Average salary: $109,755 /yearly
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...your role as a Financial Planning Specialist is to work with our advisors to deliver comprehensive, customized financial plans to High Net Worth (HNW) clients of RBC Wealth Management. As a valued partner, you will also assist with business development, opportunity spotting...
High net worth
Full time
Flexible hours
...advice. *How you’ll succeed in this role: * * Lean on RBC Dominion Securities’ strong brand and reputation to build a client base of high-net-worth individuals, families and business owners and manage their complex financial needs. * Leverage RBCs extensive investment and...
High net worth
Full time
Flexible hours
...Based in Markham, the AVP of Personal Insurance, High Net Worth reports to the Vice President of Specialty Personal Insurance. This position has accountability for the profit and loss of the High Net Worth division our client's Personal Insurance business. Your will be responsible...
High net worth
...Trading Office (PTO) is a multi-billion dollar business within RBC Dominion Securities (DS), offering bespoke trading services to Ultra High Net Worth clients (UHNW). Aligned with the Enterprise Strategic Client Group (ESC), the Private Trading Office focuses mainly on servicing...
High net worth
Full time
Flexible hours
Shift work
...purpose driven winning team, committed to results, in an inclusive and high-performing culture.
The Research Associate contributes to... ...pension funds, foundations and endowments, corporations and high-net-worth individuals in Canada and internationally.
At Scotiabank, we...
High net worth
...continually growing world of Scotia Wealth Management. The SWM receptionist/Branch Systems Administrator welcomes and interacts with our high net worth clients.
WHAT YOU'LL BE DOING
In this role you will:
Receives all visitors, including phone calls and responding...
High net worth
Full time
...Banker to join our team in the Quebec City region. You will be an accredited professional delivering the Black Card Experience to high net worth Canadians, focused on Private Banking’s core value proposition of wealth planning, credit, cash management, and day-to-day...
High net worth
Full time
Bank staff
Local area
Immediate start
Flexible hours
...purpose driven winning team, committed to results, in an inclusive and high-performing culture.
Senior Manager, Wealth Management Taxation... ...specialists to provide advanced tax planning strategies to high net worth (HNW) and ultra-high net worth (UHNW) clients as part of a...
High net worth
$50 per hour
...manage national training programs for Client Solutions.
Build a high-performance environment within the team. Implement a people... ...Business Analyst experience.
~3-5 years experience planning for high-net-worth clients.
~ CFP designation acquired through FP Canada....
High net worth
Contract work
...private equity capabilities of BMO GAM and the business's global products to North American institutional and qualified, accredited, high net worth investors
Drafting offering memoranda and investor presentations
Collaborating with BMO GAM's Distribution team as well as...
High net worth
Full time
Internship
$37.5k - $45k per year
...business performance and market conditions when implementing new private banking services.
Introduces products and services to high net worth clients.
Builds relationships with internal and external customers through the utilization of appropriate tools or technologies...
High net worth
Full time
Flexible hours
Company Bio:
Our client is a high net worth entrepreneur based in Vancouver, known for significant contributions in both business and philanthropy. The position offers on-site accommodations in a luxury house, providing the chef with the unique opportunity to live and work...
High net worth
Weekend work
...hospitality, business development, real estate, sales, or related background preferred
~ Bachelor's degree
~ Experience with high luxury or high net worth owners is preferred but not required
~ Experience in performing pricing calculations and creating service proposals is...
High net worth
Holiday work
Permanent employment
Full time
...variety of engagements, providing tax, audit, general accounting and other advisory services to our small business, large corporate and high net worth individual clients.
Responsibilities:
· Consult with clients to gather information required to plan for engagements
·...
High net worth
...Investment Counsellor (AIC) works with experienced Investment Counsellors (IC) to construct customized investment strategies for high-net-worth (HNW) individuals, trusts, and charitable foundations. You will be responsible for assisting ICs in implementing the strategy and...
High net worth
Full time
Flexible hours
...IDEAL QUALIFICATIONS/COMPETENCIES:
A minimum 3 years insurance brokerage experience, in a client facing position, servicing high net worth clientele
A current RIBO license
Experience working with high net worth insurance markets that support this business
Excellent...
High net worth
..., including bonuses and rewards based incentives;
Entrepreneurial culture that promises personal growth and development in the high net worth market; and
Modern work environment and flexibility in your schedule, along with option for some remote work hours.
TO BE...
High net worth
Remote job
Private practice
...Private Enterprise practice, you will work closely with KPMG Partners to bring business advisory services to private companies and high net worth individuals. This role will focus on understanding the client’s values and objectives in order to design tax planning initiatives...
High net worth
Full time
Private practice
...procedures
Prepare corporate tax returns for a number of investment companies
Preparation of Notice -to -Readers
Liaising with high net worth clients with some complicated investments
Some bookkeeping skills required
Job Requirements:
~ CPA Designation
~6 years...
High net worth
Full time
...purpose driven winning team, committed to results, in an inclusive and high-performing culture.
Business and Wealth Transition... ...wealth planning solution, and advisory support, to our Ultra High Net Worth (UHNW) and business owner clients. This includes leading the in-depth...
High net worth
Temporary work
Work experience placement
Local area