Business Development Manager, Wealth Industry - Vancouver, BC

We are seeking an experienced Channel Sales Manager to drive our mission by activating wealth advisors within strategic partnerships and managing client acquisition from referred leads. · Build and maintain relationships with strategic partners (financial advisors and credit unio ...

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 ...

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. · ...

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 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. · ...

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 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 ...