investment advisor

2 weeks ago


Vancouver, British Columbia, Canada Asia Standard Americas Ltd Full time
investment advisor - personal finances Verified
  • Salary 74,000 annually / 37.5 hours per week
  • Terms of employment Term or contract (ending: Full time
  • Day, Evening, Night
  • Start date Starts as soon as to
  • Source Job Bank # EducationExperience

5 years or more

  • Head office
ResponsibilitiesTasks
  • Identify clients' financial goals and objectives
  • Develop financial plans for clients
  • Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning
Experience and specializationComputer and technology knowledge
  • MS Office
  • Database software
Area of specialization
  • Wealth management
Additional informationWork conditions and physical capabilitiesPersonal suitability
  • Efficient interpersonal skills
  • Judgement
  • Organized
Who can apply to this job?

Only apply to this job if:

  • You are a Canadian citizen, a permanent or a temporary resident of Canada.
  • You have a valid Canadian work permit.

If you are not authorized to work in Canada, do not apply. The employer will not respond to your application.

Advertised until

Important notice: This job posting was posted directly by the employer on Job Bank. The Government of Canada has taken steps to make sure it is accurate and reliable but cannot guarantee its authenticity.

Sign up for a Plus account to get the most out of your job search and access all the tools available on Job Bank

#J-18808-Ljbffr

  • Vancouver, British Columbia, Canada Canaccord Genuity Group Inc. Full time

    Investment Advisor Assistant, Cash Management Group, Canaccord Genuity – Vancouver, BC The Cash Management Group at Canaccord Genuity is looking for an Executive Assistant to join our high-performance team. Our group manages over $5 billion in client assets and employs like-minded individuals who come to our office every day with a strong work ethic, a...

  • Investment Specialist

    2 weeks ago


    Vancouver, British Columbia, Canada HUB International Full time

    Investment Specialist (12-Month Contract) - Hybrid Work ScheduleDo you have a passion for customer service excellence and a desire to create positive experiences for clients? If you answer "yes", then HUB Financial Inc. has an exciting opening for you We have built a culture at HUB that is focused on helping our clients grow their business, and developing...

  • Investment Associate

    2 weeks ago


    Vancouver, British Columbia, Canada National Bank of Canada Full time

    Primary Locations:Vancouver, British Columbia**:Employee Status:Regular**:Schedule:Full-time**:National Bank Financial - Wealth Management is the fifth largest investment dealer in Canada. We have almost 1,000 investment advisors in close to 100 branches, helping more than 400,000 clients manage their assets.This position reports to the Regional Manager.More...


  • Vancouver, British Columbia, Canada AGENTIS CAPITAL Full time

    Our FirmAgentis Capital Advisors is a leading global financial advisor with a reputation for delivering unparalleled value and advice to its clients. The firm was recently awarded IJGlobal's 2021 North American Financial Advisor of the Year award. Our guiding principles and ability to generate value for clients sets us apart. Agentis acts as a sell-side and...

  • Investment Associate

    2 weeks ago


    Vancouver, British Columbia, Canada Lyra Growth Partners Inc. Full time

    Role: Investment AssociateLocation:Vancouver, Canada preferredLyra Growth Partners is a family office and growth investor partnering with founders and management teams developing consumer brands of the future. We believe in stories, authenticity, and transparency. As a family office led by an entrepreneur, we strive to be pragmatic and growth-oriented...


  • Vancouver, British Columbia, Canada Agentis Capital Full time

    Our FirmAgentis Capital Advisors is a leading global financial advisor with a reputation for delivering unparalleled value and advice to its clients. The firm was recently awarded IJGlobal's 2021 North American Financial Advisor of the Year award. Our guiding principles and ability to generate value for clients sets us apart. Agentis acts as a sell-side and...


  • Vancouver, British Columbia, Canada Canaccord Genuity Group Inc. Full time

    Investment Advisor Assistant, Cash Management Group, Canaccord Genuity – Vancouver, BC Summary The Cash Management Group at Canaccord Genuity is looking for an Executive Assistant to join our high-performance team. Our group manages over $5 billion in client assets and employs like-minded individuals who come to our office every day with a strong work...


