Client advisor • surrey bc
Senior Vice President, Client Advisory About the Company Leading multi-family office providing trusted counsel to successful entrepreneurial families.Industry Financial Services Type Privately H... Show more
This Volunteer Placement is Located in:.Open to Canadian Citizens and Permanent Residents of Canada only.If you have a strong passion for vocational and technical education and training programs an... Show more
Affiliation: Management & Exempt.Employment Status: Full-Time Regular.Expected Hiring Range: $97,100.Short-term Incentive Eligible: Yes.Posting End Date: Open until filled.As the province’s lar... Show more
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction.Specifically, you help clients with their everyday banking, ... Show more
Advisory services, Personal banking .A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as th... Show more
This Volunteer Placement is Located in:.Open to Canadian Citizens and Permanent Residents of Canada only.If you have a strong passion for vocational and technical education, digitalization initiati... Show more
Advisory services, Personal banking.A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the... Show more
Build your own business, where your success is driven by the relationships you build, the people you support, and the impact you make in your community.Co-operators is expanding its financial servi... Show more
King George Blvd Unit 306, Surrey, BC V3T 2W1, Canada (CA).This position is for an existing, open vacancy.Sephora Canada’s welcoming every client with warmth, confidence, and a passion for all thin... Show more
As a Headkount Brand Advisor, you’ll be responsible for building lasting relationships with stores, brands, and retail employees to increase productivity & sales.You’ll get the best of the best tra... Show more
This full-time position offers flexible work hours and ample opportunities for advancement into management roles.You will work remotely to serve clients and offer valuable advice and protection to ... Show more
Improve our clients’ lives one conversation at a time.If you are an individual who enjoys helping others decided on the best way to care for their family members by actively listening to their conc... Show more
We’ve been alerted to fraudulent emails, phone calls and offer letters impersonating Fitness World and targeting job candidates.Fitness World does not offer remote roles — all recruitment is conduc... Show more
At the Junkluggers, we take great pride in our commitment to providing exceptional customer service and preserving the environment.We are dedicated to supporting our local communities and doing our... Show more
The Fitness Advisor is responsible for recruiting and working with new members to understand their specific health and fitness goals and provide recommendations for how they can achieve those goals... Show more
This Volunteer Placement is Located in:.Open to Canadian Citizens and Permanent Residents of Canada only.If you have a strong passion for vocational and technical education and training programs an... Show more
Who You Are: Embark on a serene journey as a Beauty Host with L’Occitane  Coquitlam Centre.Where your expertise will not only enhance the physical beauty of our customers but also engage... Show more
This Volunteer Placement is Located in:.Open to Canadian Citizens and Permanent Residents of Canada only.If you have a strong passion for vocational and technical education and training programs an... Show more
This Volunteer Placement is Located in:.Open to Canadian Citizens and Permanent Residents of Canada only.If you have a strong passion for vocational and technical education and training programs an... Show more
Recognized as the 2019 and 2022 Canadian Automotive Dealers Association (CADA) Laureate Award Winner for Business Innovation, one of Canada's Best Employers for Recent Graduates for 2024, being the... Show more
Senior Vice President, Client Advisory About the Company Leading multi-family office providing trusted counsel to successful entrepreneurial families. Industry Financial Services Type Privately Held About the Role The Company is seeking a Senior Vice President, Client Advisory to join their team. The successful candidate will be responsible for leading client relationships, driving investment and tax planning strategies, and managing a team to ensure the delivery of top-tier client service. This role requires a strategic approach, commercial acumen, and a strong focus on results. The Senior Vice President will also be involved in mentoring junior team members, leading strategic projects, and contributing to the firm's growth through business development. Applicants for the Senior Vice President, Client Advisory position at the company should have an undergraduate degree and a CFA, CPA, or CA designation, with a minimum of 15 years' post-accreditation experience. A strong background in the wealth and investment management industry, particularly with family office or private family experience, is preferred. The role demands superior communication skills, advanced knowledge of investment management and tax planning, and experience in managing complex family dynamics. The ideal candidate will be a self-starter, detail-oriented, and a team player with a proven track record of working in an entrepreneurial and dynamic environment. Responsibilities also include strategic planning, execution, and a continued focus on personal and team development. Functions - Account Management/Optimization - Finance
