Financial Planning

4470 West Saanich Road Victoria British Columbia,V8X 3X4 Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides other...

National Bank Financial – Wealth Management OverviewNational Bank Financial – Wealth Management is the fifth largest brokerage firm in Canada, with close to 1,000 investment advisors managing the assets of more than 400,000 clients across approximately 100 branches. As an integral part of this team, you will collaborate closely with an investment advisor...

Job ResponsibilitiesHelp clients establish their financial plans and prepare retirement projections.Hold meetings and facilitate presentations/seminars for current and potential clients.Serve clients within a well-established, high-performing team.Generate the acquisition of new assets and new clients through planning engagements and client review...

At Nicola Wealth, we value collaboration, learning, and development in our team of experienced professionals. As a trusted business partner to our Wealth Advisors, you will provide exceptional administrative support to ensure client needs are being met. In this role, you will have the opportunity to continue your financial services education and apply what...

BC Assessment is currently looking for a permanent **Manager, Financial Planning and Analysis** to join our Finance team in our Victoria office. **Organization Overview** BC Assessment is a Provincial Crown Corporation that develops and maintains real property assessments throughout British Columbia in addition to providing real property information. BC...

Job Summary:The Financial Operations Specialist is a key member of the Wealth Management team, responsible for providing exceptional support to Investment Advisors and clients. The ideal candidate will have a strong background in operations and customer service, with excellent communication and analytical skills.About Us:BMO Financial Group is a leading...

Key ResponsibilitiesAssist with the implementation of targeted marketing programs, promotions, and other initiatives.Analyze data and information to provide insights and recommendations.Provide input into the planning and implementation of operational programs.Execute routine tasks within relevant service level agreements.You will be responsible for...

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...

Company Overview:Nicola Wealth Management Ltd. is a renowned wealth management firm that provides sophisticated financial services to its esteemed clients.We are seeking a highly skilled and motivated individual to join our team as a Wealth Planning Associate. As a trusted business partner to our Wealth Advisors, you will provide exceptional administrative...

**Job Description**: In accordance with the Vision, Purpose, and Values, and strategic direction of the Vancouver Island Health Authority (Island Health) patient and staff safety is a priority and a responsibility shared by everyone; as such, the requirement to continuously improve quality and safety is inherent in all aspects of this position. Reporting to...

Requisition ID: 165100 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. We have an exciting opportunity for a talented, enthusiastic, and client-focused Financial Consultant to join our team at MD Financial Management. **How You Will Contribute**: Reporting to the Regional Manager, as a Financial...

Requisition ID: 152114 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. We have an exciting opportunity for a talented, enthusiastic and client-focused **Financial Consultant** to join our team at MD Financial Management. **How You Will Contribute**: Reporting to the Regional Manager, you will be...

Job Description\We are seeking a seasoned financial executive to join our team as the Chief Finance Officer. In this role, you will be responsible for providing strategic financial leadership, overseeing financial policies, and managing financial risks.\You will work closely with our executive team to develop and implement financial strategies that align...

About Nicola WealthWe have a lot to be proud of. Our sophisticated financial planning, diversified private investment funds, and exceptional performance have made us a national leader in wealth management. Recognized as a Best Managed Company and one of Canada's Top Employers, we uphold our firm's values through growth.Our collaborative, creative, and...

**Job Title: Financial Controller** **Department: Finance** **Reports to: SVP of Finance** **Location: Victoria B.C. / Remote** **Employment Type: Full-time, Remote** **Who we are**: Imagine what you could do here. At fabric, new ideas have a way of becoming "best-in-class" products. fabric is a place where you can be innovative, and the sky is your...

**Financial Analyst**: Finance Admin. (2500) - Victoria, British Columbia **POSITION**: Financial Analyst **DEPARTMENT / DIVISION / SECTION**: Police / Administration / Financial Services Division **Competition Number**: P03-25 **Date of Issue**: February 25/2025 **Closing Date**: **March 25/2025** **Pay Group**: $55.65/hr - CUPE Pay Grade 17 **Number...

Education: Bachelor's degree - Experience: 3 years to less than 5 years **Tasks**: - Plan and control budget and expenditures - Establish and implement policies and procedures - Monitor financial control systems - Keep financial records and establish, maintain and balance various accounts using manual and computerized bookkeeping systems - Develop and...

Ocean Networks Canada is a world-leading organization driving ocean discovery and innovation. We operate cutting-edge observatories on behalf of the University of Victoria, delivering real-time data from coastlines and the Arctic.Our advanced data management system empowers over 35,000 global users to access and analyze ocean data. By aligning with...

We acknowledge with respect that BC Transit delivers our mission on the ancestral territories of Indigenous Peoples across British Columbia, and their historical relationships with the land continue to this day. In Victoria, where our Corporate Office is located, our people are privileged to live and work on the unceded traditional territories of the...

As a key member of the Senior Leadership Team, the Chief Financial Officer will play a critical role in guiding and managing the evaluation, financing, negotiation and closing of real estate investment opportunities. The CFO will oversee all financial functions of the organization, including reporting to ownership, investors and lenders; cash and investment...