Director, Investment Platform, Private Wealth - Toronto, Ontario

L'entreprise Fiera Capital recherche un Senior Private Wealth Associate. Vous travaillez sous la supervision du Senior Investment Counsellor. Votre rôle est d'offrir un service personnalisé aux clients privés et soutenir les activités liées à la gestion des portefeuilles et à l'a ...

We seek a New York-based Sales Professional to collaborate closely with field-based Sales team members. Together, you will cultivate meaningful relationships with financial advisors, empowering them to unlock the potential of Blackstone's diverse investment offerings. · Partner w ...

Nous investissons dans la création d'une culture qui permet à nos employés de se sentir appréciés, pris en charge, vus et entendus. · Nous recherchons un Senior Private Wealth Associate pour rejoindre notre équipe privée en capital. Le candidat idéal aura une solide expérience da ...

We are seeking a motivated Private Wealth Manager with a self-starter mentality to support our cross-border tax offerings. · This role offers an exceptional opportunity to deepen expertise in cross-border tax and wealth planning for high-net-worth individuals, · families and busi ...

We are seeking a highly motivated and detailed oriented Associate to join our team. · ...

We are seeking a motivated Private Wealth Manager with expertise in cross-border tax and wealth planning for high-net-worth individuals families and business owners.This role combines strong technical tax knowledge with client-first mindset helping to design implement tailored fi ...

We are seeking a motivated Private Wealth Manager with a self-starter mentality to support our cross-border tax offerings. · ...

This role offers an exceptional opportunity to deepen expertise in cross-border tax and wealth planning for high-net-worth individuals families and business owners. The ideal candidate will combine strong technical tax knowledge with a client-first mindset—helping to design and i ...

We are seeking a motivated Private Wealth Manager with a self-starter mentality to support our cross-border tax offerings. This role offers an exceptional opportunity to deepen expertise in cross-border tax and wealth planning for high-net-worth individuals, families, and busines ...

L'objectif du poste est d'aider les conseillers en placements privés à améliorer leurs compétences et leur efficacité. · ...

Tourner autour du développement et la croissance d'une pratique en conseil privé. Mettre en place une approche optimale pour la pratique. · Équiper les conseils locaux pour accroître leur efficacité et leur approche. · ...

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 ma ...

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 man ...

We invest in creating a culture of purpose that makes our people feel valued cared for seen and heard. · Cultivate strong relationships with clients becoming the go to person for account specific information which can include portfolio investment performance providing reports and ...

This role provides administrative and operational support to the delivery of financial and investment planning and advice to deliver an exceptional customer experience. Works collaboratively within the assigned team / Private Wealth branch and with business partners. · ...

We're building a relationship-oriented bank for the modern world. We need talented professionals who are dedicated to doing what's right for our clients. · We enable the work environment most optimal for you to thrive in your role.Details on your work arrangement (proportion of o ...

This role provides administrative and operational support to the delivery of financial and investment planning and advice to deliver an exceptional customer experience. · Assists in preparing new business proposals or presentations to clients/prospects based upon their needs. · I ...

This position serves as a liaison between the business and technology. As the Salesforce Lead, you will be responsible for managing, implementing, · and providing comprehensive support for the Private Wealth business.The key responsibilities include: · overseeing business operati ...

We are looking to expand our team to satisfy the needs of our growing client base. · Build Hamilton Lane's network amongst the Canadian bank platforms (Advisors) and other Canadian wealth management platforms. · Assist in the coverage of National Accounts/Research at the various ...

We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance combine to position us as a national leader in wealth management. · Provide high-touch leadership to a span of ~15–20 As ...