Financial Management Director

2 weeks ago


Victoria, British Columbia, Canada RBC Full time
Job Summary

We are seeking a seasoned Investment Counsellor to join our Wealth Management team and lead high-net-worth clients towards their financial objectives through strategic wealth management planning and personalized service.

Key Responsibilities
  • Develop and execute bespoke wealth management strategies aligned with each client's distinct needs, risk profile, and financial aspirations.
  • Maintain and grow existing client relationships by providing proactive, insightful advice and delivering exceptional service.
  • Collaborate with colleagues to deliver comprehensive wealth management solutions that cater to clients' diverse requirements.
  • Stay informed about market trends, regulatory updates, and product innovations to ensure clients receive cutting-edge guidance.
Required Qualifications
  • Current licensure as an Advising Representative.
  • Chartered Financial Analyst (CFA) or Chartered Investment Manager (CIM) designation.
  • At least 5 years of experience in discretionary portfolio management with a proven track record of success.
  • Entrepreneurial mindset, excellent interpersonal skills, and ability to navigate complex family dynamics.
Why Work with Us
  • The opportunity to collaborate with a renowned financial services organization and contribute to the growth and evolution of our Wealth Management Team.
  • A competitive compensation package and opportunities for professional development and career progression.
  • A supportive and dynamic work environment that encourages creativity, teamwork, and mutual respect.


  • Victoria, British Columbia, Canada Independent Schools Association of British Columbia Full time

    Our school's mission is to provide an excellent education for children in a vibrant, caring, and inclusive community. As the next Finance Director, you will play a critical role in ensuring the financial health and mission fulfillment of our organization.The successful candidate will be responsible for managing all financial operations, including budgeting,...


  • Victoria, British Columbia, Canada StarFish Medical Full time

    Job SummaryThe Director of Accounting will lead our dynamic accounting team, driving financial operations in a fast-growing, innovation-driven company. This strategic leader will oversee ASPE-compliant financial reporting, manage quarterly consolidation, and analyze cost/margin data to provide business insights.This role offers an exceptional opportunity for...


  • Victoria, British Columbia, Canada Vancouver Island Health Authority Full time

    OverviewVancouver Island Health Authority (Island Health) is a healthcare provider committed to delivering high-quality services to patients and staff. We are seeking a skilled Manager, Payroll Processing to join our team and contribute to our mission.Job DescriptionThe successful candidate will be responsible for leading the payroll processing functions,...


  • Victoria, British Columbia, Canada StarFish Medical Full time

    About the RoleThe Director of Accounting will lead our dynamic accounting team, driving financial operations in a fast-growing, innovation-driven company. As a strategic, curious, and hands-on leader, you will oversee AP/AR, payroll, billing, inventory, and project accounting.You will support cash flow planning, budgeting, and financial forecasting, and...


  • Victoria, British Columbia, Canada Independent Schools Association of British Columbia Full time

    Independent Schools Association of British Columbia seeks a highly skilled Finance Director to join our leadership team. Reporting to the Head of School, the successful candidate will manage all financial operations, including budgeting, financial planning, accounting, and reporting.The ideal candidate will have a Bachelor's degree in Accounting, Finance,...


  • Victoria, British Columbia, Canada StarFish Medical Full time

    Job DescriptionThe Director of Accounting will lead ASPE-compliant financial reporting (P&L, balance sheet, cash flow) for all entities. They will manage quarterly consolidation and internal/external reporting, oversee AP/AR, payroll, billing, inventory, and project accounting. The role requires strong analytical skills to support cash flow planning,...

  • Financial Planner

    5 days ago


    Victoria, British Columbia, Canada BMO Financial Full time

    Help Customers Achieve Their Financial GoalsBecome a BMO Financial Planner and turn potential into performance with great earning possibilities.You will be part of a collaborative team and have access to a strong support network to achieve your full potential.Key Responsibilities:Provides financial and investment planning and advice to deliver a solution in...

  • Financial Advisor

    1 day ago


    Victoria, British Columbia, Canada BMO Financial Full time

    At BMO Financial, we are seeking a skilled Financial Advisor to join our team. As a key player in our organization, you will play a vital role in helping customers achieve their financial goals and build lasting relationships.About the Role:Deliver personalized financial planning advice to meet customer needs, leveraging your expertise to provide tailored...

