Director, Strategic Consulting – Wealth - Toronto, Ontario

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

Wealth Planning Consultants provide wealth planning and advanced financial planning for High Net Worth clients. · Minimum of 1-3 years of relevant experience and post-secondary degree in related field of study. · SWPC: minimum of 3-5 years of relevant experience and post-secondar ...

Provides wealth planning and advanced financial planning guidance to High Net Worth and Ultra High Net Worth clients. Works collaboratively with Investment Advisors to develop client-focused wealth plans. · ...

+ Provides wealth planning, advanced financial planning, guidance and counsel focussed 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-focussed wealth planning e ...

Wealth planning consultant provides wealth planning, advanced financial planning and guidance to high net worth clients. · Leads discovery process with clients. · Develops detailed financial plans for clients. · ...

Wealth Planning ConsultantThis job posting is for a current vacancy. · ...

Requisition ID: 253070 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · Purpose · Contributes to the overall success of the Scotia Wealth Management Partnerships team in Canada ensuring specific individual goals, plans, in ...

Description · Envestnet is seeking a · Wealth Management Consultant Director · to join our Sales department. We are seeking a candidate located in the Greater Toronto Area. · Envestnet is transforming the way financial advice is delivered through its connected technology, advance ...

Digital wealth management consultant responsible for providing personalized financial advice and digital wealth solutions to clients. Assist clients in leveraging digital platforms for investment planning and portfolio management. · ...

Requisition ID: 253070 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · Purpose · Contributes to the overall success of the Scotia Wealth Management Partnerships team in Canada ensuring specific individual goals, plans, in ...

The role combines hands-on leadership in client delivery with a strong emphasis on practice development, business growth, and mentorship of emerging leaders within the firm.The ideal candidate is a seasoned management consultant or strategic leader with deep experience working wi ...

· Envestnet is seeking a Wealth Management Consultant Director to join our Sales department. We are seeking a candidate located in the Greater Toronto Area. · Envestnet is transforming the way financial advice is delivered through its connected technology, advanced insights, and ...

This role serves as the key contact for online leads from internal and external partners and client prospects to WM focused on the High Net Worth and Ultra-High Net Worth client segments. · The incumbent works closely with the Partnerships leadership team to ensure the virtual en ...

Provide personalized financial advice and digital wealth management solutions to clients. · Assist clients in leveraging digital platforms for investment planning and portfolio management. · ...

Convert & Migrate Lead – Major Wealth Transformation Program Location: Toronto (Hybrid – 4 days per week on-site) | Practice Area: Wealth & Asset Management | Type: Permanent Lead complex wealth transformation programs that redefine how large-scale platforms transition, modernize ...

+ Contributes to the overall success of the Partnerships & Priority Segments team,+ Ensures specific individual goals,+ Works closely with the Partnerships leadership team,+ Promotes the delivery of Total Wealth and understands the breadth of WM offerings in Investment Management ...

Convert & Migrate Lead – Major Wealth Transformation Program · Location: Toronto (Hybrid – 4 days per week on-site) | · Practice Area · : Wealth & Asset Management | Type: Permanent · Lead complex wealth transformation programs that redefine how large-scale platforms transition, ...

Production Support Consultant - Wealth role involves troubleshooting and maintaining vendor-based applications for Wealth Management systems. · ...

This role is accountable for driving practice enhancement engagement and coaching with HNW Advisory teams Private Investment Advice. · ...

Wealth Consultant II will provide ongoing professional planning advice on complex strategies to branch teams. · As a subject matter expert, they will collaborate with internal subject matter experts, client's external advisors, · a team approach to develop solutions-based wealth ...