Financial Services Manager
5 days ago
RBC Dominion Securities is a leading financial institution offering a range of wealth management services. Our team provides personalized advice and guidance to high-net-worth individuals and families.
SalaryThe base salary for this position ranges from $38,000 to $55,000 depending on experience, skills, and registration status.
Job DescriptionYou will be the primary contact for a small number of high-net-worth and ultra-high-net-worth families. You will work closely with team members and external advisors on a daily basis, collaborating on complex multidisciplinary planning and providing tailored advice to clients.
- You will engage each client more deeply and often in unique ways.
- You will learn about complex planning from one of the top teams in the industry.
- Leaders who want to see you engaged and successful.
To succeed in this role, you must have a positive can-do attitude, understand the ultra-high net worth market, and enjoy the associated complexity. You should be able to work independently but thrive within a team that operates onsite 5 days a week.
BenefitsThis role offers a generous monthly compensation package in addition to your base salary, which recognizes you as an industry leader. You will also receive a comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable.
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Manager Financial Services
2 weeks ago
Vancouver, British Columbia, Canada BlueShore Financial Full timeManager Financial ServicesIf you are passionate about the development of those around you and have strong banking operations experience, you could see great success in our Manager Financial Services (MFS) position. In partnership with the General Manager, the MFS will oversee branch operations to ensure growth, profitability, service and operational...
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Manager Financial Services
3 weeks ago
Vancouver, British Columbia, Canada BlueShore Financial Full timeManager Financial ServicesIf you are passionate about the development of those around you and have strong banking operations experience, you could see great success in our Manager Financial Services (MFS) position. In partnership with the General Manager, the MFS will oversee branch operations to ensure growth, profitability, service and operational...
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Financial Services Coordinator
4 days ago
Vancouver, British Columbia, Canada CI Financial Full timeJob DescriptionCompany OverviewCI Financial is a leading global wealth management and asset management advisory services provider. With a commitment to excellence, we aim to deliver exceptional investment solutions to individuals and institutions. Our vision is built on the principles of providing innovative products, fostering a culture of diversity and...
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Financial Services Coordinator
1 day ago
Vancouver, British Columbia, Canada ZLC FINANCIAL Full time $68,000 - $80,000Financial Services Coordinator This is a dynamic role that requires exceptional organizational skills and attention to detail. As a Financial Services Coordinator, you will provide administrative support to our advisors and clients, ensuring timely and accurate completion of tasks. Key Responsibilities: Process new business applications for life insurance...
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Financial Services Associate 2
3 weeks ago
Vancouver, British Columbia, Canada BlueShore Financial Full timeAs a Financial Services Associate 2, you are an integral part of the sales and service team at BlueShore Financial. In this essential role, you promote and sell BlueShore Financial products and services while recognizing opportunities for mutually beneficial product/service offerings. In this role, you work directly with clients responding to a wide variety...
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Administrative Assistant
6 hours ago
Vancouver, British Columbia, Canada CI Financial Full timeFinancial Services Role OverviewThis Administrative Assistant - Financial Services role involves providing support to the Assante Private Client team. In this capacity, the successful candidate will work with other departments, coordinate workflows, and maintain strong relationships with internal teams and clients. They will also prepare new account...
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Financial Services Associate 2
3 weeks ago
Vancouver, British Columbia, Canada BlueShore Financial Full timeAs a Financial Services Associate 2, you are an integral part of the sales and service team at BlueShore Financial. In this essential role, you promote and sell BlueShore Financial products and services while recognizing opportunities for mutually beneficial product/service offerings. In this role you work directly with clients responding to a wide variety...
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Financial Services Associate
3 hours ago
Vancouver, British Columbia, Canada Raymond James Financial Full timeCompany OverviewRaymond James Financial is a leading financial services company that offers a wide range of products and services to its clients. Our team of experienced professionals is dedicated to providing exceptional service and support to our clients.
