📑 Description : This job is responsible for working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Key responsibilities i ...
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📑 investment advisor - personal financesVerifiedSalary74,000annually/37.5 hours per weekTerms of employmentTerm or contract (ending: 2026-06-30) Full timeDay, Evening, NightStart date Starts as soon as2024-07-01to2026-06-30VerifiedSourceJob Bank#2818614OverviewLanguagesEducationExperience5 years or moreWork settingHead off ...
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📑 Job Summary Job Description What is the opportunity? As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients by adding value in the moments that matter to them. You provide your clients with proactive, professional advice ...
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📑 Job Description What is the opportunity? As an integral member of the RBC Family Office Services team, your role as a Financial Planning Specialist is to work with our advisors to deliver comprehensive, customized financial plans to High Net Worth (HNW) clients of RBC Wealth Management. As a valued partner, you wi ...
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📑 Director/External Wholesaler (Vancouver area) page is loadedRegional Director/External Wholesaler (Vancouver area)ApplylocationsVancouvertime typeFull timeposted onPosted Yesterdayjob requisition idR-02742Business Unit: North America Advisor & Intermediary SolutionsJob Description:Regi ...
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📑 49th Parallel Roasters is Canada’s pioneer in specialty coffee and we are looking for a Director of Finance to join our team. A bit about who we are: 49th Parallel Roasters was founded in 2004 and is considered Canada’s leading specialty coffee roaster, with five cafes located in the Lower Mainland and Montreal, and strong wholesale cafe, specialty ...
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📑 Advisor, IG Wealth Management, Corporate Channel Location(s): Vancouver IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements. The company provides a broad range of financial planning and investment management se ...
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📑 A career as a Senior Private Wealth Advisor in the Private Banking 1859 team means acting as a preferred financial specialist for wealthy clients. This job allows you to have a positive impact on our organization, thanks to your skills in providing exceptional customer service, your ability to build strong trusting relationships, and your knowledge ...
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📑 A career as a Senior Private Wealth Advisor in the Private Banking 1859 team means acting as a preferred financial specialist for wealthy clients. This job allows you to have a positive impact on our organization, thanks to your skills in providing exceptional customer service, your ability to build strong trusting relationships, and your knowledge ...
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📑 A career as a Senior Private Wealth Advisor in the Private Banking 1859 team means acting as a preferred financial specialist for wealthy clients. This job allows you to have a positive impact on our organization, thanks to your skills in providing exceptional customer service, your ability to build strong trusting relationships, and your knowledge ...
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📑 Advisor, IG Wealth Management, Corporate ChannelLocation(s): VancouverIGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements. The company provides a broad range of financial planning a ...
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📑 Job Summary Job Description What is the opportunity? As part of RBC Global Asset Management, PH&N Investment Services extends the 50+ year reputation of Phillips, Hager & North for exceptional client service, trusted advice and low fees. Our remarkable culture, focus on collaboration, teamwork, ...
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📑 Job Description What is the opportunity?RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.As ...
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📑 Senior Private Banking Associate page is loadedSenior Private Banking AssociateApplylocationsVancouver, BCtime typeFull timeposted onPosted 2 Days Agojob requisition id2408401We’re building arelationship-orientedbank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.At CIBC, ...
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📑 Education: Expérience: EducationBachelor's degreeWork settingHead officeTasksIdentify clients' financial goals and objectivesAnalyze clients' financial recordsDevelop financial plans for clientsMake recommendations concerning cash management, insurance ...
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📑 Position Title: Administration AssistantStart Date: ASAPEnd Date: August. 2024Length of Contract: 3 monthsLocation: VancouverHours : 8am to 3pm (On site)Pay Rate: $21.00Job DescriptionSupports the branch and team sales and service objectives by providing administrative assistance to deliver an exceptional customer experience. Works collaboratively ...
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📑 Position Title: Administration Assistant Start Date: ASAP End Date: August. 2024 Length of Contract: 3 months Location: Vancouver Hours : 8am to 3pm (On site) Pay Rate: $21.00 Job Description Supports the branch and team sales and service objectives by providing administrative assistance to deliver an exceptional customer experience. Works collabo ...
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📑 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Financial Consultant you will contribute to the overall success of MD Wealth in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. En ...
