Channel Sales Manager, Wealth Industry - Vancouver, BC

Are you looking to be part of a mission-driven tech company? ClearEstate is redefining estate planning with cutting-edge technology and compassionate support. · You will play a pivotal role in driving our mission by activating wealth advisors within strategic partnerships and man ...

+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're looking for an Estates Administrator to join our Operations team for 9 months. · Performs estates settlements, journal processing, issuance of tax documents for estates accounts. · Ensures all information and request channels are current and up to date. · ...

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 ...

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. · ...

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. · ...

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. · ...

We are looking to add a wealth management & financial planning advisor to the team (with an existing book of clients and business or someone who has a large network of prospective clientele). · Analyzing financial data, · Communicating strategies with clients along with marketing ...

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 ...

We're committed to helping clients grow and protect their wealth by understanding their complete financial picture—life, family, business, and future. · ...

+We're looking for a Senior Director, Insurance Programs and Services to join our Wealth & Insurance Advisory Services team.+ · ++•Supports the Credit Union Wealth senior leadership team on strategic matters.+•Executes a partner advisor client focused development plan to accelera ...

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

We are the leading independent wealth management firm in Canada, · 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 Financial Plans updated and lookin ...