Wealth Management Specialist
6 days ago
As a Wealth Management Specialist at TD Bank, you will play a crucial role in building and managing high net worth client relationships on a discretionary basis.
This position involves developing and implementing investment strategies tailored to clients' goals and objectives, while maintaining strong communication and interpersonal skills to ensure seamless client experiences.
In addition to your expertise in wealth management, you will contribute to the achievement of business objectives by proactively managing customers to increase profitability and drive business growth.
You will be responsible for staying up-to-date with emerging trends and regulatory requirements, assessing potential impacts, and maintaining a culture of risk management and control.
To succeed in this role, you will need to possess an undergraduate degree, CFA Level 1 or above, or CIM certification, along with 3+ years of investment experience.
The estimated salary range for this position is $75,000 - $100,000 per year, depending on location and experience. Victoria, Colombie-Britannique, Canada is a great place to live and work, offering a balance of urban and outdoor lifestyle options.
About TD Bank:
TD Bank is one of the world's leading global financial institutions, delivering legendary customer experiences to over 27 million households and businesses worldwide.
-
Wealth Management Portfolio Strategist
3 weeks ago
Victoria, British Columbia, Canada TD Bank Full timeThis is a challenging opportunity to build and manage a portfolio of high net worth clients, leveraging expertise in investment strategy and risk management to deliver exceptional results.The ideal candidate will have a strong background in finance and a proven track record of success in wealth management, with excellent communication and interpersonal...
-
RBC Investment Advisor
3 weeks ago
Victoria, British Columbia, Canada Royal Bank of Canada Full timeCompany OverviewRoyal Bank of Canada (RBC) is a leading financial institution dedicated to helping individuals, families, and businesses achieve their financial goals. With a rich history of innovation and customer-centric approach, RBC continues to thrive in the ever-evolving landscape of wealth management.
-
Heart Specialist Position
2 weeks ago
Victoria, British Columbia, Canada PeaceHealth Full timeAbout the Role:We are seeking a skilled Heart Specialist to join our team at PeaceHealth St. Joseph Medical Center in Bellingham, Washington.Key Highlights:Comprehensive Cardiovascular Service with a full complement of clinical and administrative supportCollegial, patient-focused team with a great sense of humor and a wealth of knowledgeStrong, healthy EP...
-
Executive Support Specialist
2 weeks ago
Victoria, British Columbia, Canada British Columbia Investment Management Corporation Full timeCompany OverviewThe British Columbia Investment Management Corporation (BCI) is a leading investment management organization in Canada, responsible for managing the financial assets of various government and institutional clients. As an Executive Support Specialist, you will play a critical role in supporting the Senior Vice President, Finance & CFO, and the...
-
Customer Experience Specialist
7 days ago
Victoria, British Columbia, Canada The Toronto-Dominion Bank (Canada) Full timeJob OverviewIn this role, you will provide dedicated specialized administrative support to an Investment Advisor or team of Advisors on diverse assignments.You will be responsible for creating reports for analysis of client accounts; communicating with customers to provide mentorship on products and services, and identifying referral opportunities.
-
Community Liaison Specialist
2 weeks ago
Victoria, British Columbia, Canada Proline Management Ltd. Full timeAbout UsProline Management Ltd. is a dynamic and forward-thinking organization with a strong focus on community development and property management.
-
Administrative Support Specialist
2 months ago
Victoria, British Columbia, Canada beBee Professionals Full time $30,000 - $45,000We are seeking a highly organized and detail-oriented Administrative Support Specialist to join our team at beBee Professionals in Victoria. As an Administrative Support Specialist, you will be responsible for providing administrative support to our office operations, ensuring smooth day-to-day functions.Key Responsibilities:Manage office correspondence,...
-
Financial Services Professional
3 weeks ago
Victoria, British Columbia, Canada British Columbia Investment Management Corporation Full timeRole OverviewWe are seeking an experienced Administrative Support Specialist to provide high-level administrative support to the Senior Vice President, Finance & Chief Financial Officer and the Finance leadership team. The ideal candidate will possess strong organizational, analytical, and problem-solving skills with a keen attention to detail.About the...
-
Executive Operations Coordinator
3 weeks ago
Victoria, British Columbia, Canada National Bank of Canada Full timeWe are seeking a talented Executive Operations Coordinator to join our team at the National Bank of Canada. This is an exciting opportunity for a motivated and organized individual to support the operations of our branch.About UsNational Bank Financial – Wealth Management is one of the leading wealth management companies in Canada, with over 100 branches...
