Senior Total Wealth Planner - Halifax, NS

Requisition ID: 250246 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · Purpose · Contributes to the overall success of the Total Wealth Planning, Global Wealth Solutions / Canadian Wealth Management in Canada ensuring spe ...

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · ...

We are seeking an intern to join our Summer 2026 internship program at IG Wealth Management. You will learn about the process underlying the Financial Planner's work: forging sustainable client relationships, managing client portfolios, · understanding/analyzing client needs and ...

The Scotia Financial Planning Team (SFP) is looking for a dynamic self-starter who embraces a team environment and shares our passion to helping each and every client realize their financial dreams. The Administrative Assistant is an excellent opportunity to be part of a vibrant, ...

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge. · ...

Wealth Planning Consultant, · Provides wealth planning, advanced financial planning, guidance and counsel focussed on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments.Leads/facilitates goals-based discovery process directly with clients, · Develops detailed and ...

Provides wealth planning, advanced financial planning guidance and counsel focussed on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments. · ResponsibilitiesWorks collaboratively in partnership with Investment Advisors to develop and deliver a client-focussed weal ...

We are seeking a dedicated Financial Advisor to join our team in Halifax's historic Hydrostone district. · ...

+As an Administrative Assistant,you will be primarily responsible for working with Financial Planners to support the development of new wealth management business acquisitions and relationships in target markets. · +Support operational excellence through the execution of day-to-d ...

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A Financial Planner is needed to develop and deepen mass affluent client relationships by providing high-quality advice and service. · ...

The Financial Planning Consultant group is a team of professional financial planners responsible for coaching and direct support to RBC Dominion Securities advisors engaged in financial planning and client facing planning for target clients. · ...

The RBC Family Office Services team helps advisors and advisor teams deliver integrated wealth management expertise and planning to clients and their families. · Accountable for providing direct support in a designated market for in branch training on the myGPS software to adviso ...

Nous sommes ravis que vous envisagiez une carrière à la TD. Sachez que nous avons à cœur d'aider nos collègues à réussir dans leur vie tant personnelle que professionnelle. · Un cheminement professionnel précis vous intéresse ou bien vous cherchez à perfectionner certaines compét ...

We're building a relationship-oriented bank for the modern world. · At CIBC, we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you'll be on-site full-time.To help deliver a great client experience, you're flexible to wor ...