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Cfa Jobs in Terrace, BC

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Cfa • terrace bc

Last updated: 1 day ago
  • Promoted
Vice-President & Product Specialist (Senior Wholesaler)

Vice-President & Product Specialist (Senior Wholesaler)

Ninepoint PartnersGreater Vancouver Metropolitan Area, Canada
CA$50.00 hourly
Full-time
Based in Toronto, Ninepoint Partners LP is one of Canada’s leading alternative investment firms with approximately $7 billion in assets under management & assets under administration.Committed to h...Show moreLast updated: 1 day ago
Financial Analyst, Corporate FP&A

Financial Analyst, Corporate FP&A

Accounting & FinanceBritish Columbia, Canada
CA$40.00–CA$54.00 hourly
On behalf of our client, Zymeworks, Swim Recruiting is seeking a well-rounded Financial Planning & Analysis Consultant with deep experience using the SAP suite- specifically S4 / Hana and SAC (SA...Show moreLast updated: 30+ days ago
Finance and Accounting Manager

Finance and Accounting Manager

Sacred Waters DevelopmentsGreater Vancouver Area, BC, CA
CA$125,000.00–CA$150,000.00 yearly
Full-time
Quick Apply
Finance and Accounting Manager Position : Full-time, 40 hours / week, Hybrid Reports to : CEO Location : Metro Vancouver, BC ABOUT SACRED WATERS Sacred Waters Developments Ltd (SWD) is an economic devel...Show moreLast updated: 15 days ago
Financial Analyst - Temporary / Contract Job

Financial Analyst - Temporary / Contract Job

Marmalade Recruitment & Resources IncBritish Columbia, CA
CA$32.00–CA$55.00 hourly
Temporary Financial Analyst | Flexible Work & High-Impact Roles.Various Locations Downtown and within Greater Vancouver). Ready to Elevate Your Financial Analysis Career?.Work with top companies...Show moreLast updated: 30+ days ago
  • Promoted
Business Development Manager

Business Development Manager

CI FinancialGreater Vancouver Metropolitan Area, Canada
CA$55,000.00–CA$65,000.00 yearly
Full-time
At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to gro...Show moreLast updated: 5 days ago
Advisor, BMO adviceDirect

Advisor, BMO adviceDirect

BMOREMOTE / TELETRAVAIL, BC, CAN
CA$44,500.00–CA$82,500.00 yearly
Remote
Full-time +1
VIRTUAL59 - REMOTE / TELETRAVAIL - ON - BMO.Are you ready to build your career in the investments industry while working from home?. This is a remote role meaning you will be working at home everyday!...Show moreLast updated: 30+ days ago
System Manager, Trading & Operations

System Manager, Trading & Operations

EightSix NetworkBC
CA$60.50 hourly
Vancouver, British Columbia, Canada.Department : Office Operations Team.Position start date : Negotiable.Dixon Mitchell Investment Counsel Inc. Established in , Dixon Mitchell now manages over $5bn on...Show moreLast updated: 30+ days ago
Vice-President & Product Specialist (Senior Wholesaler)

Vice-President & Product Specialist (Senior Wholesaler)

Ninepoint PartnersGreater Vancouver Metropolitan Area, Canada
1 day ago
Salary
CA$50.00 hourly
Job type
  • Full-time
Job description

Company Description

  • Based in Toronto, Ninepoint Partners LP is one of Canada’s leading alternative investment firms with approximately $7 billion in assets under management & assets under administration.
  • Committed to helping investors explore innovative ways to manage portfolio risk.
  • Ninepoint Partners LP offers a diverse set of mandates including real assets, liquid alternatives and alternative income.

Vice-President & Product Specialist (Senior Wholesaler)

Vancouver / Vancouver Island

Role Description

We are seeking an external salesperson to generate sales and develop new business focusing on the IIROC and MFDA Channels. The role will include establishing long-lasting relationships, servicing existing advisor clients, as well as prospecting for new clients. It will require in-depth knowledge of our products, and advanced sales and interpersonal skills. It is a requirement that the candidate be based in Vancouver or Vancouver Island.

Key Accountabilities include but are not limited to :

  • Arrange one-on-one or group meetings with financial advisors to promote the company’s products and services
  • Schedule and host events, roadshows and portfolio manager meetings
  • Develop a strategic business plan twice a year with the team to increase sales from advisors within the territory
  • Segment the client base to define the service levels and to ensure sales from various distribution channels and firms
  • Maintain and service client relationships using territory rotations in order to increase sales and diversify our product usage
  • Work with the Marketing and portfolio management team to effectively communicate fund objectives and performance within the sales region
  • Data mine & populate the CRM system with all the information retrieved during meetings
  • Respond to client enquiries and follow up on leads
  • Present to advisors on new products, business-building ideas and tax-planning strategies
  • Work effectively within a supportive team environment to meet and / or exceed company sales objectives
  • Special projects as required.

    • Qualifications

  • University degree in Finance, Economics, or a complimentary business discipline
  • Canadian Securities Course is essential; CFA and / or CIM is also preferred
  • 3 years of relevant relationship management / industry experience in the investment industry
  • Established Portfolio Manager and / or Investment Advisor relationships
  • Strong relationship-building and relationship-management skills
  • Experience in developing and executing territory business plans

    • Compensation

    Base Salary $100K-$150K + commission

    Benefits include :

  • RRSP matching program of 10% to a maximum of $1,500 per annum.
  • 100% company-paid health and dental benefits.
  • Vision Care
  • Disability Insurance
  • Life insurance
  • Paid Personal Days
  • 50 towards a monthly gym membership

    • Equity, Diversity & Inclusion

    The Company is committed to the fundamental principles of equal employment opportunity. We are committed to treating people fairly, with respect and dignity and to offer equal employment opportunities based on an individual's qualifications and performance — free from discrimination or harassment because of race, ancestry, place of origin, ethnic origin, colour, citizenship, religion, sex, sexual orientation, gender identity or gender expression, age, marital or same-sex partnership status, family status, disability and record of pardoned offences. This policy applies to all aspects of employment, including recruitment, hiring, placement, promotion, transfer, compensation, training and education.

    Each employee is important and accountable for the Company’s success and will be treated with respect and dignity.

    Accessibility

    Accommodations for persons with disabilities are available upon request for job applicants taking part in all aspects of the recruitment process.

    PIPEDA

    We may collect, use or disclose your personal information for the purpose of establishing an employment relationship with you.

    Ninepoint Partners does not accept unsolicited agency resumes or phone calls.