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Cfa • port moody bc

Dernière mise à jour : il y a 1 jour
  • Offre sponsorisée
Vice-President & Product Specialist (Senior Wholesaler)

Vice-President & Product Specialist (Senior Wholesaler)

Ninepoint PartnersGreater Vancouver Metropolitan Area, Canada
50,00 $CA par heure
Temps plein
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...Voir plusDernière mise à jour : il y a 1 jour
Director, Business Development

Director, Business Development

Royal Bank of Canada>NORTH VANCOUVER, Canada
Temps plein
In this acquisition focused role, you develop and execute plans to increase RBC’s market share through attracting and fully anchoring new clients across the enterprise. You work closely with market ...Voir plusDernière mise à jour : il y a 6 jours
FP&A Senior Analyst

FP&A Senior Analyst

conetecBurnaby, BC
ConeTec is an international full-service geo-environmental and geotechnical site characterization contractor.We offer clients superior project management and site investigation services across the ...Voir plusDernière mise à jour : il y a 21 jours
Financial Analyst, Corporate FP&A

Financial Analyst, Corporate FP&A

Accounting & FinanceBritish Columbia, Canada
40,00 $CA –54,00 $CA par heure
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...Voir plusDernière mise à jour : il y a plus de 30 jours
Finance and Accounting Manager

Finance and Accounting Manager

Sacred Waters DevelopmentsGreater Vancouver Area, BC, CA
125 000,00 $CA – 150 000,00 $CA par an
Temps plein
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...Voir plusDernière mise à jour : il y a 15 jours
Financial Analyst - Temporary / Contract Job

Financial Analyst - Temporary / Contract Job

Marmalade Recruitment & Resources IncBritish Columbia, CA
32,00 $CA –55,00 $CA par heure
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...Voir plusDernière mise à jour : il y a plus de 30 jours
Investment Advisor

Investment Advisor

RBC - Royal BankSurrey, BC
20,00 $CA par heure
Grow your business, your way - with RBC.As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you've dreamed of start...Voir plusDernière mise à jour : il y a plus de 30 jours
  • Offre sponsorisée
Business Development Manager

Business Development Manager

CI FinancialGreater Vancouver Metropolitan Area, Canada
55 000,00 $CA – 65 000,00 $CA par an
Temps plein
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...Voir plusDernière mise à jour : il y a 5 jours
Advisor, BMO adviceDirect

Advisor, BMO adviceDirect

BMOREMOTE / TELETRAVAIL, BC, CAN
44 500,00 $CA – 82 500,00 $CA par an
Télétravail
Temps plein +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!...Voir plusDernière mise à jour : il y a plus de 30 jours
Strategy Manager

Strategy Manager

TELUSBurnaby, BC
80 000,00 $CA – 90 000,00 $CA par an
Reporting and Tracking : Report on results and implement tracking and reporting tools for capital projects.Collaborate Across Business Units : Partner closely with all our Business Units to understan...Voir plusDernière mise à jour : il y a plus de 30 jours
System Manager, Trading & Operations

System Manager, Trading & Operations

EightSix NetworkBC
60,50 $CA par heure
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...Voir plusDernière mise à jour : il y a plus de 30 jours
Financial Planner - Surrey (Newton)

Financial Planner - Surrey (Newton)

The Toronto-Dominion Bank (Canada)Surrey, British Columbia
Temps plein
Are you an experienced professional skilled at providing mass affluent investing clients with comprehensive financial planning and advice? If so, then apply for the position of Financial Planner to...Voir plusDernière mise à jour : il y a plus de 30 jours
Senior Financial Analyst

Senior Financial Analyst

CB CanadaNorth Vancouver, British Columbia, Canada
75 000,00 $CA – 95 000,00 $CA par an
Our North Vancouver client is looking to hire an experienced Senior Financial Analyst.Reporting directly to the Director, Operations Finance. The Senior Financial Analyst is part of the Operations F...Voir plusDernière mise à jour : il y a plus de 30 jours
Investment Advisor

Investment Advisor

0000050599 RBC Dominion Securities Inc.SURREY, British Columbia, Canada
34,50 $CA par heure
Temps plein
Grow your business, your way – with RBC.As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of start...Voir plusDernière mise à jour : il y a plus de 30 jours
CFA Foreman

CFA Foreman

Hall ConstructorsCoquitlam, British Columbia
38,00 $CA par heure
Are you a dedicated, passionate professional looking to grow your career with a company long-term? Join Hall Shoring & Foundations as a CFA Foreman!. Your day-to-day will look like : .Arrange and man...Voir plusDernière mise à jour : il y a plus de 30 jours
  • Offre sponsorisée
Corporate Development Associate

Corporate Development Associate

Aarista TechnologiesBurnaby, BC, Canada
Temps plein
As our Corporate Development Associate, you will assist the Corporate Development functions for Aarista.The candidate will be responsible for everything that falls under the Corporate Development a...Voir plusDernière mise à jour : il y a 2 jours
Financial Analyst

Financial Analyst

Algo Communication USABurnaby, Other, Canada, V5J 5L2
80 000,00 $CA – 85 000,00 $CA par an
Algo is a rapidly growing technology company specializing in the manufacturing and supply of audio and video communication products. Our innovative solutions are designed to make industrial communic...Voir plusDernière mise à jour : il y a 15 jours
  • Offre sponsorisée
Controller

Controller

Swim RecruitingSurrey, British Columbia, Canada
120 000,00 $CA – 140 000,00 $CA par an
Senior accounting & finance leadership role with a well-established and growing retail company.Leading and mentoring a team of 4 to 6 people. Managing the full accounting & finance function,...Voir plusDernière mise à jour : il y a 10 jours
Senior Financial Analyst

Senior Financial Analyst

G&F Financial GroupBurnaby, BC VN, CA
61 734,00 $CA – 84 885,00 $CA par an
Temps plein
Beem Credit Union, founded by Gulf & Fraser and Interior Savings, is the second largest provincially regulated credit union in BC with approximately $ billion in total assets under administration.B...Voir plusDernière mise à jour : il y a plus de 30 jours
Vice-President & Product Specialist (Senior Wholesaler)

Vice-President & Product Specialist (Senior Wholesaler)

Ninepoint PartnersGreater Vancouver Metropolitan Area, Canada
Il y a 1 jour
Salaire
50,00 $CA par heure
Type de contrat
  • Temps plein
Description de poste

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.