Wealth Management Operations Lead

1 day ago

Surrey, Canada Vancity Full time

A leading credit union in Metro Vancouver is seeking a Team Manager for the SWM Advisory Admin team. This role requires a minimum of 5 years of experience in wealth management operations and at least 2 years of leadership experience. You will manage a diverse team, ensuring operational excellence while fostering collaboration and delivering exceptional member experiences. A thorough understanding of risk management and proficiency in MS Office are essential. Competitive salary, generous vacation, and comprehensive benefits package offered.
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  • Wealth Management Operations Lead

    1 day ago

    Surrey, Canada Vancity Full time

    A leading credit union in Metro Vancouver is seeking a Team Manager for the SWM Advisory Admin team. This role requires a minimum of 5 years of experience in wealth management operations and at least 2 years of leadership experience. You will manage a diverse team, ensuring operational excellence while fostering collaboration and delivering exceptional...

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    Who we are: Harbourfront Wealth is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing wealth management firm with over $14 billion in assets under administration, comprised of five integrated entities: CIRO dealer, investment counsel, asset manager, U.S. Registered Investment Advisor (RIA) and insurance...

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    Who we are: Harbourfront Wealth is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing wealth management firm with over $14 billion in assets under administration, comprised of five integrated entities: CIRO dealer, investment counsel, asset manager, U.S. Registered Investment Advisor (RIA) and insurance...

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    1 week ago

    surrey, Canada Harbourfront Wealth Management Full time

    Who we are:Harbourfront Wealth is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing wealth management firm with over $14 billion in assets under administration, comprised of five integrated entities: CIRO dealer, investment counsel, asset manager, U.S. Registered Investment Advisor (RIA) and insurance...

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