Wealth Management Operations Lead

1 day ago

Surrey, Canada Vancity Full time

A leading credit union in Metro Vancouver is seeking a Team Manager for the SWM Advisory Admin team. This role requires a minimum of 5 years of experience in wealth management operations and at least 2 years of leadership experience. You will manage a diverse team, ensuring operational excellence while fostering collaboration and delivering exceptional member experiences. A thorough understanding of risk management and proficiency in MS Office are essential. Competitive salary, generous vacation, and comprehensive benefits package offered.#J-18808-Ljbffr

  • Wealth Management Operations Lead

    2 days ago

    Surrey, Canada Vancity Full time

    A leading credit union in Metro Vancouver is seeking a Team Manager for the SWM Advisory Admin team. This role requires a minimum of 5 years of experience in wealth management operations and at least 2 years of leadership experience. You will manage a diverse team, ensuring operational excellence while fostering collaboration and delivering exceptional...

  • Remote Advisor

    4 weeks ago

    Quebec, Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Victoria, Surrey, Halton Hills, London, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada IG Wealth Management Full time

    A leading wealth management firm in Quebec City is seeking an Advisor for the Corporate Channel. This remote position requires securities licensing and 3+ years of client-facing financial planning experience. Candidates must be proficient in digital tools, with a strong emphasis on relationship building and customer service. Bilingualism in French and...

  • Administrative Assistant

    1 week ago

    South Surrey, Canada Harbourfront Wealth Management Full time

    Who we are: Harbourfront Wealth is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing wealth management firm with over $14 billion in assets under administration, comprised of five integrated entities: CIRO dealer, investment counsel, asset manager, U.S. Registered Investment Advisor (RIA) and insurance...

  • Administrative Assistant

    1 week ago

    South Surrey, Canada Harbourfront Wealth Management Full time

    Who we are: Harbourfront Wealth is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing wealth management firm with over $14 billion in assets under administration, comprised of five integrated entities: CIRO dealer, investment counsel, asset manager, U.S. Registered Investment Advisor (RIA) and insurance...

  • Administrative Assistant

    7 days ago

    Surrey, BC, Canada Harbourfront Wealth Management Full time €18

    Who we are: Harbourfront Wealth is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing wealth management firm with over $14 billion in assets under administration, comprised of five integrated entities: CIRO dealer, investment counsel, asset manager, U.S. Registered Investment Advisor (RIA) and insurance...

  • Administrative Assistant

    5 days ago

    Surrey, BC, Canada Harbourfront Wealth Management Full time €18

    Who we are: Harbourfront Wealth is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing wealth management firm with over $14 billion in assets under administration, comprised of five integrated entities: CIRO dealer, investment counsel, asset manager, U.S. Registered Investment Advisor (RIA) and insurance...

  • Administrative Assistant

    1 week ago

    Surrey, BC, Canada Harbourfront Wealth Management Full time €18

    Who we are: Harbourfront Wealth is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing wealth management firm with over $14 billion in assets under administration, comprised of five integrated entities: CIRO dealer, investment counsel, asset manager, U.S. Registered Investment Advisor (RIA) and insurance...

  • Administrative Assistant

    7 days ago

    Surrey, Canada Harbourfront Wealth Management Full time

    Who we are:Harbourfront Wealth is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing wealth management firm with over $14 billion in assets under administration, comprised of five integrated entities: CIRO dealer, investment counsel, asset manager, U.S. Registered Investment Advisor (RIA) and insurance...

  • Administrative Assistant

    1 week ago

    surrey, Canada Harbourfront Wealth Management Full time

    Who we are:Harbourfront Wealth is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing wealth management firm with over $14 billion in assets under administration, comprised of five integrated entities: CIRO dealer, investment counsel, asset manager, U.S. Registered Investment Advisor (RIA) and insurance...

  • Administrative Assistant

    1 week ago

    South Surrey, British Columbia, Canada Harbourfront Wealth Management Full time $28,000 - $62,400 per year

    Who we are:Harbourfront Wealth is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing wealth management firm with over $14 billion in assets under administration, comprised of five integrated entities: CIRO dealer, investment counsel, asset manager, U.S. Registered Investment Advisor (RIA) and insurance...