Senior Hnw Wealth Management Partner
GlassRatner Canada
Advise high-net-worth families as a senior wealth management leader, combining portfolio oversight, tax planning, and integrated financial guidance.Fuller Landau LLP seeks a Partner, Family Office for its leading multi-family office platform. You will oversee complex client affairs and coordinate investment, tax, estate, insurance, and philanthropic planning. The position suits a proven financial services leader ready to guide teams and practice strategy.Key Responsibilities:
Oversee clients’ financial, tax, and investment affairsPrepare asset allocation proposals and financial projectionsLiaise with portfolio managers on performance reportingDeliver integrated estate and philanthropic planning adviceManage billing, WIP, resourcing, and KPIsRequirements:
Ten-plus years’ HNW or UHNW advisory experienceFinancial, tax, and investment advice backgroundInvestment portfolio management experience strongly valuedEstate planning and cross-functional advisory experience valuedCPA preferred;
CFP, CFA, or TEP assetsApply strategic wealth management, portfolio oversight, and family office expertise while leading integrated advice for HNW clients.
#J-18808-Ljbffr
Oversee clients’ financial, tax, and investment affairsPrepare asset allocation proposals and financial projectionsLiaise with portfolio managers on performance reportingDeliver integrated estate and philanthropic planning adviceManage billing, WIP, resourcing, and KPIsRequirements:
Ten-plus years’ HNW or UHNW advisory experienceFinancial, tax, and investment advice backgroundInvestment portfolio management experience strongly valuedEstate planning and cross-functional advisory experience valuedCPA preferred;
CFP, CFA, or TEP assetsApply strategic wealth management, portfolio oversight, and family office expertise while leading integrated advice for HNW clients.
#J-18808-Ljbffr
Vacancy posted 1 hour ago
Similar jobs that could be interesting for youBased on the Senior Hnw Wealth Management Partner in Winnipeg, MB vacancy
- ...of Canada's leading boutique wealth practices, a team trusted by some... ..., and every family receives senior level attention and proactive... ...Act as a lead relationship partner for a portfolio of ultra high... ...solutions together with portfolio managers and analysts Help mentor and...SeniorHigh net worthLong term contractWork at office
The Mirillion Group
Winnipeg, MB1 hour ago - Build trusted Partner relationships across Canada with Q Wealth Partners, combining transition support, practice management, and exceptional service. Regular travel is required.As Manager, Partner Success, you will support new and existing Partners throughout their relationship...Suggested
Q Wealth Partners
Winnipeg, MB1 hour ago - ...an experienced Investment Advisor to deliver personalized wealth management and investment guidance to high-net-worth clients in... ..., provide tailored investment plans, and coordinate with senior advisors and partners to meet client goals. Responsibilities include portfolio...SeniorHigh net worth
Bank of Montreal
Winnipeg, MB1 hour ago - Elevate your career as a Senior Wealth Advisor with Stenner Wealth Partners+ in Vancouver. Provide expert wealth management to high-net-worth clients while fostering enduring relationships. Stenner Wealth Partners+ is seeking a seasoned wealth advisor to lead client service...SeniorHigh net worthWork at office
CGC Canaccord Genuity Corp.
Winnipeg, MB1 hour ago - Elevate client wealth management with Stenner Wealth Partners in Vancouver as a Senior Wealth Advisor. Service ultra-high-net-worth families, providing tailored investment strategies and personalized planning solutions. Join an exclusive multi-family office and lead client...SeniorHigh net worthWork at office
Canaccord Genuity Corp.
