Financial Services Manager
3 weeks ago
We are seeking a seasoned Manager, Advisory Services to join our team at Nicola Wealth. As a key member of our Wealth Advisory Team, you will be responsible for leading, developing, and coaching a group of Wealth Planning Associates to deliver exceptional client service.
Key Responsibilities:- Lead and develop a team of Wealth Planning Associates to ensure service delivery excellence and foster a growth mindset.
- Manage the hiring process and ensure adequate resourcing requirements of the team.
- Establish and monitor clear goals and KPIs with a consistent feedback loop.
- Work closely with the team on in-role and career development goals.
- Build and cultivate a strong and supportive diverse team with a focus on employee engagement and experience.
- A minimum of 5 years' experience in related work experience within the financial services industry.
- Experience managing a large team.
- Previous team leadership/management experience is required.
- A good working knowledge of financial planning strategies and concepts.
- Completion or in the process of obtaining the following is considered an asset: CFP or QAFPCIM or CFALife License Qualification Program (LLQP).
- Bachelor's degree in a related discipline.
- History of delivering results in a high performing, service-oriented capacity.
- Advanced MS Word, Excel Outlook and CRM skills.
Nicola Wealth is a national leader in wealth management, recognized as a Best Managed Company and one of Canada's Top Employers. We are dedicated to upholding our firm's values through this phase of significant growth.
We are passionate about our business, our culture, and investing deeply in our employees' growth and development to build for the future.
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Financial Controller
1 month ago
Vancouver, British Columbia, Canada LGM Financial Services Full timeJob Title: Financial ControllerJoin LGM Financial Services as a Financial Controller and take on a challenging role that requires strong leadership and financial management skills.About the Role:The Financial Controller will be responsible for leading the Corporate Accounting Team and overseeing the financial operations of the organization. This includes...
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Financial Controller
1 month ago
Vancouver, British Columbia, Canada LGM Financial Services Full timeJob Title: Financial ControllerJoin LGM Financial Services as a Financial Controller and take on a challenging role that requires strong leadership and financial management skills.About the Role:The Financial Controller will be responsible for leading the Corporate Accounting Team and overseeing the financial operations of the organization. This includes...
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Financial Services Operations Manager
1 month ago
Vancouver, British Columbia, Canada CC&L Financial Group Full timeAbout the RoleWe are seeking a highly skilled and experienced Financial Services Operations Manager to join our team at CC&L Financial Group. As a key member of our operations team, you will be responsible for managing multiple projects, prioritizing deadlines, and delivering high-quality results in a fast-paced environment.Key ResponsibilitiesLead and...
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Financial Services Operations Manager
1 month ago
Vancouver, British Columbia, Canada CC&L Financial Group Full timeAbout the RoleWe are seeking a highly skilled and experienced Financial Services Operations Manager to join our team at CC&L Financial Group. As a key member of our operations team, you will be responsible for managing multiple projects, prioritizing deadlines, and delivering high-quality results in a fast-paced environment.Key ResponsibilitiesLead and...
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Financial Services Representative
4 days ago
Vancouver, British Columbia, Canada Envision Financial Full timeJob DescriptionAt Envision Financial, we are seeking a highly skilled Member Advisor to provide exceptional service to our members. The successful candidate will be responsible for delivering personalized financial solutions and building strong relationships with our customers.Key Responsibilities:Provide front-line member service to triage and manage member...
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Financial Services Representative
3 weeks ago
Vancouver, British Columbia, Canada Envision Financial Full timeWe are seeking a Financial Services Representative to provide exceptional member service and support at our Penticton Main Valley First branch.The ideal candidate will be responsible for:Providing front-line member service to triage and manage member needsBuilding strong relationships with current and potential membersIdentifying member life stage cycles and...
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Product Manager
3 weeks ago
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Financial Services Specialist
1 week ago
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Senior Financial Analyst
4 days ago
Vancouver, British Columbia, Canada LGM Financial Services Inc. Full timeAbout the RoleLGM Financial Services Inc. is a national leader in providing warranty, finance, and insurance services to the Canadian automotive industry. The company has been successfully supplying quality products and leading training solutions to Canadian car dealerships since 1998.This role contributes to the creation of an environment that supports...
