Financial Wealth Manager

Are you passionate about helping individuals achieve their financial goals? As a Financial Planning Specialist at RBC Windsor, you will work closely with high-net-worth clients to create customized investment portfolios and wealth plans that meet their unique needs. With our comprehensive resources and guidance, you will have the autonomy to build and run...

**Job Description:**We are looking for an experienced Wealth Planning Expert to join our team at Royal Bank of Canada. As a Wealth Planning Expert, you will play a critical role in helping clients achieve their long-term financial goals.Your main responsibility will be to create custom investment solutions for prospective and existing clients within the...

About RBC WindsorRBC Windsor is a leading wealth management company seeking an experienced Investment Advisor to join our team. As an Investment Advisor at RBC, you will have the opportunity to help your clients achieve their financial goals while enjoying a fulfilling career.Compensation and BenefitsWe offer a competitive base salary of $85,000 per year,...

We are seeking an experienced Investment Portfolio Manager to join our team at RBC Windsor. As a key member of our wealth management team, you will be responsible for creating customized investment portfolios and wealth plans for high-net-worth clients. With our comprehensive resources and guidance, you will have the autonomy to build and run your own...

**Company Overview:** At Royal Bank of Canada, we empower our Investment Advisors to excel in a dynamic and supportive environment. Our comprehensive training programs equip you with the skills and knowledge to deliver exceptional client experiences.**Salary:** An attractive base salary ranging from $120,000 to $200,000 per year, plus unlimited earning...

Your Key ResponsibilitiesBuild and maintain strong relationships with high-net-worth individuals, families, and business owners to understand their complex financial needs.Leverage RBC's investment and wealth management resources to create customized portfolios and wealth plans that meet the unique needs of each client.Foster trusted, long-term relationships...

**Job Overview:**We are seeking a skilled Financial Tax Strategist to join our team at Neilson Financial Services Limited. As a key member of our organization, you will be responsible for overseeing tax-related activities across the group, ensuring compliance with international tax laws and regulations.The ideal candidate will have strong academic...

About the Role">We are seeking a highly motivated and results-driven Senior Financial Advisor to join our team at Scotiabank. As a Senior Financial Advisor, you will be responsible for building strong relationships with customers, understanding their needs and providing expert advice to help them achieve their financial goals.Key Responsibilities">">Building...

Job DetailsAs Group Tax Manager, you will play a critical role in ensuring the group's tax position is optimised and compliant with international tax laws and regulations. You will work closely with the CFO and Group Financial Controller to develop and implement tax strategies, manage tax risks and ensure timely and accurate filing of tax returns.Main...

At Neilson Financial Services Limited, we're committed to delivering exceptional customer experiences through our range of life insurance products. As a Sales Agent, you'll play a crucial role in helping families secure financial protection for their loved ones.Key ResponsibilitiesManage inbound and outbound sales enquiries for life insurance...

Job DescriptionThe successful candidate will provide integrated life insurance planning and advice to existing clients and new referrals. As an accredited Life & Wealth Advisor, you will have the ability to understand and address the full spectrum of client needs, providing valuable solutions through RBC's suite of life insurance products. You will be...

Company OverviewNeilson Financial Services is a leading global provider of life insurance, with operations in the USA, Canada, Ireland, the UK, and Australia.Job Title: Group Tax ManagerEstimated Salary: $120,000 - $180,000 per annum, depending on experience.Key Responsibilities:Tax Compliance and Reporting:Ensure timely and accurate filing of all tax...

Job OverviewWe are seeking a highly skilled and detail-oriented Workflow Business Analyst to join our dynamic team at Neilson Financial Services Limited.The successful candidate will provide insights and recommendations for improving lead management, lead nurturing, and sales performance.Based in Windsor, the role offers a hybrid working arrangement with 3...

About UsAt Neilson Financial Services, we believe in offering our customers straightforward life insurance and helping families put financial protection in place for their loved ones. We have evolved from our origins in the UK to become an international operation with offices worldwide.This role requires a hands-on individual with a desire to understand...

Join our team as a Business Development Specialist and play a key role in growing our commercial client base. As a member of our Commercial & Wealth Management sector, you will work closely with experts in Financing Solutions to identify and develop business opportunities in your market.Your primary responsibility will be to increase your commercial client...

About the Company">At Scotiabank, we strive to create a culture that values diversity and inclusion, and is committed to making a positive impact in the communities we serve.">About the Job">This is a unique opportunity to join a winning team as a Senior Financial Advisor, where you will have the chance to build the futures of our customers, while growing...

Job Overview:CV Library is currently seeking a Construction Financial Manager to lead the financial management of our projects. The successful candidate will be responsible for overseeing all aspects of cost management, contract administration, and financial reporting, ensuring the project is delivered within budget and in accordance with contractual...

Company OverviewNeilson Financial Services is a leading provider of life insurance products, operating globally with offices in the USA, Canada, Ireland, the UK, and Australia. We aim to deliver a comprehensive range of innovative products and provide exemplary service levels to our customers and corporate partners.

Job Description:We are seeking an experienced Senior Quantity Surveyor to lead the financial management of various projects at CV Library. This role involves overseeing cost management, contract administration, and financial reporting to ensure project delivery within budget and in accordance with contractual obligations.Key Responsibilities:Cost Management:...

**Job Summary:**We are seeking a highly skilled Tax Risk Management Specialist to join our team at Neilson Financial Services Limited. The successful candidate will have a strong academic background, including a professional accounting qualification, and significant experience in tax planning, compliance, and risk management.**Key Responsibilities:**Tax...