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
Wealth Management Associate Program - June 2024 (Nova Scotia, Newfoundland & Labrador And Ontario) [Scotiabank]
By CareerBeacon At Victoria, British Columbia, Canada
You have exceptional relationship management skills; the ability to build and maintain strong collaborative client and internal/ external partner relationships.
You have strong organization and time management skills, and the ability to work independently.
You have the problem-solving skills to go with your maturity, making you adaptable to many situations.
Ongoing support during the program through various touch points with the Program Lead, Total Wealth Planning leaders, and your local Manager.
You have a strong aspiration to build a career in a Wealth Advisory role.
You're a curious, competitive critical thinker who thrives in change and collaborating with others.
Change Management Specialist (Nicola Wealth)
By BCJobs At Vancouver, British Columbia, Canada
As a Change Management Specialist, your experience and qualifications will include:
A minimum of 3 years’ Change Management experience or technical training/learning & development experience.
Exceptional interpersonal, influencing and conflict management skills.
As a Change Management Specialist, your key accountabilities will involve:
Experience in training evaluation, interpreting results and taking actions to mitigate knowledge gaps.
A solid understanding of Change Management methodology and best practices to roll out training plans to diverse audiences.
Wealth Management / Financial Investment Sales Administrator – Toronto, Ontario
By Equiton Inc At Greater Toronto Area, Canada
Knowledge of investment products (public and private) and account type (RRSP, TFSA, RRIF)
Ability to develop sales skills, achieve results and elevate to new roles within the department
Strong oral and written communication skills complimented by strong interpersonal skills
Excellent prioritization and organizational skills;
Drive strong sales by providing the Senior Associate timely, accurate and efficient support
Identify and schedule meetings and events for our sales team including logistical details
Associate, Asset Management Operations (Nicola Wealth)
By BCJobs At Vancouver, British Columbia, Canada
As an Associate, Asset Management Operations, your experience and qualifications will include:
Strong time management skills, particularly the ability to prioritize a multitude of tasks.
As an Associate, Asset Management Operations, your key accountabilities will involve:
Research for model portfolio structures, asset mix, risk management, liquidity risk and responsible investing (ESG-Environmental, Social, Governance).
Assist Portfolio Managers across all investment teams with cash management, mutual fund, equity, fixed income, option, and forex trading.
Proficiency in Microsoft Office, with advanced Excel skills, and financial industry systems and tools. Experience with Bloomberg is an asset.
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
Administrative Assistant - Wealth Management
By RBC Wealth Management At Victoria, British Columbia, Canada
High level of time management and organization skills
Impact client experience through execution of client account administration, including account opening, account maintenance and efficient resolution of client request.
Become well-versed in internal controls and industry regulatory requirements, ensuring client files and other necessary documentation is accurate, up-to-date and compliant.
Tap into your superior problem resolution skills to provide proactive client service.
Effectively manage incoming communications from clients, Advisors and other internal and external partners.
Strong skills in working with various business applications/technology
Manager, Wealth Management - Partner - Gulf & Fraser Financial Group
By Aviso Wealth At Burnaby, British Columbia, Canada
Minimum 5 years’ progressive experience in the securities and banking industry including success in a wealth management advice and sales role
Partners with Branch Managers to increase Wealth Management penetration amongst Gulf & Fraser’s membership.
Leads and/or participates in Gulf & Fraser sponsored educational seminars and information sessions.
MFDA and IIROC compliance experience is an asset
Completion of Branch Compliance Manager Program, Canadian Securities Course and Conduct and Practices would all be assets
Demonstrated experience managing a sales team
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
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 exciting career in wealth management? Join us as a Wealth Management Advisor and help our clients achieve their financial goals! With our comprehensive training and support, you'll have the opportunity to develop your skills and knowledge to become a successful financial advisor. Take the first step towards a rewarding career today!

Overview A Wealth Management Advisor is a professional who provides financial advice and services to clients. They help clients manage their financial assets, plan for retirement, and develop strategies to achieve their financial goals. They may also provide advice on investments, estate planning, insurance, and tax planning. Detailed Job Description Wealth Management Advisors are responsible for providing comprehensive financial advice and services to clients. They must have a thorough understanding of the financial markets and be able to analyze and interpret financial data. They must be able to develop and implement strategies to help clients achieve their financial goals. They must be able to communicate effectively with clients and provide them with clear and concise advice. They must also be able to stay up to date on the latest financial trends and regulations. Job Skills Required
• Knowledge of financial markets and investments
• Ability to analyze and interpret financial data
• Ability to develop and implement strategies to help clients achieve their financial goals
• Excellent communication and interpersonal skills
• Ability to stay up to date on the latest financial trends and regulations
• Ability to provide clear and concise advice to clients
Job Qualifications
• Bachelor’s degree in finance, economics, accounting, or a related field
• CFP (Certified Financial Planner) certification
• Series 7 and 63 licenses
• 5+ years of experience in the financial services industry
Job Knowledge
• Knowledge of financial markets and investments
• Knowledge of financial planning and retirement planning
• Knowledge of estate planning, insurance, and tax planning
• Knowledge of financial regulations and compliance
Job Experience
• 5+ years of experience in the financial services industry
• Experience in providing financial advice and services to clients
• Experience in developing and implementing strategies to help clients achieve their financial goals
Job Responsibilities
• Provide comprehensive financial advice and services to clients
• Analyze and interpret financial data
• Develop and implement strategies to help clients achieve their financial goals
• Stay up to date on the latest financial trends and regulations
• Communicate effectively with clients and provide them with clear and concise advice
• Monitor client portfolios and make adjustments as needed