Senior Consultant For Wealth Management
Electric Mind
Shape the future of Canadian wealth management with Electric Mind as a Senior Consultant. This role involves strategy development, operations insights, and driving transformation initiatives across wealth businesses.
As part of the Wealth Management Practice, you will engage with banks and investment dealers, offering consultancy from strategy to implementation. You'll need to effectively bridge discussions with both high-level executives and operations teams, ensuring a seamless flow of information and execution.
Key Responsibilities: - Support current-state assessments and target-state definitions - Drive transformation programs across wealth operations - Map processes along the wealth value chain - Translate business needs into actionable requirements - Build strong relationships with stakeholders at all levels
Requirements: - Over 6 years of wealth management experience - Knowledge of Canadian wealth industry and operations - Proven analytical skills in process mapping - Excellent communication in diverse settings - Relevant degrees or industry courses are a plus
Employ your wealth management expertise and elevate industry standards with Electric Mind's innovative team.#J-18808-Ljbffr
As part of the Wealth Management Practice, you will engage with banks and investment dealers, offering consultancy from strategy to implementation. You'll need to effectively bridge discussions with both high-level executives and operations teams, ensuring a seamless flow of information and execution.
Key Responsibilities: - Support current-state assessments and target-state definitions - Drive transformation programs across wealth operations - Map processes along the wealth value chain - Translate business needs into actionable requirements - Build strong relationships with stakeholders at all levels
Requirements: - Over 6 years of wealth management experience - Knowledge of Canadian wealth industry and operations - Proven analytical skills in process mapping - Excellent communication in diverse settings - Relevant degrees or industry courses are a plus
Employ your wealth management expertise and elevate industry standards with Electric Mind's innovative team.#J-18808-Ljbffr
Vacancy posted 1 hour ago
Similar jobs that could be interesting for youBased on the Senior Consultant For Wealth Management in Winnipeg, MB vacancy
$110k - $135k per year
Electric Mind | Ignite your CareerSenior ConsultantStrategy & Business Architecture – Wealth Management PracticeAbout the roleWe're hiring a Consultant / Senior Consultant who knows how Canadian wealth management actually works, from industry economics down to the back office...SeniorRemplacement$70k - $140k per year
Provides wealth planning, advanced financial planning, guidance and counsel focussed on... ...disciplined approach to all sales and wealth management strategies to support regional and... ...increase awareness of Wealth Management Consultants in their branches. Leverages expert planning...SeniorPart time- Shape complex wealth plans for HNW/UHNW clients at BMO, using financial analysis and consultative planning expertise. Collaborate across wealth disciplines.This specialist consultant... ..., Investment Advisors, Relationship Managers, clients, and external advisors to develop comprehensive...SeniorLong term contract
- BMO Wealth Management in Canada seeks an experienced Wealth Planner to provide specialized planning for high-net-worth clients, collaborating with Private Bankers and Investment Counsellors to deliver comprehensive wealth planning solutions. You will lead discovery, develop...Senior
- ...advanced financial planning for HNW and UHNW clients as a Senior Wealth Planning Consultant, partnering with Investment Advisors at BMO. Build... ...wealth strategiesPartner with Investment Advisors on wealth management solutionsPresent recommendations and coach Investment AdvisorsIdentify...Senior
- ...individual contributor or lead multi-skilled audit teams covering the Wealth Management Line of Business. In addition, you will identify business... ...services world or internal / external audit assurance and consulting services.You understand that success is in the details....SeniorRemote work3 days per week
- ...rating. As a subject matter expert and a champion of client-centered comprehensive financial planning and complete wealth management on the Client Consultation Group, you will provide ongoing professional planning on complex strategies to branch teams and their high-net-...Long term contractTemporary workWork at officeFlexible hours
- 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
- 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
- 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
- As a senior wealth management advisor, you help serve, solicit and develop and maintain business relationships with mass-affluent Signature Service members and clients. RequiredYou advise and assist members and clients in executing strategies using the 360° approach, including...SeniorInternshipRemote workFlexible hours
$115.6k - $163.2k per year