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Financial Services Coordinator
1 month ago
Vancouver, British Columbia, Canada MDRT Financial Service Corp Full timeJob Title: Financial Assistance OfficerWe are seeking a highly organized and detail-oriented Financial Assistance Officer to join our team at MDRT Financial Service Corp.Key Responsibilities:Administrative Support: Provide administrative assistance to the financial team, including reviewing and evaluating new administrative procedures, establishing work...
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Financial Services Coordinator
1 month ago
Vancouver, British Columbia, Canada MDRT Financial Service Corp Full timeJob Title: Financial Assistance OfficerWe are seeking a highly organized and detail-oriented Financial Assistance Officer to join our team at MDRT Financial Service Corp.Key Responsibilities:Administrative Support: Provide administrative assistance to the financial team, including reviewing and evaluating new administrative procedures, establishing work...
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Financial Services Coordinator
4 weeks ago
Vancouver, British Columbia, Canada MDRT Financial Service Corp Full timeJob SummaryWe are seeking a highly organized and detail-oriented Financial Assistance Officer to join our team at MDRT Financial Service Corp. The successful candidate will be responsible for providing administrative support to our financial operations team.Key ResponsibilitiesAdministrative Support: Provide administrative assistance to the financial...
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Financial Services Coordinator
4 weeks ago
Vancouver, British Columbia, Canada MDRT Financial Service Corp Full timeJob SummaryWe are seeking a highly organized and detail-oriented Financial Assistance Officer to join our team at MDRT Financial Service Corp. The successful candidate will be responsible for providing administrative support to our financial operations team.Key ResponsibilitiesAdministrative Support: Provide administrative assistance to the financial...
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Financial Services Coordinator
4 weeks ago
Vancouver, British Columbia, Canada MDRT Financial Service Corp Full timeJob SummaryWe are seeking a highly organized and detail-oriented Financial Assistance Officer to join our team at MDRT Financial Service Corp. The successful candidate will be responsible for providing administrative support to our financial operations team.Key ResponsibilitiesAdministrative Support: Provide administrative assistance to the financial...
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Financial Services Coordinator
4 weeks ago
Vancouver, British Columbia, Canada MDRT Financial Service Corp Full timeJob SummaryWe are seeking a highly organized and detail-oriented Financial Assistance Officer to join our team at MDRT Financial Service Corp. The successful candidate will be responsible for providing administrative support to our financial operations team.Key ResponsibilitiesAdministrative Support: Provide administrative assistance to the financial...
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Financial Services Coordinator
2 weeks ago
Vancouver, British Columbia, Canada MDRT Financial Service Corp Full timeAt MDRT Financial Service Corp, we are seeking a highly organized and detail-oriented Financial Services Coordinator to support our team in delivering exceptional administrative services. The successful candidate will possess strong analytical and problem-solving skills, with the ability to prioritize tasks and manage multiple projects simultaneously.The...
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Financial Services Professional
2 weeks ago
Vancouver, British Columbia, Canada Connor Clark and Lunn Financial Group Full timeBecoming a financial services professional with Connor, Clark & Lunn Financial Group may be the only career advancement you ever need. As one of Canada's largest independent and privately held discretionary investment managers, you will help clients achieve their unique financial goals and objectives. Key Responsibilities• Develop and implement...
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Financial Services Manager
1 week ago
Vancouver, British Columbia, Canada CC&L Financial Group Full timeAbout the RoleWe seek an experienced Financial Services Manager to lead our AUM, Billing, and Cash Flow operations. The ideal candidate will possess strong financial knowledge, having worked in transferable roles with a degree in Business, Finance, or Accounting. CA, CFA, or MBA designations are considered assets.Key ResponsibilitiesFinancial Knowledge:...
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Financial Operations Specialist
20 hours ago
Vancouver, British Columbia, Canada LGM Financial Services Full timeLGM Financial Services is a leading provider of warranty, finance, and insurance services to the Canadian automotive industry.With a presence since 1998, we supply quality products and training solutions to over 1,200 Canadian franchised new car dealerships. Our strong partnerships with automotive manufacturing brands include BMW/MINI, Kia, Mazda, Volvo,...
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Financial Services Coordinator
2 weeks ago
Vancouver, British Columbia, Canada MDRT Financial Service Corp Full timeAt MDRT Financial Service Corp, we are seeking a highly organized and detail-oriented Financial Services Coordinator to join our team. In this role, you will be responsible for reviewing and evaluating new administrative procedures, establishing work priorities, and ensuring procedures are followed and deadlines are met. You will also be responsible for...