Postuler

Publié il y a 45 mois

Financial Advisor

@ Humans of HR

Vancouver, Colombie-Britannique

Temps plein2+ ans d’expérience
Postuler
SIGNAUX

En bref

Humans of HR is hiring a Financial Advisor for a Family Office team at a mid-sized accounting and advisory firm, working directly with partners and ultra high net worth clients. The role involves building client relationships and crafting custom financial solutions, on a full-time basis. The posting states a competitive compensation package, three or more weeks of paid vacation, and extended health, dental and group life benefits.

Responsabilités :

  • Serve as main point of contact for high-net-worth clients
  • Build long-lasting client relationships
  • Craft custom solutions for unique client needs
  • Work directly with partners on Family Office accounts

Résumé des exigences :

  • Bachelor's degree in Business Administration or related field
  • 2-5 years customer service or hospitality experience
  • Exceptional verbal and written communication skills
  • Comfortable in a fast-paced, diverse workload
  • Able to connect with high-net-worth individuals

Outils et compétences

Avantages mentionnés

Soins dentairesAssurance vieCongés payésMieux-être
Source et dates

Type de source non vérifié · zoho

Date publiée par l’employeur
2023-02-21
Première détection par notre source
2026-10-15
Mise à jour du dossier source
2026-10-15

Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.

Détails du poste

NiveauIntermédiaire
DomaineDéveloppement des affaires
Expérience2 an(s) et plus
Heures par semaine40 (estimé)
Milieu de travailBureau
PositionSurtout assis
Exigences physiquesphysique faible · ordinateur élevé
LanguesEnglish
FormationBaccalauréat (exigé)
Domaines d’étudesBusiness Administration
Avantages mentionnésCongés payés généreux, Mieux-être, Aide au transport en commun, Repas gratuits ou à rabais

Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.

Humans of HR

Profil d’entreprise sauvegardé

Renseignements historiques provenant d’un profil The Jobs API sauvegardé (champs LinkedIn/Crunchbase). Ils ne sont pas vérifiés en temps réel; les chiffres peuvent avoir changé. Les valeurs manquantes restent inconnues.

We Search the Earth for you......

Description complète de l’entreprise

Humans of HR is an upcoming recruitment agency dominating the recruitment and talent acquisition market in Vancouver supporting both temporary and permanent areas of employment across the following sectors: -Banking & Financial Services -Accounting & Finance -Humans Resources -Payroll -Sales and Marketing -Executive Search With specialized recruitment practices delivered by a dedicated team of recruiters, we find the perfect candidates for organizations using unique and adaptable methods. At Humans of HR, we go the extra mile to build valuable and meaningful connections with our candidates and leading businesses. Our goal is to facilitate the selection and the placement of recruits that are skilled, experienced, and talented; nothing less than the very best for our clients. We are passionate about recruitment; we value your need to hire top talent and we are obsessed about finding great candidates and matching them with great careers. We are different - We are genuinely passionate about finding top talent for our clients. Of course, hiring quality employees to help grow your company is not easy and is never cheap. To find your next rock star you’re going to have to pay something, but it doesn’t have to be something that will break your bank. Our placement fee is very competitive and fair. We offer a 90-day placement guarantee for all new hires. We believe in exploring every facet of our candidates’ personal and professional profile, their motivations for change and assess and measure against the client's needs to ensure the successful candidate can offer productivity and longevity.

Abonnés LinkedIn
39 622
Personnes associées sur LinkedIn
9
Bureaux déclarés
  • Vancouver, British Columbia V6C 2G2, CA
Autres noms enregistrés
  • Humans of HR
Spécialités
  • Banking & Financial Services
  • Human Resources
  • Sales & Marketing
  • Accounting & Finance
  • and Payroll
Le profil indique une agence de recrutement
Oui

Humans of HR is an upcoming recruitment agency dominating the recruitment and talent acquisition market in Vancouver supporting both temporary and permanent areas of employment across the following sectors: -Banking & Financial Services -Accounting & Finance -Humans Resources -Payroll -Sales and Marketing -Executive Search With specialized recruitment practices delivered by a dedicated team of recruiters, we find…

ChampValeur
SecteurStaffing and Recruiting
Taille2-10 employees
Siège socialVancouver, British Columbia
Type d’organisationPrivately Held
SpécialitésBanking & Financial ServicesHuman ResourcesSales & MarketingAccounting & Financeand Payroll
Offres sur Jobsy17
LinkedInVoir la page
Description

Get ready to laugh your way to the top of your career! My client is seeking an Investment Manager support Officer to join their rockstar Family Office team that is growing and expanding. This is a leading mid-sized accounting and advisory firm that helps local businesses thrive. Their secret to success? A commitment to building great relationships, conversations, and futures, oh, and unlimited coffee, snacks, and gym memberships (because we take our health seriously, but also, who doesn't love a good snack break?).

This is your chance to be part of a growing, dynamic, and highly specialized group that's changing the game in the Family Office world. You'll work directly with the awesome partners and help build long-lasting relationships with ultra high net worth clients. Your duties will include everything from being the go-to person for clients to crafting custom solutions that meet their unique needs.


