20 meilleures offres (financial advisor, maple ridge, bc) (à pourvoir)

Associate Investment Advisor
Harbourfront Wealth Management —Vancouver, BC
- De 100 000 $ à 150 000 $ par an
- Travail hybride
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Outlook
Postuler rapidement
Financial Planner-Langley
TD Bank —Langley, BC
- De 60 000 $ à 70 000 $ par an
- Temps plein
- Vente
- Service à la clientèle
- Finance
- Congés payés
il y a 9 jours
Financial Advisor
Envision Financial, a division of First West Credit Union —Delta, BC
- De 52 400 $ à 65 600 $ par an
- Temps plein
- Microsoft Office
- Services financiers
Financial Advisor
Royal Bank of Canada —Surrey, BC
- Temps plein
- Vente
- Finance
- Compétences en informatique
il y a 1 jour
Senior Financial Advisor
Envision Financial, a division of First West Credit Union —Langley, BC
- De 56 800 $ à 72 800 $ par an
- Temps plein
- Microsoft Office
- Mentorat
- Services financiers
Financial Associate
Coast Capital Savings —Langley, BC
- De 56 300 $ à 67 600 $ par an
- Temps plein
- Travail hybride
- Finance
- Développement commercial
- Services financiers
il y a 5 jours
Financial Advisor - Willoughby Town Center Branch - Langley, BC
Scotiabank —Langley, BC
- Vente
- Service à la clientèle
- Services financiers
Banking advisor
National Bank of Canada —Coquitlam, BC
- De 49 000 $ à 60 700 $ par an
- Temps plein
- Anglais
- Esprit d'analyse
- Services financiers
- Programmes de Bien-être
- Programme d'Aide aux Employés
Financial Planner- Surrey
TD Bank —Surrey, BC
- De 60 000 $ à 70 000 $ par an
- Temps plein
- Vente
- Service à la clientèle
- Finance
- Congés payés
il y a 9 jours
Financial Solutions Specialist - Aldergrove Branch
Beem Credit Union —Langley, BC
- De 67 700 $ à 73 000 $ par an
- Logiciels de GRC/CRM
- Vente
- Finance
- Assurance Invalidité
- Assurance Dentaire
il y a 5 jours
Business Banking Advisor
Envision Financial, a division of First West Credit Union —Surrey, BC
- De 64 400 $ à 82 500 $ par an
- Temps plein
- Développement commercial
- Baccalauréat
- Services financiers
Personal Banker Trainee
TD Bank —Coquitlam, BC
- De 52 700 $ à 74 400 $ par an
- Temps plein
- Microsoft Office
- Diplôme d'études secondaires
- Baccalauréat
- Congés payés
il y a 5 jours
Relationship Manager Career Opportunities
Prospera Credit Union —Surrey, BC
- De 54 000 $ à 67 500 $ par an
- Services financiers
- Compétences en communication
Postuler rapidement
Associate, Financial Planning
Royal Bank of Canada —Surrey, BC
- Temps plein
- Finance
- Compétences en informatique
- Services financiers
il y a 11 jours
Banking Advisor
Royal Bank of Canada —Surrey, BC
- Temps plein
- Vente
- Compétences en informatique
- Services financiers
RBC Financial Planning Networking Event - Langley, BC
Royal Bank of Canada —Langley, BC
- Temps plein
- Services financiers
Investment Advisor
Royal Bank of Canada —Surrey, BC
- Temps plein
- Développement commercial
- Services financiers
- Affaires
il y a 11 jours
Virtual Relationship Manager (Hybrid)
Prospera —Surrey, BC
- De 54 000 $ à 67 500 $ par an
- Horaire rotatif
- Travail hybride
- Vente
- Services financiers
- Compétences en communication
Postuler rapidement
Senior Personal Banker Trainee - Investing
TD Bank —Mission, BC
- De 59 500 $ à 84 000 $ par an
- Temps plein
- Finance
- Diplôme d'études secondaires
- Développement commercial
- Congés payés
Financial Advisor, Investment & Retirement Planning - Nordel Crossing, Surrey Branch
Scotiabank —Surrey, BC
- Vente
- Services financiers

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Associate Investment Advisor

Harbourfront Wealth Management -
Vancouver, BC

Postuler rapidement

Détails du poste

De 100 000 $ à 150 000 $ par an

Profil recherché

Microsoft Powerpoint
Microsoft Word
Investissement
Développement des relations avec la clientèle
Microsoft Outlook
Préparation de documents
Service à la clientèle
Développement des relations avec la clientèle
Esprit d'analyse
Service à la clientèle
Orientation axée sur le service à la clientèle
Sens de l'organisation
Services financiers
Cours sur le commerce des valeurs mobilières au Canada (CCVM)
Gestion des comptes
Compétences en communication
Interaction avec les clients

Description complète du poste

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 $16 billion in assets under administration, comprised of five integrated entities: CIRO dealer, investment counsel, asset manager, U.S. Registered Investment Advisor (RIA) and insurance company.

