Wealth Management Portfolio Strategist
2 weeks ago
This 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 skills.
Key responsibilities will include:
- Determining the optimal portfolio structure for each client, balancing risk and return to meet their unique needs and goals.
- Developing and implementing customized investment strategies that align with each client's objectives and risk tolerance.
- Providing regular portfolio reviews and performance updates, ensuring clients are informed and engaged throughout the process.
As a key member of our team, you will contribute to the achievement of business objectives by driving growth and profitability through effective client relationships and portfolio management.
We offer a competitive salary range of $120,000 - $180,000 CAD per year, based on experience, as well as opportunities for professional development and advancement within the organization.
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Senior Financial Planning Strategist
4 weeks ago
Victoria, British Columbia, Canada Royal Bank of Canada Full timeAbout the RoleWe are seeking a talented Senior Financial Planning Strategist to join our team at Royal Bank of Canada. As an Investment Advisor, you will play a key role in helping clients achieve their financial goals and building strong relationships with high-net-worth individuals, families, and business owners.About YouTo be successful in this role, you...
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Investment Advisor
4 weeks ago
Victoria, British Columbia, Canada RBC Dominion Securities Inc. Full timeJob Title: Investment Advisor - Wealth Management ProfessionalAre you a driven individual looking to launch your career in wealth management? Do you possess excellent people skills and a passion for financial planning?About the Role:We are seeking a highly motivated Investment Advisor to join our team at RBC Dominion Securities Inc. As an Investment Advisor,...
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Portfolio Manager
4 weeks ago
Victoria, British Columbia, Canada Royal Bank of Canada> Full timeFinancial Planning ExpertiseWe are seeking a highly skilled Portfolio Manager to join our team at Royal Bank of Canada. As a key member of our wealth management team, you will be responsible for providing expert financial planning and investment advice to our clients.About the RoleWe offer a comprehensive compensation package including a base salary and...
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Small Business Growth Strategist
4 weeks ago
Victoria, British Columbia, Canada Scotiabank Full timeSmall Business Growth Strategist - Victoria Main BranchWe are seeking a customer-centric Small Business Growth Strategist to join our team at Scotiabank. As an essential member of the Canadian Banking Branch network, the focus is on providing exceptional service throughout the customer's journey by:Managing an assigned portfolio of high value and/or complex...
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Taxation Strategist
3 weeks ago
Victoria, British Columbia, Canada Westerkirk Full timeJob Description:We are seeking an experienced Taxation Strategist to join our team at Westerkirk Capital Inc.The successful candidate will be responsible for developing and executing tax strategies that align with our organizational goals and objectives. This includes extensive familiarity with Canadian tax laws and regulations, as well as the ability to...
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Strata Portfolio Manager
2 weeks ago
Victoria, British Columbia, Canada Associa Full timeAt Associa British Columbia, serving others is our calling. We are passionate about our services and live for our customers. With high expectations and a career at Associa, you'll challenge yourself to always be better.We're seeking a skilled Strata Portfolio Manager to lead the relationship management with our strata council clients. As a licensed...
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Digital Marketing Strategist
2 weeks ago
Victoria, British Columbia, Canada Original Fire Creative Studio Full timeJob DescriptionWe are seeking a highly skilled Digital Marketing Strategist to join our team at Original Fire Creative Studio.About the RoleThis is a part-time contract position that may lead to full-time employment, offering flexibility and remote work opportunities. As a Digital Marketing Strategist, you will be responsible for designing and executing...
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Business Development Manager
4 weeks ago
Victoria, British Columbia, Canada RBC Dominion Securities Inc. Full timeDiscover a fulfilling career at RBC Dominion Securities Inc. as an Investment Advisor. With our comprehensive Total Rewards Program, you'll enjoy competitive compensation and flexible benefits.About the RoleWe're seeking a talented individual to join our team as an Investment Advisor. As a key member of our Wealth Management platform, you'll have the...
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Indigenous Relations Strategist
1 day ago
Victoria, British Columbia, Canada Indigenous Perspectives Society Full time**Company Overview**Saąnich is a district committed to its continued progress toward reconciliation with Indigenous Peoples and communities. We strive to foster strong relationships with our Indigenous neighbors, acknowledging the historical trauma and ongoing injustices faced by Indigenous peoples. Job Title: Indigenous Relations StrategistLocation:...
