Wealth & Trust Specialist
2 weeks ago
A leading trust company in Vancouver is seeking a detail-oriented professional to monitor client investments and ensure compliance with financial regulations. The ideal candidate will hold a Bachelor's degree and possess 3-5 years of experience in wealth management or accounting. This permanent position offers a fast-paced work environment and requires strong communication skills. The role involves coordinating work with other departments, managing client inquiries, and maintaining accurate financial records.
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Wealth & Trust Specialist
2 weeks ago
Vancouver, Canada Western Pacific Trust Company Full timeA leading trust company in Vancouver is seeking a detail-oriented professional to monitor client investments and ensure compliance with financial regulations. The ideal candidate will hold a Bachelor's degree and possess 3-5 years of experience in wealth management or accounting. This permanent position offers a fast-paced work environment and requires...
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Wealth Advisor
3 days ago
Vancouver, Canada Nicola Wealth Full timeAt Nicola Wealth, our clients deserve the best. The same goes for our people. By bringing together smart, dedicated, high calibre people from diverse backgrounds, we deliver exceptional client service in a truly dynamic work environment. The collaborative, creative, and entrepreneurial spirit on which we were founded provides the opportunity for our...
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Wealth Advisor
2 weeks ago
Vancouver, Canada Nicola Wealth Full timeAt Nicola Wealth, our clients deserve the best. The same goes for our people. By bringing together smart, dedicated, high calibre people from diverse backgrounds, we deliver exceptional client service in a truly dynamic work environment. The collaborative, creative, and entrepreneurial spirit on which we were founded provides the opportunity for our...
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Wealth Advisor
7 days ago
Vancouver, Canada Nicola Wealth Full timeJoin to apply for the Wealth Advisor role at Nicola WealthJoin to apply for the Wealth Advisor role at Nicola WealthAbout Nicola Wealth: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,...
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Internal Training Specialist
3 days ago
Vancouver, Canada Aviso Wealth Full time**Aviso Wealth**: **The Opportunity**: We’re looking for an Internal Training Specialist to join our Business Management team. Do you have a passion for helping others learn and want to see them reach their full potential? This role can be mostly remote, however we will on occasion require you to come onsite to our office at 1111 West Georgia St,...
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Wealth Planning Associate
1 week ago
Vancouver, Canada Nicola Wealth Full time**Nicola Wealth Description**: We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, proprietary limited partnerships and investment products, 99% client retention rate and 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...
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Wealth Planning Associate
3 days ago
Vancouver, Canada Nicola Wealth Full time**Nicola Wealth Description**: We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, proprietary limited partnerships and investment products, 99% client retention rate and 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...
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Wealth Planning Associate
1 week ago
Vancouver, British Columbia, Canada Nicola Wealth Full time $70,000 - $85,000About Nicola Wealth: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...
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Wealth Planning Associate
1 week ago
Vancouver, British Columbia, Canada Nicola Wealth Full time $70,000 - $85,000 per yearAbout Nicola Wealth: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...
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Wealth Planning Associate
2 weeks ago
Vancouver, Canada Nicola Wealth Full timeAbout Nicola Wealth Nicola Wealth is a national leader in wealth management, recognised as a Best Managed Company and one of Canada’s Top Employers. We offer sophisticated financial planning, diversified private investment funds with exceptional performance, a 99 % client retention rate, and an award‑winning culture. Our values drive a collaborative,...