Strategic Wealth Management Consultant
6 days ago
RBC Dominion Securities is seeking a highly skilled and motivated Senior Associate Advisor to join our top-performing Advisory team in downtown Vancouver. As the primary contact for high-net-worth and ultra-high-net-worth families, you will have the opportunity to provide exceptional client service and support.
Key Responsibilities:- You will be responsible for managing a small portfolio of clients, providing personalized investment advice and guidance.
- You will work closely with team leaders to develop and implement effective strategies to drive business growth and success.
- You will participate in quarterly coaching sessions and team-building events to foster collaboration and knowledge-sharing within the team.
To be successful in this role, you will need to possess excellent communication and interpersonal skills, as well as a deep understanding of the ultra-high net worth market. You should be self-motivated, collaborative, and able to work effectively in a fast-paced environment.
What We Offer:We offer a comprehensive Total Rewards Program, including bonuses, flexible benefits, competitive compensation, commissions, and stock options. You will also have the potential to earn considerably more through RBC's discretionary bonus program, which recognizes individual performance and contributions to the team's success. Our compensation philosophy emphasizes the importance of attracting, engaging, and retaining top talent, and we are committed to building an inclusive and equitable workplace culture.
In addition to a competitive salary of $120,000 - $180,000 per annum, depending on experience, you will also receive a comprehensive benefits package, including health and dental insurance, retirement savings plan, and paid time off. At RBC, we value diversity and inclusion, and we strive to create a workplace that reflects the communities we serve. If you are a motivated and experienced professional looking to take your career to the next level, we encourage you to apply for this exciting opportunity.
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Strategic Insurance Consultant
4 weeks ago
Vancouver, British Columbia, Canada Nicola Wealth Management Ltd. Full timeWe are seeking an experienced Insurance Agent to join our team at Nicola Wealth Management Ltd. in Vancouver, Canada. As a successful insurance agent, you will play a key role in identifying potential client markets and establishing comprehensive insurance coverage for individuals and businesses.About the RoleThis is a full-time position that requires 37.5...
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Strategic Wealth Advisor
2 weeks ago
Vancouver, British Columbia, Canada Bank of Montreal Full timeJob Description:We are seeking a highly skilled Strategic Wealth Advisor to join our team at the Bank of Montreal. As a key member of our Private Banking team, you will be responsible for delivering exceptional customer service and providing comprehensive wealth management solutions to high net worth individuals.Key Responsibilities:Determine client needs...
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Strategic Compliance Director
1 day ago
Vancouver, British Columbia, Canada ZLC WEALTH INC. Full time $100,000 - $120,000At ZLC Wealth Inc., we're seeking an experienced Strategic Compliance Director to join our team. This role will play a pivotal part in supporting the President of ZLC Wealth and driving all aspects of the Compliance Division forward.About the RoleThis strategic position will focus on automating procedures, reviewing compliance regulations, and collaborating...
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Compliance Operations Director
1 week ago
Vancouver, British Columbia, Canada ZLC WEALTH INC. Full time $100,000 - $120,000ZLC Wealth Inc. is seeking a highly skilled Compliance Operations Director to lead our Wealth Management division. This is a challenging and rewarding opportunity for an experienced professional to join our team.**Job Summary:**The Compliance Operations Director will be responsible for overseeing all aspects of compliance, including regulatory requirements,...
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Compliance Officer for Wealth Management
3 weeks 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...
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Compliance Director for Wealth Management Firm
2 weeks ago
Vancouver, British Columbia, Canada ZLC WEALTH INC. Full time $100,000 - $120,000At ZLC Wealth Inc., we are seeking a highly skilled Compliance Director to join our team. This role will oversee all aspects of the Compliance Division, ensuring seamless adherence to regulatory requirements and industry best practices.The ideal candidate will have relevant experience in the wealth management industry, with a strong understanding of...
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Compliance Director
2 weeks ago
Vancouver, British Columbia, Canada ZLC WEALTH INC. Full time $100,000 - $120,000Job OverviewZLC WEALTH INC. is seeking a highly skilled Compliance Director to join our team.Key Responsibilities:Report directly to the President and lead all aspects of the Compliance Division, including automation, regulatory reviews, and technology advancements.Maintain compliance regulations by updating policies, reviewing marketing materials,...
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Strategic Consulting Leader
2 weeks ago
Vancouver, British Columbia, Canada COMbridge IT Consulting GmbH Full timeSeeking a seasoned Executive with expertise in Professional and Consulting Services to join our roster at COMbridge IT Consulting GmbH.About the RoleWe require an experienced leader who can drive operational excellence, manage critical consulting initiatives, and deliver high-quality services to clients during periods of transformation, growth, or...
