Vancity Jobs | Apply Now Portfolio Manager Career in Vancouver, BC

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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 $ 149,299.00 Per Year.

Vancity Jobs in British Columbia Employment


Name of the Recruitment Agencies/Department – Vancity

Name of the Vacant PositionPortfolio Manager

Job LocationVancouver, British Columbia

Salary – $ 149,299.00 Per Year

Jobs Type – Jobs In Canada


 

Job Description

The role:

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.

Apply Now

Read Carefully Before Apply


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

Job LocationVancouver, British Columbia

Salary – $ 67,730.00 Per Year

Jobs Type – Jobs In Canada

Job Description

The Role: 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

Apply Now

Read Carefully Before Apply


Vancity Jobs – Employment Opportunities for Procurement Analyst 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 Procurement Analyst Jobs available now. Candidates who are looking for Procurement Analyst Jobs in British Columbia with relevant required experience can apply for Vancity careers Employment. Candidate will get after selection great Salary $ 59,799.00 Per Year.

Vancity Jobs in British Columbia Employment 

Name of the Recruitment Agencies/Department – Vancity

Name of the Vacant PositionProcurement Analyst

Job LocationVancouver, British Columbia

Salary – $ 59,799.00 Per Year

Jobs Type – Jobs In Canada

Job Description

 The Analyst is expected to perform all day to day operations and transactions for the procurement programs including edge case management, issue resolution, troubleshooting, client management, and reporting.  They must handle high energy, high complexity and high urgency matters with professional demeanor and high value output.

A typical day would involve: 

  • Working with approved strategies, running the operational side of the procurement programs such as Purchase Order Management, Contract Management, Vendor Management etc.
  • Process transactions and administration for procurement in accordance with internal policies and processes.
  • Conduct research and analytics to support business modelling activities and enables the achievement of business objectives.
  • Identify, investigate and communicate operational issues on a timely basis to support issue resolution.
  • Undertake vendor onboarding processes in order to ensure the application of process and policy with regards to vendor and contract management.
  • Liaise with internal and external stakeholders in order to facilitate the procurement contract process (eg. disputes, performance issues) so that contract are fulfilled as per established guidelines.
  • Assist in month-end, reporting and analysis of system and solution performance tasks.
  • Obtain a deep working knowledge of the Procurement programs and services, tools and templates in order to train users, answer inquiries, review for data quality, and maintain data repositories.
  • Identify opportunities to optimize and improve processes in order to enable greater efficiencies.
  • Support the delivery of administrative tasks such as reporting, responding to inquiries and coordinating collection of data.
  • Gather and analyze information to support ITS procurement in the preparation of reports, including Board Reports.
  • Monitor, review and validate the accuracy of financial, non-financial, and resourcing information to support the integrity of the Procurement Programs.
  • Maintain excellent relationships with stakeholders and clients.

You are:

  • An Exceptional Communicator – great interpersonal skills, you provide highly specialized expertise and advice, address challenges and issues.
  • A Natural Problem Solver and Decision-Maker – you lead diagnosis of challenges, find business solutions, and assess risks and opportunities.
  • Analytical – Ability to identify the elements of a problem situation and to understand which components are critical; ability to break the process down into its component activities.
  • Attentive to Detail(s): able to see and pay attention to details; the ability to recognize the component parts of a procedure or object, and to verify the correctness or error in an individual part or procedure.

You have:

  • A University or College degree.
  • 3 years in a transaction-based operation using technical “IT systems”, financial transaction experience as asset.
  • Procurement workflows, IT system configuration skills, workflow and system-based workflow knowledge, vendor management and contract/ legal interests would be an asset.
  • Ability to provide all day to day aspects of a transaction-based business with a high “service SLA and satisfaction” profile.
  • Excellent written and spoken language capabilities.

Apply Now


Vancity Jobs – Employment Opportunities for Financial Services Representative 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 Financial Services Representative Jobs available now. Candidates who are looking for Financial Services Representative Jobs in British Columbia with relevant required experience can apply for Vancity careers Employment. Candidate will get after selection great Salary $ 42,146.00 Per Year.

