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Vancity Jobs | Apply Now Portfolio Manager Career in Vancouver, BC
Vancity Jobs– Financial Services Representative Jobs in Vancouver. Vancity Careers Jobs in British Columbia. Latest British Columbia Government Jobs. Get City of British Columbia Jobs in Canada. Upcoming Canada Govt Jobs.
British Columbia Jobs Seekers who are looking for Portfolio Manager Jobs in Vancouver, can check here British Columbia Government Jobs in Vancity. Vancity Careers opportunity available for Portfolio Manager jobs in British Columbia.
Candidates who have Required eligibility Portfolio Manager position can apply through the Vancity careers page link provides in the below section. You can check on this page all upcoming Portfolio Manager jobs in Vancity and other jobs in British Columbia.
Vancity Jobs – Employment Opportunities for Portfolio Manager Careers In Vancouver, BC
Vancity Jobs in British Columbia :– Hurrey ! great news for job seekers. Vancity Jobs site publish notice for various jobs vacancy in their offices. Currently Vancity Portfolio Manager Jobs available now. Candidates who are looking for Portfolio Manager Jobs in British Columbia with relevant required experience can apply for Vancity careers Employment. Candidate will get after selection great Salary $ 149,299.00Per Year.
Vancity Jobs in British Columbia Employment
Name of the Recruitment Agencies/Department – Vancity
Vancity Investment Management is looking to grow our team and looking for a member facing Portfolio Manager in the Greater Toronto Area who has proven client relationship management and sales experience to drive our growth. This growth is achieved by your exceptional client service and your ability to collaborate with colleagues, Centers of Influence, peers, and various networks to grow your book of business.
Working alongside our inhouse team of Investment Managers, Financial and Estate Planning professionals you will provide wholistic financial and investment planning advice to your members.
If you have a successful track record of providing discretionary investment solutions, would like to build a thriving business and work with an incredible team of professionals we would like to talk further to you.
A typical day would involve:
Responsible for acquiring new clients either through our existing membership, external networks both with retail clients as well as unions, foundations and other institutions.
Actively develop and manage a book of clients on a frequent basis to review the economic & market conditions, portfolio performance and to maintain excellent relationships.
Determine the appropriate asset allocation for your clients keeping in mind tax implications. Monitor, review and report on client performance regularly.
Ensure the investment management process and client portfolios adhere to all internal and external compliance policies and procedures.
Support VCIM’s Portfolio Management Consultants (developing Portfolio Managers) through coaching, mentoring, assistance with client on-boarding and supervisory oversight on client portfolios.
Build awareness of VCIM’s products, services and offering in all our member facing channels as well as externally.
Champion our brand with your professionalism, business acumen and strong relationship skills.
Work collaboratively as a team member contributing ideas, suggestions and input to move VCIM forward.
You are:
Resourceful – you understand and utilize the network of colleagues, documents, tools and other supporting materials available to you and can independently formulate appropriate solutions for your members
Proactive – you initiate building relationships that result in business development beyond Vancity’s current membership
Analytical – you demonstrate the ability to assess and identify opportunities and risks based on consumer, business, market, and community trends
A strong relationship builder– you find it easy to get to know others and build trust into your long-lasting relationships.
Ready for a challenge – you have a positive, results-oriented attitude and can work in a fast-paced changing environment
Passionate – about being a financial force for change and believe that finance can have a positive impact in the world.
You have:
Chartered Financial Analyst® designation or Chartered Investment Manager designation plus:
Portfolio management / market analysis experience necessary for registration with provincial securities regulators, ie. the OSC, and possibly others, as an advising representative. Current registrants preferred.
Minimum of 5 to 7 years of relevant industry experience, including experience in a relationship management role.
Minimum 3 years of portfolio building experience in an IIROC, capital markets, or Portfolio Management licensed capacity.
Excellent ability to build rapport with a wide variety of individuals, using superb communication skills, both written, verbal and presentation.
Ability to understand, interpret and communicate complex investment solutions, the markets & the economy to a variety of audiences.
Highly professional reputation and judgment with strong ethics and values.
Demonstrable track record of community involvement and active networking.
CFP and CAIA designations are considered assets.
Experience working with GWP & Microsoft Dynamics is an asset, but at minimum proficient at portfolio management and client relationship management software is required.
The team:
In this role, you will report into the Manager, Vancity Investment Management.
Required: Registered as an Advising Representative (Portfolio Manager)
Posting Deadline: Live until filled
About Vancity:
When you join Vancity as an employee and a member, you join a movement that believes that when we use money for what’s right, we truly are a financial force for change.
Our vision is to redefine wealth—and we are doing so by using the tools of finance to prioritize the wellbeing of our members and our communities by tackling the climate crisis and we are proving every day that sustainable is profitable.
