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Senior Wealth Advisor Jobs

Financial Planner/Wealth Advisor
By Raymond James Ltd. At Waterloo, Ontario, Canada
Experience with a client relationship management software such as Maximizer
Assist us in responding to incoming client calls and inquiries regarding financial planning, wealth management, tax, insurance and investment options
Work closely with Portfolio Manager and team members to provide seamless financial planning & investment management
High level of knowledge and experience using financial planning software such as investcloud (NaviPlan), RazorPlan and / or Snap
Manage action requests to and from clients and document in CRM software
Experience in cross-border (Canada / USA) a great asset
Insurance Advisor - Life, Health And Wealth
By RBC Insurance At Ottawa, Ontario, Canada
Business development and prospecting skills with a goal-oriented attitude with a strong ambition to succeed
Professional sales experience with an entrepreneurial minsdet
Professional sales experience in the Insurance industry
Flexible health benefits that allow you to choose the level of coverage that is right for you and your family
Promote a client-first mindset in a digital environment by meeting clients when it is most convenient for them
Develop and deepen client relationships with the use of Salesforce and other compliant customer tools/electronic forms
Senior Total Wealth Planner [Scotiabank]
By CareerBeacon At Toronto, Ontario, Canada
Actively share knowledge and experience to enhance the development of all team members
Fostering and encouraging Advisors and Relationship Managers to incorporate financial planning in their business model.
Championing the value, benefits and outcomes of financial planning to both advisors/RMs and clients.
Presentation skills particularly related to financial matters including the ability to present complex financial concepts in an easily understood manner
Excellent inter-personal skills and ability to quickly build relationships and trust.
Expert knowledge of financial planning software (Naviplan) in order to prepare financial plans
Wealth Advisor Jobs
By Nicola Wealth At Toronto, Ontario, Canada
Demonstrated technical proficiency in financial planning, asset management and insurance
Your key experiences and qualifications will include:
Leveraging your technical planning and client relationship skills to build a business within Nicola Wealth
Ensure all client information and regulatory requirements are up to date and current
Proactively enhancing your expertise through attending seminars, continued education and proactive personal development
Chartered Investment Manager (CIM) or completion of CFA Level 1
Wealth Advisor & Portfolio Manager
By CI Financial At Toronto, Ontario, Canada
Delivering investment advice to our clients through phone, email, and chat
Collaborating with team members to coordinate and improve delivery of investment and financial advice
Modern HQ location within walking distance from Union Station
Flexible & Hybrid Work Program
Employee Share Purchase Program (ESPP)
Wealth Advisor Administrative Assistant
By Raymond James Ltd. At Markham, Ontario, Canada
Experience in business development and social media management
Manage schedules, including coordinating meetings and appointments, and making travel arrangements, including virtual (video) appointments.
Manage social media accounts, create, and schedule posts, monitor engagement, and analytics.
Manage all client documentation and ensure client document deficiencies in a timely, efficient and effective manner.
1-3 years of previous experience in a similar role
Excellent communication skills, both written and verbal
Financial Associate Wealth Advisor - Partner - Affinity Wealth Management
By Aviso Wealth At Regina, Saskatchewan, Canada
Creates and maintains client files, adhering to compliance requirements.
On-going training, coaching and education
Schedule and hold client meetings with Senior Wealth Advisor and support in developing appropriate financial strategies, and appropriate recommendations.
Promotes and markets firm’s investment and insurance services internally and externally.
Opportunity for career progression into a Wealth Advisor role
A pleasant and professional working environment
Wealth Advisor - Partner - Ndcu Moneyworks
By Aviso Wealth At Nelson, British Columbia, Canada

An Exceptional Career & Vibrant Lifestyle. Have it all at NDCU MoneyWorks

We thank all candidates for their interest, however, only those selected for an interview will be contacted

Wealth Management Advisor Jobs
By World Financial Group (WFG) At Surrey, British Columbia, Canada

Vibrant & coachable individuals that’s looking for more income stability, growth and personal development in making more active and passive income.

Senior Wealth Advisor Jobs
By TPD® Workforce & HR Solutions At Vancouver, British Columbia, Canada
Proven track record in investment management as a financial planner, investment advisor, or wealth management operations manager;
Become very comfortable in delivering the client experience, and
Ability to build relationships so that families will hand over their hard-earned money for you to manage;
Certified Financial Planning (CFP) Designation or Certified Investment Manager (CIM) (an asset);
Convenient downtown office very close to transit;
Strong base salary plus bonus
Senior Project Advisor Jobs
By Adecco At Sherwood Park, Alberta, Canada
Collaborate with project management, teams, and stakeholders to resolve issues
Bachelor's Degree or Diploma in Construction Management, Quantity Surveying, Civil/Structural Engineering, or a related field is required
Free access to our Aspire Academy for continuing professional education
7+ years of Project Controls related experience
10+ years of estimating experience in Mining, O&G, or other industries
Specialized knowledge of project control functions
Senior Project Advisor Jobs
By Adecco At Calgary, Alberta, Canada
Collaborate with project management, teams, and stakeholders to resolve issues
Bachelor's Degree or Diploma in Construction Management, Quantity Surveying, Civil/Structural Engineering, or a related field is required
Free access to our Aspire Academy for continuing professional education
7+ years of Project Controls related experience
10+ years of estimating experience in Mining, O&G, or other industries
Specialized knowledge of project control functions
Senior Project Advisor Jobs
By Adecco At Chestermere, Alberta, Canada
Collaborate with project management, teams, and stakeholders to resolve issues
Bachelor's Degree or Diploma in Construction Management, Quantity Surveying, Civil/Structural Engineering, or a related field is required
Free access to our Aspire Academy for continuing professional education
7+ years of Project Controls related experience
10+ years of estimating experience in Mining, O&G, or other industries
Specialized knowledge of project control functions
Senior Director - Wealth Intelligence
By J.D. Power At London, Ontario, Canada

Bachelor's degree required, advance degree or certifications in analytics, insurance, actuarial, or in a business-related field preferred

5+ years working in a collaborative environment – from research design through communicating results to executives.