Senior Wealth Strategy Architect
4 days ago
A leading financial solutions provider in Canada is seeking a Senior Advanced Planning Advisor. This role involves collaborating with high-net-worth clients to develop tailored tax-efficient wealth strategies. Candidates should have relevant credentials (CPA, CFP, etc.) and possess strong communication and relationship-building skills. Join a dynamic team where you can make a meaningful impact in the financial landscape.
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Senior Bookkeeper
1 week ago
Vancouver, British Columbia, Canada TiKi Wealth Full timeCompany DescriptionTiKi Wealth specializes in personalized life insurance and investment solutions aimed at safeguarding your future and growing your wealth. As an independent broker partnered with Experior Financial Group, TiKi Wealth provides access to top insurance and financial providers in Canada, prioritizing the needs of clients over corporations....
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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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Private Wealth Specialist
3 days ago
Vancouver, Canada CWB Financial Group Full timeAt CWB , we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by holding true to the values that guide us. We put people first and build relationships with intention. We seek out and embrace new ideas, knowing that better is always possible. We believe that how we do things is as important...
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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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Senior Manager, Data
1 week ago
Vancouver, British Columbia, Canada Aviso Wealth Full time $120,000 - $130,000Aviso:At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic...
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Senior Treasury Analyst
4 days ago
Vancouver, Canada Aviso Wealth Full timeAviso:At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic...
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Senior Accountant
1 week ago
Vancouver, British Columbia, Canada Nicola Wealth Full time $85,000 - $95,000About 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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Senior Fund Accountant
7 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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Senior Advanced Planning Advisor
4 days ago
Vancouver, Canada Stone Owl Family Office Inc. Full timeStone Owl Family Office is a leading provider of strategic financial solutions for businesses and high-net-worth individuals. We specialize in corporate tax planning, insurance strategies, and financial structuring to help our clients grow and protect their wealth. As we continue to expand, we are looking for a Senior Advanced Planning Advisor to join our...
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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,...