4 Wealth Management jobs in Halifax.

Hiring now: Mortgage Spec @ Scotiabank.Explore more at jobswithgpt.com.

🔥 Skills

client experience (2) estate planning (2) mortgage (1) sales (1) relationship building (1) trust development (1) communication (1) negotiation (1) entrepreneurial (1) advice (1)

đź“Ť Locations

Halifax (4)
🔍 Go to full job search

Scotiabank

Mortgage Specialist Halifax
Skills & Focus: mortgage, client experience, sales, relationship building, trust development, communication, negotiation, entrepreneurial, advice, financial goals
About the Company: Scotiabank is a leading bank in the Americas. Guided by our purpose: 'for every future', we help our customers, their families and their communities achieve su…
Experience: Minimum of 3 years
Type: Full-time
Benefits: Comprehensive benefits package, including health, dental, and retirement savings plans.
Financial Planner Halifax
Skills & Focus: financial planning, investment sales, client relationships, retirement planning, wealth accumulation, estate planning, financial strategies, client experience, business development, financial advice
About the Company: Scotiabank is a leading bank in the Americas. Guided by our purpose: 'for every future', we help our customers, their families and their communities achieve su…
Experience: Experience in financial planning and investment sales is preferred.
Benefits: A competitive compensation and benefits package that rewards growing and maintaining your client base. Access to leadin…
Senior Manager, Wealth Management Taxation Halifax
Skills & Focus: tax planning, estate planning, high net worth clients, U.S. income taxation, philantropy, business transition, corporate reorganizations, intergenerational wealth transfer, financial statements, Technical Support
About the Company: Scotiabank is a leading bank in the Americas. Guided by our purpose: 'for every future', we help our customers, their families and their communities achieve su…
Experience: At least 7 years of experience in a professional organization providing tax planning and compliance for HNW and UHNW clients.