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Scotiabank

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Insurance Sales Associate, Scotia Wealth Management - Vancouver...
Seen active today Posted Jul 24
Vancouver, Canada Entry

Role highlights

  • Education, Experience and Other Information: Supporting Senior Insurance Consultants and Insurance Consultants along with other Scotia Weal…
  • Strong analytical skills and proficiency with Excel & PowerPoint University degree or equivalent LLQP would be a strong asset Knowledge…

Scotiabank

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Private Banker
Seen active today Posted Jul 20
Vancouver, Canada Mid

Role highlights

  • Purpose: This position focuses on generating new and deepening existing high value Wealth Management client relationships.
  • Drive internal and external business development, maintaining a strong market profile with partners, COIs and other business channels: Acti…

Hubinternational

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Wealth Management & Insurance Planning Specialist
Seen active today Posted Jun 18
Vancouver, Canada Entry Full Time

Role highlights

  • About The Role As a Wealth Management & Insurance Planning Specialist, you will play a vital role in growing and…
  • Specializing in life insurance, investments, and wealth management, we provide independent financial advisors with a wide range of products…

Hubinternational

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Wealth Management & Insurance Planning Specialist
Seen active today Posted Jun 15
Vancouver, Canada Mid Full Time

Role highlights

  • Specializing in life insurance, investments, and wealth management.
  • Wealth Management & Insurance Planning Specialist Wealth Management & Insurance Planning Specialist (Hybrid) Vancouver, BC Hub Financial, a…

Royal Bank of Canada

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Senior Manager, Wealth Management Internal Audit
Seen active today Posted Aug 14
Vancouver, Canada Senior Full Time

Role highlights

  • In-depth knowledge of Wealth Management business, functions, and risk landscape.
  • In this position, you will support the Director of Internal Audit to deliver independent, objective assessments of risk management effectiv…

Royal Bank of Canada

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Manager, Wealth Management Internal Audit
Seen active today Posted Jul 23
Vancouver, Canada Mid Full Time

Role highlights

  • Knowledge of Wealth Management business and functions.
  • Keep abreast of organizational, regulatory, product, strategic and financial changes and / or trends impacting Wealth Management business p…

Scotiabank

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Associate Private Banker, Vancouver (Mandarin/English Speaking)
Seen active today Posted Jul 16
Vancouver, Canada Entry

Role highlights

  • Opportunity to make a significant impact to the customer & team, while developing your business & relationship management skills to…
  • We would love to work with you if you have: Thorough knowledge of Retail Bank products, systems and services as…

Royal Bank of Canada

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Insurance Advisor Life, Health & Wealth
Seen active today Posted Jul 10
Vancouver, Canada Entry Full Time

Role highlights

  • As an accredited Life, Health & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing…
  • Connect with clients through discovery to better understand their life events and offer comprehensive insurance and financial advice that a…

Bank of Montreal

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Personal Banker
Seen active today Posted Aug 18
Richmond, Canada Mid Full Time C$38.5k-71k/yr

Role highlights

  • Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in…
  • Experience in financial services is an asset.

CIBC World Markets Inc (Canada)

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Client Associate (IR licensed) CIBC Wood Gundy
Seen active yesterday Posted Aug 17
Vancouver, Canada Entry Full Time C$50.8k-59.4k/yr

Role highlights

  • As a Client Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios…
  • Work closely with Investment Advisors to support business development activities and assist in the building of investment plans based on…

Canadian Imperial Bank of Commerce (Canada)

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Financial Service Representative
Seen active yesterday Posted Aug 14
Vancouver, Canada Entry Full Time

Role highlights

  • Use your knowledge of cash management, credit, investment and wealth protection to help clients meet their goals.
  • As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provid…

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CI Investments Inc.

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Licensed Associate Advisor
Seen active yesterday Posted Aug 11
Vancouver, Canada Entry Full Time

Role highlights

  • Collaborate with wealth managers and other financial professionals to ensure clients receive comprehensive financial advice.
  • The ideal candidate will assist in managing client portfolios, developing financial strategies, and providing exceptional support to our We…

Aviso Wealth

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New Accounts Administrator, Temporary
Seen active 2 days ago Posted Aug 6
Vancouver, Canada Entry Temporary C$46k-55k/yr

Role highlights

  • Reporting to the Supervisor, Account Opening and Specialized Accounts, the New Account Administrator is responsible for the day-to-day proc…
  • The New Account Administrator interacts daily with others within the Operations team as well as with our dedicate advisor service…

