Current jobs related to Strategic Wealth Advisor - Vancouver, British Columbia - Scotiabank

  • Strategic Wealth Planning Professional

    11 hours ago

    Vancouver, British Columbia, Canada OceanFront Wealth Inc. Full time

    OceanFront Wealth Inc. is a pioneering wealth management firm, dedicated to providing bespoke financial solutions for high-net-worth clients in the Lower Mainland.We take pride in our independent and personalized approach, aligning our clients' financial goals with their personal values to create a unique and customized experience.Our team strives to...

  • Strategic Wealth Advisor

    1 month ago

    Vancouver, British Columbia, Canada Bank of Montreal Full time

    Job Description:We are seeking a highly skilled Strategic Wealth Advisor to join our team at the Bank of Montreal. As a key member of our Private Banking team, you will be responsible for delivering exceptional customer service and providing comprehensive wealth management solutions to high net worth individuals.Key Responsibilities:Determine client needs...

  • Strategic Compliance Director

    2 weeks ago

    Vancouver, British Columbia, Canada ZLC WEALTH INC. Full time $100,000 - $120,000

    At ZLC Wealth Inc., we're seeking an experienced Strategic Compliance Director to join our team. This role will play a pivotal part in supporting the President of ZLC Wealth and driving all aspects of the Compliance Division forward.About the RoleThis strategic position will focus on automating procedures, reviewing compliance regulations, and collaborating...

  • Fiduciary Advisor for Indigenous Wealth

    3 weeks ago

    Vancouver, British Columbia, Canada Royal Bank of Canada Full time

    About the RoleWe are seeking a skilled Fiduciary Advisor to join our team in Vancouver, Calgary, or Winnipeg. As a key member of our team, you will be responsible for identifying, attracting, growing, and retaining Indigenous Wealth clients within a specific region.ResponsibilitiesAdminister a portfolio of trust accounts, ensuring timely and accurate...

  • Trust Advisor for Indigenous Wealth Development

    4 days ago

    Vancouver, British Columbia, Canada Royal Bank of Canada Full time

    About the RoleWe are seeking a highly skilled Trust Advisor to join our team in Vancouver, Calgary, and Winnipeg. As a key member of our Indigenous Wealth team, you will be responsible for administering a portfolio of trust accounts and providing expert guidance to clients and their advisors.Job SummaryThis is an exciting opportunity to work with a dynamic...

  • Strategic Practice Lead

    1 day ago

    Vancouver, British Columbia, Canada Odlum Brown Limited Full time $130,000 - $160,000

    We are Odlum Brown Limited, a respected investment firm in the financial community. Our core values of Clients First, People, Accountability, Independence, Integrity and Community guide our actions and decisions. We are proud to have been recognized as one of Canada's Best Managed Companies and one of Canada's Most Admired Corporate Cultures.We have an...

  • Compliance Director

    4 weeks ago

    Vancouver, British Columbia, Canada ZLC WEALTH INC. Full time $100,000 - $120,000

    Job Overview:ZLC Wealth INC. is a leading wealth management firm seeking a highly skilled Compliance Director to oversee all aspects of our Compliance Division.About the Role:This senior-level position will report directly to the President of ZLC Wealth INC. and be responsible for ensuring compliance with regulatory requirements, maintaining effective...

  • Senior Trust Advisor, Indigenous Wealth Strategist

    3 weeks ago

    Vancouver, British Columbia, Canada Royal Bank of Canada Full time

    Role SummaryWe are seeking a highly skilled Senior Trust Advisor to join our team in Vancouver, Calgary, or Winnipeg. As a key member of our team, you will be responsible for identifying, attracting, growing, and retaining Indigenous Wealth clients within a specific region.About the RoleIn this role, you will administer a portfolio of trust accounts,...

  • Senior Wealth Management Advisor

    3 weeks ago

    Vancouver, British Columbia, Canada Royal Bank of Canada Full time

    Company OverviewRoyal Bank of Canada (RBC) is a leading financial institution with a strong presence in Canada. Our wealth management division offers personalized services to high-net-worth clients, providing expert advice and guidance to help them achieve their financial goals.SalaryThe estimated annual salary for this position is over $100,000, with the...

  • Wealth Planning Specialist

    1 month ago

    Vancouver, British Columbia, Canada Capital Markets Advisors LLC Full time

    Seeking a dynamic and driven individual or team to join our growing firm as a Wealth Planning Specialist.Capital Markets Advisors LLC is a boutique consultancy and recruiting firm specializing in the financial services sector. Our distinguished wealth management client is seeking a highly experienced financial advisor to expand their team.This unique...

  • Wealth Management Associate

    1 month ago

    Vancouver, British Columbia, Canada Royal Bank of Canada Full time

    Royal Bank of Canada is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. Our collaborative, supportive culture enables success at every level and equips us to help our clients achieve their financial goals.We are seeking a resourceful, efficient and collaborative individual to join our leading wealth...

  • Expert Wealth Manager

    4 days ago

    Vancouver, British Columbia, Canada Royal Bank of Canada Full time

    Wealth Management Opportunity with Royal Bank of CanadaAt Royal Bank of Canada, we are seeking a highly skilled and motivated Investment Advisor to join our team. As an Investment Advisor, you will play a crucial role in helping your clients achieve their financial goals while building a successful career.About the Role:You will work closely with...