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Financial Services Representative
4 days ago
Vancouver, British Columbia, Canada 8Twelve Financial Technologies Inc. Full timeAbout Our Company8Twelve Financial Technologies Inc. is a fast-growing network of experienced mortgage agents, brokers and brokerages - the right partner for your business.Our Proprietary Technology With our very own customized end-to-end mortgage brokerage platform (INFIN8), we are disrupting the financial technology industry from the front lines.The JobWe...
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Financial Services Manager
4 days ago
Vancouver, British Columbia, Canada Nicola Wealth Management Ltd. Full timeThe Financial Services Manager at Nicola Wealth Management Ltd. plays a critical role in overseeing the preparation and analysis of financial statements and other monthly reports, ensuring accuracy and compliance with corporate policies, regulatory and IFRS requirements.The selected individual will have a strong background in accounting and finance, with a...
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Financial Services Manager
5 days ago
Vancouver, British Columbia, Canada Rosewood Hotel Group Full timeRosewood Hotel Group is seeking a Financial Services Manager to oversee the daily cash flow of our hotel. This role requires strong attention to detail, confidentiality, and compliance with financial policies and procedures.Key Responsibilities:Manage all cash collections, deposits, and disbursements in a secure and organized manner.Perform daily cash counts...
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Financial Services Professional
3 days ago
Vancouver, British Columbia, Canada BMO Financial Full timeJob OverviewMortgage Specialists at BMO Financial Group play a vital role in helping customers achieve their dream of home ownership. As a Mortgage Specialist, you will be responsible for cultivating relationships with referral networks, identifying sales opportunities, and developing effective marketing and sales programs to drive business results.Key...
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Financial Services Manager
5 days ago
Vancouver, British Columbia, Canada henon Full timeWe are seeking an experienced Financial Services Manager to join our team at Henon. As a key member of our organization, you will be responsible for leading all stages of client interactions, including solution design, model building, and client advisory.About Henon:Heron is a technology-driven financial services company founded to help make private market...
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Financial Planner
3 days ago
Vancouver, British Columbia, Canada BMO Financial Full timeApplication Deadline:05/06/2025Address:8683 Kerr Street Job Family Group:Retail Banking Sales & ServiceProvides 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...
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Financial Planner
3 days ago
Vancouver, British Columbia, Canada BMO Financial Full timeApplication Deadline: 05/06/2025 Address: 8683 Kerr Street Job Family Group: Retail Banking Sales & ServiceProvides 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...
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Financial Planner
1 day ago
Vancouver, British Columbia, Canada BMO Financial Full timeApplication Deadline:05/06/2025Address:8683 Kerr Street Job Family Group:Retail Banking Sales & ServiceProvides 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...
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Financial Planning Specialist
6 days ago
Vancouver, British Columbia, Canada BlueShore Financial Full timeAbout the RoleWe are seeking a highly skilled Financial Planning and Sales Development Training Specialist to collaborate with our retail operations and business leadership to identify, design, implement, and evaluate learning solutions that enhance sales performance and support the achievement of strategic goals.Key Responsibilities:Assess and identify...
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Financial Services Portfolio Manager
6 days ago
Vancouver, British Columbia, Canada MG Stover LLC Full timeAbout the FirmMG Stover, LLC is a pioneering financial services firm headquartered in Denver. Our organization provides comprehensive portfolio, financial, and investor accounting & reporting services to investment entities, including hedge funds, fund of funds, private equity & venture capital funds, as well as family offices and broker dealers.We cater...
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Financial Services Relationship Manager
7 days ago
Vancouver, British Columbia, Canada MG Stover LLC Full time $75,000About MG Stover LLCMG Stover, LLC is a rapidly growing financial services firm headquartered in North America. We specialize in providing expert portfolio, financial, and investor accounting & reporting services to investment entities including hedge funds, fund of funds, private equity & venture capital funds, as well as family offices and broker dealers....
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Financial Services Manager
3 days ago
Vancouver, British Columbia, Canada Alliance for Arts and Culture Full timeOverviewThe Alliance for Arts and Culture is a leading organization in artistic and creative development. Our mission is to inspire individuals to unleash their creative potential.The OpportunityWe are seeking a highly skilled Financial Accountant to join our team. As a key member of our financial services department, you will provide technical,...