Winnipeg, MB1 hour ago - Manulife Private Wealth (MPW) seeks an Investment Counsellor in Montreal to deliver discretionary... ...personalized wealth planning, and work with MPW partners to generate referrals, ensuring excellent client experiences. You will manage portfolios, rebalance as needed, and ensure...High net worth
Company 1 - The Manufacturers Life Insurance Company
Winnipeg, MB1 hour ago - ...sophisticated financial products across managed investing, do-it-yourself trading,... ...more about how we work. The RoleAs a Senior Tax Planner on our Wealth Management team, you'll ensure that financial... ...tax optimization strategies for HNW clients Experience with Conquest...SeniorHigh net worthLong term contract
Wealthsimple
Winnipeg, MB1 hour ago - Serve mass-affluent Signature Service members through wealth management, financial planning, and investment strategies. Build relationships while working closely with expert partners and colleagues.As a senior wealth management advisor at Desjardins, you advise members and...Senior
Desjardins
Winnipeg, MB1 hour ago - As a senior wealth management advisor, you develop and manage business relationships and prospect for and solicit new mass-affluent Signature Service... ...closely with a team of expert professionals and specialized partners from various fields to implement the 360° approach....SeniorInternshipRemote workFlexible hours
Desjardins
Winnipeg, MB1 hour ago - As a senior wealth management advisor, you help serve, solicit and develop and maintain business relationships with mass-affluent Signature Service... ...with the senior wealth management advisor, serving as a partner in maintaining business relationships with clients and maintaining...SeniorInternshipRemote workFlexible hours
Desjardins
Winnipeg, MB1 hour ago - National Bank of Canada is seeking a Private Banking Relationship Manager to serve high-net-worth clients within Private Banking 1859. You... ...act as strategic advisor, identify opportunities, collaborate with Wealth Advisors, and deliver tailored banking solutions. Strong...High net worth
National Bank of Canada
Winnipeg, MB1 hour ago - ...results, in an inclusive and high-performing culture. Job Purpose:The Senior Manager, Wealth Management Taxation plays a key role in supporting wealth advisors, planning specialists, and banking partners across Scotia Wealth Management by providing tax planning expertise...SeniorHigh net worthWork at office
Scotiabank
Winnipeg, MB1 hour ago - Become a key driver of innovation as a Senior Product Manager in Wealth Management. Shape product strategies while enhancing client experiences through technology-focused solutions. In this influential role, your expertise will bridge client relations and product execution...Senior
Purpose Advisor Solutions Inc
Winnipeg, MB1 hour ago - Lead complex wealth management projects in Montreal’s hybrid model, applying project planning, risk management, and stakeholder coordination expertise.COFOMO seeks a Project Manager with more than 10 years of relevant experience in large-scale project management. You will coordinate...Senior
Cofomo
Winnipeg, MB1 hour ago - Q Wealth Partners in Toronto is seeking a Manager, Partner Success to oversee onboarding, integration, and ongoing relationships for our Partner network. This role reports to the Head of Partner Success and combines hands-on transition support with ongoing relationship management...Senior
YouPotential
Winnipeg, MB1 hour ago $115.6k - $163.2k per year
...regulations. We crunch the data, consult with our partners and stakeholders, and present our findings... ...overall audit strategyOversee / lead / manage and plan audit engagement work activities... ...opportunities and recommending action to senior management Act as a strategic audit...SeniorLong term contractWork from homeThe Toronto-Dominion Bank (Canada)
Winnipeg, MB1 hour ago- ...Tangerine with AI fluency, structured problem-solving, and cross-functional leadership across wealth operations.As Senior Manager, Wealth Strategy and Research, you will partner with Wealth, Marketing, Finance, Product, Technology, Compliance, and Risk. You will structure...Senior
Scotiabank
Winnipeg, MB1 hour ago $115.6k - $163.2k per year
...regulations. We crunch the data, consult with our partners and stakeholders, and present our findings... ...audit strategy Oversee / lead / manage and plan audit engagement work activities... ...opportunities and recommending action to senior management Act as a strategic audit advisor...SeniorLong term contractWork from homeTD
Winnipeg, MB1 hour ago$110k - $125k per year