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Administrative Coordinator
4 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...
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Philanthropy Development Specialist
4 weeks ago
Vancouver, British Columbia, Canada Nicola Wealth Full timeCorporate Philanthropy Coordinator RoleNicola Wealth is a leading wealth management firm dedicated to helping clients build lasting legacies.We are currently seeking a highly motivated and organized Philanthropy Development Specialist to join our team. In this role, you will play a key part in driving positive social change through our philanthropic...
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Administrative Support Specialist
2 weeks ago
Vancouver, British Columbia, Canada RGF Integrated Wealth Management Full timeJob OverviewRGF Integrated Wealth Management is an independent financial services firm, owned and operated by its professionally qualified financial advisors and portfolio managers. Our company provides personalized wealth management solutions to individuals and families.
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Compliance Director
2 weeks ago
Vancouver, British Columbia, Canada ZLC WEALTH INC. Full time $100,000 - $120,000Job Overview:ZLC Wealth INC. is a leading wealth management firm seeking a highly skilled Compliance Director to oversee all aspects of our Compliance Division.About the Role:This senior-level position will report directly to the President of ZLC Wealth INC. and be responsible for ensuring compliance with regulatory requirements, maintaining effective...
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Portfolio Manager
2 days ago
Vancouver, British Columbia, Canada Nicola Wealth Management Ltd. Full timeAt Nicola Wealth Management Ltd., we are seeking a highly motivated Portfolio Manager to join our team as a Credit Analyst. This role is based in Vancouver or Toronto, and you will be working on investment grade and high yield credit research, analyzing specific credits, and participating in meetings with corporate issuers and industry...
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Strategic Business Development Specialist
4 weeks ago
Vancouver, British Columbia, Canada Scotiabank Full timeAt Scotiabank, we offer an exciting opportunity for a National Consultant, Partnerships to join our Sales & Partnerships team in Canada.Job OverviewThe successful candidate will contribute to the overall success of the Sales & Partnerships team by ensuring specific individual goals, plans, and initiatives are delivered in support of the team's business...
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Strategic HR Systems and Analytics Lead
6 days ago
Vancouver, British Columbia, Canada Aviso Wealth Inc Full timeAbout Aviso Wealth IncAviso Wealth Inc is a leading wealth management organization committed to leadership, innovation, partnership, responsibility, and community.We're looking for a highly skilled HR Systems and Analytics Lead to join our People and Culture team.Job DescriptionThe Opportunity:This role will oversee the strategy, implementation, support, and...
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Senior Compliance Operations Manager
2 weeks ago
Vancouver, British Columbia, Canada ZLC WEALTH INC. Full time $100,000 - $120,000About ZLC WealthZLC Wealth INC. is a dynamic and innovative wealth management company dedicated to delivering exceptional financial services to its clients.
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Financial Planning Specialist
2 weeks ago
Vancouver, British Columbia, Canada Capital Markets Advisors LLC Full timeCapital Markets Advisors LLC: A Boutique Consultancy & Recruiting FirmAt Capital Markets Advisors LLC, we specialize in the Financial Services sector and represent a distinguished wealth management firm seeking to expand their dynamic team.
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Strategic Business Planning Consultant
2 weeks ago
Vancouver, British Columbia, Canada New Value Solutions Full timeNew Value Solutions, a national IT consulting company, is seeking an experienced Business Planning Consultant to drive strategic initiatives and stakeholder engagement. The ideal candidate will have 10+ years of experience in a similar role and expertise in data governance frameworks, data modeling, and database design.The successful candidate will be...
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Financial Services Operations Coordinator
2 weeks ago
Vancouver, British Columbia, Canada RGF Integrated Wealth Management Full time $45,000 - $50,000About RGF Integrated Wealth ManagementRGF Integrated Wealth Management is an independent financial services firm, owned and operated by its professionally qualified financial advisors and portfolio managers. Our mission is to provide exceptional wealth management services to our clients, with a focus on building long-term relationships and delivering...
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Administrative Support Specialist
2 weeks ago
Vancouver, British Columbia, Canada RGF Integrated Wealth Management Full timeAbout RGF Integrated Wealth ManagementRGF Integrated Wealth Management is an independent financial services firm that offers a comprehensive range of wealth management solutions. Our team of professionally qualified financial advisors and portfolio managers provide personalized advice to help clients achieve their financial goals.Job SummaryWe are seeking an...