Cfa Offres d'emploi - White Rock, BC
Créer une alerte d'emploi pour cette recherche
Cfa • white rock bc
Dernière mise à jour : il y a 3 jours
Drive business development, maintaining a strong market profile, both internally and externally, within the assigned geographic area by : .
Managing a team of Private Banker’s, Associate Private Banke...Voir plusDernière mise à jour : il y a plus de 30 jours
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 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 16 jours
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
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 6 jours
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
The Director, Planning & Advice provides leadership, direction and coaching to the Wealth Advisor & Wealth Planning Specialist teams in the regions emphasizing collaboration in order to ensure maxi...Voir plusDernière mise à jour : il y a plus de 30 jours
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
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 3 jours
As a skilled financing specialist supporting a high performing commercial banking team with portfolio management and compliance support you will contribute to an exceptional client experience by pr...Voir plusDernière mise à jour : il y a plus de 30 jours
This position can be fully remote or hybrid near Mitacs offices in Montreal, Toronto, Vancouver or Ottawa • •.Do you want to be part of our innovative and entrepreneurial team?.Mitacs is a national n...Voir plusDernière mise à jour : il y a plus de 30 jours
Associate Director & Team Lead
ScotiabankLangley, BC, CA26,00 $CA par heure
Financial Analyst, Corporate FP&A
Accounting & FinanceBritish Columbia, Canada40,00 $CA –54,00 $CA par heure
Finance and Accounting Manager
Sacred Waters DevelopmentsGreater Vancouver Area, BC, CA125 000,00 $CA – 150 000,00 $CA par an
Temps plein
Quick Apply
Financial Analyst - Temporary / Contract Job
Marmalade Recruitment & Resources IncBritish Columbia, CA32,00 $CA –55,00 $CA par heure
- Offre sponsorisée
Business Development Manager
CI FinancialGreater Vancouver Metropolitan Area, Canada55 000,00 $CA – 65 000,00 $CA par an
Temps plein
Advisor, BMO adviceDirect
BMOREMOTE / TELETRAVAIL, BC, CAN44 500,00 $CA – 82 500,00 $CA par an
Télétravail
Temps plein +1
Director, Planning & Advice (Langley Collaboration Centre)
Envision FinancialLangley, BC, Canada100 000,00 $CA – 120 000,00 $CA par an
System Manager, Trading & Operations
EightSix NetworkBC60,50 $CA par heure
- Offre sponsorisée
Vice-President & Product Specialist (Senior Wholesaler)
Ninepoint PartnersGreater Vancouver Metropolitan Area, Canada50,00 $CA par heure
Temps plein
Senior Financing Specialist
0000050007 Royal Bank of CanadaLANGLEY, British Columbia, Canada51,28 $CA par heure
Temps plein
Manager, Financial Planning
MitacsAnywhere - British Columbia95 200,00 $CA – 142 080,00 $CA par an
Associate Director & Team Lead
ScotiabankLangley, BC, CAIl y a plus de 30 jours
Salaire
26,00 $CA par heure
Description de posteLeading, coaching and motivating sales team to achievement of profit plan. Developing and obtaining agreement on individualized development plans to close any competency gaps. Broadening knowledge base to ensure sales teams have all service and credit capabilities necessaryto promote same to existing and prospective clients. Determining the assignment of client relationships and allocation of account loads Using observational and results-based coaching to ensure the team achieves key financial and developmental goals including executing new client acquisition strategies, identification of additional wealth / banking opportunities and retention of existing high value clients. Establishing and monitoring performance objectives and measures, and providing timely performance (& non-performance) feedback with regards to roles, tasks and expectations Effectively utilizing and developing staff to fill the needs of Private Banking unit and longer-term requirements of the Bank. Negotiating customized or standard Bank terms, conditions, structuring fees / interest rates, documentation, effective and competitive financing proposals with customers, culminating in the closing of transactions. Deepening profitable, mutually beneficial relationships between clients and Private Banking / Wealth Management Partners. Providing relationship banking and the highest quality of administrative support to a portfolio of complex, high net worth / ultra high net worth clients. Using knowledge of Scotiabank’s diverse products and services to anticipate client needs and proactively deliver solutions (including Commercial Banking, Scotia Capital and Retail). Managing client relationships to ensure that credit facilities and accounts are operating in a mannerwhich is satisfactory to the Bank. Providing oversight and review of commercial credit structured and submitted to Global Risk Management and coach development of (Sr.) Private Banker / Trainee credit writing skills, management of in-house credits within approved limits. Ensuring compliance with regulatory activities and guidelines, including Privacy and Anti-Money Laundering / Anti-Terrorist Financing, FCAC, Know Your Customer, CDIC, Occupational Health & Safety. Ensuring thorough knowledge of, and strict adherence to, the Bank’s Global Sales Principles. Completing periodic monitoring activities as required confirming compliance with bank policies and effective risk management is in place. Monitoring client account activity and reporting unusual or suspicious transactions in accordance with policies and escalate as appropriate. Escalating fraudulent activities, unusual occurrences, issues, deficiencies, or trends as applicable Adhering to Bank standards, policies and business practices to ensure that the team meets appropriate regulatory and compliance requirements as they relate to both new and clients and accounts. Ensuring daily and periodic management controls are in place and effective. Monitoring non-interest expenses against planned budgets, ensuring that the Manager, Client Services has appropriate and reasonable explanations for variances. Ensuring workflows and organization plans are efficient and effective. Providing direction, guidance and support to the Manager, Client Services as required, through coaching and periodic participation in Service Meetings and Skill Buildings sessions. Reviewing recorded client concerns and resolve escalated concerns and issues to ensure that the Bank’s Customer Complaint Resolution Process is in place and effective. Minimum 5 years of commercial lending experience and 10 years banking experience University degree (BComm, MBA, CFA), in addition to industry courses (eg. CSC, PFP, CFP) Must be an experienced banker with exceptional interpersonal, leadership and business development skills
Is this role right for you?
In this role you will :
Drive business development, maintaining a strong market profile, both internally and externally, within the assigned geographic area by :
- Managing a team of Private Banker’s, Associate Private Bankers and Senior Associates towards achievement of team financial and developmental goals.
- Actively marketing customized Private Banking credit solutions (Total Wealth Credit Solution), to support wealth creation or diversification strategies, insurance solutions, currency and interest rate risk management.
- Developing and executing new business strategies at the team level to attract and retain high net worth clients.
- Conducting prospect meetings, skill building sessions, coaching routines to support team objectives
- Identifying prospects and referrals from internal and external networks / COIs.
- Developing commercial credit proposals for new / existing customers and manage approval process
- Identifying referral opportunities to Scotia Private Client Group partners, ScotiaMcLeod, Commercial Banking, Retail and other key partners (Roynat, GTB, International, Scotia Capital, etc.).
- Managing the team’s new business pipeline and coach to convert sales opportunities to closed transactions.
- Maintaining a sustainable prospect sales pipeline, conducting sales calls and qualification of opportunities based on customer information and due diligence.
- Negotiating the business unit’s goals.
- Utilizing the Financial Planning process to develop an in-depth understanding of client needs and serve as a conduit for referrals to the SPCG Team of Experts.
- Developing multiple service client relationships based on formalized client strategies.
- Engaging and informing the designated Team of Experts as to changes in client information and priorities.
Provide Sales Management Leadership to a team by :
Lead Portfolio Management and Risk Mitigation by :
Maintain Operational Effectiveness by :
Do you have the skills to enable you to be successful in this role? We would love to work with you if you have :