Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Member Finance & Investment Advisor

Coast Capital Savings

Coast Capital Savings in Fleetwood is seeking a Member Advice Specialist to assist members with everyday banking needs, promote our products, and provide friendly, knowledgeable service at the Fleetwood Branch.This role emphasizes customer experience, collaboration within the team, and adherence to policies while identifying sales opportunities across loans, deposits and investments.
#J-18808-Ljbffr
Vacancy posted 55 minutes ago
Similar jobs that could be interesting for youBased on the Member Finance & Investment Advisor in Winnipeg, MB vacancy
  • $50k - $100k per year

     ...advice and solutions. TD Wealth Private Investment Advice (TDW PIA) is one of Canada's...  ...a dedicated and professional Investment Advisor, while maintaining active participation in...  ...profile looks like: Undergraduate Degree in finance, business, economics or related... 
    Suggested
    Work from home

    TD Bank

    Winnipeg, MB
    3 days ago
  • $120k - $150k per year

    Finance Manager, InvestmentsFull-time permanent role Location:...  ...Capital Inc. (‘WCI’), a private investment company based in Victoria, BC...  ...professionals and external advisors, and play an important role in...  ...with disabilities, and members of visible minorities to apply... 
    Suggested
    Long term contract
    Permanent employment
    Internship
    Work at office

    BCCPA

    Winnipeg, MB
    51 minutes ago
  • Grow your business, your way – with RBC As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but haven’t had the training, support, and resources... 
    Suggested
    Long term contract
    Full time
    Flexible hours

    RBC Dominion Securities Inc.

    Winnipeg, MB
    51 minutes ago
  • Grow your business, your way - with RBC As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you've dreamed of starting your own business, but haven't had the training, support, and resources... 
    Suggested
    Long term contract
    Flexible hours

    Royal Bank of Canada

    Winnipeg, MB
    51 minutes ago
  •  ...looking for thoughtful, collaborative people who are excited to help our members get the most out of the technology they use every day.About the Role We're looking for a Member Implementation Advisor to help new members successfully launch and adopt Better Impact software... 
    Suggested
    Work at office
    Remote work

    Better Impact

    Winnipeg, MB
    55 minutes ago
  •  ...freedom, ownership, and growth in your career?Or a newly licensed advisor ready to build your business your way — with the full...  ...owned platform?We’re expanding our team of Licensed Insurance & Investment Advisors across Canada and the U.S., offering a unique... 
    Long term contract
    Full time
    Part time
    Work at office
    Remote work
    Flexible hours

    Experior Financial Group

    Winnipeg, MB
    56 minutes ago
  • $135k - $200k per year

     ...corporate clients through comprehensive wealth management solutions and investment banking services. We are a leading independent wealth management...  ...Genuity Corp., is currently looking for an Associate Investment Advisor to join the MacInnes Group in our Oakville office. Led by... 
    Permanent employment
    Work at office

    Canaccord Genuity Group Inc.

    Winnipeg, MB
    48 minutes ago
  • Work across investment operations, data, and technology as an Advisor at PSP Investments, supporting global platforms from the Montréal business office.This position...  ...: Bachelor’s degree in a relevant finance, business, or systems fieldAt least five years of relevant... 
    Work at office
    Local area

    PSP’s Private Debt & Credit Investment (PDCI) group

    Winnipeg, MB
    49 minutes ago
  • Improve investment processes and operational readiness as an Advisor with PSP Investments in Montréal or Ottawa, working four days in-office.As part of Business Operations...  ...: Relevant bachelor’s degree in finance, business, or information systemsFive years of relevant... 
    Work at office

    PSP Investments | Investissements PSP

    Winnipeg, MB
    54 minutes ago
  •  ...2026destinationone has partnered with the City of Maple Ridge to hire for this Investment Attraction Advisorrole.STATUS: Temporary Full-Time (Exempt)...  ...$107,000 - $127,000POSITION OVERVIEW:The Investment Attraction Advisor is a market-facing, business development focused role... 
    Full time
    Temporary work

    Destinationone Consulting Inc.

    Winnipeg, MB
    54 minutes ago
  •  ...Coast Capital Langley Branch is seeking a Member Advice Specialist to support everyday banking needs, promote products, and build lasting...  ...-solving in a retail banking setting. Candidates should have a Canadian investment funds certificate and experience in #J-18808-Ljbffr

    Coast Capital

    Winnipeg, MB
    51 minutes ago
  • Investment Operations and Governance Advisor Join Venture Ontario where you will help shape the future of Ontario's venture capital ecosystem. Venture Ontario...  ...with diverse stakeholders, including Board members, ministry partners, fund managers, and external organizations... 
    Temporary work

    Venture Ontario

    Winnipeg, MB
    48 minutes ago
  • Investment Advisor Opportunities For more than 100 years, Odlum Brown has helped clients achieve their financial goals through trusted relationships...  ...an inclusive and accessible workplace where all team members feel valued and supported. If you require accommodation during... 
    Long term contract

    Odlum Brown

    Winnipeg, MB
    55 minutes ago
  • $68.8k - $114.7k per year

     ...Temporary Full Time  -     The Investment Associate plays a key...  ...What you will do:   Client & Advisor Support Prepare materials for...  .... Collaborate with team members to share knowledge, improve processes...  ...) within one year of hire. Finance education or experience in the... 
    Permanent employment
    Full time
    Contract work
    Temporary work
    Part time
    Internship
    Work at office
    Flexible hours

    The Canada Life Assurance Company

    Winnipeg, MB
    7 days ago
  •  ...Group of Companies is seeking a Senior Analyst / Associate, Investments & Financing to join our fast growing and dynamic team in our Toronto office...  ...-making tools. Each application is personally reviewed by a member of our hiring team based on the qualifications, experience, and... 
    Long term contract
    Work at office

