Portfolio Assistant, 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 pr ...

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, ...

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. · ...

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 ...

+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 ...

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. ...

The Director is responsible for providing advanced taxation and estate planning advice to IG Wealth Management Consultants. · Support IG Wealth Management Consultants by responding by telephone (Teams) and by email to their questions related to taxation, estate planning, and othe ...

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. · ...