Senior Financial Strategist
11 hours ago
We are seeking a highly skilled and experienced Senior Financial Strategist to join our team at Accoravillage. As a key member of our leadership team, you will play a critical role in driving our financial growth and success.
Key Responsibilities- Solicit and receive orders for the purchase and sale of securities offered on a wholesale basis to financial advisors within the defined Sales Territory.
- Conduct sales activities, including specific sales meetings, phone conversations, and email correspondence with clients and prospects within the Sales Territory.
- Submit weekly activity reports to the Managing Director, National Sales and record sales activities using client relationship management software.
- Collaborate with the Managing Director, National Sales and Business Development Manager to execute an annual territory business plan focused on long-term advisor relationships and driving sales results.
- Bachelor's degree in a related field.
- ~5-7 years of sales experience in the financial services industry is an asset.
- ~ Strong network of CIRO IIROC advisors and dealers.
- ~ CIM, CFA, CFP, and MBA are assets.
- ~ Professional working proficiency in Mandarin is required.
We offer a dynamic and entrepreneurial work environment, with opportunities for professional growth and development. If you are a motivated and results-driven individual with a passion for finance and sales, we encourage you to apply for this exciting opportunity.
-
Senior Financial Strategist
1 week ago
Vancouver, British Columbia, Canada Leo Berwick Full timeAbout the Role**Job Summary**We are seeking a highly skilled Senior Financial Strategist to join our growing Infrastructure, Renewables and Energy Transition Financial Advisory Practice at Leo Berwick. As a key member of our team, you will be responsible for creating and maintaining complex financial models for M&A transactions, ensuring accuracy,...
-
Senior Financial Strategist
1 week ago
Vancouver, British Columbia, Canada Leo Berwick Full timeAbout the Role**Job Summary**We are seeking a highly skilled Senior Financial Strategist to join our growing Infrastructure, Renewables and Energy Transition Financial Advisory Practice at Leo Berwick. As a key member of our team, you will be responsible for creating and maintaining complex financial models for M&A transactions, ensuring accuracy,...
-
Senior Marketing Strategist
4 weeks ago
Vancouver, British Columbia, Canada Impact Recruitment Ltd Full timeAre you an experienced Senior Marketing Strategist with a background in real estate, brand development, and team management? Our client, a prestigious international real estate firm, is seeking a Senior Marketing Strategist to enhance their dynamic team.ABOUT OUR CLIENTBecome part of a well-established and internationally recognized real estate organization...
-
Financial Strategist
9 hours ago
Vancouver, British Columbia, Canada Aritzia Full time{"h3": "Mission and Vision"} Aritzia's Business Finance Department is dedicated to driving financial performance with an entrepreneurial mindset. Our mission is to provide strategic financial insights and solutions that support the company's growth and success. {"h3": "Job Summary"} We are seeking a highly skilled and experienced Financial Strategist to...
-
Financial Strategist
6 hours ago
Vancouver, British Columbia, Canada Aritzia Full time{"h3": "Mission and Vision"} Aritzia's Business Finance Department is dedicated to driving financial performance with an entrepreneurial mindset. Our mission is to provide strategic financial insights and solutions that support the company's growth and success. {"h3": "Job Summary"} We are seeking a highly skilled and experienced Financial Strategist to...
-
Lead Financial Strategist
4 weeks ago
Vancouver, British Columbia, Canada The University of British Columbia Full timePosition OverviewThe role of the Lead Financial Strategist involves delivering comprehensive financial and budgetary analysis, data management, and reporting to the Faculty of Applied Science, facilitating effective budget oversight. This position operates under the supervision of the Associate Director of Finance and collaborates closely with the Senior...
-
Chief Financial Strategist
4 days ago
Vancouver, British Columbia, Canada Electronic Arts Full timeJob SummaryWe are seeking a highly skilled and experienced Chief Financial Strategist to join our team at Electronic Arts. As a key member of our leadership team, you will be responsible for developing and implementing financial strategies that drive business growth and success.ResponsibilitiesDevelop and execute financial plans and strategies that align...
-
Chief Financial Strategist
3 days ago
Vancouver, British Columbia, Canada Electronic Arts Full timeJob SummaryWe are seeking a highly skilled and experienced Chief Financial Strategist to join our team at Electronic Arts. As a key member of our leadership team, you will be responsible for developing and implementing financial strategies that drive business growth and success.ResponsibilitiesDevelop and execute financial plans and strategies that align...