Coast Water Private Wealth is an advisory practice within Harbourfront Wealth Management, leveraging the strength and resources of the broader platform while delivering independent, client-focused, and highly personalized wealth management solutions to high-net-worth individuals.

Career opportunity:
If you're an ambitious advisor ready to grow fast and think big, we want you on our team. Coast Water Private Wealth, a well-established and growing advisory practice, is seeking a driven Associate Investment Advisor to join the team. The ideal candidate manages a book of business between $10M and $30M in assets and is looking for support to continue growing. Advisors are empowered to operate independently while benefiting from Harbourfront’s open-architecture platform, including access to Canadian and U.S. securities and alternative investments.
As the practice continues to expand, there are opportunities for increased responsibility, specialization in advanced wealth planning, and involvement in broader firm initiatives. The successful candidate will be self-motivated with a strong desire to grow into future opportunities.

You will be responsible for:

Collaborating closely with key principals of the practice to support and strengthen client relationships by liaising with clients, responding to inquiries, and proactively solving problems.
Preparing monthly, quarterly, and annual reports, draft client correspondence, and take ownership of assigned projects.
Processing and following up on security transactions, transfers, and related documentation.
Managing a book of business with oversight and support from Lead Advisors.
Contributing to the creation of holistic wealth management plans in partnership with the advisory team.
Performing additional duties and support tasks as assigned.

The ideal candidate for this position has:

CIRO Licensing as a Registered Representative or successful completion of the Canadian Securities Course and the Conduct and Practices Handbook is required.
A current book of business between $10M and $30M in assets under management and is seeking support to grow further is required.
3 years of previous experience at a financial services firm.
Willingness to complete the LLQP to obtain insurance license within 1 year.
Proficiency in Financial Planning and the development of comprehensive financial plans (Experience with Conquest software is an asset).
Strong understanding of investments and investment strategies.
High attention to detail and accuracy.
Excellent verbal and written communication skills.
Exceptional interpersonal skills, independence, and a strong sense of initiative to identify opportunities to add value.
Superior customer service skills.
Strong work ethic with a team-first mindset.
Demonstrated ability to learn quickly, results-driven, and thrive within a fast-paced environment.
Strong analytical, problem-solving, and effective organizational skills to prioritize, multitask, work within time constraints, and follow-up.
Strong technical abilities, proficiency with MS Office applications: Word, Excel, PowerPoint & Outlook.
Motivation for growth on the team.
Ability to work in a team environment and demonstrate a professional and friendly manner.

Salary Range: $100,000 - $150,000 per annum (actual salary offered will be commensurate with book value, education, experience, and internal parity).

Diversity and Inclusion
Diversity is an important value to us. We are committed to providing equal opportunities in employment and to providing a workplace which is free from discrimination and harassment. This means that all job applicants and employees will receive equal treatment regardless of race, colour, ethnic or national origins, sex, marital status, disability, age, sexual orientation, religion, or belief.

#HFW

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financial advisor emplois - maple ridge, bc

Associate Investment Advisor

Financial Planner-Langley

Financial Advisor

Financial Advisor

Senior Financial Advisor

Financial Associate

Financial Advisor - Willoughby Town Center Branch - Langley, BC

Banking advisor

Financial Planner- Surrey

Financial Solutions Specialist - Aldergrove Branch

Business Banking Advisor

Personal Banker Trainee

Relationship Manager Career Opportunities

Associate, Financial Planning

Banking Advisor

RBC Financial Planning Networking Event - Langley, BC

Investment Advisor

Virtual Relationship Manager (Hybrid)

Senior Personal Banker Trainee - Investing

Financial Advisor, Investment & Retirement Planning - Nordel Crossing, Surrey Branch

Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : financial advisor (maple ridge, bc)

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