Jobs in Canada

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Added 4 mins ago
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ERP & Systems Manager
Teknion
Calgary, AB
- Full-time
Teknion Solutions is seeking an ERP & Systems Manager to lead internal IT operations, direct enterprise application strategy, and align systems infrastructure with rapid business expansion…
Added 4 mins ago
DE
Senior Pricing Analyst
DHL Express (Canada), Ltd.
Mississauga, ON
- Full-time
…personal commitment – to our business, to each other and to our global communities. DHL is dedicated to being a great place to work. In addition to competitive compensation packages, our…
Added 4 mins ago
Enterprise Customer Success Manager (Hybrid)
Nitro
Toronto, ON
A global SaaS leader for seamless digital document workflows, Nitro offers a suite of solutions for PDF, eSigning, identity verification and analytics supported by a best-in-class customer…
Added 18 mins ago
FI
Senior Marketing Manager
Fulfillment IQ
Toronto, ON
- $115,000 to $135,000 CAD / year
- Full-time
Primary Job Location: Hybrid, three days per week, Toronto / Greater Toronto Area (GTA), Ontario, Canada
Added 18 mins ago
BC
Bed Allocator
Brant Community Healthcare System
Brantford, ON
- Full-time
Must be able to work all shifts including weekends, holidays and 12-hour shifts
Added 18 mins ago
ML
Operational Technology Manager
Maple Leaf Foods Inc
Burlington, ON
- $96,000 to $141,000 CAD / year
- Part-time
The Operational Technology Manager will be the enterprise subject matter expert for SCADA standards, development, deployment and lifecycle management. The incumbent will lead scalable,…
Added 18 mins ago
Senior Wealth Planner
UBS
Toronto, ON
engage with approximately 150 unique clients annually, delivering personalized financial, estate, and cross-border planning strategies · deep expertise in cross-border wealth planning, including intergenerational and multinational family structures
Added 33 mins ago
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Geotechnical Instrumentation & Monitoring Technical Lead
Acciona
ON · CAN - Eglinton Crosstown West
- Full-time
ACCIONA is a global company, leading in the development of regenerative infrastructure that creates a positive impact on society. Our workforce consists of more than 65,000 professionals,…
Added 34 mins ago
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Treasury & Payments Specialist
BMO
Kelowna, BC
- Full-time
Added 49 mins ago
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Project Manager - PL#72904
Peter Lucas
Grande Prairie, AB
- Full-time
Peter Lucas Project Management invests in people and community to provide gold standard project delivery. We are currently looking for a Project Manager to join our team.
Added 49 mins ago
PL
Project Manager - PL#72904
Peter Lucas
Dawson Creek, BC
- Full-time
Peter Lucas Project Management invests in people and community to provide gold standard project delivery. We are currently looking for a Project Manager to join our team.
Added 49 mins ago
PL
Project Manager - PL#72904
Peter Lucas
Vancouver, BC
- Full-time
Peter Lucas Project Management invests in people and community to provide gold standard project delivery. We are currently looking for a Project Manager to join our team.
Added 49 mins ago
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Inside Sales Representative
Robertson Electric Wholesale
Vaughan, ON
- Full-time
We offer a competitive salary, plus a full set of benefits, including:
Added 49 mins ago
Student Optician-Mississauga, ON-Clearly by For Eyes
EssilorLuxottica Group
Mississauga, ON
Total Rewards: Benefits/Incentive Information
Added 49 mins ago
JE
Regional Delivery Manager
Just Eat Takeaway.com
Winnipeg, MB · Toronto, ON · AB
- Full-time
The Regional Delivery Manager is accountable for achieving network KPI & budget targets for the regions they are responsible for. You will be expected to investigate the root cause of…
Added 49 mins ago
PL
Project Manager - PL#72904
Peter Lucas Project Management Inc.
Vancouver, BC
- Full-time
Peter Lucas Project Management invests in people and community to provide gold standard project delivery. We are currently looking for a Project Manager to join our team.
Added 49 mins ago
PL
Project Manager - PL#72904
Peter Lucas Project Management Inc.
Grande Prairie, AB
- Full-time
Peter Lucas Project Management invests in people and community to provide gold standard project delivery. We are currently looking for a Project Manager to join our team.
Added 49 mins ago
PL
Project Manager - PL#72904
Peter Lucas Project Management Inc.
Dawson Creek, BC
- Full-time
Peter Lucas Project Management invests in people and community to provide gold standard project delivery. We are currently looking for a Project Manager to join our team.
Added 49 mins ago
Client Services Specialist - Mississauga, ON
Intertek Canada
Mississauga, ON
PM/APM – Green Services Program Manager/Director, and Associate Program Managers
Added 49 mins ago
Proposal Coordinator
Aecon
Cambridge, ON
…America and a strong footprint internationally, Aecon brings global expertise and proudly serves public and private sector clients through its Construction and Concessions…
Added 49 mins ago
EHS Coordinator
Aecon
Cambridge, ON
…America and a strong footprint internationally, Aecon brings global expertise and proudly serves public and private sector clients through its Construction and Concessions…
Added 1 hour ago
PI
Junior GIS/AutoCAD Technician
Pinchin in Canada
St. Catharines, ON · Hamilton, ON · Waterloo, ON · London, ON · Chatham-Kent, ON · Tilbury, ON
- Full-time
…offices. The role reports to the Southwest Ontario Operations…
Added 1 hour ago
ML
Maintenance Helper (Night Shift)
Maple Leaf Foods Inc.
Bradford West Gwillimbury, ON · Bradford, Ontario
- Full-time
Shift Details: Monday – Friday, 10:00 PM Start (Night Shift) Reason for vacancy: Replacement Headcount
Added 1 hour ago
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Regulatory Associate/Sr Regulatory Associate /Manager, GRA, Canada affiliate
Lilly
Toronto, ON
- Full-time
Regulatory Associate/Sr Regulatory Associate /Manager, GRA, Canada
Added 1 hour ago
L
Medical Director - Oncology
Lilly
Toronto, ON
- Full-time
…least 50% of the time), determined in collaboration with your manager and based on business…

