vancouver, bc wealth management advisor Jobs – 156 Openings This Week

Senior Investment Associate
Canaccord Genuity Corp. —Vancouver, BC
- $65,000–$75,000 a year
- Full-time
- Salesforce
- Microsoft Office
- Organizational skills
Financial Planner
Canaccord Genuity Corp. —Vancouver, BC
- $75,000–$85,000 a year
- Full-time
- Presentation skills
- Communication skills
11d
Financial Advisor - West Vancouver
Scotiabank —West Vancouver, BC
- Sales
Finance Manager
Swim International Recruiting Inc —Vancouver, BC
- $90,000–$120,000 a year
- Microsoft Excel
- Analysis skills
- Accounting
Quick apply
Financial Advisor - Chinatown Branch, Vancouver, BC
Scotiabank —Vancouver, BC
- Sales
Senior Financial Advisor
TalentSphere —Vancouver, BC
- $100,000–$250,000 a year
- Full-time
- Remote
- Sales
- Financial services
- Communication skills
Quick apply
Sr. Financial Advisor - CIRO-ID (Urban)
CIBC —Vancouver, BC
- Full-time
Senior Financial Advisor - Yaletown Branch - Vancouver, BC
Scotiabank —Vancouver, BC
- Sales
Financial Advisor - Park Royal Branch, BC
Scotiabank —West Vancouver, BC
- Sales
Financial Advisor - Lower Lonsdale
Scotiabank —North Vancouver, BC
- Sales
Mortgage Specialist - Whitehorse, Yukon
Scotiabank —British Columbia
- Sales
- Communication skills
- Negotiation
- Dental care
Admission Advisor
Vancouver Career College —Vancouver, BC
- $50,000–$55,000 a year
- Full-time
- CRM software
- Sales
- Bachelor's
- Disability insurance
- Dental care
Quick apply
Financial Advisor Assistant - Mandarin
Sun Life Financial —Burnaby, BC
- $55,000–$100,000 a year
- Full-time
- Hybrid work
- English
- Financial services
- In-person
- Profit sharing
- Mileage reimbursement
Quick apply
5d
Financial Advisor - Burnaby North
Scotiabank —Burnaby, BC
- Sales
Financial Advisor - 1st & Renfrew Branch - Vancouver, BC
Scotiabank —Vancouver, BC
- Sales
Financial Advisor - Port Moody
Scotiabank —Port Moody, BC
- Sales
Financial Advisor - Brentwood Shopping Centre
Scotiabank —Burnaby, BC
- Sales
Senior Financial Advisor - Newton Town Centre - Surrey, BC
Scotiabank —Surrey, BC
- Sales
Professional Wealth Branch Manager
TD Bank —Vancouver, BC
- $115,600–$163,200 a year
- Full-time
- Sales
- Research
- Bachelor's
- Paid time off
Mobile Mortgage Specialist - Pacific Region
TD Bank —Vancouver, BC
- Full-time
- Sales
- Bachelor's
- Paid time off

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wealth management advisor jobs near vancouver, bc

Senior Investment Associate

Canaccord Genuity Corp. -
Vancouver, BC

Apply Now

Job details

Full-time
$65,000–$75,000 a year

Qualifications

Investment
Salesforce
Microsoft Office
Customer relationship management
Organizational skills
Communication skills

Full job description

Salary Range: $65,000 - $75,000

Who we are:

Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. CG is driven by an unwavering commitment to building lasting client relationships – we achieve this by generating value for our individual, institutional, and corporate clients through comprehensive investment solutions, brokerage, and investment banking services. We are the leading independent wealth management firm in Canada, and the leading mid-market provider of investment banking advisory, equity research, sales and trading services for corporations and institutions.

We pride ourselves on understanding our clients’ needs and finding innovative, tailored solutions. Our entrepreneurial and friendly team will challenge you to learn and grow every day. We value great work and collaboration and strive to eliminate bureaucratic thinking. We’re looking for talented people who thrive in a fast-paced environment and want to have an impact with innovative ideas and best practices.

Come be a part of our Canadian success story and help deliver superior experiences for our clients. At CG, we recognize that diversity across our business strengthens our client relationships and enables more innovative solutions. We strongly encourage applications from all qualified individuals regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status. CG provides an accessible candidate experience. If you need any accommodations throughout the interview process and beyond, please let us know.

Our Canadian operation, Canaccord Genuity Corp., is currently looking for an energetic, organized and detail-oriented individual with exceptional multi-tasking and interpersonal skills to join a growing advisory team in our Vancouver office.

Responsibilities:

Working directly with a team of Investment Advisors where the focus is on client relationships and building a sustainable wealth management business;
Assist with keeping client Financial Plans updated and looking for opportunities;
Process and follow-up on client documentation for proper maintenance of accounts;
Assist with servicing existing clients;
Involvement in developing the wealth business using various marketing initiatives;
Perform additional administrative duties as required.

Skills & Qualifications:

Licensed as an Investment Representative (IR) or Registered Representative (RR) with the Canadian Investment Regulatory Organization (CIRO), and a well-rounded knowledge of the securities industry;
5+ years of experience working in Wealth Management and managing client relationships and assets;
Excellent communication and interpersonal skills;
Excellent organizational skills, with a strong attention to detail;
Demonstrated ability to meet deadlines, take initiatives and multi-task;
Ability to work independently, and effectively with employees and clients at all levels;
Intermediate to advanced computer skills: good working knowledge of MS Office programs;
Experience with Dataphile, Salesforce and Conquest would be an asset.

#LI-KT1 #LI-Onsite #INDHP

All applications will be held in strict confidence.

In order to be considered for employment, candidates selected for interviews will be required to show proof of citizenship, permanent residence or eligibility to work in Canada with no restrictions.

Protecting your online safety:

Canaccord Genuity and its affiliates do not use text messages for recruitment purposes. If you have received a text message claiming to be from CG or an authorized representative regarding job recruitment, please treat as fraudulent and do not respond.

We wish to thank all candidates for their interest but only those applicants selected for an interview will be contacted. No phone calls please. Thank you for your understanding.

Apply Now

Refine Your Search

wealth management advisor jobs in vancouver, bc

Senior Investment Associate

Financial Planner

Financial Advisor - West Vancouver

Finance Manager

Financial Advisor - Chinatown Branch, Vancouver, BC

Senior Financial Advisor

Sr. Financial Advisor - CIRO-ID (Urban)

Senior Financial Advisor - Yaletown Branch - Vancouver, BC

Financial Advisor - Park Royal Branch, BC

Financial Advisor - Lower Lonsdale

Mortgage Specialist - Whitehorse, Yukon

Admission Advisor

Financial Advisor Assistant - Mandarin

Financial Advisor - Burnaby North

Financial Advisor - 1st & Renfrew Branch - Vancouver, BC

Financial Advisor - Port Moody

Financial Advisor - Brentwood Shopping Centre

Senior Financial Advisor - Newton Town Centre - Surrey, BC

Professional Wealth Branch Manager

Mobile Mortgage Specialist - Pacific Region

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