Investment Centre Manager
3 weeks ago
As a key member of our Investor Centre team, you will be responsible for driving business growth and client acquisition through strategic partnerships and relationship management. This is an exciting opportunity to leverage your expertise in investment and financial services to deliver exceptional client experiences and drive business results.
Key Responsibilities- Develop and refine internal and external partnerships to support business growth and client acquisition
- Establish strong relationships with regional senior partners to generate new business opportunities
- Drive new client acquisition through effective networking and relationship management
- Provide solutions and tools to facilitate understanding of our products and services
- Participate in business partner meetings and client sessions to promote new account usage
- Deliver educational seminars and workshops to promote awareness and use of our website and tools
- Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH) certifications
- 5-8 years of experience in the investment industry as an Investment Representative (IR), Investment Advisor Associate (IAA), or higher capacity
- Advanced knowledge and experience in investments and brokerage
- Working knowledge of Excel, Word, and PowerPoint
We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We offer a dynamic and supportive work environment, opportunities for professional growth and development, and a competitive compensation package.
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Investment Centre Manager
3 weeks ago
Vancouver, British Columbia, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionWhat is the opportunity?Royal Bank of Canada is seeking a highly skilled Investment Centre Manager to join our team. As a key member of our organization, you will be responsible for driving business growth and client acquisition through effective networking and local market activities. This role is ideal for individuals with a...
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Investment Counsellor Support Associate
5 days ago
Vancouver, British Columbia, Canada RBC Phillips, Hager & North Investment Counsel Inc. Full timeOpportunity OverviewRBC PH&N Investment Counsel, a leading boutique investment counselling firm, seeks a Private Client Associate to join their Vancouver main branch. As a key member of a high-performing team, you will assist Investment Counsellors in delivering exceptional service to high-net-worth clients and partners.ResponsibilitiesInvestigate and...
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Investment Operations Manager
3 weeks ago
Vancouver, British Columbia, Canada Vancity Full timeAbout Vancity Investment ManagementVancity Investment Management (VCIM) is a rapidly growing leader in the field of Responsible Investing, with a strong presence in the market. Our team is dedicated to providing innovative investment solutions to our clients, utilizing a unique approach that combines shareholder engagement and corporate governance.We offer a...
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Investment Specialist
4 weeks ago
Vancouver, British Columbia, Canada Scotiabank Full timeInvestment Specialist RoleScotiabank is seeking a skilled Investment Specialist to join our team. As an Investment Specialist, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key Responsibilities:Develop and execute business development plans for prospects...
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Investment Specialist
4 weeks ago
Vancouver, British Columbia, Canada Scotiabank Full timeInvestment Specialist RoleScotiabank is seeking a skilled Investment Specialist to join our team. As an Investment Specialist, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key Responsibilities:Develop and execute business development plans for prospects...
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Investment Specialist
1 month ago
Vancouver, British Columbia, Canada Scotiabank Full timeJob Title: Investment SpecialistScotiabank is seeking a highly motivated and experienced Investment Specialist to join our team. As an Investment Specialist, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key Responsibilities:Develop and execute business...
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Investment Specialist
1 month ago
Vancouver, British Columbia, Canada Scotiabank Full timeJob Title: Investment SpecialistScotiabank is seeking a highly motivated and experienced Investment Specialist to join our team. As an Investment Specialist, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key Responsibilities:Develop and execute business...
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Bilingual Investment Representative
3 weeks ago
Vancouver, British Columbia, Canada Aviso Wealth Full timeAbout the RoleWe are seeking a highly skilled and motivated Bilingual Investment Representative to join our team at Aviso Wealth. As a key member of our Contact Centre team, you will be responsible for providing exceptional service to our clients, responding to inquiries, and resolving issues in a timely and professional manner.Key ResponsibilitiesRespond to...
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Portfolio Management Specialist
2 weeks ago
Vancouver, British Columbia, Canada CC&L Investment Management Full timeAbout the RoleWe are seeking a highly skilled Portfolio Management Analyst to join our team at CC&L Investment Management. As a key member of our investment team, you will be responsible for analyzing and managing investment portfolios to achieve optimal returns.Key ResponsibilitiesPortfolio Analysis - Conduct in-depth analysis of investment portfolios to...
