Wealth Client Service Associate — Advisor Support
2 weeks ago
A leading global financial institution is seeking a PIA Client Service Associate in Vancouver to provide dedicated administrative support to Investment Advisors. Responsibilities include preparing documentation for client meetings and managing client communications. The ideal candidate should possess strong communication skills and be willing to complete required financial courses. This role offers career development opportunities within a supportive environment.
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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 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
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
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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Associate Wealth Advisor
1 day ago
Vancouver, British Columbia, Canada Connor, Clark & Lunn Private Capital Ltd. (CC&L) Full timeConnor, Clark & Lunn Private Capital Ltd.Vancouver, BCBecoming an Associate Wealth Advisor with CC&L Private Capital may be the only career move you ever need to make. Join one of Canada's largest independent and privately held discretionary investment managers, and help clients achieve their unique financial goals while providing exemplary service.As an...
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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
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
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,...
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Senior Manager, Private Wealth
2 weeks ago
Vancouver, Canada Nicola Wealth Management Ltd. Full timeSenior Manager, Private Wealth - AssociatesWe 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...