Wealth Planner For High-Net-Worth Clients
Desjardins
Desjardins in Quebec is seeking a senior wealth advisor to develop personalized relationships with members and high-potential clients, guiding them toward strong savings and investment outcomes.The role emphasizes proactive prospecting, referrals, and collaboration with Desjardins components to deliver comprehensive financial strategies while adhering to regulatory requirements and prudent risk practices.
#J-18808-Ljbffr
#J-18808-Ljbffr
Vacancy posted 1 hour ago
Similar jobs that could be interesting for youBased on the Wealth Planner For High-Net-Worth Clients in Winnipeg, MB vacancy
- Edward Jones is seeking a subject-matter expert to deliver client-centered wealth planning for high-net-worth clients. You will coordinate with internal specialists and external advisors to build integrated plans that reflect clients' values and goals. You will tailor investment...High net worthLong term contract
Edward Jones
Winnipeg, MB1 hour ago - Wellington-Altus Private Wealth Inc. in Calgary seeks an Associate to manage client relationships and deliver investment management and family office services to West Oak's high and ultra-high-net-worth clients. The role requires 5+ years in wealth management, a finance-related...High net worthWork at office
Wellington-Altus
Winnipeg, MB1 hour ago - Lead comprehensive financial planning for high-net-worth clients at Edward Jones, using portfolio construction and complex wealth strategies. Collaborate across teams and advisors.As a Wealth Consultant II and subject matter expert, you provide ongoing professional planning...High net worthLong term contractTemporary work
Edward Jones
Winnipeg, MB1 hour ago - Shape bespoke wealth strategies for high-net-worth clients with Canaccord Genuity, specializing in estate planning and complex tax considerations. Work onsite with advisors and clients.This specialist role partners with Investment Advisors to gather and maintain high-net-worth...High net worth
Canaccord Genuity Group Inc.
Winnipeg, MB1 hour ago $110k - $125k per year
...Council Family Enterprise Advisory team within RBC Dominion Securities is seeking an experienced, Senior Financial Planner to join the practice as an Ultra-High-Net-Worth (UHNW) Financial Planner. Job DescriptionWhat is the opportunity?A Chairman’s Council Family Enterprise...High net worthLong term contractWork at officeFlexible hoursRBC Dominion Securities Inc.
Winnipeg, MB59 minutes ago- Serve high-net-worth families as an Associate Wealth Advisor with Stenner Wealth Partners+ in an in-person and virtual setting. Apply investment knowledge and relationship-building skills.This position supports Thane Stenner and senior team members within Canaccord Genuity’s...High net worthWork at office
Canaccord Genuity Corp.
Winnipeg, MB59 minutes ago - Support high-net-worth families as an Associate Wealth Advisor with Stenner Wealth Partners+, presenting investment strategies and coordinating advice across disciplines.This associate role serves Canadian and US investors through Canaccord Genuity’s exclusive wealth management...High net worth
CGC Canaccord Genuity Corp.
Winnipeg, MB1 hour ago - Canaccord Genuity Group Inc. seeks an Associate, Wealth Advisor for Stenner Wealth Partners+. This in-person/virtual role targets high-net-worth clients with a minimum of $10M in investable assets, offering competitive compensation and a path to growth within one of Canada’...High net worth
Canaccord Genuity Group Inc.
Winnipeg, MB1 hour ago - Scotiabank in Edmonton is seeking a Wealth Management Banker to build and deepen high net worth client relationships. You will identify lending, deposit and advisory needs, lead portfolio management, and coordinate with ScotiaMcLeod and other partners to deliver integrated...High net worth
Scotiabank
Winnipeg, MB1 hour ago - Shape high net worth planning solutions at Sun Life through client consultation, advisor education, and advanced estate strategy expertise. Work hybrid while supporting tax-efficient insurance solutions.This Director role serves as a subject matter expert for tax and estate...High net worth
Sun Life Assurance Company of Canada
Winnipeg, MB1 hour ago - Aon is seeking an Assistant Vice President, Account Executive - Private Client for an 18-month contract in Calgary, Alberta. You will manage high-net-worth client portfolios, assess risk exposure, and tailor coverage with underwriting partners. This role emphasizes relationship...High net worthContract work
Aon Corporation
Winnipeg, MB1 hour ago $170k - $180k per year
...Confidence. Based in Markham, the Assistant Vice President, High Net Worth reports to the Vice President, High Net Worth, Group Strategy,... ...direction, profitable growth, underwriting performance, and overall client value proposition of Aviva Canada’s High Net Worth (HNW)...High net worthLong term contractInternshipFlexible hoursAviva
Winnipeg, MB1 hour ago- Aviva Canada is seeking an Assistant Vice President, High Net Worth, based in Markham, to lead the strategic direction, growth, and profitability... ..., Finance, and Operations to deliver superior underwriting and client value. The role requires a deep understanding of affluent...High net worth
Aviva
Winnipeg, MB1 hour ago - ...CIBC in Montreal is seeking a Premium Edge Relationship Manager to provide best-in-class service to high-net-worth, self-directed investing clients. You will educate clients on trading policies, maintain accuracy in trade executions, and manage a book of 200+ households with...High net worthRemote work
CIBC
Winnipeg, MB1 hour ago - ...Canada in Markham seeks an accomplished Assistant Vice President, High Net Worth to lead profitable growth and underwriting excellence for the... ...Operations to drive strategy, risk management, and superior client value. You will shape the market position through tailored solutions...High net worth
Aviva plc
Winnipeg, MB59 minutes ago - OPAL Corporate Connections seeks a senior Portfolio Manager to lead investment strategy for high-net-worth families and entrepreneurs. You will work remotely with focus on client outcomes, risk management, and cross-advisor collaboration. The role offers strong autonomy, strategic...High net worthWork at officeRemote work
OPAL Corporate Connections
Winnipeg, MB1 hour ago - Advance high-net-worth client strategies through financial planning, taxation, and estate planning expertise with National Bank Financial in a hybrid environment.As a Senior Financial Planning Advisor on the Advanced Financial Planning team, you will serve high-net-worth clients...High net worth
National Bank of Canada
Winnipeg, MB1 hour ago $100k per year
...Financial Advisor role.If you are successful in wealth management, strong at winning new clients and confident in your ability to sell — but... ...-management model — this opportunity is worth exploring. Our client is a highly established global investment-management organization...High net worthLong term contractPermanent employmentRemote workTalentSphere Staffing Solutions Inc.
