Senior Financial Strategist
2 months ago
We are seeking a highly skilled and experienced Senior Financial Strategist to join our team at Accoravillage. As a key member of our leadership team, you will play a critical role in driving our financial growth and success.
Key Responsibilities- Solicit and receive orders for the purchase and sale of securities offered on a wholesale basis to financial advisors within the defined Sales Territory.
- Conduct sales activities, including specific sales meetings, phone conversations, and email correspondence with clients and prospects within the Sales Territory.
- Submit weekly activity reports to the Managing Director, National Sales and record sales activities using client relationship management software.
- Collaborate with the Managing Director, National Sales and Business Development Manager to execute an annual territory business plan focused on long-term advisor relationships and driving sales results.
- Bachelor's degree in a related field.
- ~5-7 years of sales experience in the financial services industry is an asset.
- ~ Strong network of CIRO IIROC advisors and dealers.
- ~ CIM, CFA, CFP, and MBA are assets.
- ~ Professional working proficiency in Mandarin is required.
We offer a dynamic and entrepreneurial work environment, with opportunities for professional growth and development. If you are a motivated and results-driven individual with a passion for finance and sales, we encourage you to apply for this exciting opportunity.
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Senior Financial Strategist
2 weeks ago
Vancouver, British Columbia, Canada VALLEX DEEP CONSTRUCTION LTD. Full timeJob Title: Senior Financial StrategistVALLEX DEEP CONSTRUCTION LTD. is seeking a highly skilled Senior Financial Strategist to join our team. As a key member of our finance department, you will be responsible for developing and implementing financial strategies that drive business growth and profitability.Key Responsibilities:Develop and implement financial...
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Senior Financial Strategist
1 week ago
Vancouver, British Columbia, Canada Enotecca Wineries and Resorts Inc Full timeJob Summary:As a Senior Financial Strategist at Enotecca Wineries and Resorts Inc, you will play a crucial role in shaping the company's financial future. Your primary responsibility will be to develop and implement effective budgeting and investment strategies that align with the company's overall goals.Key Responsibilities:• Plan and control budget and...
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Senior Financial Strategist
3 weeks ago
Vancouver, British Columbia, Canada Derma Bright Clinic Full timeAt Derma Bright Clinic, we are seeking a highly skilled Senior Financial Strategist to join our team. The ideal candidate will have a Bachelor's degree and at least 5 years of experience in financial management. Key responsibilities include allocating resources, establishing organizational objectives, and representing the company in official functions. The...
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Senior Financial Strategist
2 weeks ago
Vancouver, British Columbia, Canada Derma Bright Clinic Full timeAt Derma Bright Clinic, we are seeking a highly skilled Senior Financial Strategist to join our team. The ideal candidate will have a Bachelor's degree and at least 5 years of experience in financial management. Key responsibilities include allocating resources, establishing organizational objectives, and representing the company in official functions. The...
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Senior Financial Strategist
2 weeks ago
Vancouver, British Columbia, Canada Vithu Developments Ltd. Full timeJob DescriptionVithu Developments Ltd. is seeking a highly skilled Senior Financial Strategist to join our team. The ideal candidate will have a strong background in finance and financial management services, with a minimum of 5 years of experience in a similar role.Key ResponsibilitiesDevelop and implement financial strategies to drive business growth and...
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Senior Financial Strategist
2 weeks ago
Vancouver, British Columbia, Canada Derma Bright Clinic Full timeAt Derma Bright Clinic, we are seeking a Senior Financial Strategist to lead our financial operations and drive business growth. The ideal candidate will have a Bachelor's degree and at least 5 years of experience in financial management.Key ResponsibilitiesDevelop and implement financial strategies to achieve organizational objectivesManage budgets and...
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Senior Financial Strategist
2 weeks ago
Vancouver, British Columbia, Canada Derma Bright Clinic Full timeAs a Senior Financial Strategist at Derma Bright Clinic, you will be responsible for allocating resources to implement organizational policies and programs. You will establish objectives for the organization and formulate or approve policies and programs. Additionally, you will represent the organization in negotiations or other official functions and...
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Chief Financial Strategist
5 days ago
Vancouver, British Columbia, Canada Enotecca Wineries and Resorts Inc Full timeWe seek a highly skilled Chief Financial Strategist to join our team at Enotecca Wineries and Resorts Inc.As a Chief Financial Strategist, you will be responsible for planning and controlling budget and expenditures, establishing and implementing policies and procedures, and designing and managing investment strategies. You will also oversee the collection...
