Wealth Strategies jobs
Territory Manager - BC Interior and North
Easily applyBC Green Pharmaceuticals Inc.Princeton, BC- $65,000–$80,000 a year
- Full-time
- Paid time off
- Vision care
- Dental care
- Employee assistance program
- RRSP match
- Extended health care
- Execution of Castle Rock Farms retail account strategies across the Interior and Northern BC Territories.
- Maintain agility in responding to market trends and…
Salesforce Technical Lead - Financial Services Cloud /Responsable technique Salesforce – Financial S
Easily applyNewMaarut IncMontréal, QC- $100–$105 an hour
- Contract
- Le client recherche un référent technique Salesforce pour un programme de modernisation de CRM dédié à la gestion de patrimoine (Wealth Management), articulé…
Wealth Coach - Halifax/Dartmouth, NS
Easily applyControl And Compound FinancialDartmouth, NS B3B 1T1- $80,000–$90,000 a year
- Full-time +1
- Paid time off
- Dental care
- Company events
- Extended health care
- On-site parking
- Wellness program
- And we're on the hunt for a Wealth Coach who's competitive, coachable, and ready to own their numbers.
- No finance or insurance background required.
Wealth Coach - Halifax/Dartmouth, NS
Easily applyControl And Compound FinancialDartmouth, NS B3B 1T1- $80,000–$90,000 a year
- Full-time +1
- Paid time off
- Dental care
- Company events
- Extended health care
- On-site parking
- Wellness program
- And we're on the hunt for a Wealth Coach who's competitive, coachable, and ready to own their numbers.
- No finance or insurance background required.
- Personalized Wealth StrategiesEdmonton, AB T6N 1N1
- $25–$35 an hour
- Full-time +1
- 37.5 hours per week
- Monday to Friday
- Tuition reimbursement
- Paid time off
- RRSP match
- Extended health care
- On-site parking
- You'll play a key role in delivering exceptional client service and supporting comprehensive wealth and insurance planning.
- Edmonton, AB T6N 1N1 (preferred).
Client Success Specialist (Business Development)
Easily applyOften replies in 3 daysPWL Capital Inc.Montréal, QC- Full-time +1
- Tuition reimbursement
- Paid time off
- Vision care
- Dental care
- Life insurance
- Employee assistance program
- Develop and execute nurture strategies for prospects who are not yet ready to move forward, maintaining engagement and keeping PWL top of mind.
- True North HR ConsultingMississauga, ON L4Z 3N1
- $130,000–$160,000 a year
- Full-time +1
- Paid time off
- Vision care
- Dental care
- Disability insurance
- Paid vacation
- Extended health care
- Minimum 5 years of experience in investment sales, wealth management, exempt market products, private lending, or alternative investments.
- Campbellford Memorial HospitalCampbellford, ON
- $51.15–$63.74 an hour
- Full-time +1
- Tuition reimbursement
- Vision care
- Dental care
- Life insurance
- Employee assistance program
- Disability insurance
- Promote client safety, independence, and quality of life through evidence-based interventions and strategies.
- Occupational Therapist – GAIN Program – Temporary…
- ModernAdvisorVancouver, BC
- $110,000–$150,000 a year
- Full-time
- Paid time off
- Vision care
- Dental care
- RRSP match
- Extended health care
- Work from home
- Minimum 5 years of experience in portfolio management, investment advisory, wealth management, or a related financial services role.
Client-Facing Portfolio Manager
Easily applyOptimize Financial GroupToronto, ON- From $120,000 a year
- Full-time
- Collaborate with internal teams to deliver a seamless and coordinated wealth management experience.
- Optimize Financial Group is a Toronto-based financial…
- Henderson Partners LLPOakville, ON
- $200,000–$220,000 a year
- Full-time +1
- Design and oversee implementation of estate freezes, corporate reorganizations, succession planning strategies, trust structures, compensation planning, and…
- Canaccord Genuity Corp.Oakville, ON
- $100,000–$140,000 a year
- Full-time
- Minimum of 5 years of relevant investment or wealth management experience.