-
Senior Product Strategist
4 weeks ago
Vancouver, British Columbia, Canada Varsity Tutors LLC Full timeVarsity Tutors LLC is on the lookout for analytical, customer-oriented professionals dedicated to transforming education through innovative technology. The ideal candidate should be adept at tackling intricate challenges, collaborating with diverse teams, and fostering business advancement.The Senior Product Strategist position at Varsity Tutors demands a...
-
Lead Financial Strategist
4 weeks ago
Vancouver, British Columbia, Canada The University of British Columbia Full timeJob Title: Lead Financial StrategistOverview:The Lead Financial Strategist is responsible for delivering high-level strategic support, establishing robust policies and procedures for the financial planning, budgeting, and reporting processes, and overseeing the comprehensive management of financial operations within the Faculty of Medicine. This role...
-
Lead Financial Strategist
4 weeks ago
Vancouver, British Columbia, Canada the Ladders Full timePosition Overview: The Lead Financial Strategist is pivotal in nurturing talent within our organization by fostering collaboration and providing support across Financial Planning & Analysis (FP&A) and our business associates. Key Responsibilities: Engage in insightful exploration of potential opportunities. Deliver honest and constructive feedback to...
-
Senior Strategist, Business Development
1 week ago
Vancouver, British Columbia, Canada Media Full timeAbout the RoleWe are seeking a highly skilled Senior Strategist to join our team at Media.Monks. As a Senior Strategist, you will play a key role in helping our clients create innovative digital products, mobile apps, and web platforms that excite their customers.Key ResponsibilitiesLead research and generate insights to inform business decisionsIdentify...
-
Senior Strategist, Business Development
2 weeks ago
Vancouver, British Columbia, Canada Media Full timeAbout the RoleWe are seeking a highly skilled Senior Strategist to join our team at Media.Monks. As a Senior Strategist, you will play a key role in helping our clients create innovative digital products, mobile apps, and web platforms that excite their customers.Key ResponsibilitiesLead research and generate insights to inform business decisionsIdentify...
-
Product Strategist
6 days ago
Vancouver, British Columbia, Canada Intact Financial Corporation Full timeAbout the RoleWe are seeking a highly skilled Product Strategist to join our team at Intact Financial Corporation. As a Product Strategist, you will be responsible for defining the product vision and strategy to roll-out the vision.Key ResponsibilitiesDefine the MVP and strategy to roll-out the vision.Collaborate with the team to define the product...
-
Product Strategist
7 days ago
Vancouver, British Columbia, Canada Intact Financial Corporation Full timeAbout the RoleWe are seeking a highly skilled Product Strategist to join our team at Intact Financial Corporation. As a Product Strategist, you will be responsible for defining the product vision and strategy to roll-out the vision.Key ResponsibilitiesDefine the MVP and strategy to roll-out the vision.Collaborate with the team to define the product...
-
Lead Financial Strategist
4 weeks ago
Vancouver, British Columbia, Canada Intello Technologies Inc. Full timeJoin Our Dynamic Team at Intello Technologies Inc. At Intello Technologies Inc., we are dedicated to driving excellence in financial management and strategic governance. Our team is focused on optimizing Software-as-a-Service (SaaS) investments, ensuring that our initiatives align with our corporate strategy and deliver maximum value. Your Role and...
-
Senior Product Strategist
4 days ago
Vancouver, British Columbia, Canada WillowTree Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Product Strategist to join our team at WillowTree. As a key member of our product development team, you will be responsible for driving the development of our digital products and services.Key ResponsibilitiesProduct Vision and Strategy: Develop and execute a comprehensive product vision...
-
Senior Product Strategist
4 days ago
Vancouver, British Columbia, Canada WillowTree Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Product Strategist to join our team at WillowTree. As a key member of our product development team, you will be responsible for driving the development of our digital products and services.Key ResponsibilitiesProduct Vision and Strategy: Develop and execute a comprehensive product vision...
-
Senior Financial Strategist
2 weeks ago
Vancouver, British Columbia, Canada the Ladders Full timeAbout the RoleThe Senior Financial Analyst plays a pivotal role in driving business growth through collaborative efforts with the Finance Planning and Analysis (FP&A) team and our business partners.Key Responsibilities:Develop and maintain financial models to inform business decisionsCollaborate with cross-functional teams to drive business growth and...
-
Lead Financial Strategist, FP&A
4 weeks ago
Vancouver, British Columbia, Canada A Kid Again Full timeJoin a transformative mission. In the realm of finance, the role of a Senior Financial Analyst is pivotal, especially within organizations dedicated to making a difference. A Kid Again is at the forefront of creating memorable experiences for children with life-threatening conditions, and we are seeking a dedicated professional to enhance our financial...