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Bilingual Investment Representative
4 weeks ago
Vancouver, British Columbia, Canada Aviso Wealth Full timeAbout the RoleWe are seeking a highly skilled and motivated Bilingual Investment Representative to join our team at Aviso Wealth. As a key member of our Contact Centre team, you will be responsible for providing exceptional service to our clients, ensuring their financial needs are met, and helping them achieve their investment goals.Key...
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Bilingual Investment Representative
4 weeks ago
Vancouver, British Columbia, Canada Aviso Wealth Full timeAbout the RoleWe are seeking a highly skilled and motivated Bilingual Investment Representative to join our team at Aviso Wealth. As a key member of our Contact Centre team, you will be responsible for providing exceptional service to our clients, ensuring their financial needs are met, and helping them achieve their investment goals.Key...
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Investment Portfolio Manager
3 weeks ago
Vancouver, British Columbia, Canada Vancity Full timeInvestment Counsellor Role SummaryVancity is seeking a skilled Investment Counsellor to join our team. As an Investment Counsellor, you will be responsible for providing high-quality investment advice to our members and organizations.Key Responsibilities:Assessing the needs of our members and providing tailored investment advice to meet their...
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Investment Portfolio Manager
3 weeks ago
Vancouver, British Columbia, Canada Vancity Full timeAbout the Role:Vancity is seeking a skilled Investment Counsellor to join our team. As an Investment Counsellor, you will be responsible for assessing the needs of high net-worth members and organizations, and providing expert advice on asset allocation and portfolio management.Key Responsibilities:Assessing the needs of high net-worth members and...
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Investment Portfolio Manager
2 weeks ago
Vancouver, British Columbia, Canada ENOCH WEALTH INC. Full timeJob Title: Investment Portfolio ManagerAbout the Role:We are seeking a highly skilled Investment Portfolio Manager to join our team at Enoch Wealth Inc. The successful candidate will be responsible for analyzing financial and investment information, preparing company and industry outlooks, and reviewing financial literature to identify potential investments...
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Portfolio Management Analyst
1 month ago
Vancouver, British Columbia, Canada CC&L Investment Management Full timeAbout the RoleWe are seeking a highly skilled Portfolio Management Analyst to join our team at CC&L Investment Management. As a key member of our investment team, you will be responsible for analyzing and managing investment portfolios to achieve optimal returns.Key ResponsibilitiesPortfolio Analysis – Conduct in-depth analysis of investment portfolios to...
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Portfolio Management Analyst
1 month ago
Vancouver, British Columbia, Canada CC&L Investment Management Full timeAbout the RoleWe are seeking a highly skilled Portfolio Management Analyst to join our team at CC&L Investment Management. As a key member of our investment team, you will be responsible for analyzing and managing investment portfolios to achieve optimal returns.Key ResponsibilitiesPortfolio Analysis – Conduct in-depth analysis of investment portfolios to...
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VetCare Practice Care Centre
1 week ago
Vancouver, British Columbia, Canada VetCare Practice Care Centre Full timeAt VetCare Practice Care Centre, we are seeking highly capable and motivated individuals to join our dynamic, entrepreneurial, and driven team.We believe that success lies at the intersection of excellent patient care, dedicated customer service, and a positive, collaborative team environment for our doctors and staff. Our long-term mindset is focused on...
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Investment Management Associate
7 days ago
Vancouver, British Columbia, Canada AGF Investments Full timeAbout the Role:AGF Investments is seeking a skilled Investment Management Associate to support the portfolio management team in optimizing investment strategies and improving the overall client experience. The ideal candidate will have strong analytical and problem-solving skills, with the ability to work effectively in a team environment.Your...
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Portfolio Management Analyst
4 weeks ago
Vancouver, British Columbia, Canada CC&L Investment Management Full timeAbout the RoleWe are seeking a highly skilled Portfolio Management Analyst to join our team at CC&L Investment Management. As a key member of our investment team, you will be responsible for analyzing and managing investment portfolios to achieve optimal returns.Key ResponsibilitiesDevelop and implement investment strategies to meet client objectivesConduct...
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Portfolio Management Analyst
4 weeks ago
Vancouver, British Columbia, Canada CC&L Investment Management Full timeAbout the RoleWe are seeking a highly skilled Portfolio Management Analyst to join our team at CC&L Investment Management. As a key member of our investment team, you will be responsible for analyzing and managing investment portfolios to achieve optimal returns.Key ResponsibilitiesDevelop and implement investment strategies to meet client objectivesConduct...