Investment Services Coordinator
1 day ago
We are looking for a highly skilled Investment Services Coordinator to join our team at Disability Solutions. In this role, you will be responsible for providing support to transitioning Financial Advisors/Agents and their teams.
Responsibilities:- Assist in the coordination of transition activities, including training sessions, branch visits, and operational activities;
- Develop and maintain relationships with Financial Advisors/Agents, their support staff, and internal stakeholders;
- Communicate effectively with advisors and their teams to ensure a smooth transition experience;
- Identify areas of improvement and implement process enhancements to optimize operational efficiency;
- Work collaboratively with the National Sales team to achieve business objectives;
- Post-secondary diploma or degree in a related field;
- 3 or more years' experience in the Investment Brokerage or Financial Services Industry;
Travel may be required up to 50% of the time, depending on business needs.
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Investment Support Specialist
1 week ago
Vancouver, British Columbia, Canada Bank of Montreal Full timeJob DescriptionWe are seeking an Investment Support Specialist to join our team. This is a unique opportunity to work in a fast-paced environment and contribute to the success of our clients.About the RoleThe Investment Support Specialist will provide administrative support to our investment advisors, including coordinating marketing activities, scheduling...
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Financial Services Coordinator
2 weeks ago
Vancouver, British Columbia, Canada Raymond James Bank Full timeJob OverviewRaymond James Ltd. is a leading independent investment dealer in Canada, offering high-quality investment products and services to Canadians seeking customized wealth management solutions.We are seeking a highly skilled Financial Services Coordinator to join our team. This is a full-time position that offers a competitive compensation package,...
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Financial Services Specialist
2 weeks ago
Vancouver, British Columbia, Canada Kazana Capital Full timeAt Kazana Capital, we are committed to delivering exceptional financial services and investment opportunities to our clients.About UsKazana Capital is a dynamic and growing exempt market dealer specializing in providing investment solutions to a wide range of clientele. Our product offerings focus on real estate and real estate backed investments.Job...
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Investment Relationship Manager
2 weeks ago
Vancouver, British Columbia, Canada Royal Bank of Canada Full timeCompany OverviewRoyal Bank of Canada is a leading financial institution dedicated to delivering exceptional service and expertise to its clients. With a strong commitment to innovation and growth, RBC strives to create a work environment that fosters collaboration and professional development. Salary: The estimated annual salary for this position is $48,000...
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Vancouver, British Columbia, Canada Royal Bank of Canada Full timeAbout the Opportunity: Royal Bank of Canada is seeking a highly skilled Associate Advisor to join its dynamic team in Vancouver. As a key member of the Advisory Team, you will play a crucial role in deepening client relationships and identifying new business opportunities.**Job Summary:** The successful candidate will be responsible for coordinating meetings...
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Strategic Investment Director
2 weeks ago
Vancouver, British Columbia, Canada Geoswift Full timeGeoswift Vice President of Direct InvestmentsWe are seeking a seasoned Vice President of Direct Investments to join our dynamic team in Vancouver, BC, Canada. This is a permanent, full-time role.About the Role:Develop and implement comprehensive investment strategies and plans based on trends in financial markets and macroeconomic conditions.Collaborate with...
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Investment Management Associate
2 weeks ago
Vancouver, British Columbia, Canada Pathfinder Asset Management Limited Full timeAbout Pathfinder Asset Management LimitedAs a full-service investment counsel, we operate across Canada with office presence in Vancouver and Edmonton. Our focus is on the stewardship of investment portfolios for motivated investors seeking strong performance and risk-managed results.We align our interests with investors by utilizing a consistent approach to...
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Strategic Investment Advisor
4 weeks ago
Vancouver, British Columbia, Canada Vancity Full timeCompany OverviewVancity is a leading financial institution dedicated to helping members achieve their financial goals. We are committed to providing exceptional service, expert advice, and innovative solutions to our members.Salary:The estimated salary range for this role is $120,000 - $180,000 per year, depending on experience and qualifications.Job...
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Client Services Coordinator
1 week ago
Vancouver, British Columbia, Canada Bank of Montreal Full timeJob SummaryWe are seeking a detail-oriented and organized Client Services Specialist to join our team at the Bank of Montreal. The successful candidate will be responsible for providing exceptional client service, coordinating marketing activities, scheduling client portfolio reviews, and maintaining accurate records.About the RoleThis is a full-time...
