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Senior Wealth Management Advisor Jobs in British Columbia

Senior Manager, Wealth Management Taxation [Scotiabank]
By CareerBeacon At Vancouver, British Columbia, Canada
Continuously identifying opportunities to enhance the Advanced Planning and Services and the Wealth Management Taxation teams' service offerings.
Preparing and presenting tax education and training content and material for internal professional development purposes as well as client-facing presentations;
Leading the facilitation of professional development activities for colleagues with more advanced tax knowledge; and
Tax strategies related to leveraging, philanthropy, education, and strategic insurance planning;
Knowledge of U.S. income taxation and related issues;
At least 7 years of experience in a professional organization providing tax planning and compliance for HNW and UHNW clients; and
Senior Business Analyst - Wealth Management & Investments
By iA Financial Group (Industrial Alliance) At Greater Toronto Area, Canada
Experience in Wealth Management & Investments
Provides discipline, rigor, and technical skills to the requirements definition and validation process
Works in collaboration with the journey owner to understand, elicit, analyze, document, and communicate program and platform/application requirements
Works ahead of the delivery team to elicit requirements for next iteration’s user stories
Can visualize business needs / requirements as user stories
Time-boxed requirement gathering from the right mix of stakeholders
Wealth Management Administrator Jobs
By Staffing In Motion At Greater Toronto Area, Canada
To provide administrative support to the wealth management and financial planning divisions
To manage the flow of outgoing and incoming investment applications and forms needed in the administration of new and existing clients
Excellent benefits package that includes full health, medical, dental and vision care for you and any dependents
To provide superior client service support
Assist with client review reports and new client orientation processes
To respond to client inquiries about accounts and provide them with prompt, courteous administrative support
Wealth Advisor - Partner - Ndcu Moneyworks
By Aviso Wealth At Nelson, British Columbia, Canada

An Exceptional Career & Vibrant Lifestyle. Have it all at NDCU MoneyWorks

We thank all candidates for their interest, however, only those selected for an interview will be contacted

Wealth Management Advisor Jobs
By World Financial Group (WFG) At Surrey, British Columbia, Canada

Vibrant & coachable individuals that’s looking for more income stability, growth and personal development in making more active and passive income.

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
Administrative Assistant - Wealth Management
By Randstad Canada At Comox, British Columbia, Canada
Minimum one year experience in professional office setting, preferably in finance or banking sectors
Strong computer skills and knowledge of MS Word, Excel, Outlook
Benefits including health, dental, and extended healthcare from Day 1!
3 weeks vacation to start
First point of contact - incoming telephone and email contacts from clients, Advisors and other partners
Assist Advisors in preparing account documentation including client reviews, presentations, correspondence and reports

Are you looking for an opportunity to use your financial expertise to help others achieve their financial goals? We are looking for a Senior Wealth Management Advisor to join our team and provide our clients with comprehensive financial planning services. As a Senior Wealth Management Advisor, you will be responsible for developing and implementing customized financial plans for our clients, as well as providing ongoing advice and guidance. If you are a motivated self-starter with a passion for helping others, this could be the perfect job for you!

A Senior Wealth Management Advisor is responsible for providing financial advice and guidance to clients. They must have a deep understanding of the financial markets and be able to provide sound advice on investments, retirement planning, estate planning, and other financial matters. They must also be able to develop and maintain relationships with clients and be able to provide them with the best possible advice. To become a Senior Wealth Management Advisor, you must have a bachelor’s degree in finance, economics, or a related field. You must also have a minimum of five years of experience in the financial services industry. Additionally, you must have a valid license to practice in your state.

Senior Wealth Management Advisor skills required for your resume and career include:

• Knowledge of financial markets and investments
• Ability to provide sound financial advice
• Excellent communication and interpersonal skills
• Ability to develop and maintain relationships with clients
• Ability to analyze financial data and make informed decisions
• Knowledge of tax laws and regulations
• Ability to develop and implement financial plans
• Knowledge of estate planning and retirement planning

Senior Wealth Management Advisor knowledge for your resume and career include:

• Knowledge of financial markets and investments
• Knowledge of tax laws and regulations
• Knowledge of estate planning and retirement planning
• Knowledge of financial planning software
• Knowledge of risk management strategies
• Knowledge of financial products and services
• Knowledge of banking and lending regulations

Senior Wealth Management Advisor responsibilities for your resume and career include:

• Developing and implementing financial plans for clients
• Analyzing financial data and making informed decisions
• Providing sound financial advice and guidance to clients
• Developing and maintaining relationships with clients
• Monitoring financial markets and investments
• Researching and recommending financial products and services
• Keeping up to date with changes in the financial industry

Senior Wealth Management Advisor experience for your resume and career include:

• Five or more years of experience in the financial services industry
• Experience developing and implementing financial plans
• Experience analyzing financial data and making informed decisions
• Experience providing sound financial advice and guidance to clients
• Experience developing and maintaining relationships with clients
• Experience monitoring financial markets and investments
• Experience researching and recommending financial products and services

Senior Wealth Management Advisor qualifications for your resume and career include:

• Bachelor’s degree in finance, economics, or a related field
• Valid license to practice in your state
• Professional certifications such as CFP, CFA, or CPA
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Ability to work under pressure and meet deadlines

Senior Wealth Management Advisor educations for your resume and career include:

• Bachelor’s degree in finance, economics, or a related field
• Professional certifications such as CFP, CFA, or CPA
• Continuing education courses in financial planning, investments, and risk management
What tools help Senior Wealth Management Advisor work better?
• Financial planning software
• Investment tracking software
• Risk management software
• Tax preparation software
• Client relationship management software
Good tips to help Senior Wealth Management Advisor do more effectively?
• Stay up to date with changes in the financial industry.
• Develop and maintain relationships with clients.
• Research and recommend financial products and services.
• Analyze financial data and make informed decisions.
• Provide sound financial advice and guidance to clients.
• Monitor financial markets and investments.
Common Senior Wealth Management Advisor interview questions?
• What experience do you have in the financial services industry?
• What qualifications do you have for this position?
• How do you stay up to date with changes in the financial industry?
• What strategies do you use to develop and maintain relationships with clients?
• How do you analyze financial data and make informed decisions?
• What strategies do you use to provide sound financial advice and guidance to clients?