Wealth Management Jobs in Victoria
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Vancity-Victoria
relationships with existing members.
• Identifying member needs and recommending or referring appropriate financial products and services.
• Through collaboration with other Sustainable Wealth Management specialists, leverage opportunities across to enhance...
appcast.io -
Odlum Brown Limited-Victoria
winning firm in the Victoria office.
WHAT YOU’LL DO
You will provide administrative support to two Portfolio Managers to provide wealth management services to some of the most successful families in Canada and worldwide. The ideal candidate has a strong...
Nicola Wealth Management Ltd.-Victoria
Associate or a future Wealth Advisor.
Core Responsibilities:
1. Support Wealth Advisors to provide first-class financial planning and strategic wealth management services to our clients.
2. Manage client reviews, schedule meetings, and prepare client...
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Royal Bank of Canada-Victoria
in this role:
• Lean on RBC Dominion Securities’ strong brand and reputation to build a client base of high-net-worth individuals, families and business owners and manage their complex financial needs.
• Leverage RBCs extensive investment and wealth management...
rbc.com -
National Bank-Victoria
management reports Carry out the administrative management of client files by managing agendas, scheduling appointments, and preparing client meetings Ensure adherence to compliance and risk management rules Your team: National Bank Financial - Wealth...
Acquatio-Toronto, 3384 km from Victoria
Director, Wealth Management Partnerships & Growth
Location: Toronto (Hybrid)
Who We Are
Acquatio is Canada’s leading wealth management M&A advisory firm. We provide expert guidance to buyers and sellers of Canadian wealth management firms...
Navacord-Saanich, 5 km from Victoria
deliver best-in-class service and solutions uniquely crafted for each client.
We offer a complete portfolio of industry-leading services in group benefits and retirement consulting, third-party administration (TPA), wealth management, personal...
Acquatio-Toronto, 3384 km from Victoria
Director, Wealth Management Partnerships & Growth
Location: Toronto (Hybrid)
Who We Are
Acquatio is Canada’s leading wealth management M&A advisory firm. We provide expert guidance to buyers and sellers of Canadian wealth management firms...
Alzheimer Society of B.C.-Saanich, 5 km from Victoria
Wealth Management Walk for Alzheimer’s . In addition to events, the role will support annual giving initiatives to engage donors and strengthen community contributions and assist with corporate sponsorships deliverables to illustrate fundraising impact...
Odlum Brown Limited-Victoria
winning firm in the Victoria office.
WHAT YOU’LL DO
You will provide administrative support to two Portfolio Managers to provide wealth management services to some of the most successful families in Canada and worldwide. The ideal candidate has a strong...
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