Associate Financial Advisor: Mentored Growth in Wealth Planning
2 weeks ago
A financial services firm in Vancouver is seeking a Senior Portfolio Manager to provide comprehensive financial planning and investment strategy services. The ideal candidate will work closely with clients to develop personalized financial solutions and monitor portfolio performance. Responsibilities include supporting senior advisors and ensuring compliance with regulatory guidelines. Candidates should have skills in financial advisory, excellent communication abilities, and be on track for relevant certifications. This full-time position is based on-site and offers opportunities for professional growth.
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Wealth Planning Associate
2 days ago
Vancouver, 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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Associate Financial Advisor
2 weeks ago
Vancouver, Canada Luft Financial | iA Private Wealth Full timeSenior Portfolio Manager at Luft Financial with iA Private Wealth Inc. Company Description Luft Financial, part of iA Private Wealth Inc., is a trusted team of Portfolio Managers and Investment Advisors committed to helping individuals and families achieve financial peace of mind. By gaining a deep understanding of clients’ goals, the team creates and...
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Wealth Planning Associate
4 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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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 Advisor
4 weeks 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 Planning
2 hours ago
Vancouver, Canada Richardson Wealth Full time**Employment Status**: Permanent Full-Time **Location**: Vancouver, BC **Department**: Corporate **Reporting To**: Investment Advisor(s) and Branch Management Team **Job Id**: VAN - 023 **Job Level**: L4 **Seniority Level**: Entry-level **Position Overview**: The entry-level financial planner plays a supporting role in the opportunity to work with two...
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Wealth Advisor
2 days ago
Vancouver, 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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Associate Wealth Advisor: Client Growth
4 weeks ago
Vancouver, Canada RBC Dominion Securities Full timeA leading financial institution in Vancouver is seeking an Associate Wealth Advisor to join their team. The role involves providing proactive support and advice to clients while collaborating with an Investment Advisor team. Ideal candidates will have 4+ years in the investment industry, a financial planning designation, and exceptional communication skills....
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Associate Wealth Advisor
4 weeks ago
Vancouver, Canada RBC Dominion Securities Full timeAssociate Wealth Advisor / Financial Planner What is the opportunity? The RBC Dominion Securities Vancouver Main branch is seeking a talented, self‑directed individual with a growth‑oriented mindset to help our clients thrive and our communities prosper. Job DescriptionAs an Associate Advisor, you will work with an Investment Advisor team and be...