Langue de travail: Anglais ou Français.Heures de travail: 30 to 44 hours per week.College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years.Coordinate the flow of information within the team.Open and distribute mail and other materials.Establish and implement ...
WeirFoulds is seeking a Wills & Estates lawyer to join our thriving Wills & Estates Practice Group. The successful candidate will work with our team of Wills & Estates lawyers and clerks on a variety of challenging and diverse matters, representing clients (including executors, corporate trustees, b...
Pursuing a career as a Senior Estate Planning Drafting Advisor at National Bank Financial (NBF) means being at the heart of our client advice center and working in collaboration with our various estate planning specialists (lawyers and notaries) in order to serve the NBF Quebec clientele. Become one...
Your role on the team is to assist with sales & marketing to promote business growth for a successful Estate Planning Specialist. Consulting, Customer Needs, Customer Service, Customer Service Management, Group Problem Solving, Long Term Planning, Multi-Level Communication, Product Services. ...
Develop and provide advice and training to other IG Wealth Management departments on advanced taxation, estate planning and other financial planning issues (including the review of corporate materials, advertisements, client collateral relating to financial planning, participating on editorial commi...
Senior Director, Real Estate Development, Planning and Development. Provide Planning and Development assistance to the Legal, Real Estate and Construction Departments as part of the Due Diligence process for prospective land transactions. This is a National Role, overseeing Planning and Development ...
Provide comprehensive administrative and marketing support to Estate Planning Advisors (EPA’s) day to day operations. ...
Estate Planning and Administration Lawyer. Estate Planning and Administration Lawyer. This role focuses on sophisticated will and trust planning, as well as estate administration, offering you the opportunity to make a significant impact in the field. If you’re an experienced estate planning lawyer ...
Reporting to the Vice President, Major & Transformational Gifts, the Associate Vice President, Estates & Gift Planning (the AVP) will provide leadership to a talented team of four estate giving professionals, including fundraisers and estate giving administrators, and serve as a designated lead, int...
Reporting to the Director of Tax & Estate Planning, you will be a subject matter expert and collaborate with Advisors and other planning professionals to provide clients with comprehensive wealth management solutions. Manager – Tax & Estate Planning. We are currently recruiting a Manager, Tax & Esta...
The Tax, Retirement and Estate Planning (TREP) team at CI Global Asset Management (CI GAM) provides tax, retirement and estate planning support to its Sales team, financial advisors and planners to assist with protecting and growing client wealth. Currently, the team is accepting applications for th...
This role provides day-to-day leadership to the Regional Financial Planning Service team of Planning Directors, Financial Planners, Financial Planning Consultants and Regional Administrator. Deliver seminars/presentations on advanced planning topics as needed, in collaboration with the Financial Pla...
Your role on the team is to assist with sales & marketing to promote business growth for a successful Estate Planning Specialist. Client Counseling, Customer Needs, Customer Service, Customer Service Management, Group Problem Solving, Long Term Planning, Multi-Level Communication, Product Services. ...
As an Estate Planning Attorney, you will play a key role in advising clients on legal matters related to wills, trusts, probate, and estate administration. Job Posting: Estate Planning Attorney. Working with a well-established and client-focused law firm providing comprehensive estate planning, prob...
Provide comprehensive administrative and marketing support to Estate Planning Advisors (EPA’s) day to day operations. ...
As an Estate Planning Attorney, you will play a key role in advising clients on legal matters related to wills, trusts, probate, and estate administration. Job Posting: Estate Planning Attorney. Working with a well-established and client-focused law firm providing comprehensive estate planning, prob...
Leverages specialized knowledge and experience to partner collaboratively with other planning professionals and Relationship Managers (Private Bankers, Investment Counsellors, Investment Advisors) to provide clients with comprehensive wealth planning advice and solutions encompassing financial, tax,...
Senior Director, Real Estate Development, Planning and Development. Provide Planning and Development assistance to the Legal, Real Estate and Construction Departments as part of the Due Diligence process for prospective land transactions. This is a National Role, overseeing Planning and Development ...
Nous bâtissons une banque axée sur les relations pour un monde moderne.Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu’il faut pour nos clients.Banque CIBC, nous misons sur vos forces et vos ambitions pour vous donner le pouvoir d’agir.Les membres de notre éq...
Legal Counsel, Real Estate & Planning Law (Planning Lawyer). Process a wide variety of issues including contracts, real estate, construction, commercial matters, taxation, procurement, planning and development. Law degree and call to Ontario Bar, with demonstrated interest in municipal and real esta...
You will provide support to a team that helps our RBC Dominion Securities Investment Advisors, RBC PH&N Investment Counsel Investment Counsellors, and our clients with insurance quotations, new policy applications, and servicing of in-force policies.Your role on the team is to ensure new business is...
NBF, you will collaborate with your colleagues (financial and estate planners) to support the region's IAs and clients in estate planning. A career as a Senior Estate Planning Advisor at National Bank Financial (NBF) primarily involves supporting NBF clients and Investment Advisors (IAs) with their&...
We’re seeking someone to join our team as a Real Estate Planning Analyst supporting Real Estate Solutions (RES) within its Real Estate Transformation and Strategic Insights function. Real Estate Planning Analyst (Hybrid). Strategic Planning – ability to align real estate decisions with the company’s...
In almost 2 decades, they have grown to be one of Calgary's top firms, specializing in in-depth financial, tax and estate planning. Griffith & Associates is a financial planning firm in Calgary, Alberta. The Associate Financial Advisor will be responsible for managing an assigned block of client...
Leverages specialized knowledge and experience to partner collaboratively with other planning professionals and Relationship Managers (Private Bankers, Investment Counsellors, Investment Advisors) to provide clients with comprehensive wealth planning advice and solutions encompassing financial, tax,...