VP, Wealth - Vancouver - Ventum Financial

We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 98% client retention rate and our award-winning culture combine to position us as a national leader in wealth manag ...

Wealth Planning AssociateNicola Wealth is a national leader in wealth management with a sophisticated financial planning system and diversified private investment funds. · ...

+ Develop client-focused talent in Private Investment Counsel · + Work closely with Market Leads, Portfolio Managers and Associate Portfolio Managers · + Support Relationship Managers in managing their book of business · + Participate in initiatives to raise the business' brand p ...

Wealth Associates at Fidelity Canada support advisors with client onboarding and administration tasks. · ResponsibilitiesAdvisor Support and Client Onboarding · Sales Support and Client Relationship Management · ...

Wealth Concierge at RBC PH&N Investment Counsel, · RBC PH&N IC is a leading boutique investment counselling firm. · The Wealth Concierge will support established Investment Counsellors and their clients with concierge level service, · coordination and problem resolution while pos ...

+Wealth Associate responsible for advisor support client on-boarding sales support administration. · +Completion University degree Business Commerce Finance related field or equivalent work experience · 2-3 years relevant experience wealth management operations space · ...

You will be working on a Hybrid office schedule as part of Fidelity's dynamic working arrangement. · Work collaboratively with the Advisor to satisfy client needs in a timely responsive mannerPrepare and present reports and recommendations to clients based on Advisors directionPr ...

This is a fantastic opportunity for an entrepreneurial advisor who wants to take ownership of building their practice within a fast-growing, visionary platform. · You will serve as a trusted partner to high-net-worth and ultra-high-net-worth individuals, families, and business ow ...

The Wealth Associate is responsible for advisor support, client on-boarding, sales support and administration.Fidelity Canada is an equal opportunity employer. · ...

Wealth Concierge at RBC PH&N Investment Counsel. The role involves providing concierge-level service and coordination to a team of established Investment Counsellors and their clients. ...

Wealth Advisor with CC&L Private Capital may be the only career move you ever need to make. Join one of Canada's largest independent and privately held discretionary investment managers and help clients achieve their unique financial goals while providing exemplary service. · Bui ...

Join a purpose driven winning team committed to results in an inclusive and high-performing culture. · Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships systems and knowledge. · Leads ongoing regional promotion and sustain ...

This role offers exposure to high-level estate, trust, and tax-driven work while supporting a collaborative team in a fast-paced environment. · ...

+This is a great opportunity to play a key role in the development and execution of AGF Capital Partners' distribution strategy for retail and high net worth investors for the Western region. · +Work closely with the Managing Director, Wealth Solutions to help develop and execute ...

Wealth and Estate Planning Specialist to join our high-performing team of finance professionals. Manage approximately $6 billion in client assets and employ like-minded individuals who display grit, integrity, hard work, and an ability to think outside the box. · CFP designation ...

This is a great opportunity to play a key role in the development and execution of AGF Capital Partners' distribution strategy for retail and high net worth investors for the Western region. Reporting to the Managing Director, Wealth Solutions, you will be part of a small team en ...

This is a great opportunity to play a key role in the development and execution of the AGF Capital Partners' distribution strategy for retail and high net worth investors for the Western region. · Work closely with the Managing Director, Wealth Solutions to help develop and execu ...

This is a great opportunity to play a key role in the development and execution of the AGF Capital Partners' distribution strategy for retail and high net worth investors for the Western region. Reporting to the Managing Director, Wealth Solutions, you will be part of a small tea ...

Total Wealth Manager at Scotiabank in Vancouver. · ...

This is a four-month position running from May to August. As a Wealth Management Intern, you will support the sales team by providing activity management and case support to ensure the right follow up and coordination through the sales process are met and allow the sales team to ...

The Cash Management Group at Canaccord Genuity is looking for a Wealth and Estate Planning Specialist to join our high-performing team of finance professionals. · We manage approximately $6 billion in client assets and employ like-minded individuals who display grit, · integrity, ...