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Senior Investment Consultant
1 month ago
Vancouver, British Columbia, Canada Royal Bank of Canada> Full timeJob SummaryWe are seeking a dedicated Associate Investment Advisor to join our successful Advisory Team at the RBC Dominion Securities branch in Vancouver, BC. As a valued member of our team, you will play a crucial role in deepening client relationships, providing sound advice and support, and identifying opportunities for growth.Key...
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Investment Assistant Professional
2 days ago
Vancouver, British Columbia, Canada Disability Solutions Full timeAbout UsAt Raymond James Ltd., we are a leading independent investment dealers offering high-quality investment products and services to Canadians seeking customized solutions to their wealth management needs. Our mission is to provide exceptional client experiences through our team of dedicated professionals.Our company culture emphasizes the importance of...
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Expert Investment Portfolio Manager
2 weeks ago
Vancouver, British Columbia, Canada Royal Bank of Canada Full timeJob OverviewA Senior Investment Funds Advisor is sought after by Royal Bank of Canada to join their team in Vancouver, Canada. This dynamic role offers a unique opportunity for career growth and development in the investment industry.About the RoleThe successful candidate will be responsible for managing and expanding an established client portfolio,...
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Investment Sales Professional
2 weeks ago
Vancouver, British Columbia, Canada Scotiabank Full timeAbout ScotiabankScotiabank is a leading bank in the Americas, guided by our purpose: 'for every future'. We help our customers, their families and their communities achieve success through a broad range of advice, products and services.Job OverviewWe are seeking an experienced Investment Sales Professional to join our team. This is a great opportunity for...
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High-Performance Investment Professional
2 weeks ago
Vancouver, British Columbia, Canada Canaccord Genuity Group Inc. Full timeInvestment Advisor Role at Canaccord Genuity Group Inc.We are seeking a talented and driven Investment Advisor to join our high-performance team at Canaccord Genuity Corp., a leading independent financial services firm in Vancouver, BC. As an Investment Advisor with the Cash Management Group, you will be responsible for managing client relationships,...
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Investment Funds Advisor Opportunity
3 days ago
Vancouver, British Columbia, Canada Royal Bank of Canada Full timeJob OverviewRoyal Bank of Canada seeks an experienced Investment Funds Advisor to join our team. This role is a critical part of our wealth management services, and the successful candidate will play a key role in delivering exceptional client experiences.Salary and BenefitsThe estimated annual salary for this position ranges from $80,000 to $100,000,...
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Financial Services Professional
1 week ago
Vancouver, British Columbia, Canada HUB International Full timeHUB International, a leading global insurance brokerage and financial services firm, is seeking an experienced Investment Growth Specialist to join our team. As a key member of our HUB Wealth Management group, you will play a pivotal role in driving regional sales of our products and providing strategic guidance to advisors.We're looking for a skilled...
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RBC Investment Counsellor Associate
2 weeks ago
Vancouver, British Columbia, Canada Royal Bank of Canada Full timeUnlock Your Potential with RBC's Investment Counselling TeamAre you looking for a challenging and rewarding career in the financial industry? Do you want to work with a dynamic team that provides exceptional service to high-net-worth clients? Look no further than Royal Bank of Canada's Investment Counselling team!About UsWe are one of Canada's leading...
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Investment Manager
3 weeks ago
Vancouver, British Columbia, Canada Royal Bank of Canada> Full timeRole OverviewWe are seeking a highly skilled Investment Manager to join our team at the Royal Bank of Canada in Vancouver. As an Investment Manager, you will play a key role in providing exceptional client service and driving business growth.
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Senior Investment Funds Professional
7 days ago
Vancouver, British Columbia, Canada Royal Bank of Canada Full time**Company Overview**Royal Bank of Canada (RBC) is a leading asset management firm in Canada, committed to delivering trusted advice and exceptional client service.We are seeking a highly skilled Senior Investment Funds Advisor to join our team, bringing their expertise in client service, relationship management, and business development.**Salary Range**The...
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Investment Portfolio Optimization Specialist
2 weeks ago
Vancouver, British Columbia, Canada CTECH GLOBAL LIMITED Full timeFull-time opportunity available at CTECH GLOBAL LIMITED, a leading blockchain company delivering comprehensive solutions to businesses. About the JobWe are seeking an Investment Portfolio Optimization Specialist to join our dynamic team.Develop and test quantitative models for investment strategies and portfolio optimization.Build and maintain statistical...