  • Senior Wealth Manager

    4 days ago

    Vancouver, British Columbia, Canada Disability Solutions Full time

    **About the Role**We are seeking an experienced Senior Wealth Manager to join our team at Sophia Financial Group. As a trusted advisor, you will work closely with high net worth clients to understand their financial goals and develop tailored investment strategies.

  • Wealth Management Technology Strategist

    4 weeks ago

    Vancouver, British Columbia, Canada Intellibus Full time

    **Overview of IntellibusIntellibus is a cutting-edge technology firm dedicated to delivering innovative solutions for the wealth management sector. Our team of experts specializes in portfolio optimization, seamless platform integration, and scaling capabilities that empower advisors and clients alike.

  • Financial Planning Specialist

    4 weeks ago

    Vancouver, British Columbia, Canada Capital Markets Advisors LLC Full time

    Capital Markets Advisors LLC: A Boutique Consultancy & Recruiting FirmAt Capital Markets Advisors LLC, we specialize in the Financial Services sector and represent a distinguished wealth management firm seeking to expand their dynamic team.

  • Strategic Financial Partner

    3 weeks ago

    Vancouver, British Columbia, Canada Capital Markets Advisors LLC Full time

    Capital Markets Advisors LLC is a boutique consultancy and recruiting firm specializing in the financial services sector, representing a distinguished wealth management firm seeking to expand their dynamic team.The ideal candidate will be an experienced financial advisor seeking to take their career to the next level or looking to retire in the near horizon....

  • Financial Services Operations Coordinator

    4 weeks ago

    Vancouver, British Columbia, Canada RGF Integrated Wealth Management Full time $45,000 - $50,000

    About RGF Integrated Wealth ManagementRGF Integrated Wealth Management is an independent financial services firm, owned and operated by its professionally qualified financial advisors and portfolio managers. Our mission is to provide exceptional wealth management services to our clients, with a focus on building long-term relationships and delivering...

  • Strategic Financial Operations Coordinator

    1 month ago

    Vancouver, British Columbia, Canada The Consumer Goods Forum Full time

    About the RoleWe are seeking a highly organized and detail-oriented Strategic Financial Operations Coordinator to join our team. This role will provide administrative support to our Wealth & Estate Planning Specialists, assisting with insurance planning and financial planning responsibilities.Key ResponsibilitiesAdministrative Responsibilities (15%):Notify...

  • Administrative Coordinator for Securities Business

    4 weeks ago

    Vancouver, British Columbia, Canada RGF Integrated Wealth Management Full time

    RGF Integrated Wealth Management (RGF) is a financially independent services firm, owned and operated by its professionally qualified financial advisors and portfolio managers.This position will provide operational and administrative support to the firm's securities business, serving as an essential team member in a positive work environment.Key...

  • Regulatory Affairs Director of Compliance Excellence

    1 month ago

    Vancouver, British Columbia, Canada ZLC WEALTH INC. Full time $100,000 - $120,000

    At ZLC Wealth Inc., we are seeking a highly skilled Regulatory Affairs Director to join our team and drive compliance excellence across the organization.About the RoleThis is a critical leadership position that requires a deep understanding of regulatory requirements, industry trends, and compliance best practices. As a key member of our Compliance Division,...

Strategic Wealth Advisor

2 months ago

Vancouver, British Columbia, Canada Scotiabank Full time
Role Overview

We are seeking a highly motivated and results-driven Strategic Wealth Advisor to join our team in Innisfil, Ontario.

About the Role

This is an exciting opportunity for a skilled financial advisor to develop and deepen client relationships by providing high-quality advice and service within the mass affluent market. You will focus on investment sales, new client acquisition, and establishing business development opportunities with prospects and clients within the assigned market area.

You will be responsible for promoting the development and sustainable growth of proprietary investment business in the assigned market area by conducting in-depth reviews for assigned clients, uncovering and solving for client needs, delivering trusted financial advice, and providing customized financial strategies and solutions.

Key Responsibilities
  • Conduct comprehensive financial planning reviews for assigned clients, utilizing financial planning skills and tools to support their financial goals.
  • Natural curiosity to uncover and solve for client's needs, deliver trusted financial advice to clients regarding their investments and retirement planning.
  • You're self-directed, performance-oriented in your approach in discovering our clients' needs, listening to understand what they are looking for, customized financial strategies and solutions.
  • Be highly engaged, educate clients, provide relevant insights and expert advice.
  • Demonstrate a collaborative approach when dealing with peers, clients, and partners.
  • Build relationships, focusing on providing a great client experience and growing long-standing relationships with existing clients.
What We Offer
  • A competitive compensation and benefits package that rewards growing and maintaining your client base, estimated at $85,000 - $110,000 per annum.
  • Access to leading-edge resources to support your growth including dedicated marketing support, powerful mobile technology, leading CRM, portfolio, and financial planning software.
  • The ability to build long-lasting client relationships through exceptional advice and service.
  • A work culture that promotes diversity, respect, and inclusion.
  • An organization committed to making a difference in our communities – for you and your clients.