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Senior Wealth Management Advisor Jobs

Senior Manager, Wealth Management Taxation [Scotiabank]
By CareerBeacon At Vancouver, British Columbia, Canada
Continuously identifying opportunities to enhance the Advanced Planning and Services and the Wealth Management Taxation teams' service offerings.
Preparing and presenting tax education and training content and material for internal professional development purposes as well as client-facing presentations;
Leading the facilitation of professional development activities for colleagues with more advanced tax knowledge; and
Tax strategies related to leveraging, philanthropy, education, and strategic insurance planning;
Knowledge of U.S. income taxation and related issues;
At least 7 years of experience in a professional organization providing tax planning and compliance for HNW and UHNW clients; and
Senior Project Manager-Wealth Management
By Prodigy Labs At Toronto, Ontario, Canada
Previous experience managing or supporting Wealth Management projects (i.e. PM, Tech Roles, Business Roles, etc)
Advanced knowledge of change, issue, and risk management and working knowledge of Software development lifecycle (SDLC) and Agile delivery methodologies
Project/Program Management certifications (e.g. PMP and/or PgMP)
Effectively manage IT project deliverables on a large Reporting Wealth Program
Oversee financials and staffing levels to efficiently meet project delivery requirements and tracks value for effective decision-making
Proven experience managing large scale Reporting projects and their integration with applications in a Financial Institution
Director, Advisor Marketing Wealth & Asset Management Canada
By Manulife At Toronto, Ontario, Canada
7+ years of marketing experience in wealth management
Passion for wealth management industry with deep knowledge of investment products, financial markets, and the investment industry
Knowledge of the asset management regulatory environment and guidelines
University graduate (advanced degree or certification a plus)
Demonstrated experience in developing and implementing digital marketing campaigns
Solid collaborative leadership experience, both cross-functional and immediate teams with ability to influence direction of work
Senior Advisor, Talent Management And De&I
By Saputo Inc. At Vaughan, Ontario, Canada
5 – 7 years experience in HR with three years of relevant Talent Management or DE&I experience
Project management experience including initiating and managing multiple projects
Manage the learning and development program offerings; track and measure participation and outcomes
Knowledge about diversity and inclusion, and HR industry trends
Strong communication skills, can communicate effectively with a wide variety of stakeholders
Solution oriented; have excellent analytical and problem-solving skills
Senior Manager, Wealth Management Risk
By BMO At Toronto, Ontario, Canada
Develops and maintains in-depth knowledge of business and related risk management requirements and legislative/ regulatory directives and guidance.
In-depth / expert knowledge of Wealth Management regulatory requirements.
In-depth / expert knowledge operational risk management practices - specifically non financial risk(ONFR) and/or credit
In-depth / expert knowledge of the Wealth Management business / product portfolio.
Leads/participates in the design, implementation and management of core business/group processes.
Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
Senior Digital Analyst, Digital Wealth Management
By CIBC At Toronto, Ontario, Canada

You know that details matter. You notice things that others don't. Your critical thinking skills help to inform your decision making.

What You Need To Know

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
Senior Business Analyst - Wealth Management & Investments
By iA Financial Group (Industrial Alliance) At Toronto, Ontario, Canada
Experience in Wealth Management & Investments
Provides discipline, rigor, and technical skills to the requirements definition and validation process
Works in collaboration with the journey owner to understand, elicit, analyze, document, and communicate program and platform/application requirements
Works ahead of the delivery team to elicit requirements for next iteration’s user stories
Can visualize business needs / requirements as user stories
Time-boxed requirement gathering from the right mix of stakeholders
Senior Business Analyst - Wealth Management & Investments
By iA Financial Group (Industrial Alliance) At Greater Toronto Area, Canada
Experience in Wealth Management & Investments
Provides discipline, rigor, and technical skills to the requirements definition and validation process
Works in collaboration with the journey owner to understand, elicit, analyze, document, and communicate program and platform/application requirements
Works ahead of the delivery team to elicit requirements for next iteration’s user stories
Can visualize business needs / requirements as user stories
Time-boxed requirement gathering from the right mix of stakeholders
Wealth Management Consultant Jobs
By 1st Choice Savings and Credit Union Ltd. At Lethbridge, Alberta, Canada
Minimum 5 years’ wealth management experience
Provide expert advice and solutions in financial planning – including investments, financial management, insurance planning, tax planning, and retirement planning.
Certified Financial Planner (CFP) designation or able to complete within the year; will consider a combination of education and experience.
Working with members to create strategies
Implementing and monitoring planning tactics to ensure the member is well prepared for all financial and insurance realities.
Conduct regular reviews of member investment plans and identify additional opportunities.
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 Management Administrator Jobs
By Staffing In Motion At Greater Toronto Area, Canada
To provide administrative support to the wealth management and financial planning divisions
To manage the flow of outgoing and incoming investment applications and forms needed in the administration of new and existing clients
Excellent benefits package that includes full health, medical, dental and vision care for you and any dependents
To provide superior client service support
Assist with client review reports and new client orientation processes
To respond to client inquiries about accounts and provide them with prompt, courteous administrative support
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 Consultant, Wealth Management Software Implementation
By State Street At Toronto, Ontario, Canada
Strong time management skills including the ability to manage multiple projects in parallel.
Strong problem solving skills. Analytical thinker who can decompose complex issues into components and perform root cause analysis.
Provide assistance to other members of the Professional Services team and pro-actively develop and share best practices.
Basic command of SQL and understanding of relational databases. Familiarity with FIX or similar protocols is a plus.
What We Are Looking For
Why this job is important to us
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
Administrative Assistant - Wealth Management
By Randstad Canada At Comox, British Columbia, Canada
Minimum one year experience in professional office setting, preferably in finance or banking sectors
Strong computer skills and knowledge of MS Word, Excel, Outlook
Benefits including health, dental, and extended healthcare from Day 1!
3 weeks vacation to start
First point of contact - incoming telephone and email contacts from clients, Advisors and other partners
Assist Advisors in preparing account documentation including client reviews, presentations, correspondence and reports