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Senior Marketing Strategist
4 weeks ago
Victoria, British Columbia, Canada AROUNDSQUARE LTD. Full timeAbout the RoleWe are seeking a Senior Marketing Strategist to join our team at AROUNDSQUARE LTD. This is an exciting opportunity for a talented marketing professional to lead and develop our marketing efforts.Job DescriptionThe Senior Marketing Strategist will be responsible for:Developing and implementing comprehensive marketing strategies to drive business...
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Financial Portfolio Manager
4 weeks ago
Victoria, British Columbia, Canada Vancity Full timeKey Responsibilities:As a Financial Portfolio Manager at Vancity, you will be responsible for providing comprehensive financial advice to members and identifying opportunities to grow their portfolios.Key Skills:Resourceful and able to independently formulate solutions for membersTech-savvy and quick to learn new systemsStrong relationship builder with the...
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Strata Portfolio Manager
1 week ago
Victoria, British Columbia, Canada Associa Full timeAbout UsAt Associa, we strive to provide exceptional services to our clients. We believe in living up to high standards and continuously challenging ourselves to be better.Our MissionAs a licensed Strata Manager, you will play a crucial role in building and maintaining strong relationships with our strata council clients. Your responsibilities will include...
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Sales Growth Strategist
4 weeks ago
Victoria, British Columbia, Canada Westburne Full timeAbout WestburneWestburne is more than just an electrical products supplier. As Canada's market leader in energy solutions, renewables, lighting, wire & cable, automation, and connected network solutions, we offer a wide range of innovative products and services that help our customers and partners grow.We have access to the best partners in the industry, and...
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Chief Tax Strategist
2 weeks ago
Victoria, British Columbia, Canada Westerkirk Full timeJob OverviewThe Chief Tax Strategist will oversee all aspects of tax planning, compliance, and reporting for Westerkirk Capital Inc. This role requires extensive familiarity with Canadian tax laws and regulations.Key ResponsibilitiesDevelop and execute tax strategies to minimize liabilities and optimize returns.Provide strategic tax advice on acquisitions,...
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Corporate Tax Strategist
2 weeks ago
Victoria, British Columbia, Canada The Mullings Group Full timeThe Mullings Group, a private family office investment enterprise based in Victoria, BC, seeks a seasoned Corporate Tax Strategist to oversee all aspects of tax planning, compliance, and reporting. Reporting directly to the Vice President of Finance, this strategic role requires extensive knowledge of Canadian tax laws and regulations.Key...
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RBC Investment Advisor
2 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.
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Enterprise Security Strategist
4 weeks ago
Victoria, British Columbia, Canada Camosun College Full timeJob DescriptionCamosun College is seeking a highly skilled Enterprise Security Strategist to join our team. This role plays a vital part in securing the college's digital assets, including proprietary and sensitive information.Key Responsibilities:Establish and maintain an enterprise IT security strategy through strategic initiatives, policy development,...
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Executive Talent Development Strategist
4 weeks ago
Victoria, British Columbia, Canada The Mullings Group Full timeThe Mullings Group, a leading family office investment enterprise based in Victoria, BC, is seeking an experienced Executive Talent Development Strategist to join its team.As a key member of the Human Resources department, this role will be responsible for developing and implementing strategic sourcing, development, and succession planning programs to...
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Financial Operations Assistant
4 weeks ago
Victoria, British Columbia, Canada Scotiabank Full timeCompany OverviewAs a cornerstone business within Scotia Wealth Management, Scotiabank has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing clients' assets.Salary: $60,000 - $80,000 per yearJob DescriptionBranch...
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Property Portfolio Manager
3 weeks ago
Victoria, British Columbia, Canada Brown Bros. Agencies Limited Full timeCompany OverviewBrown Bros. Agencies Limited is a leading property management company with a strong reputation for delivering exceptional results.Salary and BenefitsThe estimated annual salary for this position is approximately $60,000 - $80,000 CAD, depending on experience, plus a comprehensive benefits package including dental, health care, vision care...