Business Development Manager, Wealth Industry - Vancouver - Diagram

+You will play a pivotal role in driving our mission by activating wealth advisors within strategic partnerships and managing client acquisition from referred leads. · ...

We are looking for driven individuals who want to make a real difference in estate planning and settlement. · Build and maintain relationships with strategic partners within Western Canada. · Achieve business growth by nurturing relationships. · Promote new processes/tools; educa ...

We are looking for a Portfolio Administrator to join our Millar Private Wealth team based in Ontario. · Preparing account opening documents. · Processing client account transactions. · ...

We're looking for an onsite Senior Investment Associate in the wealth management industry in downtown Vancouver BC. · Work directly with the Investment Advisor and team to support client relationships and the ongoing growth of the wealth management business. · ...

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 ...

We are seeking experienced Test Managers to lead testing workstreams for large-scale software integration projects in the financial services sector. · Stakeholder management and ensuring overall client satisfaction. · Managing client issues and concerns. · ...

Aviso Wealth: · At Aviso Wealth, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professio ...

Salary range: $45,000-$50,000 · Who we are: · Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry:  wealth management and capital markets.  CG is driven by an unwavering commitm ...

This is a full-time on-site role for an Associate Financial Advisor based in Vancouver BC. The role involves providing comprehensive financial planning services under the mentorship of experienced advisors. · Providing comprehensive financial planning services including retiremen ...

Salary Range: $45,000 - $55,000 · Who we are: · Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. CG is driven by an unwavering commitm ...

We are looking for an energetic, detailed and organized individual to join our Wealth Management team in Vancouver. · ...

Salary Range: $45,000 - $50,000 · Who we are: · Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. CG is driven by an unwavering commitm ...

We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, · We are passionate about our business, our culture and investing deeply in your growth and development to build for the future. · Nicola Real Estate currently manages over $10 billion of commerc ...

We currently have a career opportunity for an Investment Advisor in our Vancouver Head Office, · helping newly recruited MFDA advisors move their book to our Unified Managed Accounts program, while they complete their CIRO licensing. · ...

TD Wealth prend une approche sophistiquée et holistique de la dùcouverte des objectifs de richesse pour fournir des conseils personnalisés, des solutions et un service aux clients. · ...

We pride ourselves on understanding our clients' needs and finding innovative, tailored solutions. · Working directly with a team of Investment Advisors where the focus is on client relationships and building a sustainable wealth management business; · Assist with keeping client ...

Salary Range: $65,000 - $75,000 · Who we are: · Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry:  wealth management and capital markets.  CG is driven by an unwavering commi ...

This role demands individuals who are consistently solution and execution focused · ...

We currently have a career opportunity for an Accountant to join our Finance team. This role will be located at our head office in Vancouver, BC. You will work closely with Finance team members and cross-functional stakeholders to ensure accurate financial reporting, timely month ...

Requisition ID: 251892 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · Purpose · Contributes to the overall success of the Sales & Partnerships team in Canada, ensuring specific individual goals, plans, initiatives are de ...

We currently have a career opportunity for an Advisor Services Associate. · This highly motivated candidate must take personal responsibility for building solid relationships and must have a passion for providing high quality customer service. · ...