Designing and implementing business development strategies to grow the client base. LLQP certification (or willing to obtain).

Have a license to trade with US individuals or be willing to become licensed in the US. Assist Investment Advisors with processing and confirming client…

Canadian Securities Course (CSC) or mutual funds license. As a senior wealth representative, the WA will provide coaching, leadership and mentorship to licensed…

Be proactive in pursuing external/internal business opportunities by: retention of existing member base and actively soliciting new business, reviewing…

Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year. From The Human Rights Campaign.

No telephone calls or recruitment agencies will be accepted. CC&L Private Capital has a significant opportunity to capture new business in the direct high net…

Participating and assisting in business development plans through corporate/branch marketing campaigns. Maintaining Servus' positive image in the community.

Design and deliver financial plans of varying complexity that clearly communicate the recommendations and alternatives related to the client’s financial…

Provides subject matter expertise in the design, development, management and implementation of assigned projects from business case development through…

Must have a valid drivers’ license and ongoing access to a vehicle for travel primarily in the lower mainland. Follow up on new leads to generate new business.

CSC and CPH certificate (required). This is not an entry-level role, nor is it a sales or commission-based position. CFP or equivalent designation preferred.

Participating and assisting in business development plans through corporate/branch marketing campaigns. Maintaining Servus' positive image in the community.

Support Advisor with both conventional and digital marketing programs, including the development, approval, and implementation.

Participating and assisting in business development plans through corporate/branch marketing campaigns. Maintaining Servus' positive image in the community.

− Business processing, processing follow-up and compliance/regulatory administration; Drawing on previous experience in an administrative role, you will be…

Represent and promote Manulife in the local financial community by developing strong business relationships with advisors and industry associations.

CWBs’ combined strengths in commercial banking, personal banking, and wealth management represent a comprehensive full-service experience, uniquely positioned…

Ability to establish detailed client investment objectives including risk tolerance, asset allocation, and cash requirements.

We are active, present, and engaged in the markets we finance including healthcare, condo and strata, (repair and maintenance), renewable energy, golf,…

CWB recognizes potential - if you have will and the applicable skills in financial analysis, credit underwriting, sales, lending, relationship management,…