Founded in 2005, Value Partners Investments (VPI) is a Winnipeg-based investment firm that currently manages over $4.7 Billion in assets primarily through nine investment funds as well as through Value Partners Investment Counsel (VPIC) which provid...
Requisition ID: 194793
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
Purpose of Job:
We are looking for a mobile Wealth Associate for our GTA East offices. The role will...
Founded in 2005, Value Partners Investments (VPI) is a Winnipeg-based investment firm that currently manages over $4.7 Billion in assets primarily through nine investment funds (the “Pools”) that are distributed through investment dealers and mutual...
Requisition ID: 192020
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
Purpose of Job:
This position is a trusted advisor of private wealth services that meet high net worth client's s...
As the Financial Service Representative you will focus on developing and deepening client relationships by providing high quality sales and financial services advice. You will be responsible to adhere to regulatory requirements and compliant sales p...
KEY ACCOUNTABILITIES:
Manage the advisors’ agenda, book appointments and prepare for client meetings
Prepare KnowYour-Client (KYC) and account opening documents for clients
Proactively make calls to clients and schedule meetings and reviews ...
Founded in 2005, Value Partners Investments (VPI) is a Winnipeg-based investment firm that currently manages over $4.7 Billion in assets primarily through nine investment funds as well as through Value Partners Investment Counsel (VPIC) which provid...
As the Financial Service Representative you will focus on developing and deepening client relationships by providing high quality sales and financial services advice. You will be responsible to adhere to regulatory requirements and compliant sales p...
Founded in 2005, Value Partners Investments (VPI) is a Winnipeg-based investment firm that currently manages over $4.7 Billion in assets primarily through nine investment funds as well as through Value Partners Investment Counsel (VPIC) which provid...
As the Financial Service Representative you will focus on developing and deepening client relationships by providing high quality sales and financial services advice. You will be responsible to adhere to regulatory requirements and compliant sales p...
