Retirement Advisor page is loadedWealth and Retirement AdvisorPostulerlocationsToronto, OntarioOakville, OntarioWaterloo, Ontariotime typeTemps pleinposted onPublié il y a 11 jour(s)job requisition idJR24040069Nous sommes un fournisseur de services financiers qui s’emploie à faciliter les décisions de nos clients et de noscollègues parto ...

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📑 Vous êtes à la recherche d'une nouvelle opportunité en tant que spécialiste des systèmes de ressources humaines? Vous êtes passionné par les systèmes de ressources humaines? Notre client est à la recherche d'une nouvelle personne pour se joindre à son équipe à Laval. Le candidat sélectionné sera le contact principal pour leurs systèmes de ressource ...

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📑 Aviso Wealth: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 ...

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📑 Wealth and Retirement Advisor page is loaded Wealth and Retirement Advisor Postuler locations Toronto, Ontario Oakville, Ontario Waterloo, Ontario time type Temps plein posted on Publié il y a 11 jour(s) job requisition id JR Nous sommes un fournisseur de services financiers qui s'emploie à faciliter les décisions de nos clients et de nos collègu ...

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📑 Undergraduate business degree ideally combined with an MBA and designations such as CFA, CIM, etc.A minimum of 10 years of asset management, wealth management banking or investment industry experience.Thorough knowledge of the asset/wealth management industry and related regulatory and compliance requirementsUnderstanding of investment ...

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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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📑 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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📑 As a wealth management advisor, 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 appropriate solutions to meet their ...

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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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📑 Job Description:Aviso Wealth:At Aviso Wealth, 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 ...

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📑 We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada's Top E ...

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📑 Primary SkillsAround 8+ years of strong Wealth Management, Portfolio Management domain knowledge, including working understanding of portfolio accounting and rate of return calculations.Hands on experience with SQL to query and analyse data within the systemKnowledge on best practices and architectures.Must possess good client facing e ...

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📑 Job Category: Wealth Requisition Number: REGIO004894 Apply now Posted : March 6, 2024 Full-Time Locations Showing 1 location DescriptionWhy Meridian?At Meridian our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create opportunity and meet peo ...

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📑 Private Banking Officer Credit - BMO Private Wealth page is loaded Private Banking Officer Credit - BMO Private Wealth Apply locations Montreal, QC, CAN time type Full time posted on Posted 2 Days Ago job requisition id R Application Deadline: 05/08/2024 Address: 1250 boul Rene Levesque Ouest Job Family Group: Wealth Sales & ServiceProvides a su ...

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📑 At Nicola Wealth, our clients deserve the best. The same goes for our people. By bringing together smart, dedicated, high calibre people from diverse backgrounds, we deliver exceptional client service in a truly dynamic work environment. The collaborative, creative, and entrepreneurial spirit on which we were founded provides the oppor ...

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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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