We are the largest private-sector Living Wage Employer in Canada and have been consistently recognized as one of the Top Employers in Canada. Come join our team of 2,600 diverse individuals and access competitive rewards & benefits, all while knowing you are apart of a greater movement.
Start your Vancity career journey with us even if you’re new to financial services! We provide in-house paid training to gain general financial knowledge, and to learn about our products & services. We encourage opportunities to learn & develop to prepare you for career success, which in turn continuously impresses how we serve our membership.
Vancity is committed to a diverse workplace and values Integrity, Innovation, Responsibility and Reconciliation. While we review all applicants, we will be prioritizing applicants who self-identify as Indigenous peoples (First Nations, Inuit, and Metis), Members of visible minorities, and Persons with disabilities.
To learn more about Vancity, please visit vancity.com/AboutVancity.
Vancity Jobs – Employment Opportunities for Wealth Relationship Manager Careers In Vancouver, BC
Vancity Jobs in British Columbia :– Hurrey ! great news for job seekers. Vancity Jobs site publish notice for various jobs vacancy in their offices. Currently Vancity Wealth Relationship Manager Jobs available now. Candidates who are looking for Wealth Relationship Manager Jobs in British Columbia with relevant required experience can apply for Vancity careers Employment. Candidate will get after selection great Salary $67,730.00 Per Year.
Vancity Jobs in British Columbia Employment
Name of the Recruitment Agencies/Department – Vancity
Name of the Vacant Position – Wealth Relationship Manager
The Wealth Relationship Manager (WRM) provides exceptional service to current and potential members by offering a full range of deposit, investment, and credit advice. The WRM identifies the member’s place in their lifecycle, engaging in rich discovery conversations, and recommending solutions to meet their customized needs. This must happen while working with a broad network of specialists, in a seamless, collaborative way, to provide a holistic advice experience.
Relationship building is key as is being relatable, to provide individualized advice or engage with the appropriate specialist colleague. The WRM will manage member contact in-person, over the phone and virtually with comfort, maintaining a forward-looking approach to their contact plan. The WRM will be able to process a full range of complex transactions that include both credit and a broad range of socially responsible investment products. This role is about continuing with an AMs current advice-based solutions, while improving their knowledge to offer a wider diversity of solutions (both sides of the balance sheet).
The WRM will support branch goals by proactively bundling Vancity products and services, actively participating in campaigns and member offers, while working with a diverse network of internal specialists. Deep efforts to uncover opportunities and refer are imperative to the role’s success. The WRM will be able to complete a wide range of tasks — including completion of credit applications, managing estates, identifying need for early-stage financial planning, servicing socially responsible investment products, while maintaining availability in-branch to support new and existing members. The successful candidate will be a strong communicator with the ability to effectively connect with all members without bias and provide coaching to peers.
A typical day would involve:
Meet with branch team to celebrate results, educate, recognize, and coach.
Meet with and understanding each member’s complete cashflow to determine their unique immediate, secondary, needs.
Provide relevant, tailored advice that is documented in CRM and part of an advice and relationship continuum (a routinized business development lifecycle), not a one-off transaction. All interactions should be focused on results and should end with a “and next time we meet we will” vs a closed-ended good-bye.
Proactive connection with members to understand needs and provide relevant advice (this should be very focused on improving results across all lines of business, increasing the number of lines of business serving all members as well as number of services each member holds).
Engage with partners across the organization to present a full spectrum of advice, always pushing oneself to better present areas of the business and solutions you are less comfortable with.
You are:
Inquisitive, curious, creative, driven to improve.
Have or are developing a passion for capital markets, investing and personal finance and broadening your understanding of all solutions.
Personable and outgoing, relatable, bringing your lived experience to your interactions, demonstrating you are a strong communicator (including internal communication through CRM).
Aware of your biases and always working to remove them from your interactions. Assumptions about values, future goals, and lifestyle, must be replaced with curiosity to discover.
Passionate about developing long-term, loyal relationship for the enterprise (not just with you).
Collaborative by nature in all aspects of your work and always helping others to be the same. Attentive not just to the needs you can serve, but also to the needs that will need to be fulfilled by your colleagues.
Analytical and a confident decision maker.
You have:
University degree, on-the-ground business development experience (cold-calling included), lived-experience that may improve our ability to better serve under-served segments, relationship management experience.
Hold an active MFDA License (IFIC or CSC).
Two years in an Account Manager role, or equivalent, providing tailored financial advice to a broad range of members
Proven track record of proactive business development and member prospecting with equivalent sales results
Have a passion for understanding our members’ unique needs and providing tailored advice
