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Senior Wealth Associate Jobs in British Columbia

Client Services Associate, Estate Administrator (Nicola Wealth)
By BCJobs At Vancouver, British Columbia, Canada
Superior customer service and relationship management skills.
Strong organizational and time-management skills.
As a Client Service Associate, Estates Administrator, your skills and qualifications will include:
Collaborate with Advisory Team to provide expertise and create a seamless client experience.
Utilize knowledge and expertise with estate settlement to identify opportunities for improvement to existing processes.
A minimum of 5 years of related experience.
Wealth Planning Associate Jobs
By Nicola Wealth At Vancouver, British Columbia, Canada
Supporting Wealth Advisors to provide first-class financial planning and strategic wealth management services to our clients.
Your Skills And Qualifications Will Include
Familiarizing with requirements for all aspects of new and existing account documentation.
Strong written and verbal communication skills with ability to build trust and relationships and to work collaboratively, confidentially and independently.
Chartered Investment Manager (CIM) or Chartered Financial Analyst (CFA) Level 1
Life License Qualification Program (LLQP)
Client And Wealth Support Associate
By Humans of HR At Greater Vancouver, British Columbia, Canada

Here are some of the perks

Senior Wealth Advisor Jobs
By TPD® Workforce & HR Solutions At Vancouver, British Columbia, Canada
Proven track record in investment management as a financial planner, investment advisor, or wealth management operations manager;
Become very comfortable in delivering the client experience, and
Ability to build relationships so that families will hand over their hard-earned money for you to manage;
Certified Financial Planning (CFP) Designation or Certified Investment Manager (CIM) (an asset);
Convenient downtown office very close to transit;
Strong base salary plus bonus