victoria bc financial consultant Jobs – 46 Openings This Week

Executive Assistant
Redcliffe Financial Ltd. —Victoria, BC
- $70,000–$90,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Disability insurance
- Dental care
Quick apply
Sales Consultant
Sysco —Langford, BC
- $45,916–$95,475 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- CRM software
- Mileage reimbursement
- Employee stock purchase plan
Quick apply
PCM Work Program Manager - Distribution Capital Projects - Lower Mainland
BC Hydro —British Columbia
- $109,700–$138,700 a year
- Full-time
- Hybrid work
- PMP
- Engineering
- Project management
14d
Civil Engineer
Associated Engineering —Victoria, BC
- $80,000–$100,000 a year
- Hybrid work
- CAD
- Engineering
- Bachelor's
- Dental care
- Paid time off
Director of Strategic Member Initiatives
BC Association of Aboriginal Friendship Centres —Victoria, BC
- $110,000–$140,000 a year
- Overtime
- Microsoft Word
- Microsoft Excel
- Microsoft Office
- Wellness program
- Disability insurance
Quick apply
Mechanical Project Manager_Victoria/Vancouver
Tino Mechanical Ltd. —Victoria, BC
- $100,000–$130,000 a year
- Full-time
- PMP
- Microsoft Office
- Project management
- Dental care
- Paid time off
Quick apply
14h
Insurance Broker
Western Financial Group Inc. —Sidney, BC
- $51,000–$70,000 a year
- Full-time
- Sales
Quick apply
8d
automotives sales consultant
Wheaton Chevrolet Buick Cadillac GMC ltd. —Victoria, BC
- $60,000–$120,000 a year
- Full-time
- English
- Dental care
13d
Coordinator, Facility Management
Defence Construction Canada —Victoria, BC
- $93,938–$122,116 a year
- Engineering
- English
- Disability insurance
- Dental care
12d
Project Manager/Estimator
Nesma Construction Inc. —Victoria, BC
- $120,000–$140,000 a year
- Full-time
- Hybrid work
- Engineering
- Project management
- Organizational skills
Quick apply
1d
Accounts Payable Administrator
WCG International Consultants Ltd. —Victoria, BC
- $51,876 a year
- Full-time
- Remote
- Microsoft Excel
- No university degree
- Accounting
- Dental care
Quick apply
1d
Manager, Major Capital Projects
School District No. 62 (Sooke) —Victoria, BC
- $97,799–$122,249 a year
- Temporary
- PMP
- Engineering
- Project management
1d
internal medicine specialist
Terra Nova Medical Centre —Esquimalt, BC
- $171,533 a year
- Weekends as needed
- Medicine
- English
- Dental care
- Vision care
Planner
McElhanney Ltd. —Victoria, BC
- $105,000–$130,000 a year
- CAD
- Writing skills
- Master's degree
- Dental care
- Tuition reimbursement
5d
Manager, Major Capital Projects (Temporary)
School District #62 (Sooke) —Victoria, BC
- $95,414–$122,249 a year
- Full-time
- PMP
- Engineering
- Project management
5d
Consultant or Specialist, Corporate Underwriting (12-month contract)
Intact —Victoria, BC
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Bilingual
- No experience needed
- Employee stock purchase plan
12d
Municipal Engineer / Project Manager
McElhanney Ltd. —Victoria, BC
- $90,000–$150,000 a year
- Engineering
- Business development
- Project management
- Dental care
- Tuition reimbursement
Project Consultant Westeck
Westeck Windows Mfg. Inc. —Victoria, BC
- $100,000 a year
- Weekends as needed
- Hybrid work
- CRM software
- Sales
- Marketing
Quick apply
Project Engineer Enterprise Asset Management
Capital Regional District —Victoria, BC
- $62.61–$70.23 an hour
- Full-time
- Microsoft Excel
- Finance
- Presentation skills
Senior Project Manager - Construction
Durwest —Victoria, BC
- $130,000–$150,000 a year
- Full-time
- Hybrid work
- Engineering
- Project management
- Civil Engineering
Quick apply

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financial consultant jobs near victoria bc

Executive Assistant

Redcliffe Financial Ltd.
Victoria, BC

Quick apply

Job details

Full-time
$70,000–$90,000 a year

Qualifications

Microsoft Powerpoint
Microsoft Word
Microsoft Excel
Microsoft Outlook
Post-secondary education
English
Microsoft Office
Administrative experience
Financial services
Document management
Document management systems
Communication skills

Full job description

About the Role: Redcliffe Financial is seeking a highly capable, proactive, and discreet Executive Assistant to provide shared executive support to the President of Redcliffe Financial the Principal of Mason Advisory. This is a senior-level administrative role suited to someone who thrives in a dynamic environment, enjoys switching contexts, and brings excellent judgment, organization, and follow-through. You will act as a trusted partner to two experienced professionals—one leading an established financial services firm with a strong operational and client-service focus, and the other delivering highly specialized financial planning and advisory work for business owners, professionals, and affluent families, with a focus on insurance-based planning, estate planning, and long-term wealth strategies. This is a hybrid position. While you may earn the opportunity to work from home, the position will require in-person work at our offices in Esquimalt and Sidney.

