📑 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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📑 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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📑 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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📑 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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📑 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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📑 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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📑 The Role We are currently looking for a Senior Compensation Specialist reporting to the Director, Compensation to join our IGM Human Resources department as part of either Mackenzie Investments or Investors Group. This role is an 18-month contract position . Within the Human Resources Department of IG ...
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📑 POSITION SUMMARY The Associate PWM Operations is responsible for a broad set of tasks to support the business unit and PWM teams in the field. This includes the development and facilitation of regular PWM webinars, calls and meetings, coordinating the onboarding of new PWM Advisors, developing collaborative relationships ...
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📑 Position Summary The Coordinator, Region Office Operations acts as the first point of contact and provides service to both internal and external clients of IG Wealth Management. The Coordinator is responsible for greeting clients at reception, supporting queries on key business transactions, and general administration ...
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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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📑 POSITION SUMMARY Reporting to the Director, Portfolio Management, the Portfolio Analyst will be responsible for providing day-to-day execution support towards the effective and timely monitoring and management of the initiative portfolio. In this role, you will be accountable for maintaining and communicating the portf ...
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📑 Vous cherchez de nouveaux défis ? Vous souhaitez rejoindre l'une des équipes de gestion de patrimoine les plus dynamiques et accueillantes ? Une équipe de Gestion de Patrimoine recherche actuellement un(e) adjoint(e) au ConseillerLe candidat ou la candidate recherché(e) doit être débrouillard(e) et autonome dans son travail pour accomplir les d ...
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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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📑 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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📑 Position Title:Administrative AssistantLocation:Winnipeg (Downtown)Functional Area:Administration (Financial Services Coordinator)About Lawton Partners Wealth Management:Established in 1974, Lawton Partners Wealth Management has become a premier destination for wealth management services in Western Canada, thanks to our reputation and s ...
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📑 Company DescriptionAt Optimize Wealth Management, we are the next generation in premier wealth management. Our focus is on achieving our clients' financial goals and providing personalized financial solutions. We offer a wide range of financial services, including financial planning, portfolio management, investment fund management, tax prepara ...
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📑 Life Insurance Advisor Support Associate (Remote) – Wealth ManagementThe Client: A well-established wealth management firm seeks a professional Insurance Advisor Support Associate for their growing team. In this role, you will be responsible for supporting Director of Life Insurance & Estate Planning the areas of client engagement, administration 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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📑 Job DescriptionProject Manager (Wealth Services) - RemoteAre you looking for a stimulating and dynamic job in a remote position? Would you like to be part of a team that believes in your potential and part of a great company that will help you advance in your career? This ...
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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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📑 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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📑 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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📑 Welcome to Canada Life!Permanent Full Time-Reporting to the Assistant Vice President & Senior Counsel, you will be a key member of the legal team providing support to our Canadian wealth businesses. You will provide practical and timely legal advice on strategic and tactical business issues related to the distribution of securities, the provision o ...
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📑 Job Description:We help clients to manage, protect and grow their wealth. We offer a range of services from personal banking, mortgages and loans to investment, savings and wealth management products. Our international network and breadth of expertise enables us to support individuals, families, business owners, investors and entrepreneurs arou ...
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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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📑 Putting people first, every day BDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a with a high priority ...
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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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📑 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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📑 **Work Location:** Toronto, Ontario, Canada **Hours:** 37.5 **Line of Business:** Compliance **Pay Details:** We’re committed to providing fair and equitable compensation to all our colleagues. As a candidate, we enco ...
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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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📑 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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The World Cities Report 2020 highlights the intrinsic value of sustainable urbanization for Canada and, specifically, within Canada. It examines this value from economic, social, and environmental perspectives, including the unquantifiable aspects that contribute to Canada's unique character. Additionally, the report delves into the role of innovation and technology, the responsibilities of local governments, targeted investments, and the effective implementation of the New Urban Agenda in promoting sustainable urbanization on a global scale. For more in-depth information regarding population growth trends and diversity in Canada, you can find additional details on Canada Wikipedia.
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