Wealth Management Associate
3 weeks ago
Job Opportunity:
RBC Dominion Securities Inc. is seeking an experienced professional to provide exceptional support to our Wealth Management Advisory Team. As an Administrative Support Specialist, you will be responsible for coordinating team strategies, supporting advisors with client interactions, and maintaining accurate records. This is a unique opportunity to develop your skills in a fast-paced, dynamic environment while contributing to the success of our clients.
Key Responsibilities:
- Coordinate team strategies and ensure timely updates of financial plans and client reviews.
- Support advisors with wealth management discussions and meetings, providing excellent client service.
- Complete financial plans for clients, including information gathering and presentation.
- Attend meetings with clients and WM professionals, taking notes and leading post-meeting debriefs.
- Assist advisors with relationship management and portfolio review preparation.
- Maintain and update client opportunity lists and administrative systems.
Requirements:
- Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH) certification.
- 2-5 years of experience in the securities industry.
- Strong Microsoft Office Suite skills and excellent time management abilities.
- Demonstrated skills in providing exceptional client service and exceptional verbal and written communication skills.
What We Offer:
- A comprehensive Total Rewards Program, including bonuses, flexible benefits, competitive compensation, and stock options.
- Leaders who support your development through coaching and managing opportunities.
- The ability to make a lasting impact and contribute to the success of our clients.
- A dynamic, collaborative, and progressive work environment.
About RBC Dominion Securities Inc.:
We are committed to building inclusive teams and an equitable workplace for our employees. We strive to provide an accessible candidate experience for our prospective employees with different abilities.
-
Wealth Management Associate
2 weeks ago
West Vancouver, British Columbia, Canada RBC Dominion Securities Inc. Full timeUnlock Your Potential in Wealth ManagementWe are seeking a highly skilled and dedicated individual to join our team as a Associate Wealth ManagerAbout the RoleIn this exciting opportunity, you will provide exceptional client service and support to a successful advisory team at RBC Dominion Securities Inc.You will be responsible for delivering high-quality...
-
West Vancouver, British Columbia, Canada Scotiabank Full timeAt Scotiabank, we are committed to delivering exceptional wealth management services to our clients. As a Wealth Management Senior Associate, you will play a vital role in helping us achieve this goal.About the RoleThis is an exciting opportunity for a motivated and experienced professional to join our team as a Wealth Management Senior Associate. In this...
-
Compliance Officer for Wealth Management
4 days ago
Vancouver, British Columbia, Canada ZLC WEALTH INC. Full timeAt ZLC WEALTH INC., we are seeking a highly skilled Compliance Officer to join our team. This role will report to the President and support all aspects of the Compliance Division.Key Responsibilities:Regulatory Compliance: Review and maintain compliance regulations, update policies and procedure manuals, and investigate client concerns.New Account...
-
Wealth Management Associate
1 month ago
Vancouver, British Columbia, Canada NBC Full timeJob SummaryWe are seeking a highly motivated and detail-oriented Wealth Management Associate to join our team at National Bank Financial – Wealth Management. As a Wealth Management Associate, you will play a key role in supporting investment advisors in providing exceptional customer service and helping them to stand out in the market.Key...
-
Wealth Management Associate
3 weeks ago
West Vancouver, British Columbia, Canada RBC Dominion Securities Inc. Full timeWe are seeking an experienced Wealth Management Associate to join our team at RBC Dominion Securities Inc.OverviewAs a Wealth Management Associate, you will provide administrative support to our Advisory Team, helping deepen relationships with existing clients and drive business growth.Job DescriptionThis is a full-time salaried position based in West...
-
Administrative Associate
1 month ago
Vancouver, British Columbia, Canada Nicola Wealth Full timeAbout UsNicola Wealth is a leading wealth management firm that prides itself on its sophisticated financial planning, proprietary limited partnerships, and investment products. Our award-winning culture and commitment to client satisfaction have earned us recognition as a Best Managed Company and one of Canada's Top Employers.Job SummaryWe are seeking an...
-
Wealth Management Associate Position
3 weeks ago
Vancouver, British Columbia, Canada Royal Bank of Canada> Full timeJob SummaryThe Royal Bank of Canada is seeking a skilled Wealth Associate to support its high-performing Advisory Teams in Vancouver. This role requires a passion for service excellence and the ability to thrive in a fast-paced team environment.As a Wealth Associate, you will provide quality client service, help deepen relationships with existing clients,...
-
Senior Wealth Management Co-op
2 weeks ago
Vancouver, British Columbia, Canada Nicola Wealth Full timeWe are an award-winning wealth management firm in Canada, dedicated to providing exceptional service to our high net worth clients.This role offers the opportunity to work with a dynamic and entrepreneurial team, supporting the Client Services Team in delivering administrative expertise and personalized client service.The ideal candidate will possess strong...