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Chief Financial Strategist
2 weeks ago
Vancouver, British Columbia, Canada Keltic Canada Development Co. Ltd. Full timeJob Summary: We are seeking a highly skilled Chief Financial Strategist to join our team at Keltic Canada Development Co. Ltd. as a Finance Director. The successful candidate will be responsible for coordinating the organization's financial operations and budget activities to optimize financial performance.Key Responsibilities:Financial Planning and...
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Senior Financial Strategist
2 weeks ago
Vancouver, British Columbia, Canada Derma Bright Clinic Full timeJob SummaryWe are seeking a highly skilled Senior Financial Strategist - Business Services to join our team at Derma Bright Clinic. The ideal candidate will have a strong background in financial management and a proven track record of success in developing and implementing financial strategies.Key ResponsibilitiesDevelop and implement financial strategies to...
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Chief Financial Strategist
2 days ago
Vancouver, British Columbia, Canada Keltic Canada Development Co. Ltd. Full timeJob SummaryThe Chief Financial Strategist will be responsible for the organization's financial operations and budget activities to optimize financial performance.Key ResponsibilitiesCoordinate financial operations and budget activities.Direct staff and plan and control budget and expenditures.Plan and organize daily operations and train staff.Establish and...
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Senior Organizational Strategist
3 weeks ago
Vancouver, British Columbia, Canada TUEX Education Full timeJob Summary: We are seeking a highly skilled and experienced Senior Organizational Strategist to join our team at TUEX Education. The successful candidate will be responsible for allocating resources, establishing departments, and coordinating work across regions.Key Responsibilities:Develop and implement organizational policies and programsAuthorize and...
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Senior Financial Strategist
2 weeks ago
Vancouver, British Columbia, Canada Derma Bright Clinic Full timeJob SummaryWe are seeking a highly skilled Senior Financial Strategist to join our team at Derma Bright Clinic. The successful candidate will be responsible for allocating resources, coordinating work, and establishing objectives for the organization.Key ResponsibilitiesDevelop and implement financial strategies to achieve organizational goalsCoordinate the...
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Senior Financial Strategist
2 weeks ago
Vancouver, British Columbia, Canada Derma Bright Clinic Full timeJob Summary:We are seeking a highly skilled Senior Financial Strategist to join our team at Derma Bright Clinic. As a key member of our finance department, you will be responsible for allocating resources, coordinating work, and establishing objectives for the organization.Key Responsibilities:Allocate material, human, and financial resources to implement...
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Lead Financial Strategist
3 months ago
Vancouver, British Columbia, Canada The University of British Columbia Full timeJob Title: Lead Financial StrategistOverview:The Lead Financial Strategist is responsible for delivering high-level strategic support, establishing robust policies and procedures for the financial planning, budgeting, and reporting processes, and overseeing the comprehensive management of financial operations within the Faculty of Medicine. This role...
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Lead Financial Strategist
1 month ago
Vancouver, British Columbia, Canada The University of British Columbia Full timeJob Title: Lead Financial StrategistOverview:The Lead Financial Strategist is responsible for delivering high-level strategic support, establishing robust policies and procedures for the financial planning, budgeting, and reporting processes, and overseeing the comprehensive management of financial operations within the Faculty of Medicine. This role...
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Senior Product Strategist
1 month ago
Vancouver, British Columbia, Canada WillowTree Full timeAbout the RoleWe are seeking a highly skilled Senior Product Strategist to join our team at WillowTree. As a key member of our product strategy team, you will play a leading role in guiding the creation and evolution of world-class digital products.ResponsibilitiesDevelop and communicate compelling product visions and strategies to stakeholdersCollaborate...
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Senior Product Strategist
1 month ago
Vancouver, British Columbia, Canada WillowTree Full timeAbout the RoleWe are seeking a highly skilled Senior Product Strategist to join our team at WillowTree. As a key member of our product strategy team, you will play a leading role in guiding the creation and evolution of world-class digital products.ResponsibilitiesDevelop and communicate compelling product visions and strategies to stakeholdersCollaborate...
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Senior Financial Strategist
2 weeks ago
Vancouver, British Columbia, Canada Derma Bright Clinic Full timeJob SummaryWe are seeking a highly skilled Senior Financial Strategist to join our team at Derma Bright Clinic. As a key member of our finance department, you will be responsible for allocating resources, coordinating work, and establishing objectives for the organization.Key ResponsibilitiesAllocate material, human, and financial resources to implement...
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Senior Strategist, Digital Experience
1 month ago
Vancouver, British Columbia, Canada Media Full timeAbout the RoleWe are seeking a highly skilled Senior Strategist to join our team at Media Monks. As a Senior Strategist, you will play a key role in helping our clients create innovative digital experiences that drive business results.Key ResponsibilitiesLead research and generate insights to inform experience strategiesIdentify emerging trends and predict...