Are you looking for an opportunity to use your financial expertise to help others achieve their financial goals? We are looking for a Senior Wealth Management Advisor to join our team and provide our clients with comprehensive financial planning services. As a Senior Wealth Management Advisor, you will be responsible for developing and implementing customized financial plans for our clients, as well as providing ongoing advice and guidance. If you are a motivated self-starter with a passion for helping others, this could be the perfect job for you!

A Senior Wealth Management Advisor is responsible for providing financial advice and guidance to clients. They must have a deep understanding of the financial markets and be able to provide sound advice on investments, retirement planning, estate planning, and other financial matters. They must also be able to develop and maintain relationships with clients and be able to provide them with the best possible advice. To become a Senior Wealth Management Advisor, you must have a bachelor’s degree in finance, economics, or a related field. You must also have a minimum of five years of experience in the financial services industry. Additionally, you must have a valid license to practice in your state.

Senior Wealth Management Advisor skills required for your resume and career include:

• Knowledge of financial markets and investments
• Ability to provide sound financial advice
• Excellent communication and interpersonal skills
• Ability to develop and maintain relationships with clients
• Ability to analyze financial data and make informed decisions
• Knowledge of tax laws and regulations
• Ability to develop and implement financial plans
• Knowledge of estate planning and retirement planning

Senior Wealth Management Advisor knowledge for your resume and career include:

• Knowledge of financial markets and investments
• Knowledge of tax laws and regulations
• Knowledge of estate planning and retirement planning
• Knowledge of financial planning software
• Knowledge of risk management strategies
• Knowledge of financial products and services
• Knowledge of banking and lending regulations

Senior Wealth Management Advisor responsibilities for your resume and career include:

• Developing and implementing financial plans for clients
• Analyzing financial data and making informed decisions
• Providing sound financial advice and guidance to clients
• Developing and maintaining relationships with clients
• Monitoring financial markets and investments
• Researching and recommending financial products and services
• Keeping up to date with changes in the financial industry

Senior Wealth Management Advisor experience for your resume and career include:

• Five or more years of experience in the financial services industry
• Experience developing and implementing financial plans
• Experience analyzing financial data and making informed decisions
• Experience providing sound financial advice and guidance to clients
• Experience developing and maintaining relationships with clients
• Experience monitoring financial markets and investments
• Experience researching and recommending financial products and services

Senior Wealth Management Advisor qualifications for your resume and career include:

• Bachelor’s degree in finance, economics, or a related field
• Valid license to practice in your state
• Professional certifications such as CFP, CFA, or CPA
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Ability to work under pressure and meet deadlines

Senior Wealth Management Advisor educations for your resume and career include:

• Bachelor’s degree in finance, economics, or a related field
• Professional certifications such as CFP, CFA, or CPA
• Continuing education courses in financial planning, investments, and risk management
What tools help Senior Wealth Management Advisor work better?
• Financial planning software
• Investment tracking software
• Risk management software
• Tax preparation software
• Client relationship management software
Good tips to help Senior Wealth Management Advisor do more effectively?
• Stay up to date with changes in the financial industry.
• Develop and maintain relationships with clients.
• Research and recommend financial products and services.
• Analyze financial data and make informed decisions.
• Provide sound financial advice and guidance to clients.
• Monitor financial markets and investments.
Common Senior Wealth Management Advisor interview questions?
• What experience do you have in the financial services industry?
• What qualifications do you have for this position?
• How do you stay up to date with changes in the financial industry?
• What strategies do you use to develop and maintain relationships with clients?
• How do you analyze financial data and make informed decisions?
• What strategies do you use to provide sound financial advice and guidance to clients?