Wealth Management Associate

About OceanFront Wealth Inc.We are a dynamic and independent wealth management firm offering comprehensive financial planning services in the Lower Mainland. Our team of experts specializes in delivering personalized advice to high-net-worth clients, focusing on their unique financial goals and values.

OceanFront Wealth Inc. is a pioneering wealth management firm, dedicated to providing bespoke financial solutions for high-net-worth clients in the Lower Mainland.We take pride in our independent and personalized approach, aligning our clients' financial goals with their personal values to create a unique and customized experience.Our team strives to...

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,...

Job SummaryWe are seeking a Senior Tax Strategist to join our team at OceanFront Wealth Inc., a leading wealth management firm in the Lower Mainland. The ideal candidate will have a strong background in financial planning, tax optimization, and estate planning, particularly for corporate clients.

Are you looking for a challenging and rewarding career in wealth management? We have an exciting opportunity for an Associate to join our team in Vancouver. As an Associate, you will play a key role in providing administrative support to our advisory teams, helping to deepen relationships with existing clients and drive business growth.As a member of our...

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...

We are seeking a highly organized and detail-oriented Associate to join our Wealth Management team in Vancouver. As an Associate, you will play a crucial role in providing exceptional client service and supporting our advisory teams in delivering trusted advice to help clients achieve their goals.About the Role:This is a full-time opportunity, working 37.5...

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.

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...

A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help investment advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. Your job: Support investment advisors in providing...

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...