  • Vancouver, British Columbia, Canada Odlum Brown Limited Full time $53,000 - $60,000

    WHO WE ARE Anchored in our purpose to help clients achieve their financial goals, Odlum Brown has remained an independent, full-service investment firm for over 100 years. Wholly owned by its team members, the firm continues its tradition of leadership in the financial community as one of BC's most respected investment firms. We are honoured to be nationally...


  • Vancouver, British Columbia, Canada AGENTIS CAPITAL Full time

    VP, Investment Banking - Infrastructure M&A Advisory (North America) Agentis Capital Advisors is a leading global financial advisor with a reputation for delivering unparalleled value and advice to its clients. Agentis acts as a sell-side and buy-side advisor on a wide variety of global transactions including renewable power, energy, digital, transportation,...


  • Vancouver, British Columbia, Canada Transportation Investment Corporation Full time

    The Occupational Health and Safety Advisor will provide support for the major infrastructure projects, conducting owner oversight activities.This position conducts hazard and risk assessments for employees that work on project sites and provides a quality assurance role on the Prime Contractor by performing on-site safety observations, and spot audits of the...


  • Vancouver, British Columbia, Canada Transportation Investment Corporation Full time

    TI Corp is a Crown Corporation that has a mandate to deliver $13.3 Billion in major infrastructure on behalf of the BC Ministry of Transportation and Infrastructure and the Ministry of Tourism, Arts, Culture and Sport.TI Corp offers a very attractive Total Compensation PackageVacation starts at 5 weeks and you earn 1 day per year to a maximum of 6 weeks;...

  • Investment Associate

    2 weeks ago


    Vancouver, British Columbia, Canada Raymond James Financial Full time

    Investment AssociateCadence Financial Group, an Independent Financial Services office of Raymond James Ltd., is seeking a qualified Investment Associate to work in our downtown Vancouver office. Raymond James Ltd. is one of Canada's leading full-service independent investment dealers offering high-quality investment products and services to Canadians seeking...


  • Vancouver, British Columbia, Canada HUB International Full time

    Do you have a passion for customer service excellence and a desire to create positive experiences for clients? If you answer "yes", then HUB Financial Inc. has an exciting opening in our Woodbridge office for you We have built a culture at HUB that is focused on helping our clients grow their business, and developing our employees grow their careers.The...


  • Vancouver, British Columbia, Canada Raymond James Ltd. Full time

    At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together.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.Advisor Internship Program (AIP)How Does The Role Impact The...

  • Investment Associate

    2 weeks ago


    Vancouver, British Columbia, Canada National Bank of Canada Full time

    Primary Locations:Vancouver, British Columbia**:Employee Status:Regular**:Schedule:Full-time**:National Bank Financial - Wealth Management is the fifth largest investment dealer in Canada. We have almost 1,000 investment advisors in close to 100 branches, helping more than 400,000 clients manage their assets.INVESTMENT ASSOCIATE - Operations & Client...


  • Vancouver, British Columbia, Canada Transportation Investment Corporation Full time

    TI Corp is a Crown Corporation dedicated to delivering $13.3 Billion in major infrastructure projects on behalf of the BC Ministry of Transportation and Infrastructure and the Ministry of Tourism, Arts, Culture and Sport.What we offer:Vacation starts at 5 weeks with the opportunity to earn up to 6 weeksLearning and Development initiatives including...

  • Strategic Advisor

    2 weeks ago


    Vancouver, British Columbia, Canada VRIFY Full time

    Salary:About us: VRIFY is a rapidly growing technology company in the mining industry which currently works with more than 150 mineral exploration and mining companies providing innovative content and communication solutions to transform the way that mining companies communicate. The mining industry is evolving rapidly and VRIFY is a driving force behind...

  • Associate Advisor

    2 weeks ago


    Vancouver, British Columbia, Canada Royal Bank of Canada Full time

    Come Work with UsAt RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.Whether you're helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that...


  • Vancouver, British Columbia, 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...

  • Financial Advisor

    2 weeks ago


    Vancouver, British Columbia, Canada Royal Bank of Canada Full time

    Come Work with UsAt RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.Whether you're helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that...