vancouver, bc cfa Jobs – 90 Openings This Week

Wealth Advisor
Nicola Wealth —Vancouver, BC
- Hybrid work
- Finance
Quick apply
Senior Director & Chief Compliance Officer, RBC Global Asset Management Inc.
Royal Bank of Canada —Vancouver, BC
- Full-time
- Finance
- Bachelor's
- Business
9d
Director, Institutional ETF & Solutions Distribution, GAM
BMO Financial Group —Vancouver, BC
- $111,800–$208,000 a year
- Full-time
- Sales
- Master's degree
- Bachelor's
- Tuition reimbursement
- Life insurance
Senior Associate, Corporate Finance
MNP —Vancouver, BC
- $95,000–$110,000 a year
- Hybrid work
- Finance
- Accounting
- Communication skills
Investment Advisor
Royal Bank of Canada —Burnaby, BC
- Full-time
- Sales
- Business
- Marketing
Fund Accountant (BC)
SGGG Fund Services —Vancouver, BC
- $55,000–$60,000 a year
- Hybrid work
- Microsoft Excel
- Microsoft Office
- Accounting
- Dental care
- Vision care
10h
Financial Analyst
Mangrove Lithium —Delta, BC
- $87,975–$134,550 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Engineering
- ERP systems
- Paid time off
Quick apply
Gestionnaire, gestion de la trésorerie
Power Corporation of Canada —Vancouver, BC
- Microsoft Powerpoint
- Microsoft Excel
- Management
Senior Consultant, Transaction Services
KPMG —Vancouver, BC
- $65,500–$102,500 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Office
- Analysis skills
Commercial Relationship Manager
COBS Bread —Vancouver, BC
- $85,000–$100,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Finance
- Master's degree
- Dental care
Quick apply
VP, Global Investment Banking, Mining & Metals
Royal Bank of Canada —Vancouver, BC
- $135,000–$165,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- Engineering
Manager, Strategy and Execution - Deal Management (Vancouver)
EY —Vancouver, BC
- $110,000–$160,000 a year
- PMP
- Finance
- Master's degree
- Dental care
Director, Credit Structures
Royal Bank of Canada —Vancouver, BC
- Full-time
- Microsoft Excel
- Master's degree
- Bachelor's
Senior Manager, Strategy and Execution - Deal Management (Vancouver)
EY —Vancouver, BC
- $144,000–$216,000 a year
- PMP
- Finance
- Master's degree
- Dental care
Manager, Cash Management, Treasury
Power Corporation of Canada —Vancouver, BC
- Microsoft Powerpoint
- Bilingual
- Microsoft Excel
Senior Manager, Business and Wealth Transition - Vancouver, BC
Scotiabank —Vancouver, BC
- Bachelor's
Manager, M&A Transaction Diligence, Execution & Reporting
Deloitte —Vancouver, BC
- $86,000–$144,000 a year
- Hybrid work
- Bachelor's
- Recruiting
- AI
Analyste, finances corporatives
Power Corporation of Canada —Vancouver, BC
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Fund Accountant (BC)
SGGG-FSI —Vancouver, BC
- $55,000–$60,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Office
- Accounting
- Dental care
- Vision care
Quick apply
4h
Wealth Advisor/Financial Planner
Fidelity Investments —Vancouver, BC
- $100,000–$140,000 a year
- Full-time
- Remote
- Bilingual
- English
- Bachelor's
- Profit sharing
- Tuition reimbursement

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cfa jobs near vancouver, bc

Wealth Advisor

Nicola Wealth -
Vancouver, BC

Quick apply

Job details

Qualifications

Finance
CFP
Customer relationship management
Chartered Financial Analyst

Full job description

About Nicola Wealth:

We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 98% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada's Top Employers, we are dedicated to upholding our firm's values through this phase of significant growth.

By bringing together smart, dedicated and supportive colleagues from diverse backgrounds, we deliver extraordinary client service in a values-driven work environment. The collaboration, creativity and entrepreneurial spirit we were founded on provides the opportunity for you to make a real impact and build a rewarding career. We are passionate about our business, our culture and investing deeply in your growth and development to build for the future. If you have this same drive, then let's talk!

