Financial consultant Jobs in Richmond, BC
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Financial consultant • richmond bc
- Promoted
Financial Advisor
Capital Markets Advisors LLCBritish Columbia, Canada- Promoted
Financial Advisor
Financière Sun LifeBurnaby, BC, Canada
Senior Financial Analyst
UniUni LogisticsVancouver, BC, CA
Financial Advisory Consultant
Royal Bank of Canada>VANCOUVER, Canada
Financial Wellness Advisor
American Income Life AO - Kelechi IkpeawujoVancouver, BC, CA
Financial Advisor
Experior FinancialVANCOUVER, BC, CA- Promoted
Financial Planner
BMODelta, British Columbia, Canada- Promoted
Financial Reporting Supervisor
Horizon Recruitment Inc.Vancouver, British Columbia, Canada
Financial Operations Associate
Shift MarketsBC, CA- Promoted
Financial Reporting Analyst
Swim RecruitingVancouver, British Columbia, Canada- Promoted
Senior Financial Accountant
CanforVancouver, British Columbia, Canada
Financial Analyst, Financial Reporting
Island HealthBritish Columbia, CA- Promoted
Financial Controller / Accountant :
Noramtec Consultants / MountainCrest PersonnelVancouver, British Columbia, Canada
Consultant - Broking and Financial Management
AonVancouver, British Columbia, Canada- Promoted
Entry Level Financial Services
Spade RecruitingBritish Columbia, Canada
Senior Financial Functional Consultant - Advisory Workday Success Plans
Canada Workday ULCRemote, BC, CAN- Promoted
Financial Analyst
freelance.caVancouver, Canada- Promoted
Director, Financial Reporting
Lundin Mining CorporationVancouver, BC, Canada- Promoted
Chief Financial Officer
The CFO Centre CanadaVancouver, BC, Canada
SR Financial Functional Consultant - Workday Success Plans - Spend Management
Workday, Inc.Vancouver, BC, CanadaFinancial Advisor
Capital Markets Advisors LLCBritish Columbia, Canada- Full-time
Stacy Brooks is
hiring . If you or anyone you know maybe interested in having a confidential conversation
contactme : [email protected]. Please like and share within your network.
Position Overview : Financial Advisor / Planner – Growth and Equity Partnership Opportunity
Capital Markets Advisors (CMA) is boutique Consultancy & Recruiting firm specializing in the Financial Services sector, we are representing a distinguished wealth management firm that is seeking to expand their dynamic team.
Are you an experienced financial advisor seeking to take your career to the next level or looking to retire in the near horizon? Our client, a growing female-led financial advisory firm based in Western Canada, is seeking a dynamic and driven individual or Team(s) to join their growing firm. This is a unique opportunity to become part of a firm that not only values client relationships but also offers a clear path to partnership or smooth transition.
Ideal advisors for conversations :
Junior / Associate Advisor / Planner – Wealth & Insurance
Tax Focus Financial Planner – Insurance focus w / wealth
Succession Planning Opportunity – Wealth focus w / Insurance (Asset sale or share sale options available.)
Key Area of Focus :
Provide comprehensive financial advisory services with a focus on tax preparation and tax planning.
Create and update long-term financial strategies and plans.
Actively manage and rebalance client portfolios in alignment with their financial goals.
Maintain compliance with industry standards and fulfill all regulatory requirements.
Engage as a speaker at seminars and community events to promote financial literacy and expand the firm’s presence.
Wants a qualified succession plan with a high degree of client care
Experience :
Active and in good standing CIRO license (Funds and / or Securities licensed).
A minimum of 5 years of experience in tax preparation with a proven track record in managing a book of business of $20M+.
10+ years’ experience in insurance and a demonstrated ability to generate new insurance business. (Associate)CPA designation or CFP designation (Canada) is an asset.
Strong corporate and personal tax knowledge, with the ability to produce and present Know Your Product (KYP) information to clients.
Experience in proactive planning and problem-solving, with a focus on high-net-worth clients.
Why Join?
This firm offers a collaborative and inclusive environment, emphasizing growth and partnership opportunities. If you are passionate about providing top-tier financial advice and are looking to expand and grow your practice within a supportive and expanding firm, this could be the ideal next step for you.