Principal, Wealth Solutions - Vancouver, British Columbia

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 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. · ...

+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 the ...

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. · ...

Le planificateur pour les clients à valeur nette élevée est responsable de travailler avec les conseillers TD pour livrer une guidance personnalisée haute valeur sur la taxe, l'état et la planification globale du patrimoine aux clients HNW et UHNW de TD. · ...

+L'expérience collègue à TD comporte une rémunération juste et équitable pour tous les collègues. · Les occasions de croissance et le perfectionnement des compétences constituent des caractéristiques essentielles. · +Rémunération globale incluant salaire de base, variable ainsi q ...

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 ...

Tremendous opportunity to join a growing Migrations Team at FNZ. · Working with Internal and Client SME resource to provide complex data mapping solutions in line with Client requirements, FNZ Solution and FNZ Migration SDLC · ...

Tremendous opportunity to join a growing Migrations Team at FNZ. · The Migration Team has accountability for managing the end-to-end delivery lifecycle for all Migration projects within FNZ. · Working with Internal and Client SME resource to provide complex data mapping solutions ...

+ Develops in-market planning engagement strategies,+ Maintains a plan pipeline to generate sustainable growth+ Oversees a team of Total Wealth Planners+ Coaches specialists to deliver best-in-class plans · + Collaborates with other Advisory teams, · + Partners with Bank & Wealth ...

The Market Lead oversees and leads a team of Total Wealth Planners in a dedicated region/major center. · Serving as the primary leadership contact for Total Wealth Planning within the assigned market. · ...

We are looking for an energetic, detailed and organized individual to join our Wealth Management team in Vancouver. · The successful candidate's role will support a growing Wealth Management team in establishing and maintaining the client onboarding and KYC (know-your-client) doc ...

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

In this dual role as Vice President of Ventum Insurance Services Corp and Vice President, Wealth Services at Ventum Financial, · ...

Canaccord Genuity is looking for an energetic, detailed and organized individual to join their Wealth Management team in Vancouver. The successful candidate's role will support a Wealth Management team in establishing and maintaining strong client relationships. · ...

This position is responsible for driving life insurance results within their assigned region. · Leads the end-to-end Insurance sales process on more complex and/or significant insurance solutions. · Built and maintains strong relationships throughout the region with advisors and ...

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

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. · ...

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 ...