Position Summary

As a Wealth Advisor at Nicola Wealth, you are the trusted advisor providing comprehensive wealth planning and investment management solutions to satisfy each of our clients' unique set of circumstances. You will develop and manage new and existing client relationships providing advice on estate planning, tax and compensation planning, corporate structuring, retirement planning, risk management and insurance, and investment management.

We are looking for a highly motivated Wealth Advisor with experience who can leverage our business model to deliver to clients the best that Nicola Wealth has to offer. With access to a widely diversified pool of public, private and real estate investment options, and supported by our Asset Management, Client Service Specialists, Portfolio Administrators and Reporting Teams, our Wealth Advisors are focused on providing our clients with a holistic approach to financial planning and wealth management.

The location will be a hybrid work model located in Vancouver, BC.

Key Accountabilities:

Leveraging your technical planning and client relationship skills to build a business within Nicola Wealth.
Delivering an impeccable level of client service by remaining aware of the changing needs and circumstances of your clients and maintaining their confidence as a trusted advisor.
Prepare ongoing analysis with respect to investment portfolio design, risk management (insurance planning), retirement income needs, estate planning, cash flow budgeting, education requirements, capital needs analysis and tax planning.
Ensure all client information and regulatory requirements are up to date and current.
Develop and strengthen client relationships and build new relationships via client referrals, centers of influence, networking, and other business development opportunities.
Partnering with others in the firm to contribute to the ongoing development of the advisory team, as well as providing coaching and mentorship to others.
Proactively enhance your expertise through attending seminars, continued education, and proactive personal development.

Experience and Qualifications:

Minimum 5-10 years of experience in a similar role, preferably in a financial planning firm with a high degree of client contact and exposure to both insurance and investment planning.
Certified Financial Planner (CFP).
Chartered Investment Manager (CIM) or completion of CFA Level 1.
Licensed for Life, Sickness & Accident Insurance.
Other industry education and designations would be considered an asset.
Demonstrated technical proficiency in financial planning, asset management and insurance.

Key Attributes:

Strong interpersonal skills with the ability to build trusted client relationships.
Extremely client focused.
Highly observant with close attention to detail.
Entrepreneurial spirit coupled with a desire to work in a team-oriented environment.
Creative approach to problem solving and developing innovative solutions for clients.
The ability to explain complex information and concepts simply and clearly.
Commitment to excellence and a high level of integrity.
Self-motivated; driven to exceed established goals and focus on excellence.
Proactive and demonstrates a high degree of perseverance.

Please include both a cover letter and resume in support of your application. We are an inclusive, equal opportunity employer. For more information about this and other roles: www.nicolawealth.com/careers.

It is our priority to remove barriers to provide equal access to employment. Should you require reasonable accommodation during the recruitment process please contact us at [email protected] and we will work with you to meet your needs. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Nicola Wealth policies.

Thank you for your interest in a career with Nicola Wealth!

Quick apply

Refine Your Search

cfa jobs in vancouver, bc

Wealth Advisor

Senior Director & Chief Compliance Officer, RBC Global Asset Management Inc.

Director, Institutional ETF & Solutions Distribution, GAM

Senior Associate, Corporate Finance

Investment Advisor

Fund Accountant (BC)

Financial Analyst

Gestionnaire, gestion de la trésorerie

Senior Consultant, Transaction Services

Commercial Relationship Manager

VP, Global Investment Banking, Mining & Metals

Manager, Strategy and Execution - Deal Management (Vancouver)

Director, Credit Structures

Senior Manager, Strategy and Execution - Deal Management (Vancouver)

Manager, Cash Management, Treasury

Senior Manager, Business and Wealth Transition - Vancouver, BC

Manager, M&A Transaction Diligence, Execution & Reporting

Analyste, finances corporatives

Fund Accountant (BC)

Wealth Advisor/Financial Planner

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