Average salary: $71,000 /yearly
More statsSearch Results: 20 vacancies
...the opportunity?
RBC Family Office Services (FOS) is looking to add experienced Business Owner Specialists to the team. As a member of HNW Planning Services team, you’ll join a team of diverse, highly accredited and experienced lawyers, accountants and business valuation...
High net worth
Full time
Temporary work
Flexible hours
$100k - $150k per year
...Responsibilities Will Include, But Not Be Limited To
Leveraging existing client base and developing Centres of Influence to uncover HNW referral opportunities
Designing and implementing business development strategies to grow current client base
Finding more opportunities...
High net worth
Full time
...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 and...
High net worth
Full time
Flexible hours
...Analyst (the " Position ") who will serve as a liaison to one of Stalwart’s business partners who has a large network of high-net-worth (“ HNW ”) and ultra-high-net-worth (“ UHNW ”) clients. While working on the joint files with our partner your ultimate objective will be to...
High net worth
Permanent employment
Full time
Immediate start
...What will you do?
Work with a great team in a dynamic and rewarding environment
Work in a fast-paced environment dealing with HNW clients
Focus on key areas of support for the Advisor team, including:
Financial literacy for client families
Partnering coordination...
High net worth
Full time
Temporary work
Work experience placement
Flexible hours
...will achieve business results in partnership with the team by identifying, growing, and retaining a long-term profitable high net worth (HNW) portfolio of clients. By leveraging cross-selling opportunities, you will manage and develop strong relationships with existing and...
High net worth
Full time
Flexible hours
...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 managing and...
High net worth
Full time
Flexible hours
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...you? In this role, you will:
Deliver Scotiatrust's estate planning services and other estate and trust solutions to High Net Worth (HNW) Scotia Wealth Management clients, by:
Partnering with Scotiabank & Scotia Wealth Management advisors to meet with HNW clients and prospects...
High net worth
Full time
...incentive frameworks (compensation, recognition, and total rewards)
Actively manage a thorough understanding of client segments including HNW (entrepreneurs, professionals, multi-generational wealth) and UHNW
Do you have the skills to enable you to be successful in this...
High net worth
Full time
Self employment
Bank staff
Offshore
...ownership and growth at every stage, in a way that fits the needs of their business in today's changing global landscape.PwC's High Net Worth (HNW) practice is a core part of PwC Private, supporting High Net Worth Individuals and some of Canada's most iconic families with a range...
High net worth
Full time
Part time
Internship
Local area
...planning expertise by:
Collaborating with a team of planning specialists to provide advanced tax planning strategies to high net worth (HNW) and ultra-high net worth (UHNW) clients as part of a holistic wealth planning process that clients may then consider and implement...
High net worth
...East
Provides wealth planning, advanced financial planning, guidance and counsel focused on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments. Works collaboratively in partnership with Investment Advisors to develop and deliver a client-focused wealth...
High net worth
Full time
$38k - $55k per year
...Financial Planner your role is to deliver customized financial planning advice and wealth management strategies to our High-Net-Worth (HNW) Clients.
As a valued and senior team member, you will be compensated for your contribution and responsibilities to the business....
High net worth
Full time
Downtown
Flexible hours
...What Youll Do
Transition your book of business (minimum $15M AUM) to Savvy with our dedicated Client Transition Team
Develop new HNW client relationships through Savvys marketing and lead generation programs
Provide comprehensive financial planning and investment management...
High net worth
Remote job
...client has multiple remote fulltime remote roles for wealth IIROC licensed people in Canada know anyone TOP COMP IN THE INDUSTRY ! Direct HNW client facing not institutional Please share #wealthmanagement #investmentadvisors #investmentmanagement #canada #management...
High net worth
Full time
Remote job
Home office
...ultimately responsible for the success of all rates and rating programs which are implemented across all personal property, lifestyle and HNW book across Aviva Canada including RBC, Direct and Group.
What you'll do:
Collaborates with internal pricing and analytics...
High net worth
Full time
...incentive frameworks (compensation, recognition, and total rewards)
Actively manages a thorough understanding of client segments including HNW (entrepreneurs, professionals, multi-generational wealth) and UHNW.
Track the evolution of PB segment value proposition the...
High net worth
Full time
Bank staff
Local area
Offshore
...experience in dealing with complex cross border Canada and US personal tax compliance and advisory including gift and estate planning for HNW individuals and shareholders and providing solutions to HNW families as a trusted advisor.
Ability to lead private client...
High net worth
Full time
...ownership and growth at every stage, in a way that fits the needs of their business in today's changing global landscape.PwC's High Net Worth (HNW) practice is a core part of PwC Private, supporting High New Worth Individuals and some of Canada's most iconic families with a range...
High net worth
Full time
Part time
Internship
$38k - $55k per year
...Associate Wealth Advisor & Financial Planner your role is to deliver customized advice and wealth management strategies to our High-Net-Worth (HNW) Clients.
As a valued and senior team member, you will be compensated for your contribution and responsibilities to the business....
High net worth
Full time
Downtown
Flexible hours
