16 meilleures offres (financial representative, chilliwack, bc) (à pourvoir)

Associate Investment Advisor
Harbourfront Wealth Management —Vancouver, BC
- De 80 000 $ à 100 000 $ par an
- Travail hybride
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
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il y a 5 jours
Accountant
Fraser Valley Regional District —Chilliwack, BC
- 54,96 $ de l’heure
- Temps plein
- Anglais
- Mathématiques
- Baccalauréat
- Assurance Dentaire
- Assurance Vision
Wireless Sales Representative
The Mobile Shop —Mission, BC
- De 50 000 $ à 60 000 $ par an
- Fins de semaine au besoin
- Service à la clientèle
- Vente au détail
- Réductions Tarifaires
- Assurance Dentaire
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Sales Representative (Rogers & Fido)
Skynet & Kinetic Wireless —Chilliwack, BC
- 18,25 $ de l’heure
- Fins de semaine au besoin
- Vente
- Sens de l'organisation
- Compétences en communication
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il y a 14 jours
Sales Representative (Rogers & Fido)
Skynet & Kinetic Wireless —Mission, BC
- 18,25 $ de l’heure
- Fins de semaine au besoin
- Vente
- Sens de l'organisation
- Compétences en communication
Postuler rapidement
il y a 14 jours
Client Service Representative
CIBC —Abbotsford, BC
- Temps partiel
- Services financiers
il y a 5 jours
Client Care Representative - Auto Insurance Trainee
HUB International —Chilliwack, BC
- De 40 000 $ à 45 000 $ par an
- Temps plein
- Vente
- Pas d'expérience requise
- Diplôme d'études secondaires
- Assurance Invalidité
- Congés payés
il y a 5 jours
Developing Investment Advisor (Abbotsford/Mission/Chilliwack)
TD Bank —Abbotsford, BC
- De 50 000 $ à 100 000 $ par an
- Temps plein
- Finance
- Baccalauréat
- Affaires
- Congés payés
Financial Service Representative
easyfinancial —Chilliwack, BC
- À partir de 20 $ de l’heure
- Temps plein
- Vente
- Négociation
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Client Care Representative - Personal Insurance Associate
HUB International —Chilliwack, BC
- De 45 000 $ à 55 000 $ par an
- Temps plein
- Vente
- Pas de déplacements
- Compétences en communication
- Assurance Invalidité
- Congés payés
Accounts Payable Clerk / Accounting Assistant
Pointblank Installations Inc —Langley, BC
- De 25 $ à 30 $ de l’heure
- Heures supplémentaires
- Comptabilité
- QuickBooks
- En présentiel
- Congés payés
- Programme d'Aide aux Employés
Postuler rapidement
il y a 9 jours
Wireless Sales Representative
The Mobile Shop —Chilliwack, BC
- Fins de semaine au besoin
- Assurance Dentaire
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Accounting Manager
Coast Mental Health —Lower Mainland, BC
- 75 587 $ par an
- Heures supplémentaires
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Assurance Dentaire
- Congés payés
Real Estate Sales Representative
Royal LePage Real Estate —Chilliwack, BC
- De 50 000 $ à 150 000 $ par an
- Temps plein
- Vente
Postuler rapidement
Directeur des ventes - Canada
Bailey International —Canada
- De 170 000 $ à 185 000 $ par an
- Temps plein
- Bilingue
- Déplacements à prévoir jusqu'à 50%
- Vente
- Assurance Invalidité
- Programme d'Aide aux Employés
Postuler rapidement
Canadian Private Client Adviser
Fisher Investments —Canada
- Programme d'Aide aux Employés
- Assurance Vision

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Financial Sales Representative
Kings Trust Exchange —Toronto, ON
In this role, you will work directly with clients to facilitate foreign exchange transactions and international transfers, while building strong relationships…
De 17,60 $ à 20,00 $ de l’heure
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Regional Sales Manager - Industrial
North Toronto Auction —Innisfil, ON
Strategic Planning – Tailoring sales plans and commercial strategies to drive business growth. You will source new business through a combination of techniques,…
De 80 000 $ à 100 000 $ par an
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il y a 5 jours

Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : financial representative (chilliwack, bc)

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Associate Investment Advisor