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Hiive

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Senior Associate, Institutional Sales
Seen active today Posted Jul 23
Vancouver, Canada Senior Full Time

Role highlights

  • As a Senior Associate, Institutional Sales , you will play a critical role in driving Hiive’s growth by sourcing, developing,…
  • Have a proven track record of success in business development, institutional sales, investment banking, mutual fund sales, or related clien…

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EQ Bank | Equitable Bank

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Senior Regional Business Manager - Estate and Trust
Seen active today Posted Jul 22
Vancouver, Canada Senior Full Time

Role highlights

  • The position acts as a subject matter expert for Wealth partners when presenting to their clients.
  • The Core Responsibilities Sells and supports sales targets for estate and trust solutions: Responds to inquiries regarding personal trust o…

Manulife

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Client Relationship Manager
Seen active today Posted Jul 21
Vancouver, Canada Mid Full Time

Role highlights

  • The CRM is a key field office relationship management role supporting the overall client experience and retention of corporate clients…
  • The CRM is accountable to support the sales team by participating in formal and informal presentations promoting our capabilities and…

First West Careers

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Member Advisor (Ladner Branch)
Seen active 2 days ago Posted Jul 14
Delta, Canada Entry

Role highlights

  • By recognizing each member’s life stage, the Member Advisor offers tailored financial solutions or refers to the appropriate advisor, foste…
  • The Member Advisor delivers front line service by identifying and responding to member needs through thoughtful financial conversations.

Aon Corporation

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Senior Retirement Consultant, Canada Wealth Solutions Practice
Seen active today Posted Jul 7
Vancouver, Canada Senior Full Time

Role highlights

  • Do you want to apply and further develop your strategic advisory skills within a growing team focused on plan design,…
  • You will work with some of Canada's most sophisticated organizations across the public, private and multi-employer sectors, building truste…

Marsh

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FINPRO Senior Client Advisor
Seen active today Posted May 25
Vancouver, Canada Senior

Role highlights

  • Develop an understanding of the clients’ business strategic priorities, risk strategies and risk management needs and provides advice accor…
  • What you need to have: 15 + years experience in the Insurance Industry Experience working with, and managing, large, complex,…

Fidelity Investments Canada ULC

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Wealth Associate
Seen active 3 days ago Posted Apr 28
Vancouver, Canada Entry Full Time $79k-90k/yr

Role highlights

  • What We Do The Wealth Associate is responsible for advisor support, client on-boarding, sales support and administration.
  • As a Wealth Associate, you will oversee various tasks from Fidelity Head Office and clients, while also incorporating responsibilities list…

Hubinternational

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Transfer Specialist
Seen active today Posted Apr 15
Vancouver, Canada Intern Full Time

Role highlights

  • Specializing in life insurance, investments, and wealth management, we provide independent financial advisors with a wide range of products…
  • Prepare and submit transfer forms to brokers and insurance companies Support transfer investigations and resolve discrepancies as they aris…

Richardson Wealth Ltd

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VP, Advisor Experience & Programs
Seen active 3 days ago Posted Aug 16
Vancouver, Canada Senior

Role highlights

  • Position Overview Working with the SVP, Head of Advisor Experience & Growth, this role leads the development and creation of…
  • The VP will design and execute strategic initiatives in support of Distribution Leadership, translating business priorities into scalable e…

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Investia Financial Services Inc.

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Corporate Branch Manager
Seen active 2 days ago Posted Aug 7
Vancouver, Canada Mid Full Time C$84.7k/yr

Role highlights

  • As a Corporate Branch Manager, you will play a key role in overseeing advisor activities, supporting compliance operations, being a…
  • Participate in compliance-related projects and initiatives that support continuous improvement and regulatory excellence. _________________…

Orbis Investments (Canada) Limited

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Client Operations Specialist
Seen active yesterday Posted Jun 30
Vancouver, Canada Mid Full Time C$60k/yr

Role highlights

  • Conducting core operations processes related to our transfer agency functions including, but not limited to, Know Your Client (KYC) process…
  • Proactively communicating with clients and other stakeholders (e.g., providing information about the Orbis Funds, participating in client o…

Agentis Capital Advisors

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Analyst, Asset Management Services
Seen active yesterday Posted Apr 25
Vancouver, Canada Mid Full Time

Role highlights

  • The Opportunity As an integral member of the Asset Management Services team, you will be challenged to accept increasing levels…
  • Agentis Capital Advisors is a business segment of Agentis Capital Partners, which operates a synergistic platform across four main business…