Wealth Management Jobs in Victoria
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Search Results - Wealth Management Jobs in Victoria
fintexVictoria
Join a Rocketship 🚀
At Fintex Inc., we're not just another fintech company—we're a crew of battle-tested entrepreneurs on a mission to completely reimagine wealth management. Our founding team has built and shipped game-changing digital products...
ConfidentialVictoria
Regional Vice President, Business Development & Sales
About the Company
Established, independent Canadian wealth manager with a national footprint and sustained growth.
Industry
Financial Services
Type
Privately Held
About the Role
The Company...
fintexVictoria
Join a Rocketship 🚀
At Fintex Inc., we're not just another fintech company—we're a crew of battle-tested entrepreneurs on a mission to completely reimagine wealth management. Our founding team has built and shipped game-changing digital products...
ConfidentialVictoria
Regional Vice President, Asset Growth
About the Company
Established independent Canadian wealth manager with a substantive national footprint and sustained growth.
Industry
Financial Services
Type
Privately Held
About the Role
The Company...
Optimize Financial GroupCanada
Job Description Job Description
Job description
About Optimize Wealth Management Optimize Financial Group is a Toronto-based financial services firm supporting the evolving financial needs of clients through a personalized, disciplined...
ConfidentialVictoria
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VancityVictoria
of clients that support their career goals and ongoing development.
This is a Full-time, Permanent role that will report directly to the Team Manager, Wealth Solutions.
How You'll Make an Impact:
 •  Providing quality financial planning and advice...
Experior Financial Group Inc. - MontréalVancouver, 93 km from Victoria
customized solutions in insurance, investments, and wealth management.
Key Responsibilities
 •  Develop and maintain a strong client base through prospecting and referrals.
 •  Build long-term client relationships by understanding their financial needs...
HUB InternationalVictoria
retirement and wealth management specialists that bring clarity to a changing world with tailored solutions and unrelenting advocacy – so you’re ready for tomorrow.
The Opportunity
The Private Client, New Business Account Manager , is responsible...
National BankVictoria
activities (e.g., mail, deposits, document management, reports, IT requests, supply orders)
Your team:
National Bank Financial - Wealth Management is the fifth largest mutual funds brokerage firm in Canada. We have close to 1,000 investment advisors who...
BMO FinancialCanada
Practices Handbook Course (CPH) or Canadian Investment Regulatory Exam (CIRE)
 •  Familiarity with common wealth management strategies and their relative strengths and weaknesses
 •  Excellent communication, time management, and listening skills
 •  Strong verbal...
Chartered Professional Accountants of British ColumbiaVictoriaappcast.io
including legal, tax, banking, and wealth management professionals
 •  Provide direct strategic, financial and operational support to the senior management team and ownership
Experience & Qualifications
 •  CPA designation required
 •  10+ years of progressive...
Experior Financial Group Inc. - MontréalVancouver, 93 km from Victoria
customized solutions in insurance, investments, and wealth management.
Key Responsibilities
 •  Develop and maintain a strong client base through prospecting and referrals.
 •  Build long-term client relationships by understanding their financial needs...
NATIONAL BANK OF CANADAVictoria
banking, Wealth management
Location(s): Montreal
A career as a Client Relationship Manager within the Group Retirement Plan team at National Bank Trust means managing a portfolio of clients and optimizing their group retirement plans to maximize...
National BankVictoria
Wealth Management is the fifth largest mutual funds brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000 clients in about 100 branches. You will report to the Regional Manager and work closely...
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