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Wealth Strategist Jobs in British Columbia

Accountant, Advanced Self Storage (Nicola Wealth)
By BCJobs At Vancouver, British Columbia, Canada
You have strong time management skills, particularly the ability to prioritize a multitude of tasks.
Preparing monthly management reports, downloading of supporting documents from storage software (SiteLink).
Ownership of cash management duties, including cash flow projections, maintaining BAs, setting up transfers, etc.
Credit card management, bank account/signatory management.
Bookkeeping knowledge and experience using accounting software, preferably Yardi.
As an Accountant, Advanced Self Storage Portfolio, your experience and qualifications will include:
Private Wealth Consultant Jobs
By Manulife At Vancouver, British Columbia, Canada
Track, manage and report on your activities and sales pipeline through client relationship management systems
Effectively manage expense business development budgets to deliver financial results
Deep understanding of finance and investments
Excellent verbal and communication skills, as well as presentation skills
Obsessing about customers, listening, engaging and act for their benefit.
We build a business that benefits all stakeholders and has a positive social and environmental impact.
Director, Wealth Operations Jobs
By Dean Group At Greater Toronto Area, Canada
Exceptional understanding of the wealth management industry
Minimum 7 plus years of relevant experience
Strong middle office experience supporting advisors and liaising with back office custody teams
Create and oversee the implementation of new processes, platforms and operational controls
Build effective controls to minimize daily business operational risk
Review technology initiatives to improve overall performance of the operations groups through increased rates, productivity and accuracy
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

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