-
Wealth Management Associate
3 weeks ago
Vancouver, British Columbia, Canada Wellington-Altus Full timeJob DescriptionRole OverviewWe are seeking a detail-oriented and organized Wealth Management Associate to join our team at Wellington-Altus Private Wealth. As a key member of our team, you will play a critical role in supporting our portfolio managers and ensuring the seamless execution of day-to-day operations.Key ResponsibilitiesData Management: Accurately...
-
Strategic Wealth Advisor
2 weeks ago
West Vancouver, British Columbia, Canada Scotiabank Full timeAbout ScotiaMcLeodScotiaMcLeod is a cornerstone business within Scotia Wealth Management, renowned for its commitment to service excellence and trusted investment advice. Our advisors and teams take pride in exploring innovative approaches to protecting and growing clients' assets.We empower our team members to deliver Enriched Thinking, a unique approach...
-
Wealth Management Development Program
3 weeks ago
Vancouver, British Columbia, Canada Scotiabank Full timeOverviewScotiabank is among the largest banks in the world and a leading provider of advice, products, digital experiences, and financial services in more than 50 countries.About the RoleWe are seeking highly motivated individuals to join our Wealth Management Associate Program. This salaried program aims to develop sales and entrepreneurial-minded...
-
Portfolio Operations Associate
2 weeks ago
Vancouver, British Columbia, Canada Nicola Wealth Full timeAbout Nicola WealthWe take pride in our sophisticated financial planning, diversified private investment funds with exceptional performance, 99% client retention rate, and award-winning culture. As a national leader in wealth management, we're recognized as a Best Managed Company and one of Canada's Top Employers.Our team is passionate about delivering...
-
Administrative Coordinator
2 weeks ago
Vancouver, British Columbia, Canada Nicola Wealth Full timeAt Nicola Wealth, we are passionate about delivering exceptional client experiences and building long-term relationships. As an Administrative Associate, you will play a vital role in supporting our high-performing Advisory Services Division.About the RoleWe are seeking a highly organized and detail-oriented individual to provide administrative support to...
-
Wealth Management Associate Program Opportunity
4 weeks ago
Vancouver, British Columbia, Canada Scotiabank Full timeRequisition ID: 202629Scotiabank is a leading provider of advice, products, digital experiences, and financial services in over 50 countries. Our Private Banking team offers strategic borrowing solutions and customized personal banking support for high-net worth clients.The Wealth Management Associate Program is a 5-month salaried program designed to develop...
-
Insurance Portfolio Manager
2 weeks ago
Vancouver, British Columbia, Canada Nicola Wealth Management Ltd. Full timeJob SummaryWe are seeking a skilled Insurance Portfolio Manager to join our team at Nicola Wealth Management Ltd. This is a dynamic and challenging role that requires strong analytical skills, excellent communication abilities, and a deep understanding of insurance products and risk management.About the RoleIn this role, you will be responsible for assessing...
-
Compliance and Risk Management Director
2 weeks ago
Vancouver, British Columbia, Canada ZLC WEALTH INC. Full time $100,000 - $120,000ZLC Wealth Inc. is a leading wealth management company seeking a highly skilled Compliance and Risk Management Director to join our team. We offer a competitive salary of $120,000 per year.Job DescriptionThis role will involve supporting the President of ZLC Wealth Inc. in all aspects of the Compliance Division, including automating procedures, reviewing...
-
Senior Regional Operations Manager
2 weeks ago
Vancouver, British Columbia, Canada IG Wealth Management Full timeJob DescriptionThe Senior Regional Operations Manager plays a pivotal role at IG Wealth Management, overseeing and managing the day-to-day administrative operations of our Region/Division Office.This position acts as a key liaison between head office, consultants, and clients, ensuring seamless coordination and implementation of corporate initiatives.Key...
-
Institutional Business Development Associate
2 weeks ago
Vancouver, British Columbia, Canada Nicola Wealth Full timeWe are seeking a highly skilled and motivated Institutional Business Development Associate to join our team at Nicola Wealth. In this role, you will be responsible for supporting the growth and continued innovation of our institutional business.The successful candidate will have 3-5 years of related work experience in an institutional investment team, with a...
-
Wealth Management Professional
2 weeks ago
Vancouver, British Columbia, Canada RBC Dominion Securities Inc. Full timeAbout the RoleRBC Dominion Securities Inc. is a leading investment and wealth management firm in Canada, committed to providing exceptional client service and delivering trusted advice to help clients achieve their financial goals.The RBC Dominion Securities Main Vancouver branch is currently seeking an Associate to join an advisory team specializing in...
-
Strategic Philanthropy Manager
2 weeks ago
Vancouver, British Columbia, Canada Nicola Wealth Full timeAbout UsNicola Wealth is a national leader in wealth management, committed to making a lasting social impact through our philanthropic initiatives. Our team is passionate about helping clients build financial, personal, and philanthropic legacies that matter to them.