20 meilleures offres (client advisor, vancouver, bc) (à pourvoir)

Associate Investment Advisor
Canaccord Genuity Corp. —Vancouver, BC
- De 45 000 $ à 50 000 $ par an
- Temps plein
- Salesforce
- Microsoft Office
- Développement commercial
Personal Lines Insurance Advisor
Johnston Meier Insurance Agencies Group —Coquitlam, BC
- De 45 000 $ à 65 000 $ par an
- Temps plein
- Microsoft Word
- Microsoft Excel
- Service à la clientèle
- Assurance Invalidité
- Assurance Dentaire
Postuler rapidement
Service Advisor
North Shore Kia —North Vancouver, BC
- De 85 000 $ à 100 000 $ par an
- Temps plein
- Service à la clientèle
- En présentiel
- Compétences en communication
- Réductions Tarifaires
- Assurance Dentaire
Postuler rapidement
il y a 11 jours
Client Service & Administrative Assistant (Wealth & Insurance)
Financial (Insurance and Investment) Firm —Richmond, BC
- De 18,25 $ à 25,00 $ de l’heure
- Temps plein
- Microsoft Word
- Logiciels de GRC/CRM
- Microsoft Excel
Postuler rapidement
Personal Lines Insurance Advisor
Johnston Meier Insurance Agencies Group —Vancouver, BC
- De 45 000 $ à 65 000 $ par an
- Temps plein
- Microsoft Word
- Microsoft Excel
- Vente
- Assurance Invalidité
- Assurance Dentaire
Postuler rapidement
Assistant Service Manager
North Shore Kia —North Vancouver, BC
- De 105 000 $ à 120 000 $ par an
- Temps plein
- Amélioration continue
- En présentiel
- Formation et développement
- Réductions Tarifaires
- Assurance Invalidité
Postuler rapidement
il y a 11 jours
Concierge - Seasonal Advisor
Aritzia —New Westminster, BC
- De 20 $ à 30 $ de l’heure
- Temps partiel
- Hospitalité
- Vente
- Anglais
Concierge – Seasonal Advisor
Aritzia —Vancouver, BC
- De 20 $ à 30 $ de l’heure
- Temps partiel
- Hospitalité
- Vente
- Anglais
Personal Lines Insurance Advisor
Johnston Meier Insurance Agencies Group —Richmond, BC
- De 45 000 $ à 65 000 $ par an
- Temps plein
- Microsoft Word
- Microsoft Excel
- Vente
- Assurance Invalidité
- Assurance Dentaire
Postuler rapidement
Scientific Client Advisor for Molecular Diagnostics Laboratory
SecuriGene Labs —Vancouver, BC
- De 50 000 $ à 80 000 $ par an
- Temps plein
- Anglais
- Baccalauréat
- En présentiel
- Assurance Dentaire
- Congés payés
Postuler rapidement
Investment Associate, Wealth Management
Canaccord Genuity Corp. —Vancouver, BC
- De 45 000 $ à 50 000 $ par an
- Temps plein
- Salesforce
- Microsoft Office
- Sens de l'organisation
Associate Financial Advisor
The Mindful Workplace —Colombie-Britannique
- De 40 000 $ à 45 000 $ par an
- Temps plein
- Finance
- Développement commercial
- Services financiers
- Congés payés
- Travail à domicile
Postuler rapidement
il y a 12 jours
Competitive Commission - Submortgage Broker (British Columbia)
Perch Mortgage Brokerage —Vancouver, BC
- De 150 000 $ à 200 000 $ par an
- Temps plein
- Télétravail
Postuler rapidement
Beauty Advisor
Drake International Inc —Richmond, BC
- De 19 $ à 23 $ de l’heure
- Fins de semaine au besoin
- Hospitalité
- Vente
- Service à la clientèle
Postuler rapidement
il y a 5 jours
Senior Client Advisor & Personal Shopper (Hermes Luxury Resale)
Rome station —Vancouver, BC
- De 24 $ à 28 $ de l’heure
- Temps partiel
- Vente
- Capacités de présentation
- En présentiel
Postuler rapidement
il y a 13 jours
Financial Advisor - CIRO MFD/AMF (Urban)
CIBC —West Vancouver, BC
- Temps plein
- Vente
- Développement commercial
- Services financiers
17 h
Financial Planner
Canaccord Genuity Corp. —Vancouver, BC
- De 75 000 $ à 85 000 $ par an
- Temps plein
- Capacités de présentation
- Compétences en communication
Advisor, Auto Insurance
Waypoint Insurance —Vancouver, BC
- À partir de 20 $ de l’heure
- Temps plein
- Logiciels de GRC/CRM
- Comptabilité
- En présentiel
- Assurance Dentaire
- Congés payés
Postuler rapidement
Insurance Advisor Life, Health & Wealth
Royal Bank of Canada —Vancouver, BC
- De 35 000 $ à 50 000 $ par an
- Temps plein
- Salesforce
- Anglais
- Développement commercial
- Régimes de participation aux bénéfices
Chief Financial Officer
OCAL Financial —Vancouver, BC
- De 150 000 $ à 180 000 $ par an
- Temps plein
- Google Suite
- SQL
- Scriptage
- Assurance Invalidité
- Assurance Dentaire
Postuler rapidement
il y a 4 jours

Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : client advisor (vancouver, bc)

En vous connectant à votre compte, vous acceptez les conditions d'utilisation, la politique relative aux fichiers témoins et la politique de confidentialité de SimplyHired.

Découvrir les offres d'emploi dans d'autres lieux

client advisor jobs near vancouver, bc

Chief Financial Officer (Vancouver, BC) : offres d'emploi

Concierge (Vancouver, BC) : offres d'emploi

Financial Advisor (British Columbia) : offres d'emploi

Service Manager (North Vancouver, BC) : offres d'emploi

Financial Planner (Vancouver, BC) : offres d'emploi

Insurance Advisor (Coquitlam, BC) : offres d'emploi

Concierge (New Westminster, BC) : offres d'emploi

Insurance Advisor (Vancouver, BC) : offres d'emploi

Beauty Advisor (Richmond, BC) : offres d'emploi

Client Advisor (Vancouver, BC) : offres d'emploi

Investment Consultant (Vancouver, BC) : offres d'emploi

Insurance Advisor (Richmond, BC) : offres d'emploi

Service Advisor (North Vancouver, BC) : offres d'emploi

Investment Associate (Vancouver, BC) : offres d'emploi

Chief Financial Officer (Quebec Province) : offres d'emploi

Chief Financial Officer (Kelowna, BC) : offres d'emploi

Fire Chief (Ontario) : offres d'emploi

Chief Financial Officer (Markham, ON) : offres d'emploi

Chief Revenue Officer (Toronto, ON) : offres d'emploi

Sun Life Financial (Waterloo, ON) : offres d'emploi

Associate Investment Advisor

Canaccord Genuity Corp. -
Vancouver, BC

Postuler dès maintenant

Détails du poste

Temps plein
De 45 000 $ à 50 000 $ par an

Profil recherché

Investissement
Prospection commerciale
Développement des relations avec la clientèle
Plateforme Salesforce
Salesforce
Développement des relations avec la clientèle
Microsoft Office
Développement commercial
Capacités de présentation
Pipeline de ventes
Orientation vers les ventes
Sens de l'organisation
Prospection
Services financiers
Consultation auprès de la clientèle
Compétences en communication
Interaction avec les clients
Marketing
Acquisition de clients

Description complète du poste

Salary Range: $45,000 to $50,000 plus commission

Who we are:

Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. CG is driven by an unwavering commitment to build lasting client relationships – we achieve this by generating value for our individual, institutional, and corporate clients through comprehensive wealth management solutions and investment banking services. We are a leading independent wealth management firm in Canada, and the leading mid-market provider of investment banking advisory, equity research, sales and trading services for corporations and institutions.

We pride ourselves on understanding our clients’ needs and providing innovative, bespoke solutions. Our entrepreneurial and friendly team will challenge you to learn and grow every day. We value excellence and collaboration. We’re looking for talented people who thrive in a dynamic environment and want to have an impact with innovative ideas and best practices.

