Strategic Financial Leader
13 hours ago
Capstone Asset Management is a Portfolio Manager, Investment Fund Manager, and Exempt Market Dealer actively operating in various Canadian provinces. With a strong commitment to Biblical values, the company provides full discretionary investment management services to high-net-worth individuals, institutions, pensions, foundations, and family offices.
The organization's investment approach is governed by its Biblical worldview, which emphasizes the importance of stewardship and responsible financial management. This philosophy extends beyond traditional 'ethical investing' and encourages clients to prioritize their assets as entrusted by God.
Chief Financial Officer RoleWe are seeking an experienced Chief Financial Officer (CFO) to join our Leadership Team. The ideal candidate will possess a Bachelor's degree in business administration or finance, with an MBA preferred. A proven track record of success in senior leadership roles within the financial services industry is essential.
The successful candidate will demonstrate strong financial acumen, analytical skills, and experience leading cross-functional teams. They will be responsible for managing projects and resources effectively, ensuring seamless operations across various departments including finance, HR, IT, legal, and sales and marketing.
Responsibilities- Provide strategic direction and financial oversight across various departments.
- Manage and oversee the finance and operations department.
- Collaborate with the Leadership Team to drive business growth and achieve organizational objectives.
The CFO will be part of a dynamic team that includes the President/Chief Investment Officer, Chief Compliance Officer, Senior Portfolio Manager – Private Wealth, and Senior Portfolio Manager – Public/Private Equity. If you are passionate about setting strategy, driving innovation, and managing projects, we would love to connect with you.
About the RoleThis exciting opportunity offers a competitive salary range of $120,000-$180,000 per year, depending on experience. The role is based in Langley, BC, with hybrid/in-office work arrangements available. The successful candidate will have access to comprehensive benefits packages, including health insurance, retirement savings plans, and professional development opportunities.
About Nelson/Kraft & Associates Inc.Nelson/Kraft & Associates Inc. is an executive consulting firm specializing in working with not-for-profit organizations and for-profit businesses across Canada. We provide expert placement services for senior executives and directors, helping our clients find the best talent to drive their growth and success.
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