BA / Wealth - Toronto, ON

About Nicola Wealth: · 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 98% client retention rate and our award-winning culture, combine to position us as a nationa ...

We are seeking a detail-oriented Associate Wealth Planner to join our team at Richardson Wealth. As a key member of our Investment Advisor team, you will work collaboratively to prepare comprehensive financial plans for High-Net-Worth clients as well as tax planning for clients. ...

Position Overview    The Associate, Wealth Planner will work collaboratively with the Investment Advisor team, to prepare comprehensive financial plans for High-Net-Worth clients as well as well as tax planning for clients.   · This posting is part of our ongoing efforts to build ...

The Receptionist is a highly visible role responsible for contributing to the overall success of Scotia Wealth Management's multiple business lines and other Bank Partners. The ideal candidate will have superior customer service skills and financial industry experience. · Create ...

The Associate Wealth Planner will work collaboratively with the Investment Advisor team to prepare comprehensive financial plans for High-Net-Worth clients. · ...

Wealth Compliance AdvisorAbout UsAs 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 Canadas best investment advisors Weve embarked ...

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 98% client retention rate and our award-winning culture, · combine to position us as a national leader in wealth ma ...

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 98% client retention rate and our award-winning culture combine to position us as a national leader in wealth man ...

The Wealth Compliance Advisor is a resource for the Branch Management Team and Advisor teams regarding industry regulations, requirements and best practices. · This role is part of a centralized supervision team, reporting into National Sales. · ...

The Receptionist is a highly visible role responsible for greeting and directing clients; taking and relaying messages and responding to and actioning client requests. · ...

+ Develop client relationships to gain an intimate understanding of their life goals,circumstances and needs in order to provide multidisciplinary private wealth solutions integrated into ongoing and continuous life-based discovery process that is supported by a robust offering f ...

Wealth Compliance Advisor is a resource for the Branch Management Team and Advisor teams regarding industry regulations, requirements and best practices. This role is part of a centralized supervision team, reporting into National Sales. · The WCA is accountable to ensure that th ...

+This role offers an exceptional opportunity to deepen expertise in cross-border tax and wealth planning for high-net-worth individuals, families, and business owners. · +Act as the client's primary liaison, team leader, and advocate... · ...

We are seeking a motivated Private Wealth Manager with a self-starter mentality to support our cross-border tax offerings. · This role offers an exceptional opportunity to deepen expertise in cross-border tax and wealth planning for high-net-worth individuals, · families and busi ...

L'opportunité consiste à soutenir les conseillers indépendants de Manulife Wealth pour améliorer leur prestation de solutions de planification financière auprès leurs clients. Ce rôle fonctionne sur une base nationale avec une approche basée sur l'équipe. Le titulaire utilisera s ...

We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance combine to position us as a national leader in wealth management. · Provide high-touch leadership to a span of ~15–20 As ...

The Team Lead is a culture leader and subject matter expert who partners with senior management to drive team performance, support onboarding and development, and champion process excellence. · ...

This position is a trusted advisor of private wealth services that meet high net worth client's short- and long-term holistic wealth management and investment growth goals, · • Consistently delivering exceptional client experience · • Developing professional relationships betwee ...

We are seeking a motivated Private Wealth Manager with expertise in cross-border tax and wealth planning for high-net-worth individuals families and business owners.This role combines strong technical tax knowledge with client-first mindset helping to design implement tailored fi ...

BRIEF INTRODUCTION · The Wealth Manager is a senior, non‑registered relationship manager and trusted advisor to high‑net‑worth (HNW) and ultra‑high‑net‑worth (UHNW) clients. This role delivers holistic wealth management solutions aligned with clients' short‑ and long‑term goals b ...

This role offers an exceptional opportunity to deepen expertise in cross-border tax and wealth planning for high-net-worth individuals families and business owners. The ideal candidate will combine strong technical tax knowledge with a client-first mindset—helping to design and i ...