Wealth Management Associate

At 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...

Job 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,...

ZLC 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,...

Royal Bank of Canada is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. Our collaborative, supportive culture enables success at every level and equips us to help our clients achieve their financial goals.We are seeking a resourceful, efficient and collaborative individual to join our leading wealth...

At 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...

Role OverviewRoyal Bank of Canada is seeking a highly skilled Wealth Associate to execute a high-performing Advisory Teams Wealth Management Strategy. The successful candidate will possess 3-5 years of industry experience, a passion for service excellence, and thrive in a fast-paced team environment.

Job 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.

At 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...

Job Title: Compliance ManagerAbout ZLC Wealth Inc.:ZLC Wealth Inc. is a forward-thinking wealth management company dedicated to delivering exceptional results and fostering long-term relationships with our clients.Role Overview:We are seeking an experienced Compliance Manager to join our team and support the President of ZLC Wealth in maintaining compliance...

About ZLC WealthZLC Wealth INC. is a dynamic and innovative wealth management company dedicated to delivering exceptional financial services to its clients.

This role reports to the President of ZLC Wealth and supports all aspects of the Compliance Division, including automating procedures, reviewing compliance regulations, and assisting with technological advancements.The ideal candidate will have relevant compliance work experience within the wealth management industry, a strong understanding of regulatory...

About 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...

About 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...

Job Summary:This role will support the President of ZLC Wealth in overseeing all aspects of the Compliance Division, including automating procedures, reviewing compliance regulations, assisting with technological advancements, and liaising with Advisors for compliance issues.About the Role:Reporting to the President / Chief Compliance Officer of ZLC Wealth...

RGF Integrated Wealth Management (RGF) is a financially independent services firm, owned and operated by its professionally qualified financial advisors and portfolio managers.This position will provide operational and administrative support to the firm's securities business, serving as an essential team member in a positive work environment.Key...

At 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...

About the Role:Nicola Wealth Management Ltd. is seeking a seasoned Tax Compliance Lead to spearhead tax-related matters for its diverse portfolio of proprietary mutual funds and Limited Partnerships.This position will report to the Head of Fund Accounting and be located in Vancouver or Toronto.

Wealth Management OpportunityAt Royal Bank of Canada, we're looking for a highly skilled Wealth Management Professional to join our team. This role offers a competitive salary and benefits package, including a base salary of $120,000 per year, with opportunities for commission-based earnings.About the RoleIn this position, you'll be responsible for building...

About MyFOWe are a wealth management platform tailored for family offices, streamlining wealth management through secure, centralized tools. Our platform enables families to manage, grow, and safeguard their assets with ease and efficiency.Job OverviewWe're currently looking for a highly motivated Wealth Management Expert as we grow our team responsible for...

About MyFOMyFO is a cutting-edge wealth management platform designed specifically for family offices. By streamlining essential financial data and offering customized workflows, MyFO empowers families to efficiently manage, grow, and safeguard their assets.We are seeking an experienced Customer Success Associate to join our team in Vancouver, BC (HQ).Key...