Asset Management Associate

4 weeks ago

Vancouver BC, Canada The Consumer Goods Forum Full time €60,000 - €65,000

Associate, Insurance and Financial Planning
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 commitment to build lasting client relationships - we achieve this by generating value for our individual, institutional, and corporate clients through comprehensive wealth management solutions and investment banking services. We are a leading independent wealth management firm in Canada, and the leading mid-market provider of investment banking advisory, equity research, sales and trading services for corporations and institutions.
At CG, we believe that diversity across our business strengthens our client relationships and enables more innovative solutions. We strongly encourage applications from all qualified individuals regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status. Our Canadian operations is currently looking for an enthusiastic, motivated and organized self-starter to join our Financial Planning team. This role will be assisting Financial Planning Specialist within the Canaccord Genuity Wealth & Estate Planning (CGWEPSL) team in Vancouver.
Administrative Responsibilities (15%):
Provide Insurance support with in-force policies by notifying Specialists of upcoming Policy Anniversaries, ordering in-force illustrations, arranging premium payments and populating Annual Review templates.
Input a wide variety of client data data & documents into our insurance tracking software (Equisoft Centralize), Conquest and other insurance-related programs with attention to detail and accuracy;
Insurance Planning Responsibilities (30%):
Prepare insurance applications for clients & follow-up with clients through underwriting;
Provide detailed and meticulous technical insurance support to the Wealth & Estate Planning Specialists;
Reach out to clients with upcoming Term Renewals to arrange for discussions on rewriting, converting, or terminating the coverage - BC Insurance License dependent
Work towards conducting Annual Policy reviews on simpler or mid-sized insurance plans - BC Insurance License dependent
Financial Planning Responsibilities (30%):
Create financial plans as requested by the Vancouver Wealth & Estate Planning Specialist;
Liaise with clients to gather additional Discovery data as needed and work towards presenting smaller plans.
Training, Support & Company Projects (25%):
Provide Investment Advisors with ongoing supplemental support on our Financial Planning software, Conquest in group training sessions or one on one sessions;
Provide support to Insurance Licensed Advisory teams as needed, such as basic LifeGuide quotes or simple insurance transactions;
Attend team meetings and assist with projects as required.
Assist in larger team ongoing improvement projects as required.
or Actively working towards the completion of BC Insurance Life License
~2-4 years of similar or related administrative experience;
~ Knowledge of the Wealth and Estate Planning industry an asset;
~ Experience in life and living benefits insurance is an asset;
~ PFP/QAFP/CFP/Insurance license is an asset;
~ Previous Dataphile/Equisoft/Conquest software experience would be an asset;
~ Intermediate to advanced computer skills: good working knowledge of Microsoft Office (Word, especially Excel, PowerPoint).

#In order to be considered for employment, candidates selected for interviews will be required to show proof of citizenship, permanent residence or eligibility to work in Canada with no restrictions.
No phone calls please.

  • Asset Management Associate

    3 days ago

    Vancouver, BC, Canada OceanFront Wealth Inc. Full time

    Innovation at the Core: We thrive on innovation and encourage our team members to think outside the box. As an Associate, Investment Management, you’ll have the opportunity to help solve complex problems working alongside highly experienced Portfolio Managers. Curiosity Rewarded: Curious minds are our greatest asset. As a self-starter, you’ll have the...

  • Asset Management Associate

    1 month ago

    Vancouver, BC, Canada Raymond James Financial Full time

    Job Description - Corporate Actions Associate - 1 Year Contract (2401444) Corporate Actions Associate - 1 Year Contract - 2401444 Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs. Corporate Actions...

  • Associate, Client Services

    2 months ago

    Vancouver, Canada Pathfinder Asset Management Limited Full time

    **Associate, Client Service in Vancouver, BC** Pathfinder Asset Management Limited is a full-service Investment Counsel operating across Canada with offices in Vancouver and Edmonton. Since the beginning, our focus has been on stewardship of investment portfolios for motivated investors, seeking strong performance and risk-managed results. Pathfinder...

  • Manager associe

    4 weeks ago

    Vancouver, BC, Canada BC Legal Management Association Full time €85,000 - €140,000

    Clark Wilson LLP is Hiring a Manager of Student and Junior Associate Programs How You’ll Help Us Better Serve Our Clients Reporting to the Director of People & Culture, the Manager of Student and Junior Associate Programs manages all aspects of Clark Wilson’s student recruiting and hiring, student and new associate (0-3 years) integration, and...

  • Asset Management Associate

    2 months ago

    Vancouver, Canada Manulife Full time

    **_Are you looking for a supportive, collaborative workplace with great teams and inspiring leaders? You’ve come to the right place. We’re looking for ambitious people who share our values and want to make every day better for people around the world. If this sounds like you, and the career below sounds exciting, we’d like to hear from you....

  • Asset Management Associate

    2 weeks ago

    Vancouver, Canada Manulife Full time

    We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and...

  • Associate, Asset Management Operations

    3 days ago

    Vancouver, Canada Nicola Wealth Full time

    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 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada's Top Employers,...

