Wealth Planning Consultant - Halifax

Only for registered members Halifax, Canada

2 weeks ago

Default job background
Full time $64,400 - $114,400 (CAD)

Job summary

Wealth Planning Consultant,
Provides wealth planning, advanced financial planning, guidance and counsel focussed on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments.

Skills

  • Leads/facilitates goals-based discovery process directly with clients,
  • Develops detailed and complex financial plans for clients to help meet their financial objectives,
  • Implements strategies to increase the scope of services to help clients achieve their personal goals and to contribute to the overall growth of business results.

Lorem ipsum dolor sit amet
, consectetur adipiscing elit. Nullam tempor vestibulum ex, eget consequat quam pellentesque vel. Etiam congue sed elit nec elementum. Morbi diam metus, rutrum id eleifend ac, porta in lectus. Sed scelerisque a augue et ornare.

Donec lacinia nisi nec odio ultricies imperdiet.
Morbi a dolor dignissim, tristique enim et, semper lacus. Morbi laoreet sollicitudin justo eget eleifend. Donec felis augue, accumsan in dapibus a, mattis sed ligula.

Vestibulum at aliquet erat. Curabitur rhoncus urna vitae quam suscipit
, at pulvinar turpis lacinia. Mauris magna sem, dignissim finibus fermentum ac, placerat at ex. Pellentesque aliquet, lorem pulvinar mollis ornare, orci turpis fermentum urna, non ullamcorper ligula enim a ante. Duis dolor est, consectetur ut sapien lacinia, tempor condimentum purus.
Get full access

Access all high-level positions and get the job of your dreams.



Similar jobs

  • Only for registered members Halifax $64,400 - $114,400 (CAD)

    Provides wealth planning, advanced financial planning guidance and counsel focussed on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments. · ResponsibilitiesWorks collaboratively in partnership with Investment Advisors to develop and deliver a client-focussed weal ...

  • Only for registered members Halifax Full time

    The Financial Planning Consultant group is a team of professional financial planners responsible for coaching and direct support to RBC Dominion Securities advisors engaged in financial planning and client facing planning for target clients. · ...

  • Only for registered members Halifax

    The RBC Family Office Services team helps advisors and advisor teams deliver integrated wealth management expertise and planning to clients and their families. · Accountable for providing direct support in a designated market for in branch training on the myGPS software to adviso ...

  • Only for registered members Halifax Full time $138,000 - $188,000 (CAD)

    Arcadis is seeking a Project Director - Ports and Marine who will be responsible for overseeing and managing all aspects of port and marine projects. This role involves strategic planning, coordination, and execution of projects to ensure they are completed on time, within budget ...

  • Avocat princ

    1 day ago

    Only for registered members Halifax $73,000 - $109,400 (CAD)

    Lorem ipsum dolor sit amet, consectetur adipiscing elit. Sed sit amet nulla auctor, vestibulum magna sed, convallis ex. Cum sociis natoque penatibus et magnis dis parturient montes, nascetur ridiculus mus. · In-depth knowledge of incapacity · Estate planning and administration · ...

  • Only for registered members Halifax, NS

    We are seeking a passionate Solar Sales Consultant who will engage directly with clients and communities. · Solar consultants at Shift Energy Group showcase a varied approach when interacting with clients, · vendors, and colleagues. · In this role you will independently manage yo ...

  • Only for registered members Halifax TEMPORARY $3,501.95 - $4,377.48 (CAD)

    We are looking for an Internal Audit Manager to lead internal audit activities to support Government Departments and associated Agencies Boards and Commissions. You will lead and support projects project teams maintain effective client relationships provide independent advice rec ...

  • Lawyer 1-3

    3 weeks ago

    Only for registered members Halifax Full time $3,568.55 - $7,240 (CAD)

    This is an opportunity to join the government's law firm – the Legal Services Division of the Department of Justice. · This opportunity is for a position on our Family Litigation team in Halifax. · ...

  • Only for registered members Halifax Full time $95,900 - $137,000 (CAD)

    Arcadis is looking for a Discipline Team Leader with a strong geotechnical / geo-structures background to develop and grow our design team in East Canada. · ...

  • Consultant

    4 weeks ago

    Only for registered members Halifax, Nova Scotia Remote job

    The Dallaire Institute is seeking a consultant or consulting firm to develop a digital platform that raises awareness about the Vancouver Principles. The platform will provide materials, implementation guidance, and tools for practitioners and decision-makers. · ...

  • Only for registered members Halifax, NS Full time

    We are seeking an Administrative Assistant for Arthritis & Injury Care Physicians to join our team. The successful candidate will be responsible for greeting and assisting patients, managing clinic patient flow, and preparing medical documentation. · Greeting and assisting patie ...

  • Only for registered members Halifax, NS

    A workplace that's invested in your success. A team that truly values one another. A culture that is built upon integrity, passion and mutual respect. · ...

  • Only for registered members Halifax, NS Remote job

    This position does not offer visa sponsorship; only candidates who are visa-independent are eligible to apply. · The GW Functional Specialist will work on incident analysis, root cause identification, and permanent fixes. · Cognizant offers the following benefits: Medical/Dental/ ...

  • Only for registered members Halifax, NS

    We're seeking an Strategic Mid Market Account Manager to lead complex technology sales and spearhead transformative solutions for 40-50 mid-market accounts nationally. · ...

  • Sales Consultant

    1 month ago

    Only for registered members Halifax, NS

    We are seeking a Sales Consultant to join our team. This is a base salary plus bonuses/commissions. The position requires daily travel to clients homes. · ...

  • Only for registered members Halifax, NS BJ M

    This is a business development advisor position that requires planning development projects and conducting comparative research on marketing strategies. · ...

  • Planner II

    3 weeks ago

    Only for registered members Halifax $85,000 - $95,000 (CAD)

    The Planner II provides entry and intermediate-level professional planning support on a range of land-use, development approval, and policy-related projects across municipal jurisdictions. · ...

  • Consultant

    4 weeks ago

    Only for registered members Halifax

    Develop a Digital Platform to raise awareness about the Vancouver Principles through provision of materials implementation guidance and tools To revamp the Dallaire Institute website Conduct an audit of current Squarespace website design functionality content accessibility perfor ...

  • Only for registered members Halifax, NS

    +As a Client Executive you will be leading the drive to service and sales within the B2B (Commercial business) environment. · + · Demonstrated 3+ years experience in B2B account management or sales consultant role · ...

  • Only for registered members Halifax, NS

    We are looking for a Senior Total Wealth Planner to join our team in Halifax, Canada. · ...