Requirements

  • Has a bachelor’s degree in Business Administration or a related field
  • Has 2-5 years of customer service or hospitality experience, with a strong focus on building and maintaining client relationships
  • Has exceptional verbal and written communication skills
  • Works well in a fast-paced environment with a diverse portfolio of work
  • Is a brand ambassador for the organizations Family Office and can connect with high-net-worth individuals to create meaningful relationships

Benefits

  • Hands-on experience working with high-net-worth individuals and families
  • Career growth opportunities as our Family Office practice continues to grow
  • A competitive compensation package, including extended health care, dental, and group life insurance benefits
  • 3+ weeks of paid vacation per year, overtime meal and parking reimbursements, and a monthly gym membership subsidy
  • An open-door culture that encourages interaction with all staff levels, including partners
  • Entertaining social events throughout the year (because work-life balance is important!)
  • And did we mention the fully stocked kitchen, snacks, and unlimited coffee?

Emplois semblables

  • Financial Advisor

    Burnaby, BC
    Temps plein

    Royal Bank of Canada: Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.

    Cotation en bourse: TSX:RY · NYSE:RY · Source vérifiée: 2026-11-02

    2+ ansCandidates need a valid mutual funds accreditation and the Canadian Securities Institute designation for their province (DFSA outside Quebec, Certificate of Achievement in Personal Finance in Quebec). They also need 2-3 years of financial services sales experience, digital literacy and a record of building client trust.

    laptop, smartphone, tablet

    Financial Advisor

    Burnaby, BC
    Temps plein

    Royal Bank of Canada: Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.

    Cotation en bourse: TSX:RY · NYSE:RY · Source vérifiée: 2026-11-02

    2+ ansCandidates need a valid mutual funds accreditation and the Canadian Securities Institute designation for their province (DFSA outside Quebec, Certificate of Achievement in Personal Finance in Quebec). They also need 2-3 years of financial services sales experience, digital literacy and a record of building client trust.

    laptop, smartphone, tablet

  • Financial Advisor - Vernon, BC

    Vernon, BC

    Scotiabank

    Candidates need a drive to build customer relationships, a proven record of meeting or exceeding sales targets, and a Mutual Funds licence. Working toward the CIFP Diploma is also required.

    Sales targets, Customer experience, Customer relations, Customer service, Compensation and benefits, Leadership

    Financial Advisor - Port Moody BC

    Port Moody, BC

    Scotiabank

    Candidates need a Mutual Funds licence, a drive to build relationships, a record of meeting sales targets and the ability to solve customer needs. Working toward the CIFP Diploma is required.

    Sales targets, Customer experience, Customer relations, Customer service, Compensation and benefits, Leadership

    Financial Advisor - Broadway & Commercial Branch, Vancouver, BC

    Vancouver, BC

    Scotiabank

    Candidates need a drive to build customer relationships and deliver excellent service, a proven record of meeting sales targets in a fast-paced setting, and a Mutual Funds licence while working toward the CIFP Diploma.

    Sales targets, Customer experience, Customer relations, Customer service, Compensation and benefits, Leadership

  • Financial Advisor - CIRO-ID (Urban)

    Richmond, BC
    Temps plein

    Canadian Imperial Bank of Commerce (Canada): C'est aussi pourquoi une carrière à la Banque CIBC est plus qu'un emploi : c'est une occasion de grandir et de travailler aux côtés de certaines des…

    4+ ansCandidates need a postsecondary degree or diploma and/or 4 years of relevant experience, plus current CIRO-ID investment dealer licensing in good standing. Quebec positions also require AMF licensing and related courses such as CIFC or CSC.

    Financial Advisor - CIRO-MFD/AMF (Urban)

    Richmond, BC
    Temps plein

    Canadian Imperial Bank of Commerce (Canada): C'est aussi pourquoi une carrière à la Banque CIBC est plus qu'un emploi : c'est une occasion de grandir et de travailler aux côtés de certaines des…

    1+ ansCandidates need 1 to 3 years of experience giving financial advice and building client relationships. They must hold CIRO-MFD accreditation and, for Quebec, AMF licensing with CIFC or CSC and Registered Retirement Consultant (RRC) status.

  • Financial Advisor (Woodgrove Branch)

    Nanaimo, BC

    First West

    2+ ansCandidates need a college or tech diploma, a Mutual Funds License, and two years in a member advisor role or equivalent. They must identify member needs, manage their own workload, and be proficient in Microsoft Office and banking software.

    Microsoft Office, banking software

Lieux et modes de travail

Lieux

Tout le CanadaTélétravail · Hybride · Sur place · Sur le terrain

Astuce : ajoutez le télétravail pour élargir la recherche.

Exclure des lieux

Mode de travail

Offres de cette entreprise dans les résultats

Voici les offres de cette entreprise chargées dans votre recherche. Elle peut avoir d’autres postes ouverts.