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📑 Position Title: Administration AssistantStart Date: ASAPEnd Date: August. 2024Length of Contract: 3 monthsLocation: VancouverHours : 8am to 3pm (On site)Pay Rate: $21.00Job DescriptionSupports the branch and team sales and service objectives by providing administrative assistance to deliver an exceptional customer experi ...
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📑 Job Summary Job Description Grow your business, your way - with RBC As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you've dreamed of starting your own business, but haven't had the training, support, and res ...
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📑 <img src=data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAQMAAABICAYAAADyOZDQAAAAAXNSR0IArs4c6QAAAARnQU1BAACxjwv8YQUAAAAJcEhZcwAADsMAAA7DAcdvqGQAABxuSURBVHhe7Z0HmBRF2sf/0z1xZ5ddktnPnM5TkBM5URARA2Ii6JlQVIwgJgRRznDqiadySBADqBg4VMSsKIIgICbO7OmJOZ0IsrC7k7vne/8107s9Y ...
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📑 Job DescriptionYVR is a place of connection, bringing together people, places and cargo while ensuring a safe and efficient experience for everyone.Position overview The Vancouver Airport Authority has an opening for a permanent, full-time Asset Investment Planner in the Asset Management Department, reporting to the Manager, Asset Strategy & Planni ...
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📑 WHO WE AREOdlum Brown Financial Services Limited is a wholly owned subsidiary of Odlum Brown Limited (Odlum Brown) that provides financial planning, retirement, tax and estate planning, and insurance products exclusively to Odlum Brown clients.Anchored in our purpose to help clients achieve their financial goals, Odlum Brown has remained an indepen ...
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📑 WHO WE AREOdlum Brown Financial Services Limited is a wholly owned subsidiary of Odlum Brown Limited (Odlum Brown) that provides financial planning, retirement, tax and estate planning, and insurance products exclusively to Odlum Brown clients.Anchored in our purpose to help clients achieve their financial goals, Odlum Brown has remained an ind ...
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📑 Description Are you looking to join a team that is recognized for innovation, excellence and industry-leading service? We are looking for an Inside Insurance Wholesaler to resource and partner with some of the brightest wholesaling minds. Manulife’s Retail Markets business unit is a leading provider of insuran ...
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📑 DescriptionAdvisory AssociateAs an Advisory Associate, you are essential in cultivating client relationships. Your organizational and relationship management skills support the success of you and your Financial Advisor, and the financial well-being of our clients. You have working experience with both investments and credit products and conside ...
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📑 WHO WE AREOdlum Brown Financial Services Limited is a wholly owned subsidiary of Odlum Brown Limited (Odlum Brown) that provides financial planning, retirement, tax and estate planning, and insurance products exclusively to Odlum Brown clients.Anchored in our purpose to help clients achieve their financial goals, Odlum Brown has remained an indepen ...
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📑 WHO WE AREOdlum Brown Financial Services Limited is a wholly owned subsidiary of Odlum Brown Limited (Odlum Brown) that provides financial planning, retirement, tax and estate planning, and insurance products exclusively to Odlum Brown clients.Anchored in our purpose to help clients achieve their financial goals, Odlum Brown has remained an indepen ...
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📑 Qualifications, Skills, Experience and Personal Attributes:Completion of CPA designation with a minimum of 5 years post-designation in Public Practice.Significant audit and assurance experience working with Canadian Auditing Standards. Experience with US Audit Standards (PCAOB and AICPA) and internal controls is an asset.Strong public compa ...
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📑 Qualifications, Skills, Experience and Personal Attributes: Completion of CPA designation with a minimum of 5 years post-designation in Public Practice. Significant audit and assurance experience working with Canadian Auditing Standards. Experience with US Audit Standards (PCAOB and AICPA) and internal controls is an asset. Strong public company ...
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📑 WHO WE AREOdlum Brown Financial Services Limited is a wholly owned subsidiary of Odlum Brown Limited (Odlum Brown) that provides financial planning, retirement, tax and estate planning, and insurance products exclusively to Odlum Brown clients.Anchored in our purpose to help clients achieve their financial goals, Odlum Brown has remained an ind ...
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📑 Job Summary< ...
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📑 Work Term: PermanentWork Language: EnglishHours: 40 to 50 hours per weekEducation: Bachelor's degreeExperience: 5 years or moreAsset languagesMandarinCantoneseTasksIdentify clients' financial goals and objectivesSupervise staffAnalyze clients' ...
