Wealth Advisor: Growth, Planning
3 weeks ago
A leading financial institution is seeking an Investment Advisor to help clients achieve their financial goals. In this role, you will manage relationships with high-net-worth clients, providing tailored financial advice. Desired candidates will have 4-6 years of outbound sales experience and a passion for financial planning. Join a dynamic team that values collaboration and offers competitive compensation and benefits.
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Wealth Advisor
1 week 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 Planning Associate
2 weeks ago
Vancouver, British Columbia, Canada Nicola Wealth Full timeAbout 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 timeWe 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,...
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Associate Wealth Advisor
5 days ago
Vancouver, Canada Brewin Dolphin Full time**Job Summary** What is the opportunity? The RBC Dominion Securities Inc. Thurlow branch in downtown Vancouver is seeking a talented, self-directed Associate Advisor to join one of the country’s most successful teams, managing over $1 billion in investment assets. You will work as a relationship manager within a top-tiered Chairman Counsel team,...
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Executive Assistant, Private Wealth
2 weeks ago
Vancouver, Canada Nicola Wealth Full time**About 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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Total Wealth Planning Associate
2 days ago
Vancouver, Canada Scotiabank Full timeRequisition ID: 146336 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Purpose of Job**: The primary purpose of the Total Wealth Planning Associate is to provide National support to Scotia Wealth Management advisors and Specialists.The Associate is also required to work very closely with other members...
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Wealth Advisor
2 weeks ago
Vancouver, Canada Connor, Clark & Lunn Financial Group Full time**Wealth Advisor** **Connor, Clark & Lunn Private Capital Ltd.** **Vancouver, BC** - Connor, Clark & Lunn Financial Group (“CCLFG”) provides investment management services to individuals, advisors, pension plans, institutional investors, and foundations. As a unique “multi-boutique” asset management firm, CCLFG is uniquely focused on creating the...
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Vancouver, Canada Nicola Wealth Full time**About 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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Associate Advisor
5 days ago
Vancouver, Canada Royal Bank of Canada Full time**Job Summary** **What is the opportunity?** The RBC Dominion Securities Vancouver Main branch is seeking a talented, self-directed individual with a growth - and goals-oriented mindset to join us in our pursuit of helping our clients thrive and communities prosper. As an Associate Advisor, you will work with an Investment Advisor team and be responsible...