  • Associate Director, Asset Management

    2 weeks ago

    Burnaby, BC, Canada Engineers and Geoscientists BC Full time €133,000 - €149,000

    Engineers and Geoscientists British Columbia is currently searching for an Associate Director, Communications and Engagement to join our team in Burnaby! The Associate Director, Communications and Engagement is responsible for implementing short- and long-term communications and engagement strategies that protect and cultivate the reputation of Engineers...

  • Asset Manager

    1 week ago

    Vancouver, Canada ATHA Equity Management Full time

    **About us** We are professional, collaborative, and inclusive. Our work environment includes: - Modern office setting - Food provided **Responsibilities**: - Manage and lead the onsite hotel managers. - Own the outcome for all asset under management, and regular reporting to the Investment team. - Monitor and analyze market trends to identify...

  • Business Administrator

    4 weeks ago

    Vancouver, BC, Canada Fulcra Asset Management Inc. Full time

    Fulcra Asset Management Inc.Fulcra Asset Management is a boutique investment management firm based in Vancouver. Founded in 2009, Fulcra invests in North American credit markets employing a deep value research-driven approach to investing in corporate securities. Fulcra is dedicated to generating consistent absolute returns for client with the primary focus...

  • Business Administrator

    4 weeks ago

    Vancouver, BC, Canada Fulcra Asset Management Inc. Full time

    Fulcra Asset Management Inc.Fulcra Asset Management is a boutique investment management firm based in Vancouver. Founded in 2009, Fulcra invests in North American credit markets employing a deep value research-driven approach to investing in corporate securities. Fulcra is dedicated to generating consistent absolute returns for client with the primary focus...

  • Business Administrator

    2 weeks ago

    Vancouver, BC, Canada Fulcra Asset Management Inc. Full time

    Fulcra Asset Management Inc.Fulcra Asset Management is a boutique investment management firm based in Vancouver. Founded in 2009, Fulcra invests in North American credit markets employing a deep value research-driven approach to investing in corporate securities. Fulcra is dedicated to generating consistent absolute returns for client with the primary focus...

  • Business Administrator

    2 weeks ago

    Vancouver, BC, Canada Fulcra Asset Management Inc. Full time

    Fulcra Asset Management Inc.Fulcra Asset Management is a boutique investment management firm based in Vancouver. Founded in 2009, Fulcra invests in North American credit markets employing a deep value research-driven approach to investing in corporate securities. Fulcra is dedicated to generating consistent absolute returns for client with the primary focus...

  • Business Administrator

    1 month ago

    Vancouver, BC, Canada Fulcra Asset Management Inc. Full time

    Fulcra Asset Management Inc. Fulcra Asset Management is a boutique investment management firm based in Vancouver. Founded in 2009, Fulcra invests in North American credit markets employing a deep value research-driven approach to investing in corporate securities. Fulcra is dedicated to generating consistent absolute returns for client with the primary...

  • Business Administrator

    2 weeks ago

    Vancouver, BC, Canada Fulcra Asset Management Inc. Full time

    Fulcra Asset Management Inc. Fulcra Asset Management is a boutique investment management firm based in Vancouver. Founded in 2009, Fulcra invests in North American credit markets employing a deep value research-driven approach to investing in corporate securities. Fulcra is dedicated to generating consistent absolute returns for client with the primary...

  • Association Management

    3 days ago

    North Vancouver, Canada Sea To Sky Meeting Management Inc. Full time

    **ABOUT SEA TO SKY MEETING AND ASSOCIATION MANAGEMENT INC**: Sea to Sky Meeting and Association Management Inc. (Sea to Sky) is an award-winning company founded in 2001. Our core business is providing conference, event and association management services to associations and organizations around the world. Our clients include individuals, provincial, national...

  • Director, Asset Management

    4 weeks ago

    Vancouver, BC, Canada Quality Forum Full time

    University of British Columbia UBC Health UBC Health reports to the Office of the Vice-President, Health and serves as a resource to all health disciplines at UBC. It is responsible for driving the vision of the Vice-President, Health portfolio by promoting an integrated approach to collaboration among all health programs at UBC and with external...

  • Asset Manager

    1 month ago

    Vancouver, Canada Canderel Full time

    **Who we are**: **Reports to**: Senior Vice President, Property Management **Summary**: We are committed to fostering an inclusive and diverse work environment. We are seeking an experienced Asset Manager to oversee a portfolio of office properties located in Western Canada. Our core business is the third-party management of commercial properties. The Asset...

  • Manager, Corporate Asset and Project Management

    2 months ago

    Vancouver, BC, Canada Moving2Canada.com Full time

    Our client, a leading cost, project management and risk advisory firm has an immediate opening for a Project Manager within the Project Management division in Vancouver. You will provide a variety of project management and consulting services to new and existing clients, managing project resources to deliver results within budget and on schedule. Project...

  • Association Management

    5 days ago

    North Vancouver, Canada Sea To Sky Meeting Management Inc. Full time

    **ABOUT SEA TO SKY MEETING AND ASSOCIATION MANAGEMENT INC**: Sea to Sky Meeting and Association Management Inc. (Sea to Sky) is an award-winning company founded in 2001. Our core business is providing conference, event and association management services to associations and organizations around the world. Our clients include individuals, provincial, national...