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📑 Job Description : MANDATE The role is responsible for providing national leadership and delivery of group RSP sales and sales support, primarily through the P&C channel. The position assists GAM’s P&C channel distribution teams in managing group RSP prospects, sales and on boarding. The role is account ...
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📑 <img src=data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAQMAAABICAYAAADyOZDQAAAAAXNSR0IArs4c6QAAAARnQU1BAACxjwv8YQUAAAAJcEhZcwAADsMAAA7DAcdvqGQAABxuSURBVHhe7Z0HmBRF2sf/0z1xZ5ddktnPnM5TkBM5URARA2Ii6JlQVIwgJgRRznDqiadySBADqBg4VMSsKIIgICbO7OmJOZ0IsrC7k7vne/8107s9Y ...
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📑 Job Summary< ...
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📑 Durée de l'emploi: PermanentLangue de travail: AnglaisHeures de travail: 30 to 40 hours per weekEducation: Expérience: EducationBachelor's degreeAsset languagesFilipino; PilipinoTasksIdentify clients' financial goals and objectivesPlan, set up ...
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📑 Job Description : Req#JR00034430 FC069Greater Vancouver What’s holding you back from building your own business? Take control of your life and determine your own success. Enjoy financial independence and work life balance. As a Sun Life advisor, you’ll receive exceptional training and support to help build your b ...
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📑 BCLC exists to generate win-wins for the greater good. For our people, our players, our province, and our planet. Lottery | Casino | Sports Being a social purpose company, we are not only able to better align our business decisions with our purpose, but more importan ...
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📑 YVR is a place of connection, bringing together people, places and cargo while ensuring a safe and efficient experience for everyone.Position overviewThe Vancouver Airport Authority has an opening for a permanent, full-timeAsset Investment Plannerin the Asset Management Department, reporting to the Manager, Asset Strategy & Planning. The successful ...
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📑 <img src=data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAQMAAABICAYAAADyOZDQAAAAAXNSR0IArs4c6QAAAARnQU1BAACxjwv8YQUAAAAJcEhZcwAADsMAAA7DAcdvqGQAABxuSURBVHhe7Z0HmBRF2sf/0z1xZ5ddktnPnM5TkBM5URARA2Ii6JlQVIwgJgRRznDqiadySBADqBg4VMSsKIIgICbO7OmJOZ0IsrC7k7vne/8107s9Y ...
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📑 Supports the delivery of an exceptional customer experience to private banking clients. Provides a superior level of courteous, knowledgeable and professional service to all existing and potential clients displaying a comprehensive knowledge of products. Recognizes the appropriate time to proactively identify and discuss clients’ needs and works co ...
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📑 !*! At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together.Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.Branch Manager, RJLUHow does the role imp ...
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📑 Our client is the corporate head office of a publicly traded distribution company with branch locations across Canada. We are looking for a Treasury Manager to oversee the treasury function including, planning and execution of day-to-day and period-end corporate treasury activities, including managing the Company's cash flow forecasts, identifying ...
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📑 Education: Bachelor's degreeExperience: Experience an assetFinance, generalTasksEvaluate financial riskUse portfolio management softwareExamine and analyze financial and investment information (profiles of companies, stock or bond prices, yields and future trends)Analyze investm ...
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📑 Job Description What is the opportunity? RBC Family Office Services (FOS) is looking to add experienced Business Owner Specialists to the team. As a member of HNW Planning Services team, you’ll join a team of diverse, highly accredited and experienced lawyers, accountants and business valuation subject matter expe ...
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📑 Job Category: ZBanking DNU Requisition Number: BRANC002490 Apply now Posted : April 2, 2024 Full-Time Locations Showing 1 location DescriptionTEAM LOCAL is hiringBuilt on more than 75 years of service in local communities,ProsperaCredit Union is a community-based, purpose-driven organization that offers a full range of financial prod ...
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📑 ScotiaMcLeod Administrative Associate - Vancouver Requisition ID: 198331 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative appro ...
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📑 Job Category:ZBanking DNURequisition Number:BRANC002490Apply nowPosted : April 2, 2024Full-TimeLocationsShowing 1 locationDescriptionTEAM LOCAL is hiringBuilt on more than 75 years of service in local communities,ProsperaCredit Union is a community-based, purpose-driven organization that offers a full range of financial ...
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