We interpreted Canada to be all of Canada.
- TD Bank (Vancouver, BC)
- …details for this role. **Job Description:** As a member of Private Wealth Management, the High - Net - Worth Planner is responsible for working with TD ... overall wealth planning to HNW and UHNW clients of TD. Specifically, the High - Net - Worth Planner has accountability for: a) Providing professional… more
- Scotiabank (Halifax, NS)
- …financial planning designation (CFP) + Minimum of 5 years of experience as a high - net - worth financial planner **Desirables:** + TEP designation + ... Senior Total Wealth Planner (PIC) - Halifax, NS Requisition ID: 245280...proactively provide comprehensive financial planning advice and support to high - net - worth clients and act as… more
- Scotiabank (Saint-John, NB)
- …designation ( **CFP or CPA** ) + Minimum of 5 years of experience as a ** high - net - worth financial planner ** Desirables: + Life Insurance license + ... Total Wealth Planner - Saint John, NB Requisition ID: 245277...plans + The client profile is a minimum of " high net worth " with investible...client profile is a minimum of " high net worth " with investible assets of at… more
- Edward Jones (Mississauga, ON)
- …Relevant Experience:** + a minimum of 5-7 years experience as a high net worth financial planner Read More About Skills/Requirements **Awards & ... collaboration skills. Responsibility Summary: + Develop solutions-based wealth planning strategies for high - net worth clients with complex needs using a team… more
- Scotiabank (Toronto, ON)
- …**Key Job Accountabilities** 1. **Deliver a high -level estate planning consultation to high net worth Scotia Wealth Management clients** + Partner with ... Wealth and Estate Planner , Scotia Wealth Management - Toronto, ON Requisition...winning team, committed to results, in an inclusive and high -performing culture. **Purpose** The Scotia Wealth Management Will and… more
- CIBC (Duncan, BC)
- …offers comprehensive financial planning and specialized wealth planning strategies to CIBC's high net worth clients, including estate planning, business ... 7 - 10 years of financial advisory/sales experience with High Net Worth clients. Extensive...status of IIROC. Successful designation of **CFP (Certified Financial Planner ) is required.** + **You have knowledge in.** Investment… more
- CIBC (Toronto, ON)
- …etc. typically acquired through 7 - 10 years of financial advisory/sales experience with high net worth clients. Extensive investment knowledge and expertise ... detailed and complex inquiries from a sophisticated, knowledgeable and high net - worth client group. +...status of IIROC. Successful designation of **CFP (Certified Financial Planner ) is required.** If in Quebec, the (IQPF) designation… more
- Edward Jones (Mississauga, ON)
- …from top-tier market analysts, specialized support for the complex needs of your high net - worth , cross-border, and small business clients, ongoing training, ... put, we believe our future is bright! **Opportunity Overview:** **Your Experience Is Worth More** Are you an experienced financial advisor looking for the autonomy,… more