Strategic Wealth Management Director
3 weeks ago
Make a lasting impact with MNP's Family Office Services team as a Senior Manager. This dynamic group of professionals excels at identifying clients' unique personal and professional needs within a rapidly evolving financial landscape. As a trusted advisor, you'll provide expert guidance on strategic planning, wealth reporting, and governance for families and businesses.
About the Role
- You will represent and grow the Family Office Services brand within the firm, focusing on delivering exceptional experiences across all facets of the process, from internal business development to client engagements.
- Establish and maintain a strong presence across regions to build awareness and confidence in the Family Office Services practice, including preparing and delivering presentations internally and externally, both independently and in conjunction with other professionals.
- Arrange introductions to clients through General Partnerships (GPs) as a result of these activities to secure client engagements across a broad range of services.
- Lead the engagement process, including conducting meetings both independently and with other professionals, managing workflow, and preparing deliverables efficiently and effectively, culminating in presenting solutions to clients.
Key Requirements
- Certified Financial Planner (CFP)/Personal Financial Planner (PFP) designation is required.
- Either Chartered Investment Manager (CIM) or Chartered Financial Analyst (CFA) designation is required, with CFA preferred (progress through CFA curriculum can be considered).
- A minimum of 7 years of client-facing experience in financial services and/or wealth management is necessary.
- Strong proficiency in financial planning software, such as Planworth, Naviplan, WealthPath, or equivalent, Morningstar Direct, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, is expected.
- Excellent verbal communication and presentation skills are essential.
- A highly skilled relationship builder and manager is required.
- Strong sales skills with a proven track record of delivering successful results for clients and their organizations are necessary.
- Strong time management skills and ability to work across multiple projects concurrently are expected.
About Compensation
We offer a competitive salary ranging from $120,000 to $160,000 annually, depending on experience, plus a bonus program that rewards high-performing individuals.
About Benefits
MNP provides a comprehensive benefits package, including:
- Generous base pay
- Vacation time
- 4 paid personal days
- Group pension plan with 4% matching
- Voluntary savings products
- Bonus programs
- Flexible benefits
- Mental health resources
- Exclusive access to perks and discounts
- Professional development assistance
- MNP University
- Flexible 'Dress For Your Day' environment
- Firm-sponsored social events
About Diversity
We value diversity and encourage individuals with disabilities to apply.
-
Strategic Operations Director
3 weeks ago
Vancouver, British Columbia, Canada ENOCH WEALTH INC. Full timeThe ideal candidate for this role will have a strong background in operations management, with experience in allocating resources, authorizing department establishment, and representing the organization in official functions.Key ResponsibilitiesResource Management: Allocate material, human and financial resources to implement organizational policies and...
-
Compliance Director
2 weeks ago
Vancouver, British Columbia, Canada ZLC WEALTH INC. Full timeOverview: ZLC Wealth Inc. is a leading wealth management firm seeking a Compliance Director to oversee all aspects of our Compliance Division.Salary Range: $100,000 - $120,000Job Description:We are looking for an experienced Compliance Director to report directly to the President of ZLC Wealth Inc. and lead our Compliance team in maintaining regulatory...
-
Financial Director
2 weeks ago
Vancouver, British Columbia, Canada Vered Wealth Management (Canada)Company Limited Full timeWe are seeking an experienced Financial Director to join our team at Vered Wealth Management (Canada)Company Limited. In this role, you will oversee the company's direct investment strategy and lead a team of professionals to achieve business objectives.About the RoleThis is a permanent position with 30-35 hours of work per week, offering competitive salary...
-
Strategic Philanthropy Manager
2 weeks ago
Vancouver, British Columbia, Canada Nicola Wealth Full timeAbout UsNicola Wealth is a national leader in wealth management, committed to making a lasting social impact through our philanthropic initiatives. Our team is passionate about helping clients build financial, personal, and philanthropic legacies that matter to them.
-
Strategic Client Relationship Manager
2 weeks ago
Vancouver, British Columbia, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled and motivated Strategic Client Relationship Manager - Wealth Management to join our team at Scotiabank.Job DescriptionThe successful candidate will be responsible for providing exceptional service to high-net-worth clients, building strong relationships with them, and identifying opportunities to increase revenue...
-
Regional Operations Director
3 weeks ago
Vancouver, British Columbia, Canada IG Wealth Management Full timeJob SummaryThe Regional Operations Director, Region Office Operations, is a key role within IG Wealth Management. This position oversees and manages the day-to-day administrative operations of a Region/Division Office, acting as a liaison between head office, consultants, and clients.About the RoleThis leadership position requires exceptional organizational...
