Vancouver, Bc Corporate advisor/corporate Jobs – 4 Openings This Week

Lead Financial Advisor
Ocean 6 Wealth Advisory —Vancouver, BC
- $85,000–$110,000 a year
- Full-time
- Finance
- Business development
- Project management
- Life insurance
Quick apply
Senior Manager, M&A Transaction Diligence, Execution & Reporting
Deloitte —Vancouver, BC
- $112,000–$208,000 a year
- Hybrid work
- Bachelor's
- Travel
- Recruiting

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Vice President, Legal
CleanTech Vanadium Mining Corp. —Vancouver, BC
 Excellent leadership and communication skills to collaborate effectively with cross-functional teams.  Demonstrated expertise in mining law, contracts,…
$50–$100 a year
Quick apply
CPA SENIOR TAX MANAGER PUBLIC PRACTICE
Martin Henry CPA LLP —Vancouver, BC
Extensive experience advising on and implementing complex reorganizations for private corporations and owner-managed groups. Paid overtime or time off in lieu.
$150,000–$175,000 a year
Quick apply

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Communications Advisor
Lakeridge Health —Oshawa, ON
Working in a fast-paced health-care environment, this role partners with leaders, clinical teams and corporate departments to develop communication strategies…
$42.64–$58.05 an hour
7d

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Lead Financial Advisor

Ocean 6 Wealth Advisory
Vancouver, BC

Quick apply

Job details

Full-time
$85,000–$110,000 a year

Qualifications

Economics
Finance
Business development
Project management
CFP
Bachelor's
LLQP
Corporate finance
Organizational skills
Financial services
CSC
Business
Chartered Financial Analyst

Full job description

WHO WE ARE

Ocean 6 is A new world of wealth®, a place where bold, innovative ideas change the world of finance. We empower successful business owners to organize and clarify their financial future through next-level thinking. It's more than just investment management.

To join our close-knit, entrepreneurial team, the right attitude is everything. While the day-to-day tasks can be taught, we cannot train passion. We are looking for a positive, driven individual who is curious, determined, and eager to dive into new experiences.

OUR FOUNDATION:

Our Why & Vision: To make a profound difference in people’s lives and change the financial industry with bold new ideas.
Mission: To deliver white-glove, "WOW" experiences that inspire every client to tell everyone they know.
Our Character: Transformative, passionate, determined, and curious.

RESPONSIBILITIES

Delivering a high-end, white glove service to our clients
Be a leader in your team, developing and implementing holistic financial plans for clients
Prepare and present financial analyses and recommendations to clients
Maintain and update client records and financial portfolios
Working with your team to manage daily client communications and requests
Leading client meetings, identifying opportunities and educating clients on strategies
Stay current with industry regulations, tax laws, and financial planning strategies
Conduct research on financial products, market trends, and investment opportunities
Contribute to the firm's marketing and business development efforts
Other relevant or related responsibilities as required by Ocean 6

QUALIFICATIONS

Bachelor's degree in Finance, Economics, Business, or equivalent of related work experience.
Completion of, or close to, CFP certification, withrelevant industry certifications (e.g. PFP, CFA, CSC, LLQP) a bonus.
3+ years of experience in financial services as a Lead Advisor (corporate financial planning experience is preferred).
Experience mentoring, managing, and elevating junior advisors or support staff. You know how to rally a team around a shared vision.
Exceptional project management and organizational skills. You are a systems-driven professional who can successfully focus on client files, deadlines, and high-touch client needs consistently
You see the big picture, looking beyond isolated financial products like investments or insurance to evaluate a client’s entire financial ecosystem

COMPENSATION

The base salary for this position ranges from $85,000 to $110,000, commensurate with your depth of experience and qualifications. The final interview will include an assignment to showcase your knowledge and experience.

Job Type: Full-time

Pay: $85,000.00-$110,000.00 per year

Benefits:

Company events
Extended health care
Life insurance
On-site gym
On-site parking

Flexible language requirement:

French not required

Experience:

direct Financial planning: 3 years (required)

Licence/Certification:

CFP (required)

Work Location: In person

Quick apply

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Senior Manager, M&A Transaction Diligence, Execution & Reporting

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