Harbourfront Wealth Management
Vancouver, BC

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Détails du poste

Il y a 5 jours

Compétences

Microsoft Powerpoint
Microsoft Word
Investissement
Microsoft Excel
Microsoft Outlook
Service à la clientèle
Microsoft Office
Esprit d'analyse
Sens de l'organisation
Services financiers
Cours sur le commerce des valeurs mobilières au Canada (CCVM)
Compétences en communication

Description complète du poste

Who we are:
Harbourfront Wealth is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing wealth management firm with over $16 billion in assets under administration, comprised of five integrated entities: CIRO dealer, investment counsel, asset manager, U.S. Registered Investment Advisor (RIA) and insurance company.

Coast Water Private Wealth is an advisory practice within Harbourfront Wealth Management, leveraging the strength and resources of the broader platform while delivering independent, client-focused, and highly personalized wealth management solutions to high-net-worth individuals.

Career opportunity:
If you're an ambitious advisor ready to grow fast and think big, we want you on our team. Coast Water Private Wealth, a well-established and growing advisory practice, is seeking a driven Associate Investment Advisor to join the team. The ideal candidate manages a book of business between $10M and $30M in assets and is looking for support to continue growing. Advisors are empowered to operate independently while benefiting from Harbourfront’s open-architecture platform, including access to Canadian and U.S. securities and alternative investments.
As the practice continues to expand, there are opportunities for increased responsibility, specialization in advanced wealth planning, and involvement in broader firm initiatives. The successful candidate will be self-motivated with a strong desire to grow into future opportunities.

You will be responsible for:

Collaborating closely with key principals of the practice to support and strengthen client relationships by liaising with clients, responding to inquiries, and proactively solving problems.
Preparing monthly, quarterly, and annual reports, draft client correspondence, and take ownership of assigned projects.
Processing and following up on security transactions, transfers, and related documentation.
Managing a book of business with oversight and support from Lead Advisors.
Contributing to the creation of holistic wealth management plans in partnership with the advisory team.
Performing additional duties and support tasks as assigned.

The ideal candidate for this position has:

CIRO Licensing as a Registered Representative or successful completion of the Canadian Securities Course and the Conduct and Practices Handbook is required.
A current book of business between $10M and $30M in assets under management and is seeking support to grow further is required.
3 years of previous experience at a financial services firm.
Willingness to complete the LLQP to obtain insurance license within 1 year.
Proficiency in Financial Planning and the development of comprehensive financial plans (Experience with Conquest software is an asset).
Strong understanding of investments and investment strategies.
High attention to detail and accuracy.
Excellent verbal and written communication skills.
Exceptional interpersonal skills, independence, and a strong sense of initiative to identify opportunities to add value.
Superior customer service skills.
Strong work ethic with a team-first mindset.
Demonstrated ability to learn quickly, results-driven, and thrive within a fast-paced environment.
Strong analytical, problem-solving, and effective organizational skills to prioritize, multitask, work within time constraints, and follow-up.
Strong technical abilities, proficiency with MS Office applications: Word, Excel, PowerPoint & Outlook.
Motivation for growth on the team.
Ability to work in a team environment and demonstrate a professional and friendly manner.

Salary Range: $80,000 - $100,000 per annum (actual salary offered will be commensurate with book value, education, experience, and internal parity).

Diversity and Inclusion
Diversity is an important value to us. We are committed to providing equal opportunities in employment and to providing a workplace which is free from discrimination and harassment. This means that all job applicants and employees will receive equal treatment regardless of race, colour, ethnic or national origins, sex, marital status, disability, age, sexual orientation, religion, or belief.

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financial representative emplois - chilliwack, bc

Associate Investment Advisor

Accountant

Wireless Sales Representative

Sales Representative (Rogers & Fido)

Sales Representative (Rogers & Fido)

Client Service Representative

Client Care Representative - Auto Insurance Trainee

Developing Investment Advisor (Abbotsford/Mission/Chilliwack)

Financial Service Representative

Client Care Representative - Personal Insurance Associate

Accounts Payable Clerk / Accounting Assistant

Wireless Sales Representative

Accounting Manager

Real Estate Sales Representative

Directeur des ventes - Canada

Canadian Private Client Adviser

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Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : financial representative (chilliwack, bc)

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