-
Financial Director
2 weeks ago
Vancouver, British Columbia, Canada Vered Wealth Management (Canada)Company Limited Full timeJob SummaryWe are seeking an experienced Financial Director to lead our strategic investment initiatives in Canada. As a key member of our team, you will oversee market research studies, analyze data and information, and prepare reports to inform our investment decisions.
-
Compliance and Risk Management Director
2 weeks ago
Vancouver, British Columbia, Canada ZLC WEALTH INC. Full time $100,000 - $120,000ZLC Wealth Inc. is a leading wealth management company seeking a highly skilled Compliance and Risk Management Director to join our team. We offer a competitive salary of $120,000 per year.Job DescriptionThis role will involve supporting the President of ZLC Wealth Inc. in all aspects of the Compliance Division, including automating procedures, reviewing...
-
Senior Investment Director
3 weeks ago
Vancouver, British Columbia, Canada Vered Wealth Management (Canada)Company Limited Full timeAt Vered Wealth Management (Canada) Company Limited, we are seeking a highly skilled Senior Investment Director to lead our direct investment efforts. This is a challenging and rewarding role that requires a strong background in finance, strategic thinking, and excellent communication skills.About the RoleThe successful candidate will be responsible for...
-
Strategic Investment Director
3 weeks ago
Vancouver, British Columbia, Canada Vered Wealth Management (Canada)Company Limited Full timeJob Summary: We are seeking a highly experienced professional with a Master's degree and 5+ years of experience in finance to oversee market research, data analysis, and sales agreements for Vered Wealth Management (Canada)Company Limited.Main Responsibilities:Oversee market research studies and analyse data to inform business decisions.Prepare detailed...
-
Senior Wealth Management Co-op
2 weeks ago
Vancouver, British Columbia, Canada Nicola Wealth Full timeWe are an award-winning wealth management firm in Canada, dedicated to providing exceptional service to our high net worth clients.This role offers the opportunity to work with a dynamic and entrepreneurial team, supporting the Client Services Team in delivering administrative expertise and personalized client service.The ideal candidate will possess strong...
-
Philanthropy Development Specialist
2 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...
-
Vancouver, British Columbia, Canada Aviso Wealth Full timeRole OverviewWe are seeking a Strategic Sourcing Specialist to join our Strategy & Business Transformation team. As a key member of this team, you will play a vital role in establishing transparency and governance for Aviso's vendor management environment and ecosystem.ResponsibilitiesSupport the development and delivery of the sourcing strategy and...
-
Strategic Portfolio Manager
2 weeks ago
Vancouver, British Columbia, Canada ENOCH WEALTH INC. Full timeAt Enoch Wealth Inc., we are seeking a highly skilled Strategic Portfolio Manager to join our team. As a key member of our investment team, you will be responsible for managing and analyzing investment portfolios for our clients.About the RoleWe are looking for an experienced investment analyst with a strong background in financial analysis and portfolio...
-
Compliance Officer for Wealth Management
4 days 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...
-
Strategic Financial Counselor
3 weeks ago
Vancouver, British Columbia, Canada Nicola Wealth Full timeWealth Planning and Investment Management ExpertAt Nicola Wealth, we strive to provide exceptional service to our clients. Our team of experts is dedicated to delivering comprehensive wealth planning and investment management solutions.Key ResponsibilitiesLeverage your technical planning and client relationship skills to build a business within Nicola...
-
Strategic Wealth Advisor
2 weeks ago
Vancouver, British Columbia, Canada Scotiabank Full timeCompany OverviewScotiabank is a purpose-driven winning team committed to results, in an inclusive and high-performing culture.Job SummaryAs a Strategic Wealth Advisor at Scotiabank, you will focus on developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. You will prioritize delivering...
-
Senior Investment Director
4 weeks ago
Vancouver, British Columbia, Canada Vered Wealth Management (Canada)Company Limited Full timeSenior Investment DirectorAt Vered Wealth Management (Canada)Company Limited, we seek an exceptional Senior Investment Director to lead our investment operations. As a key member of our team, you will be responsible for overseeing market research studies, analyzing data, and preparing reports. Your expertise will also be essential in drawing up sales...
-
Strategic Insurance Consultant
1 week 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...
-
Regional Manager for Wealth Solutions
3 weeks ago
Vancouver, British Columbia, Canada Vancity Full timeA Key Role in Wealth SolutionsDeveloping and executing strategies to deliver quality investment and financial advice aligned with Vancity Values and Vision.Achieving AUM growth, net earnings, and referral objectives for the wealth solutions business line.Maintaining relationships with key partners to optimize service levels and maximize earnings.Building a...