Register
Recruit Create CV

Wealth Management Consultant 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
Wealth Consultant Jobs
By B. Riley Farber At Toronto, Ontario, Canada
7+ years relevant experience (client acquisition and management experience in financial services)
Deep knowledge and interest in investment products, all asset classes (public and private ideal) applicable to high-net-worth clients
Excellent interpersonal, verbal and written communication skills. Second languages are of interest.
Demonstrated presentation building and delivery capabilities. Proven success in sales and marketing abilities.
Please apply ASAP and in confidence to be considered. Competitive compensation package on offer.
Undergraduate university degree. CFA and/or CIM preferable. CFP/FEA, graduate degrees or designations given additional consideration.
Private Wealth Consultant Jobs
By Manulife At Vancouver, British Columbia, Canada
Track, manage and report on your activities and sales pipeline through client relationship management systems
Effectively manage expense business development budgets to deliver financial results
Deep understanding of finance and investments
Excellent verbal and communication skills, as well as presentation skills
Obsessing about customers, listening, engaging and act for their benefit.
We build a business that benefits all stakeholders and has a positive social and environmental impact.
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.
Product Owner/ Wealth Management
By BeachHead At Toronto, Ontario, Canada
Strong vendor management skills - communications, organizational and self-management skills to meet assigned deliverables toward execution
Knowledge of the responsibilities, time sensitivities, services provided, and technical requirements a Custody and Settlement agent provides a broker-dealer
Makes recommendations to Sr. management based upon in-depth understanding of the business group
Minimum 8-10 years of experience in a senior role with similar experience and responsibilities
Strong facilitation skills and experience in the coordination of people arranging meetings, minute-taking, and project reporting skills
University education in Finance, Economics or Commerce specializing in Finance or Wealth
Business Analyst (Wealth Management)
By Recruit Action inc. At Montreal, Quebec, Canada
Experience working in a business analysis role in Capital Markets or Wealth Management.
Prior experience in the Business Analysis function at a buy-side firm, wealth manager, broker dealer or custodian bank
Quick learner and solutions oriented, ability to escalate issues to management.
Hourly salary of $65 to $85 (based on experience).
A focus on work-life balance to ensure your wellbeing and productivity. This position offers an hybrid schedule
Experience mapping business process flows is required.
Digital Strategy And Experience Consultant, 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

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 Associate Program - June 2024
By Scotiabank At Montreal, Quebec, 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.
Wealth Management Ba - Regulatory
By Apex Systems At Toronto, Ontario, Canada
Ability to speak with Wealth Management business stakeholders and also collaborate and discuss requirements with technology stakeholders
5+ years of Wealth Management/Capital Markets experience; Understanding of Mutual Funds and related platforms such as Broadridge and FundServ
Experience working on CFR related regulatory projects as a BA in the Wealth Management domain
Wealth Management BA - Regulatory
6+ years of Business Analyst experience working at enterprise financial corporations
Experience with Agile Development Cycle
Business Consultant - Wealth Management
By Apex Systems At Toronto, Ontario, Canada
Domain knowledge of the financial industry - specifically Wealth Management
Prepping Project presentations in PPTs and aiding in presentation delivery with Senior Management
Business Consultant - Wealth Management
Experience working on IT projects
Experience with the SDLC cycle and project delivery in Agile Methodology
Strong experience in PPT, and delivering project updates
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 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.

Are you looking for a rewarding career in wealth management? We are looking for a Wealth Management Consultant to join our team and help our clients achieve their financial goals. As a Wealth Management Consultant, you will be responsible for providing financial advice and guidance to our clients, developing financial plans, and managing investments. If you have a passion for helping others reach their financial goals, this is the job for you!

A Wealth Management Consultant is a professional who provides financial advice and services to individuals and businesses. They help clients manage their money and investments, and develop strategies to achieve their financial goals.

What is Wealth Management Consultant Skill Requirements?

• Knowledge of financial markets, investments, and portfolio management
• Excellent communication and interpersonal skills
• Ability to analyze financial data and develop strategies
• Ability to explain complex financial concepts in a clear and concise manner
• Ability to work independently and as part of a team
• Proficiency in Microsoft Office Suite

What is Wealth Management Consultant Qualifications?

• Bachelor’s degree in finance, economics, accounting, or a related field
• Professional certification such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Relevant experience in the financial services industry

What is Wealth Management Consultant Knowledge?

• Knowledge of financial markets, investments, and portfolio management
• Understanding of financial planning, retirement planning, and estate planning
• Knowledge of tax laws and regulations
• Knowledge of risk management and insurance

What is Wealth Management Consultant Experience?

• Previous experience in the financial services industry
• Experience in providing financial advice and services to clients

What is Wealth Management Consultant Responsibilities?

• Developing financial plans and strategies for clients
• Analyzing financial data