...external regulations. We crunch the data, consult with our partners and stakeholders, and present... ...overall audit strategyOversee / 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 home- As a senior wealth management advisor, you develop and manage business relationships and prospect for and solicit new mass-affluent Signature Service members and clients. You develop personalized strategies and provide tailored advice and solutions to help members and clients...SeniorInternshipRemote workFlexible hours
- Title: Senior Manager, Wealth Management Taxation - Toronto, ONRequisition ID: 274565 Join a purpose driven winning team, committed to results,... ...consider and implement with their own tax and legal advisors; Consulting anddiscussing with advisors and their HNW and UHNW clients...Senior
$115.6k - $163.2k per year
...external regulations. We crunch the data, consult with our partners and stakeholders, and present... ...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 home$102.7k - $133.2k per year
...What You’ll Be Doing CIBC Private Wealth and Wood Gundy are committed to delivering... ...Integration, Wealth Solutions, the Senior Consultant drives adoption of fee-based solutions... ...relationships, you will translate portfolio management concepts into practical workflows,...SeniorWork at officeRemote work$110k - $150k per year
...Associate, Wealth Advisor - Stenner Wealth Partners+ Competitive... ...Family Office/Outsourced CIO Consulting team of financial/wealth specialists... ...worth). As a CG Wealth Management team, SWP+ is a highly... ...closely with Thane Stenner and senior team members. Build trusted,...SeniorLong term contractWork at office$90k - $140k per year
...Job Description Overview AtkinsRéalis is seeking a Senior Code Consultant – Fire Protection with 5–10+ years of experience to join our growing... ..., structural, mechanical, electrical, and project management teams to help resolve code-related issues. Communicate with...SeniorFull timeFor contractorsInternshipFlexible hours- Select how often (in days) to receive an alert: Title: Senior Manager, Wealth Credit StructuringRequisition ID: 275133Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose The Senior Manager, Wealth Credit Structuring...Senior
- Croesus seeks an Account Manager to deepen and expand relationships within an assigned portfolio, driving revenue growth and delivering Croesus solutions tailored to client needs. You will build strategic plans, collaborate with sales, marketing, and development teams, present...Senior
- 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...SeniorWork 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
- 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
$140k - $150k per year
Senior Product Manager, Wealth EcosystemToronto, ON, Canada Purpose Unlimited is an independent financial services company with an unrelenting focus on customer‑centric innovation, delivered through technology‑driven solutions. Led by entrepreneur Som Seif, the company...SeniorInternshipWork at officeWork from homeFlexible hours- Build comprehensive financial plans in Regina as a Wealth Management Advisor with Virtus Private Wealth, connecting tax, insurance, and estate planning.This experienced advisor will help grow VPW’s Regina presence within Virtus Group. You will develop practical strategies,...Senior
- ...strategic initiatives at 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...Senior
$110k - $125k per year
...opportunity is to create opportunity and meet people where they are. Find our story here: About Meridian As a Senior Manager, Sales Effectiveness (Wealth):Reporting to the AVP, Wealth Distribution, you will drive growth across the Wealth business by leading advice and...SeniorWork at officeRemote work- Serve Quebec high net worth clients at Wealthsimple using comprehensive financial planning and investment management expertise in a hybrid team.As a Senior or Lead Advisor, you will support clients throughout their Wealthsimple journey. You will create tailored financial plans...Senior
$85k - $175k per year
...Levesque Ouest Job Family Group: Wealth Sales & ServiceThe successful... ...Counsellor/Portfolio Managers of BMO Private Investment Counsel... ...business/group. Demonstrates a consultative and collaborative value-added... ...as a specialist resource to senior leaders and stakeholders....SeniorLong term contractPart timeShift work- Comprehensive financial planning and wealth management define this Calgary opportunity for an experienced Senior Advisor and Certified Financial Planner. Build trusted client relationships.Summit Search Group is recruiting for an established independent wealth management and...SeniorLong term contract
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Consultant For Wealth Management. Be the first to apply!
Related searches
- business systems consultant Winnipeg, MB
- small business associate Winnipeg, MB
- document management consultant Winnipeg, MB
- risk management consultant Winnipeg, MB
- change management consultant Winnipeg, MB
- small business advisor Winnipeg, MB
- junior business consultant Winnipeg, MB
- senior business consultant Winnipeg, MB
- business continuity specialist Winnipeg, MB
- emergency management consultant Winnipeg, MB

