Private Banker, Private Wealth - Quebec

This role is a Private Banker Level 1 Develops manages retains and grows profitable banking relationships with high net worth clients and prospects Assists in the design development and delivery of solutions that meet the client s complex balance sheet management needs while prov ...

A career as a Private Wealth Advisor in the Commercial & Private Banking team means acting as a preferred financial specialist for wealthy clients. · ...

This role is a Private Banker Level 1 Develops manages retains and grows profitable banking relationships with high net worth clients and prospects Assists in the design development and delivery of solutions that meet the client s complex balance sheet management needs while prov ...

+ Portfolio Assistant. This is a 12-month contract opportunity to provide administrative and operational support to the delivery of financial and investment planning services. · + Responsibilities: Carry out transactions based on advisor or client instructions. · Ensure accuracy, ...

This is a 12-month contract opportunity providing administrative and operational support to deliver financial and investment planning advice for an exceptional customer experience. · Provides administrative and operational support to the delivery of financial and investment plann ...

Desjardins is seeking to fill the position of Vice-President, Private Wealth Management. · ...

This role is accountable for onboarding and managing relationships and providing personalized financial services, with a significant focus on credit solutions to HNW and UHNW clients. · ...

+Job summaryAs part of TD Wealth Private Wealth Management, Private banking specializes in offering tailored banking solutions and Credit Management to affluent HNW & UHNW clients. Our Private Bankers support everyday banking transactions, personal credit management. · +Receive a ...

This role is accountable for onboarding and managing relationships and providing personalized financial services, with a significant focus on credit solutions to HNW and UHNW clients. This role provides HNW/UHNW clients with day-to-day banking and credit needs in a high touch eng ...

The Vice President, Private Company Advisory (PCA) advises middle market businesses on mergers and acquisitions and corporate finance transactions. · Work with owners of businesses to understand their goals and objectives. · Work with analysts and associates to oversee the develo ...

The Vice President, Private Company Advisory (PCA) advises middle market businesses on mergers and acquisitions and corporate finance transactions. · Work with owners of businesses to understand their goals and objectives. · Contact buyers, investors, and lenders to pitch the opp ...

We are currently looking for a Director to join our Advanced Financial Planning team. · The Director is responsible for providing advanced taxation and estate planning advice, client meeting support, training and resource materials to IG Wealth Management Consultants. ...

We are currently looking for a Director to join our Advanced Financial Planning team. · ...

We are currently looking for a Director to join our Advanced Financial Planning team. · The Director is responsible for providing advanced taxation and estate planning advice. · ...

This is your opportunity to build a career with a leading organization where you can learn, grow and thrive both professionally and personally.We are proud to be recognized as one of Canada's Top Employers by Mediacorp Canada Inc. · The Analyst will support the Vice-President and ...

This is your opportunity to build a career with a leading organization where you can learn, grow and thrive both professionally and personally. · You will join a team that believes our success starts with the success of our clients, while working together as a team to realize our ...

The Director Tax Estate Planning and Retirement Strategy serves as a subject matter expert supporting the firm's distribution team and advisor network. · This role translates complex planning concepts into actionable client solutions enhancing the value proposition of the firm's ...

Join a purpose driven winning team in an inclusive and high-performing culture. · The Senior Total Wealth Planner is responsible for providing comprehensive financial planning advice to high net worth clients. · ...

We are committed to investing in our employees and helping you continue your career at Scotiabank. · ...

+Job summary · This role provides dedicated specialized administrative support to an Investment Advisor or team of Advisors on diverse assignments. · +ResponsibilitiesPrepare documentation and provide updates to IAs in preparation for client meetingsCreate reports for analysis of ...