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Senior Vice President, Client Advisory About the Company Leading multi-family office providing trusted counsel to successful entrepreneurial families.Industry Financial Services Type Privately H... Show more
At NewGround, we believe the right environment can change how people work, connect, and succeed.As a leading design and delivery firm, we partner with financial institutions, healthcare providers, ... Show more
Amazing opportunity for someone who lives in or close to the Kitchener/Waterloo area.We are also willing to assist with relocation costs if you choose to relocate to be closer to work.Please note t... Show more
BWXT Canada) has over 60 years of expertise and experience in the design, manufacturing, commissioning and service of nuclear power generation equipment.This includes steam generators, nuclear fuel... Show more
Hi there! We are a family in Waterloo, Ontario in westmount area seeking a reliable and caring nanny to join our family on a part-time basis.We have an 14 month old girl and a son who is 4.The posi... Show more
Fidus is a global high-tech design firm headquartered in Ottawa, with additional design centres in Kitchener-Waterloo and San Jose.We specialize in leading-edge electronic product development, with... Show more
Senior Journeyperson Gasfitter — Class A.Day shift, with possible overtime, on-call rotation, or project-based work depending on employer needs.This opportunity is best suited to a senior-level gas... Show more
As a Senior Technician - Security Systems with Bosch Building Technologies, you will collaboratively review, understand, analyze, and implement installation blueprints and plans from Project Manage... Show more
Make an impact with our Assurance & Accounting team as a Senior Accountant.This diverse team of professionals are dedicated to exceeding clients’ unique needs within a rapidly evolving business and... Show more
As the Technical Leader of one or more projects, you will be responsible for their overall technical success by ensuring the final product meets customer specifications, and ensuring technical risk... Show more
Senior Vice President, Client Advisory About the Company Leading multi-family office providing trusted counsel to successful entrepreneurial families. Industry Financial Services Type Privately Held About the Role The Company is seeking a Senior Vice President, Client Advisory to join their team. The successful candidate will be responsible for leading client relationships, driving investment and tax planning strategies, and managing a team to ensure the delivery of top-tier client service. This role requires a strategic approach, commercial acumen, and a strong focus on results. The Senior Vice President will also be involved in mentoring junior team members, leading strategic projects, and contributing to the firm's growth through business development. Applicants for the Senior Vice President, Client Advisory position at the company should have an undergraduate degree and a CFA, CPA, or CA designation, with a minimum of 15 years' post-accreditation experience. A strong background in the wealth and investment management industry, particularly with family office or private family experience, is preferred. The role demands superior communication skills, advanced knowledge of investment management and tax planning, and experience in managing complex family dynamics. The ideal candidate will be a self-starter, detail-oriented, and a team player with a proven track record of working in an entrepreneurial and dynamic environment. Responsibilities also include strategic planning, execution, and a continued focus on personal and team development. Functions - Account Management/Optimization - Finance