About Us: Redcliffe Financial provides trusted group benefits and group retirement savings advice to employers across British Columbia and Canada. We are known for our personalized service, technical expertise, and long-term client relationships.

This role also supports Mason Advisory, an independent financial planning and advisory practice focused on insurance‑based planning, estate and succession planning, and long‑term wealth strategies for business owners, professionals, and affluent families. While Mason Advisory operates independently, it works closely with Redcliffe Financial on aligned initiatives and shared clients.

What You Will Do:

Executive Support – President, Redcliffe Financial

Act as the President’s primary gatekeeper and thought partner, exercising sound judgment in managing access, priorities, and follow‑through
Own a high‑volume, complex inbox by triaging communications, drafting responses where appropriate, and ensuring critical matters are surfaced and resolved
Proactively manage a demanding calendar, anticipating conflicts, preparing pre‑reads, and ensuring meetings are purposeful and well‑sequenced
Prepare, edit, and polish executive‑level correspondence, presentations, reports, proposals, and internal communications
Drive meeting effectiveness by preparing agendas, coordinating materials, capturing clear decisions and action items, and following through to completion
Prepare briefing notes, summaries, and background research to support strategic and operational decision‑making
Support planning and execution of leadership meetings, client meetings, conferences, and firm events
Serve as a central connector between the President and internal team members, ensuring alignment, accountability, and smooth information flow
Anticipate operational and administrative needs, identifying opportunities to remove friction and improve executive leverage
Maintain well-organized, confidential digital files for client engagements and planning documentation

Executive Support – Principal, Mason Advisory

Provide focused executive and administrative support aligned with a specialized financial planning and insurance-based advisory practice
Manage scheduling for client meetings, professional‑advisor meetings, underwriting discussions, and planning reviews
Prepare, format, and finalize client-facing materials including insurance illustrations, planning summaries, proposals, engagement letters, and presentation decks
Coordinate workflows related to insurance applications, underwriting follow-ups, and planning deliverables
Assist with research and preparation of briefing materials for estate planning, tax-efficient strategies, and wealth-transfer discussions
Liaise professionally with clients and external professional advisors (lawyers, accountants, portfolio managers) on David’s behalf
Maintain well-organized, confidential digital files for client engagements and planning documentation

Shared Responsibilities:

Balance competing priorities across two executives with sound judgment
Maintain strict confidentiality at all times
Identify opportunities to streamline workflows and improve administrative processes
Support ad-hoc projects and special initiatives as needed

Who You Are:

Qualifications

Post-secondary degree or diploma
5+ years of progressive executive assistant experience, or equivalent experience in a senior administrative or operations support role
Strong proficiency with Microsoft Office (Outlook, Word, PowerPoint, Excel, OneNote)
Excellent written and verbal communication skills
Comfort working with digital document management and collaboration tools

Personal Attributes

Highly organized, detail-oriented, and dependable
Proactive and able to anticipate needs
Confident and professional when working with senior leaders and clients
Calm under pressure and adaptable to changing priorities
Discreet, trustworthy, and service-oriented

Bonus Experience

Advanced PowerPoint and visual communication skills, with the ability to produce polished, executive‑ready decks and client‑facing materials
Experience supporting brand, communications, or marketing initiatives, including coordinating timelines, materials, and stakeholders
Experience in financial services, insurance, consulting, or other professional services environments
Exposure to estate planning, insurance-based planning, or working with professional advisors (e.g., lawyers, accountants)
Experience supporting contractors, consultants, or non‑traditional executive structures
Advanced Excel skills or demonstrated experience improving administrative systems and workflows

What We Offer

Salary range: $70,000 – $90,000 annually, commensurate with experience
Competitive compensation package
Comprehensive health and dental benefits
Health Spending Account
Employer-matched group retirement savings program
Professional development opportunities
Flexible hybrid work arrangement
Paid vacation and personal days
A collaborative, respectful, and high-trust work environment

This is a unique opportunity to work closely with two highly experienced professionals and play a meaningful role in supporting both operational leadership and specialized advisory work.

Pay: $70,000.00-$90,000.00 per year

Benefits:

Casual dress
Dental care
Disability insurance
Employee assistance program
Extended health care
Life insurance
Paid time off
RRSP match
Vision care

Application question(s):

Are you located in the greater Victoria area?
Are you willing and able to commute when required between our physical offices in Esquimalt and Sidney?

Language:

English (required)

Work Location: Hybrid remote in Victoria, BC V8W 9J3

Quick apply

Refine Your Search

financial consultant jobs in victoria bc

Executive Assistant

Sales Consultant

PCM Work Program Manager - Distribution Capital Projects - Lower Mainland

Civil Engineer

Director of Strategic Member Initiatives

Mechanical Project Manager_Victoria/Vancouver

Insurance Broker

automotives sales consultant

Coordinator, Facility Management

Project Manager/Estimator

Accounts Payable Administrator

Manager, Major Capital Projects

internal medicine specialist

Planner

Manager, Major Capital Projects (Temporary)

Consultant or Specialist, Corporate Underwriting (12-month contract)

Municipal Engineer / Project Manager

Project Consultant Westeck

Project Engineer Enterprise Asset Management

Senior Project Manager - Construction

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