-
Prepared Foods Order Specialist
6 days ago
Victoria, British Columbia, Canada Whole Foods Market Full timeWe are seeking a highly skilled Prepared Foods Order Specialist to join our team at Whole Foods Market. As a key member of our operations, you will play a vital role in ensuring the seamless execution of our prepared foods business.About the RoleThe Prepared Foods Order Specialist will be responsible for purchasing and replenishing food products through...
-
Clinical Nurse Specialist
2 weeks ago
Victoria, British Columbia, Canada Island Health Full timeAbout Island HealthIsland Health is a leading healthcare provider on Vancouver Island, committed to delivering high-quality patient care and services. Our vision is to create a healthier community through compassionate, respectful, and inclusive care.Job SummaryWe are seeking an experienced Clinical Nurse Specialist in Ostomy, Fistula and Wound Management to...
-
Claims Specialist
3 weeks ago
Victoria, British Columbia, Canada Walmart Canada Full timeWe are seeking a Claims Specialist to join our team at Walmart Canada. This role is responsible for ensuring accurate and efficient claims processing, maintaining up-to-date records, and adhering to company procedures.Job SummaryThis Claims Specialist will be the first point of contact for suppliers and customers regarding claims, damage, and stock...
-
Clinical Diabetes Specialist
3 weeks ago
Victoria, British Columbia, Canada Island Health Full timeCompany OverviewIsland Health is a leading healthcare organization on Vancouver Island, committed to delivering high-quality patient care.About the RoleWe are seeking a Clinical Diabetes Specialist to join our team in Victoria. This full-time position will focus on providing out-patient consultation services for various endocrine problems, with a strong...
-
Administrative Support Specialist
2 months ago
Victoria, British Columbia, Canada beBee Professionals Full time $35,000 - $45,000We are seeking a highly organized and detail-oriented Administrative Support Specialist to join our team at beBee Professionals in Victoria. As an Administrative Support Specialist, you will be responsible for providing administrative support to our office operations, ensuring that our office runs efficiently and smoothly.Key Responsibilities:Provide...
-
Senior Building Envelope Specialist
3 weeks ago
Victoria, British Columbia, Canada Stantec Full timeAt Stantec, we are dedicated to becoming the world's leading integrated design practice. Our architects, engineers, interior designers, sustainability specialists, and technologists share a common goal: creating sustainable designs for the built environment that make the world a better place for future generations.Your OpportunityWe're seeking an experienced...
-
Culinary Specialist
2 months ago
Victoria, British Columbia, Canada beBee Professionals Full time $30,000 - $45,000We are seeking a skilled Culinary Specialist to join our team at beBee Professionals in Victoria. The ideal candidate will have a passion for cooking and a strong attention to detail.Key Responsibilities:Prepare and cook food items according to menu specifications.Ensure food is plated properly and meets presentation standards.Assist in maintaining a clean...
-
Movement Therapy Specialist
3 weeks ago
Victoria, British Columbia, Canada Free Spirit Botanicals Ltd Full timeWe are seeking a skilled Movement Therapy Specialist to join our team at Free Spirit Botanicals Ltd.About the RoleThis is an on-site position, requiring you to work from our physical location. As a Movement Therapy Specialist, your primary responsibilities will include providing therapy, implementing treatment plans, maintaining accurate records, and...
-
Compliance Specialist
2 months ago
Victoria, British Columbia, Canada beBee Professionals Full time $45,000 - $60,000We are seeking a Compliance Specialist to join our finance team. In this role, you will be responsible for maintaining accurate financial records, handling accounts payable and receivable, and ensuring the integrity of our accounting practices.Key Responsibilities:Manage and maintain financial records, including ledgers, invoices, and statements.Reconcile...
-
Reconciliation and Data Collection Specialist
3 weeks ago
Victoria, British Columbia, Canada GardaWorld Full timeReconciliation and Data Collection SpecialistJob Overview:GardaWorld is a global leader in the security industry, offering diverse work assignments spanning multiple industries. We are currently seeking a Reconciliation and Data Collection Specialist to join our team.About the Role:This role will be responsible for reviewing daily reporting of customers, AML...
-
Technical Support Specialist
3 weeks ago
Victoria, British Columbia, Canada MYRA Systems Full timeCompany Overview">At MYRA Systems, we specialize in delivering top-notch IT solutions and technology infrastructure to our customers across the region.We pride ourselves on building long-lasting relationships with our clients, ensuring their needs are met with expertise and care.">Role Overview">This is a fantastic opportunity for a Technical Support...