    Marlin Spring Developments

    Winnipeg, MB
    52 minutes ago
  • Deliver investment advice from home as a Digital Investment Advisor with BMO, using client communication and wealth management expertise.Support BMO SmartFolio clients through inbound calls while placing their needs at the center of each interaction. Learn financial situations... 
    Remote work

    BMO

    Winnipeg, MB
    55 minutes ago
  • Build lasting client relationships as an Investment Advisor in Victoria, using financial planning and portfolio management expertise at RBC Dominion Securities.This full-time Wealth Management position supports high-net-worth individuals, families, and business owners. You will... 
    Long term contract
    Full time

    RBC Dominion Securities

    Winnipeg, MB
    48 minutes ago
  • ATB Wealth is seeking an Investment Advisor for its Wealth Advice Centre, delivering smart, simple advice through digital client conversations. Apply mutual fund expertise.This Financial Advisor position supports new and existing clients across calls, video meetings, and email... 

    ATB Financial

    Winnipeg, MB
    51 minutes ago
  •  ...Burns in the GTA, using portfolio management and comprehensive wealth advice. Serve clients through trusted relationships.As an Investment Advisor, you will advise high-net-worth individuals, families, and business owners. Build multi-generational relationships through financial... 

    Bank of Montreal

    Winnipeg, MB
    56 minutes ago
  • Join Better Impact as a Remote Member Implementation Advisor, helping organizations smoothly adopt our volunteer management software. Combine training, problem-solving, and relationship-building to empower members from day one. In this role, you will interface directly with... 
    Work at office
    Remote work

    Better Impact

    Winnipeg, MB
    54 minutes ago
  •  ...actively partner in the success of our Investment Advisors – investing strategically in industry leading...  ...economic growth around the world. As a member of the BMO team you are valued,...  ...across the globe, we’ll continue to build, invest and transform to drive performance that... 
    Long term contract
    Contract work
    Temporary work
    Part time
    Work at office

    Bank of Montreal

    Winnipeg, MB
    56 minutes ago
  • $40.5k - $80k per year

     ...ready to build your career in the investments industry while working from...  ...about helping Canadians invest smarter. You enjoy learning about...  ...centre environment, the SmartFolio advisor is responsible to primarily...  ...growth around the world. As a member of the BMO team you are valued... 
    Part time
    Work at office
    Remote work
    Work from home

    Bank of Montreal

    Winnipeg, MB
    53 minutes ago
  • $50.9k - $76.4k per year

     ...Position Overview:     The Investment Reporting Analyst, Global...  ...Reporting and Compliance, will be a member of the global investment...  ...commerce, economics, mathematics, finance, or other related fields. An...  ...32,250 employees, 106,000 advisor relationships, and thousands of... 
    Permanent employment
    Full time
    Part time
    Internship
    Flexible hours

    The Canada Life Assurance Company

    Winnipeg, MB
    2 days ago
  • Westerkirk Capital Inc. in Victoria, BC, seeks a Finance Manager, Investments, to lead accounting and financial reporting for investment entities....  ...functions, with cross-functional collaboration across managers and advisors. Ideal candidate holds a CPA and 8+ years of investment... 
    Work at office

    Westerkirk Capital

    Winnipeg, MB
    55 minutes ago
  • Become a crucial financial advisor at Autodesk's FP&A-PDMS team. As a Senior Finance Business Partner, you'll drive investment insights and enhance data management strategies while enjoying flexible hybrid work arrangements. In this senior role, you will directly support... 
    Flexible hours

    Autodesk, Inc

    Winnipeg, MB
    53 minutes ago
  • $115k - $145k per year

    Manager, Customer Finance & Trade InvestmentFull Time Management Head Office, Vancouver, BC, CA Salary Range: $115,000.00 To $145,000...  ...and customer negotiations. Deal economics.Build and challenge investment cases, scenarios and paybacks for pricing, promotion, innovation... 
    Permanent employment
    Work at office

    Organika Health Products Inc

    Winnipeg, MB
    53 minutes ago
  • La SODEC recherche une directrice ou un directeur de comptes à Montréal, spécialisé en financement, investissement et négociation. Le travail s’effectue en mode hybride.Sous l’autorité du directeur général des services financiers aux entreprises, la personne titulaire contribue... 

    SODEC - Société de développement des entreprises culturelles

    Winnipeg, MB
    54 minutes ago
  • TITRE : Directrice, directeur de comptes, financement et investissement LIEU DE TRAVAIL : Montréal La SODEC conjugue les mondes de la culture et de l’économie : elle appuie la production artistique afin que les œuvres culturelles québécoises se démarquent auprès... 
    Daily paid
    Contract work
    Work at office
    Flexible hours
    Day shift

    SODEC - Société de développement des entreprises culturelles

    Winnipeg, MB
    48 minutes ago
  • Westerkirk Capital Inc. seeks a Finance Manager, Investments to lead accounting and financial reporting for its investment entities. The role oversees...  ...portfolios, coordinates audits, and partners with external advisors and investment professionals. You will build and develop... 

    BCCPA

    Winnipeg, MB
    52 minutes ago
  • Become a key player at PSP Investments as a Vendor Governance Advisor. You'll manage crucial vendor relationships and negotiate IT agreements, driving governance excellence in a hybrid work environment. In this pivotal role, you will leverage your expertise in procurement... 

    PSP Investments | Investissements PSP

    Winnipeg, MB
    48 minutes ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Member Finance & Investment Advisor. Be the first to apply!