Vancity Jobs in British Columbia Employment 

Name of the Recruitment Agencies/Department – Vancity

Name of the Vacant Position – Financial Services Representative

Job LocationVancouver, British Columbia

Salary – $ 42,146.00 Per Year

Jobs Type – Jobs In Canada

Job Description

Do you consider yourself a great communicator, have at least one year of customer service experience and like interacting with people? Use these skills to provide our members with solutions to support their short and long-term financial well-being! Financial Services Representatives ensure that our members experience an engaging, accurate and efficient delivery of service, all while helping Vancity redefine wealth, consistent with branch objectives.

The Role: Financial Services Representative

As an FSR, you will demonstrate excellence in customer service through solid communication and interpersonal skills, as you engage face-to-face with our membership. You’ll build strong relationships by learning more about our members while assisting them with their banking transactions—such as cheque deposits, cash handling, bank drafts and wires. You’ll be navigating multiple computer systems, complying with processes and policies, all while having a quality conversation with our members. You’ll be the trusted advisor among members who value the branch experience and choose to come in person for their banking needs and seek personalized advice.

The Team:

  • The Financial Services Representative reports directly into the Assistant Branch Manager.

A typical day would involve:

  • Performing member transactions consistent with established standards so that a high level of quality service delivery is achieved.
  • Identifying and assessing member/prospect needs to provide appropriate products, services and referrals.
  • Applying branch service standards, policies, procedures and controls to meet compliance requirements and mitigate risk.
  • Fully leverage and utilize the technical systems available so that the service experience for the member is efficient and seamless.

You are:

  • A problem solver – You have an analytical mind and can multi-task to come up with solutions
  • Tech-savvy – People often say you’re a quick learner and great with technology & systems
  • A great communicator – You find it easy to get to know others and have great conversations
  • Ready for a challenge – You have a positive attitude and are able to work in a fast-paced changing environment

You Have:

  • A High School Diploma – At a minimum, you have graduated high school and/or equivalent
  • Customer Service Experience – At least 1 year of working experience interacting with people and businesses in a professional capacity

Bonus Points:

  • Post-secondary coursework
  • Banking and/or call centre experience would be an asset

Apply Now


Vancity Jobs – Employment Opportunities for Purchasing Specialist 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 Purchasing Specialist Jobs available now. Candidates who are looking for Purchasing Specialist Jobs in British Columbia with relevant required experience can apply for Vancity careers Employment. Candidate will get after selection great Salary $ 70,929.00 Per Year.

Vancity Jobs in British Columbia Employment 

Name of the Recruitment Agencies/Department – Vancity

Name of the Vacant PositionPurchasing Specialist

Job Location – Vancouver, British Columbia

Salary – $ 70,929.00 Per Year

Jobs Type – Jobs In Canada

Job Description

The Purchasing Specialist is the primary point of contact for Vancity Staff to get support for escalating purchasing portals issues, maintain the centralized filing for procurement process (bid, tenders, etc.), and address purchasing inquires via email. The Purchasing Specialist will maintain relationships with key suppliers of generic items (office supplies, stationary, coffee, couriers, travel agency, etc.) and address some supplier inquiries via email.

You will:

  • Negotiate and purchase generic products so that best value is achieved and delivery is timely.
  • Maintain vendor relationships for generic products in order to optimize pricing, availability and other benefits (i.e. Warranties), including processing related centralized invoices for payment. Assist with ongoing monitoring of external service providers relationships, including keeping vendor performance scorecards.
  • Administer Purchasing Portals, including monitoring access credentials to staff, update products, and place blanket Purchase Orders.
  • Monitor purchasing generic inbox, address enquiries from staff and suppliers in a timely and positive fashion. Identify, investigate, and communicate operational issues on a timely basis to support issue resolution.
  • Monitor, maintain, and efficiently and effectively resolve any issues related to the procurement lifecycle document repository and its systems.
  • Maintain and keep up to date all Purchasing Insite pages.
  • Support the delivery of reporting, inclusive of data collection and responding to any inquiries. Assist with purchasing reporting to regulators, management, the Board, annual reporting and others as required.
  • Provide technical expertise and advice on procurement policy to internal stakeholders as required to meet business needs.
  • Identify opportunities to optimize and improve processes in order to enable greater efficiencies.
  • Assist lines of business in connection with requirements gathering, due diligence or onboarding of new suppliers, including analysis related to the application of our Values and Commitments when entering a relationship with Suppliers
  • Assist line of business with contract e-signature and submission of contracts for Gatekeeper.

