Jobs in Canada

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Added 3 mins ago
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Investment Associate or Investment Analyst - Risk
Venor
Halifax, NS
- Full-time
Reporting to the Manager, Investment Risk, the Investment Associate or Investment Analyst – Risk supports the pension funds managed by NS Pension. You’ll help measure and monitor investment…
Added 3 mins ago
VH
Front Desk Agent - Best Western Valemount
Vantage Hotels
Valemount, BC · Best Western Plus Inn and Suites, Valemount, British Columbia
- Full-time
As a Front Desk Agent / Night Auditor, you will primarily work day shifts, with some overnight shifts included · Front Desk Duties (Day / Evening Shifts)
Added 3 mins ago
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Senior Manager
Avery Cooper & Co. Ltd.
Yellowknife, NT
- Full-time
5+ years of current and/or recent financial statement audit experience within a Canadian CPA firm (post designation),
Added 3 mins ago
AC
Manager
Avery Cooper & Co. Ltd.
Yellowknife, NT
- Full-time
3+ years of current and/or recent financial statement audit experience within a Canadian CPA firm (post designation),
Added 3 mins ago
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Bilingual Inside Sales Specialist
Altis
Mississauga, ON
- $90,000 to $100,000 CAD / year
- Full-time
Are you a bilingual financial services professional who enjoys building relationships, solving problems, and driving business growth? An established organization in the equipment financing…
Added 3 mins ago
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AI Architect
Astek
Montreal, QC
- Full-time
Experience in Financial Services or a similarly regulated industry
Added 3 mins ago
GM
Corporate Controller
Generation Mining
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Work arrangement: Five days per week at the Toronto corporate office, Monday to Friday
Added 3 mins ago
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Payroll Specialist and HR Coordinator
CReATe Fertility Centre
Toronto, ON
- Full-time
Work with Finance to investigate and resolve payroll accounting discrepancies.
Added 3 mins ago
CT
Manager FP&A - Mining
CSG Talent
Toronto, ON · Greater Toronto Area, Canada
- Full-time
CSG Talent is partnering with a growing mining company to appoint an FP&A Manager to its corporate finance team.
Added 3 mins ago
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Analyst, Financial
Fraser Health
New Westminster, BC
- Full-time
Reviews and analyzes assigned client's financial, statistical and costing information and assesses operational performance in relation to budget and best practice; provides assessment…
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Consultant, Client Success (Merchant Client Segment)
Visa
Toronto, ON
- Full-time
Visa requires at least 3 days in office, expectations of these days will be confirmed by your Hiring Manager
Added 18 mins ago
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Manager, Business Continuity Risk (12-Month Contract)
RBC
Toronto, ON
- Full-time
As Manager, Business Continuity Risk, you are responsible for the execution of the Business Continuity Risk Management (BCRM) Program within Personal Banking and Commercial Banking Canada.…
Added 18 mins ago
PV
Senior Financial Analyst, FP&A
Pet Valu
Markham, ON
- Full-time
Reports to: Senior Manager Financial Planning & Analysis
Added 18 mins ago
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Customer Experience Associate
TD
Ottawa, ON
- Part-time
Can you bring your charming self to work and make customer interactions delightful one? Can you process financial transactions accurately and get a sense of achievement by providing…
Added 18 mins ago
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Manager, People Operations & Partner Affairs
RPIA
Toronto, ON
- Full-time
We are seeking a full-time permanent Manager, People Operations & Partner Affairs, to join our People & Culture team.
Added 18 mins ago
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Property Tax Administrator
BGIS
Mississauga, ON
- Full-time
The Property Tax Administrator assists the Lease Administration Manager in the management of realty and business tax and assessment matters for BGIS Canada managed facilities nationally in…
Added 18 mins ago
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Business Development Manager, CIBC Global Asset Management
CIBC
Toronto, ON
- Full-time
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit
Added 18 mins ago
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Senior Relationship Manager
BMO
Peterborough, ON
- Full-time
As a Senior Relationship Manager, you will serve as a trusted advisor to a portfolio of high-value commercial clients, leveraging your financial expertise, business development skills, and…
Added 18 mins ago
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BMO Capital Markets New Grad 2027 Investment Banking Analyst, Montreal
BMO
Montreal, QC · HO
- Full-time
BMO Capital Markets is a leading, full-service North American-based financial services provider offering equity and debt underwriting, corporate lending and project financing, merger and…
Added 33 mins ago
IG
Chief Financial Officer
Inline Group Inc.
AB · Edmonton, AB
- Full-time
cross-border financial operations, or accounting for Indigenous partnerships or joint ventures is an asset
Added 33 mins ago
DI
Onboarding & Training Specialist
Duliban Insurance Brokers
Welland, ON
- Full-time
Reports To: Team Development & Optimization Manager and Training & Development Leader
Added 34 mins ago
TM
Finance Manager
The Mason Group - Strategic Search Partners
Toronto, ON
- $100,000 to $110,000 CAD / year
- Full-time
The Mason Group is partnering with a growing, Toronto-based private investment firm to recruit a Finance Manager to take ownership of its accounting, financial reporting and tax compliance…
Added 34 mins ago
Customer Service Representative Revenue-C0746
City of London
London, ON
Reports through the Senior Customer Service Representative - Revenue or Senior Cashier to the Manager II, Customer Service and Assessment or the Supervisor of Taxation and Revenue. Provides…
Added 34 mins ago
Senior Manager, The Scotiabank Women Initiative
Scotiabank
Toronto, ON
Developing national strategy and plans to ensure the Program provides wide-reaching financial solutions to help female business owners grow their business and achieve their vision of…
Added 34 mins ago
Assistant Manager - Calgary Financial Centre, AB
Scotiabank
AB · Calgary, AB
As the Assistant Manager, you will lead and oversee the overall success of the Retail Sales and Customer Service teams in a Canadian Bank branch. You will work to ensure 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