  • Finance Director

    4 weeks ago


    Victoria, British Columbia, Canada Independent Schools Association of British Columbia Full time

    Founded in 1989, Christ Church Cathedral School provides an outstanding and inspiring education to children JK-8. Ranking among the very top performing schools in our city, we provide a well-rounded curriculum accessible to students of all beliefs, nurturing the spiritual, social, physical and intellectual growth of every child. We aspire to be the school of...


  • Victoria, British Columbia, Canada Equest Full time

    The role of Executive Director, Portfolio Management at Equest is a critical leadership position that oversees the successful delivery of ship repair and manufacturing programs. Reporting directly to the Vice-President and General Manager, this executive is responsible for ensuring the efficient and effective execution of program work, including safety,...


  • Victoria, British Columbia, Canada Nicola Wealth Management Ltd. Full time

    Nicola Wealth Management Ltd. is a respected wealth management firm dedicated to delivering exceptional client service and expert financial advice. We're seeking a highly skilled Financial Services Professional to join our team of Wealth Advisors and support them in delivering top-notch client service.About UsWe're a forward-thinking organization that values...

  • Board Director

    6 days ago


    Victoria, British Columbia, Canada Investment Agriculture Foundation of BC Full time

    Help IAF GrowMake a difference and use your on-the-ground knowledge of agriculture or food processing to support our sector grow and thrive. Put your excellent financial and governance skills to use, to help the agriculture and food sector.The IAF Board of Directors is recruiting talented, energetic, industry leaders who are passionate about building a...


  • Victoria, British Columbia, Canada Vancouver Island Health Authority Full time

    Job SummaryWe are seeking an experienced professional to join our team as a Manager, Payroll Processing. This role is responsible for planning, organizing, and directing the workflow of payroll processing functions, ensuring compliance with professional, legal, and organizational standards.Key ResponsibilitiesDeveloping and recommending budgets, monitoring...

  • Financial Planner

    6 days ago


    Victoria, British Columbia, Canada BMO Financial Full time

    Application Deadline:04/23/2025Address:735 Goldstream Ave, Unit 101 Job Family Group:Retail Banking Sales & Service Additional Job Description Join BMO – imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO Financial...

  • Financial Planner

    2 days ago


    Victoria, British Columbia, Canada BMO Financial Full time

    Application Deadline: 04/23/2025 Address: 735 Goldstream Ave, Unit 101 Job Family Group: Retail Banking Sales & Service Additional Job Description Join BMO - imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO Financial Planner...

  • Financial Planner

    2 days ago


    Victoria, British Columbia, Canada BMO Financial Full time

    Application Deadline:04/23/2025Address:735 Goldstream Ave, Unit 101Job Family Group:Retail Banking Sales & ServiceAdditional Job DescriptionJoin BMO – imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO Financial Planner can...


  • Victoria, British Columbia, Canada Seaspan Shipyards Full time

    As the Executive Director of Program Management, you will oversee the execution of ship repair and manufacturing programs at Seaspan Victoria Shipyards.This role is responsible for developing portfolio budget, financial forecasting, and reporting, as well as ensuring profitable and efficient program execution.You will collaborate with the executive...


  • Victoria, British Columbia, Canada StarFish Medical Full time

    StarFish Medical is a renowned medical device design, development, and manufacturing company, and we are currently seeking a highly skilled and experienced professional to fill the position of Strategic Accounting Director.About the RoleThis is a unique opportunity to join a forward-thinking organization and drive financial operations in a fast-paced and...

  • Executive Director

    2 weeks ago


    Victoria, British Columbia, Canada Harbour West Consulting Full time

    The Swim BC office is located on the unceded territories of the lək̓ʷəŋən speaking people known today as the Songhees, the SXIMELEL (Esquimalt) and the WSÁNEĆ First Nations.Swim BC is the Provincial Sport Organization and governing body for competitive swimming in British Columbia. Swim BC provides a diversity of member services and sport governance...

  • Executive Director

    2 weeks ago


    Victoria, British Columbia, Canada Harbour West Consulting Full time

    The Swim BC office is located on the unceded territories of the lək̓ʷəŋən speaking people known today as the Songhees, the SXIMELEL (Esquimalt) and the WSÁNEĆ First Nations.Swim BC is the Provincial Sport Organization and governing body for competitive swimming in British Columbia. Swim BC provides a diversity of member services and sport governance...