...they are. Find our story here: About Meridian As a Senior Manager, Sales Effectiveness (Wealth):Reporting to the AVP, Wealth Distribution, you will... ...programs, learning needs, and best practices, this role partners closely with Wealth leadership, Marketing, Data & Analytics...SeniorWork at officeRemote workMeridian Credit Union
Winnipeg, MB1 hour ago- National Bank of Canada is seeking a Senior Private Banker to deliver... ...collaborating with National Bank Financial Wealth Advisors to provide an integrated wealth-management experience. You will structure... ...a strong network of influential partners across Laval and surrounding...SeniorHigh net worth
National Bank of Canada
Winnipeg, MB1 hour ago $140k - $150k per year
Senior Product Manager, Wealth EcosystemToronto, ON, Canada Purpose Unlimited is an independent financial services company with an unrelenting... ...infrastructure that powers everything – the investment book of record, partner connections, and the data foundation that makes everything...SeniorInternshipWork at officeWork from homeFlexible hoursPurpose Advisor Solutions Inc
Winnipeg, MB1 hour ago- ...Job Requisition ID # 26WD101464 Senior Finance Business Partner, AOS Finance L'affichage de poste en français suivra / The French job posting... ...financial results, distilling/synthesizing key trends Spend management. Track AOS spend and headcount against plan, explain...Senior
$85.5k - $185k per year
...Family Group: Technology Please note: Wealth Management Experience is a MUST; This is a... ...architects, business analysts, and delivery partners. Solution Design & Development... ...risks, dependencies, and recommendations to senior leadership. Manage vendor relationships...SeniorPart timeBMO
Winnipeg, MB1 hour ago- Shape complex wealth plans for HNW/UHNW clients at BMO, using financial analysis and consultative planning... ...planning needs. The work includes partnering with Private Bankers, Investment... ...Counsellors, Investment Advisors, Relationship Managers, clients, and external advisors to...SeniorHigh net worthLong term contract
BMO Nesbitt Burns Inc.
Winnipeg, MB1 hour ago - Deliver specialized wealth planning for BMO’s HNW and UHNW clients using financial analysis and consultative... ...will, estate, and trust planning. You partner with Private Bankers, Investment... ...influence, and collaboration skillsAbility to manage ambiguity and make data-driven...SeniorHigh net worth
BMO
Winnipeg, MB1 hour ago $110k - $150k per year
...Associate, Wealth Advisor - Stenner Wealth Partners+ Competitive Total Compensation Range: $110-$150K annually... ...25M+ net worth). As a CG Wealth Management team, SWP+ is a highly exclusive practice... ...closely with Thane Stenner and senior team members. Build trusted, multigenerational...SeniorHigh net worthLong term contractWork at office- ...modeling, and clear communication with advisors and clients. This hybrid team uses AI as an operating extension.The Senior Tax Planner supports Wealth Management clients by finding incremental tax value within already sound plans. You will combine CPA-level tax expertise with...Senior
Wealthsimple
Winnipeg, MB1 hour ago - Senior UAT Lead – Wealth ManagementLocation: Toronto, ONWork Model: Hybrid (2 days per week in-person preferred)Skills: HP ALM, BFS: Wealth Management, Automated QA – TestCompleteYears of Experience: 8–10 Role DescriptionSeeking a Senior QA/UAT Lead with 15+ years...SeniorHigh net worthWork at office2 days per week
Astra-North Infoteck Inc.
Winnipeg, MB1 hour ago - ...CI Financial is seeking a Senior Talent Acquisition Partner to lead Canadian Wealth recruitment, shaping strategy and delivering a robust candidate pipeline. The... ...spans corporate and campus recruiting, working with managers and HR to meet talent needs. The position emphasizes...Senior
Cifinancial
Winnipeg, MB1 hour ago - Drive wealth strategy transformation at BMO, combining change management and cross-business coordination from its Toronto office.As Senior Manager, you will manage projects and programs aligned with enterprise and group goals. You will break down strategic problems, deliver...SeniorWork at office
BMO
Winnipeg, MB1 hour ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Hnw Wealth Management Partner. Be the first to apply!
Related searches
- driver partner Winnipeg, MB
- partenaire d'affaires rh Winnipeg, MB
- partner success manager Winnipeg, MB
- audit partner Winnipeg, MB
- senior disability case manager Winnipeg, MB
- senior hardware engineer Winnipeg, MB
- senior cook Winnipeg, MB
- amica senior lifestyles Winnipeg, MB
- senior building operator Winnipeg, MB
- senior project manager Winnipeg, MB