You are:

  • Computer and Tech Savvy – with mid level skills in Microsoft Word, and high level skills in Excel and Outlook with a strong knowledge of Web applications (Microsoft teams, sage or accounting programs, contract management programs or ERP systems).
  • An Excellent Communicator and Planner – both written and verbal with outstanding organizational skills. Time management and prioritization are top of mind and you are able to deliver quality work.
  • A Relationship Builder – professional relationships with management, staff and vendors/suppliers. You are able to manage these relationships with ease and have a customer focus.
  • A Team Player – ability to collaborate with peers to ensure administrative systems and processes are consistently followed and monitored in a timely manner.
  • A Quick Learner and Problem Solver – ability to resolve issues and escalate when necessary.

You have:

  • Some Post Secondary Education – diploma in procurement and supply chain management preferred.
  • Knowledge of purchasing process and practice preferably gained in a purchasing/procurement environment: ERP, PO, Invoice processing.
  • Data management knowledge and skills.

Apply Now


Vancity Jobs – Employment Opportunities for 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 Manager Jobs available now. Candidates who are looking for Manager Jobs in British Columbia with relevant one year experience can apply for Vancity careers Employment. Candidate will get after selection great Salary $ 86,879.00 per year.

Vancity Jobs in British Columbia Employment 

Name of the Recruitment Agencies/Department – Vancity

Name of the Vacant PositionManager

Job Location – Vancouver, British Columbia

Salary – $ 86,879.00 Per Year

Jobs Type – Jobs In Canada

Job Description

As a Manager Business Analysis, you serve a critical role in ensuring that Vancity achieves its financial and strategic objectives. The mandate of the Financial Planning & Analysis group is to democratize and demystify performance information, ensure an optimal allocation of resources across the organization that is aligned to Vancity’s strategy, and to support the coordination of initiatives, projects, and programs through effective financial planning. This role directly supports the Director, Financial Planning & Analysis and leads a team in the annual budgeting and monthly/long-range financial planning processes for the Vancity group of companies and supports all leaders and functions with operational reporting, dashboards, and financial analysis.

A typical day would involve:

Reporting and Analysis – Establishing an account manager relationship with senior leaders of the respective accountability areas, providing financial reporting and analysis to enable informed decision making.
Financial Modeling – Establishing and monitoring key revenue (where applicable) and expense drivers on an ongoing basis and provide forecasting, planning, and analytical support through the development of the aggregate financial plan. In addition, you will be maintaining an accurate and up-to-date view of the business’ financial performance and providing analysis and advice to the enterprise on initiatives.
Relationship Building – Acting in a concierge role to broker other services from the Finance division to senior leaders through identification of needs and opportunities.
Team Development – developing the talent pool within your team
Risk Management – integrating risk management processes to ensure the ongoing identification, monitoring, and assessment of risks plus implementing strategies to address key risks.

You are:

Customer-centric – You define and measure success through the eyes of your internal customers and anticipate, understand and respond to their evolving needs.
Results-oriented – You have a demonstrated ability to engage stakeholders in order to conduct diagnosis, analyze findings, generate appropriate options, and build deliverables all while securing their commitment to these solutions in a timely manner.
Analytical – You seek to facilitate data-driven decision making, including “rolling up your sleeves” to collect data, research and build models.
A problem solver – Your skills to diagnose challenges and issues, develop innovative business solutions, and assess risks and opportunities that may affect the business have been put to good use.

You have:

Bachelor’s degree in Commerce, Economics, or Business Administration from a recognized post-secondary institution (or equivalent).
Chartered Professional Accountant (Canada) designation or equivalent.
Minimum 2 Years of experience at the management level or higher.
Business acumen in the context of the financial industry.
Communication and interpersonal skills to create clear understanding of expectations, address challenges and issues for the business unit; and represent the unit across the organization.
Knowledge of the concepts, practices and techniques of the related field.
Planning and coordination skills to develop operating plans, processes, methods and standards for a unit and to coordinate delivery of programs and services.
Problem solving and decision-making skills to diagnose challenges and issues; develop innovative business solutions; and to assess risks and opportunities that may affect the unit and or designated unit.
Research and analytical skills to assess and recommend course of action on trends, and to identify risks and opportunities that may impact the unit.

Apply Now

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