Winnipeg, MB1 hour ago- Elevate your finance career as a Total Wealth Planner at Scotiabank's Advanced Planning Services in Montreal, QC. Focus on Ultra High Net Worth clients, providing strategic wealth planning advice. As a Total Wealth Planner, you will contribute to the success of the Client Solutions...High net worthInternshipLocal area
Scotiabank
Winnipeg, MB1 hour ago - Apply advanced financial planning expertise as a Total Wealth Planner serving ultra high net worth clients across Western Canada. Build customized strategies with advisors and specialists.Scotiabank seeks a Total Wealth Planner for Advanced Planning Services within Canadian...High net worthInternship
Scotiabank
Winnipeg, MB1 hour ago - ...started. Read our Culture Manual and learn more about how we work. The RoleAs a Senior Tax Planner on our Wealth Management team, you'll ensure that financial plans built for our high-net-worth clients are optimized for tax efficiency. Your job isn't to build a financial plan...High net worthLong term contract
Wealthsimple
Winnipeg, MB1 hour ago - Deliver exemplary service through wealth planning and portfolio management as a Wealth Advisor serving CC&L employee clients. Build trusted investment relationships.This client-... ...intelligence, and integrityAbility to understand high-net-worth client relationshipsUndergraduate...High net worth
Connor, Clark & Lunn Private Capital Ltd. (CC&L)
Winnipeg, MB1 hour ago - ...to receive an alert: Title: Senior Total Wealth Planner - Edmonton, ABRequisition ID: 278542Join a purpose... ..., committed to results, in an inclusive and high-performing culture. Financial Planning is a key service provided to clients of Scotia Wealth Management. The Senior...High net worthLocal area
Scotiabank
Winnipeg, MB1 hour ago $110k - $150k per year
...Associate, Wealth Advisor - Stenner Wealth Partners+ Competitive Total Compensation Range: $110-$150K annually... ...a minimum of 10M+ in investable assets (or 25M+ net worth). As a CG Wealth Management team, SWP+ is a highly exclusive practice team with one of Canada’s largest...High net worthLong term contractWork at office$5000 per month
...seeking to find new and better ways to help our clients. As a privately owned company, we boldly... ...Do The primary responsibility of the Wealth Advisor is to provide support and... ...Level 1) is an asset CFP (Certified Financial Planner) or PFP (Personal Financial Planner) is a...Long term contractRemote workHome officeFlexible hoursFidelity International
Winnipeg, MB1 hour ago$95k - $140k per year
...Becoming an Wealth Advisor, with CC&L Private Capital may be the only... ...investment managers, and help clients achieve their unique financial... ...professional growth. Your High-level Job Accountabilities Will... ...skills Aptitude for direct high-net-worth client relationships...High net worthInternshipFlexible hours- Turn client goals into practical financial strategies in Regina, combining financial planning... ..., and insurance expertise.Virtus Private Wealth is seeking an experienced Wealth... ...practical financial planningCertified Financial Planner designation or enrollmentAt least five years...
Virtus Group
Winnipeg, MB1 hour ago - Deliver mobile wealth advice as a Financial Planner across London or Chatham, Ontario, using investment expertise and client-focused financial planning.Scotiabank’s Scotia Financial Planning team supports clients within the mass affluent market through personalized investment...Work at office
Scotiabank
Winnipeg, MB59 minutes ago - Transform financial planning in Canada as a Senior Financial Planner with Common Wealth. This role focuses on delivering personalized financial... ...communication for virtual presentations • Passion for helping clients manage finances Shape the future of financial advice and elevate...
Commonwealth Retirement Advisors
Winnipeg, MB1 hour ago $80k - $120k per year
...in partnership with CI Assante Wealth Management Ltd., to recruit an experienced Financial Planner to join their growing wealth management... ...than 30 years.The firm provides highly personalized financial guidance... ...family office services, helping clients navigate both their personal and...Long term contractCasual workWork at officeMonday to fridayDestinationone Consulting Inc.
Winnipeg, MB1 hour ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Planner For High-Net-Worth Clients. Be the first to apply!
Related searches
- transportation planner Winnipeg, MB
- planificateur maintenance Winnipeg, MB
- planificateur Winnipeg, MB
- medical equipment planner Winnipeg, MB
- planificateur de projets Winnipeg, MB
- facilities planner Winnipeg, MB
- planner scheduler Winnipeg, MB
- planificateur entretien Winnipeg, MB
- junior planner Winnipeg, MB
- life care planner Winnipeg, MB