Private Wealth Planner - Vancouver

Wealth and Estate Planning Specialist to join our high-performing team of finance professionals. Manage approximately $6 billion in client assets and employ like-minded individuals who display grit, integrity, hard work, and an ability to think outside the box. · CFP designation ...

Wealth Advisors advise clients on how to invest their portfolios and prepare client plans. · Support clients in achieving financial goals. · Create tailored investment plans. · ...

We are seeking an experienced Wealth Advisor to join our team at Fidelity Canada. As part of our dynamic work model, this role will have a flexible 100% remote work schedule. · ...

The Senior Total Wealth Planner is responsible to proactively provide comprehensive financial planning advice and support to high net worth clients. · Gathering key pertinent data and information about the client through deep discovery · Preparing, analyzing and reviewing the fin ...

Job Description · As part of Fidelity's dynamic work model, you will have a flexible, 100% remote work schedule. · Working with us means you'll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. · You'll have a ...

Wealth Advisor/Financial Planner for Fidelity Canada is responsible for providing support and excellent client experiences. The role involves advising clients on how to invest their portfolios and preparing client plans and proposals. · ...

Wealth Advisor/Financial Planner. · Fidelity has been helping Canadian investors build better financial futures for over 35 years.We are seeking a Wealth Advisor to provide support and excellent client experiences. · ...

We are seeking a Senior Total Wealth Planner to join our team at Scotiabank in Vancouver, BC. As a key member of our Financial Planning Advisory team, you will be responsible for providing comprehensive financial planning advice to high net worth clients. · Gathering key pertinen ...

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 manag ...

The Market Lead oversees and leads a team of Total Wealth Planners in a dedicated region/major center. · Serving as the primary leadership contact for Total Wealth Planning within the assigned market. · ...

Le planificateur pour les clients à valeur nette élevée est responsable de travailler avec les conseillers TD pour livrer une guidance personnalisée haute valeur sur la taxe, l'état et la planification globale du patrimoine aux clients HNW et UHNW de TD. · ...

+L'expérience collègue à TD comporte une rémunération juste et équitable pour tous les collègues. · Les occasions de croissance et le perfectionnement des compétences constituent des caractéristiques essentielles. · +Rémunération globale incluant salaire de base, variable ainsi q ...

This dream opportunity for the experienced "hunter" who loves to sell offers a unique business model with a top-down approach to business. You'll have an incredible back office for steady support and will conduct consultative meetings with potential investors identifying their fi ...

This position is responsible for driving life insurance results within their assigned region. · Leads the end-to-end Insurance sales process on more complex and/or significant insurance solutions. · Built and maintains strong relationships throughout the region with advisors and ...

Job summary · As a Wealth Market Manager Specialized Services you will lead a team of specialized Wealth Management professionals in Private Trust Wealth Advisory Services and Wealth Insurance Services. · Responsible for the delivery of consistent integrated PWM experience to all ...

Wealth Planning AssociateNicola Wealth is a national leader in wealth management with a sophisticated financial planning system and diversified private investment funds. · ...

The High-Net-Worth Planner is responsible for working with TD advisors to deliver high value customized guidance on tax, estate and overall wealth planning to HNW and UHNW clients of TD. · Providing professional financial, tax and estate planning support and solutions to qualifyi ...

This role will focus on developing and deepening mass affluent client relationships by providing high quality advice and service. As a dedicated entrepreneur, you know how to build and leverage your external / internal networks and centres of influence. · ...

We're Vancity, · a member-owned credit union built on · the principles of inclusion and social justice. · We've made bold commitments to become net-zero by 2040 across all mortgages and loans, · and we're actively pursuing strategies in Indigenous banking and financial resilience ...

We are looking for a Senior Financial Planner to join our Vancouver branch that is dedicated to delivering service excellence in supporting our Raymond James advisory teams (advisors) and their clients. · ...