At CG, we believe that diversity across our business strengthens our client relationships and enables more innovative solutions. We strongly encourage applications from all qualified individuals regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status. CG provides an accessible candidate experience. If you need any accommodations throughout the interview process and beyond, please let us know.

Our Canadian operation, Canaccord Genuity Corp., is currently looking for an energetic, detailed and organized individual to join our Wealth Management team in Vancouver. The successful candidate’s role will support a Wealth Management team in establishing and maintaining strong client relationships.

Responsibilities:

Working directly with a team of Investment Advisors where the focus is on client relationships and building a sustainable wealth management business;
Assist with keeping client Financial Plans updated and looking for opportunities;
Assist Investment Advisors with processing and confirming client transactions;
Deal directly with all clients, provide quotes and execute trading orders;
Maintain account lists and compile statistical information and reports;
Process and follow-up on client documentation for proper maintenance of accounts;
Assist with servicing existing clients;
Involvement in developing the wealth business using various marketing initiatives;
Perform additional administrative duties as required.

Skills & Qualifications:

Licensed as Registered Representative (RR) with the Canadian Investment Regulatory Organization (CIRO), and a well-rounded knowledge of the securities industry considered an asset;
5 years of related experience, with a well-rounded knowledge of the securities industry;
Excellent communication and interpersonal skills;
Proven ability to support new client acquisition and asset gathering through prospecting, referral development, networking, and professional follow-up;
Strong relationship-building skills with the ability to identify client needs, uncover opportunities, and position the team’s wealth management services in a clear and compliant manner;
Comfortable preparing for prospect meetings, conducting thoughtful discovery, documenting client goals, and coordinating timely next steps to help convert prospects into clients;
Ability to develop and maintain a disciplined pipeline of prospective clients, centres of influence, referrals, and follow-up activities;
Professional presentation skills, including the ability to communicate investment concepts, financial planning ideas, and the team’s value proposition to high-net-worth clients and prospects;
Excellent organizational skills, with a strong attention to detail;
Demonstrated ability to meet deadlines, take initiatives and multi-task;
Ability to work independently, and effectively with employees and clients at all levels;
Intermediate to advanced computer skills: good working knowledge of MS Office programs;
An interest in Financial Planning and/or Insurance would be beneficial;
Experience with Dataphile, Salesforce and netx360 would be an asset.

#LI-SK1 #LI-Onsite #INDHP

All applications will be held in strict confidence.

In order to be considered for employment, candidates selected for interviews will be required to show proof of citizenship, permanent residence or eligibility to work in Canada with no restrictions.

Protecting your online safety:

Canaccord Genuity and its affiliates do not use text messages for recruitment purposes. If you have received a text message claiming to be from CG or an authorized representative regarding job recruitment, please treat as fraudulent and do not respond.

We wish to thank all candidates for their interest but only those applicants selected for an interview will be contacted. No phone calls please. Thank you for your understanding.

Postuler dès maintenant

Affinez votre recherche

client advisor emplois - vancouver, bc

Associate Investment Advisor

Personal Lines Insurance Advisor

Service Advisor

Client Service & Administrative Assistant (Wealth & Insurance)

Personal Lines Insurance Advisor

Assistant Service Manager

Concierge - Seasonal Advisor

Concierge – Seasonal Advisor

Personal Lines Insurance Advisor

Scientific Client Advisor for Molecular Diagnostics Laboratory

Investment Associate, Wealth Management

Associate Financial Advisor

Competitive Commission - Submortgage Broker (British Columbia)

Beauty Advisor

Senior Client Advisor & Personal Shopper (Hermes Luxury Resale)

Financial Advisor - CIRO MFD/AMF (Urban)

Financial Planner

Advisor, Auto Insurance

Insurance Advisor Life, Health & Wealth

Chief Financial Officer

Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : client advisor (vancouver, bc)

Related Searches

Découvrir les offres d'emploi dans d'autres lieux

Outils pour les chercheurs d'emploi

Outils Employeurs

Parcourir

Garder le contact