UBS

Senior Wealth Planner

Toronto, ON, Canada

Apply on jobs.ubs.com About employer

Applications open in a new tab.

Job details

Posting language: English
Posted: Nov 10, 2026

Original job description

Key responsibilities

Do you like taking ownership for your own task portfolio? Do you enjoy analyzing complex situations to come up with wealth planning options? UBS Canada is seeking a dedicated and strategic Wealth Planner to join our expanding Wealth Management team. As client needs grow more sophisticated - particularly among high-net-worth (HNW) and ultra-high-net-worth (UHNW) families - this role is critical to delivering the bespoke planning and advisory services they expect. The Wealth Planner will play a key role in driving client engagement, strengthening relationships, and supporting business growth through tailored financial and estate planning solutions.

You will:
• engage with approximately 150 unique clients annually, delivering personalized financial, estate, and cross-border planning strategies
• create and deliver comprehensive wealth plans that address complex family, tax, and legacy objectives
• contribute directly to business development efforts by enhancing client satisfaction, loyalty, and overall asset consolidation
• collaborate with client advisors and specialists to embed planning-led advice into the overall client experience
• serve as an ambassador for UBS’s global capabilities, fostering meaningful connections with family offices and next-generation decision-makers

The team

You will be working with our Toronto Office Products team supporting our Client Advisor to enhance our value-added service offering in a highly competitive market, deliver deeper client engagement through holistic planning conversations, and position the firm as a trusted partner in intergenerational wealth planning.

Your skills and experience

• fluent in Mandarin, with proven ability to build rapport with clients in the Vancouver market and across our Asia-focused client base
• deep expertise in cross-border wealth planning, including intergenerational and multinational family structures
• familiarity with trust structures, international tax considerations, and UBS’s global advisory capabilities is a strong asset
• skilled communicator and relationship builder, capable of translating complex planning strategies into actionable client value
• travel to Asia is required
• you’re curious to explore how AI can improve how we build, deliver, and optimize workflows. You do this with sound judgment – validating outputs and aligning with policies, risk standards, and ethical use

About us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.

Salary information

The indicative gross base salary range as a full-time equivalent role:
• Canada - Ontario min CAD 300000 - max CAD 400000 /annum

The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

Disclaimer / Policy statements

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.

UBS Canada is committed to providing equal employment opportunity to all applicants and employees. This applies to everything we do – hire, evaluate, promote, compensate, train and terminate. UBS Canada will reasonably accommodate applicants with disabilities who need adjustments to participate in the application, assessment or interview process. To initiate a request for an accommodation contact HR Employee Advisory by email sh-hr-asc-ame@ubs.com or phone +1 855-827-6947, option 2, option 5, option 1.

Apply on jobs.ubs.com About employer

More about this job

Responsibilities

The Wealth Planner will deliver personalized financial, estate, and cross-border planning strategies to high-net-worth clients. They will also drive business development by enhancing client satisfaction and collaborating with advisors to provide holistic planning-led advice.

Requirements

Candidates must be fluent in Mandarin and possess deep expertise in cross-border wealth planning and intergenerational family structures. Strong communication skills and the ability to build rapport with HNW and UHNW clients are essential for this role.

Skills

Wealth planning
Financial planning
Estate planning
Cross-border planning
Mandarin fluency
Business development
Trust structures
International tax
Strategic advisory
Intergenerational wealth planning
Communication
AI workflow optimization

Benefits

Competitive benefits

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Financial Planning
Estate Planning
Cross-border Planning
High-net-worth
Ultra-high-net-worth
Mandarin
Trust Structures
International Tax
Business Development
Client Advisory
Intergenerational Wealth
Family Offices
AI
Workflow Optimization
Strategic Planning
Relationship Management
Financial Services
Wealth Planner

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Work requirements

Jobs in Canada