- The ideal candidate takes ownership and accountability for day-to-day portfolio needs…
- Canaccord Genuity Corp.Calgary, AB
- Full-time
- Demonstrate a long-term commitment to a career in wealth management, with an interest in progressing toward an Associate Advisor and ultimately an Investment…
Station Manager
Easily applyNewGen7 LPFort Frances, ON- $60,000–$65,000 a year
- Full-time +1
- On-site parking
- Implement strategies to improve customer satisfaction and loyalty.
- You are responsible for managing inventory, meeting sales targets, and developing strategies…
- Canaccord Genuity Corp.Vancouver, BC
- $110,000–$150,000 a year
- Full-time
- Experience presenting investment strategies, wealth planning recommendations, or financial solutions to clients and prospects.
Administrative Assistant
Easily applyOften replies in 1 dayShortFinancialSt. John's, NL A1C 1K4- $42,000–$52,000 a year
- Full-time +1
- Paid time off
- Vision care
- Dental care
- Life insurance
- Disability insurance
- Company events
- Client Service & CRM Management: *Maintain accurate client records in the CRM (Maximizer), including notes, documents, and follow-ups; record client…
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Job Post Details
Territory Manager - BC Interior and North
Territory Manager - BC Interior and North
Job details
Full job description
Overview
Family founded in 2016, Castle Rock Farms Inc. operates a state-of-the-art, purpose built 90,000 square foot cannabis cultivation facility in Princeton, BC, and has positioned itself as a quality and efficiency leader in the cultivation and manufacturing of premium cannabis products for domestic sale and export to international markets.
We operate in an exciting and dynamically evolving industry, where we have rapidly built a reputation for being an exceptional employer that cares about employees and offers team members the opportunity to grow, innovate, and thrive. We are a fast-growing team of over 150 employees.
Castle Rock Farms’ Board and operations leadership are proven executives, bringing a wealth of expertise in Corporate Finance, Branding and Operations. The founders and dedicated cultivation leadership, represent a team of sophisticated cannabis enthusiasts, deeply committed to unravelling the magic and untapped potential that this plant has to transform society.
To support the expansive growth that is underway, we are excited to welcome a Territory Manager –BC Interior & North
The Territory Manager – BC Interior & North leverages deep market intelligence and established industry relationships to craft and execute advanced strategies that elevate brand equity, expand awareness, and solidify Castle Rock Farms competitive position. Impact is measured through sustained market penetration, increased average SKU count per store, and consistent growth in regional market share.
Position Overview
- Execution of Castle Rock Farms retail account strategies across the Interior and Northern BC Territories
- Drive business development initiatives with a focus on expanding market share, identifying growth opportunities, and executing actionable plans that deliver measurable results.
- Oversee and strengthen long-term customer relationships, fostering partnerships that enhance brand equity, loyalty, and repeat business.
- Maintain agility in responding to market trends and competitor activity, adapting strategies to maximize Territory performance and supporting province-wide rollout of successful initiatives.
- Develop and present comprehensive CRM reporting, including account progress, forecasts, and strategic insights to leadership on a regular basis.
- Coordinate and participate in on-site promotional events, product launches, and brand activations (e.g. Retailer 'Pop-ups') to drive engagement and sales within the Territory
- Perform other duties as required to support the growth and success of the Territory and Castle Rock Farms overall business objectives.
Qualifications
- Post-secondary education in Business Administration, Agriculture and Environmental Studies, Cannabis Studies, Healthcare, or a related field; or equivalent progressive experience in sales and territory management.
- Minimum of 3 years of demonstrated success in sales, business development, or account management, preferably within the cannabis or other regulated industries, with proven results in growing market share and brand presence.
- In-depth knowledge of cannabis industry regulations, BCLDB Wholesale operations, market trends, and competitive landscape, with the ability to leverage insights to shape territory strategy and maintain compliance.
- Strong strategic, analytical, organizational, and planning skills, with exceptional verbal and written communication abilities to influence and collaborate with internal teams and external partners.
- Demonstrates strong judgment and advanced problem-solving skills to make informed, strategic decisions in complex or evolving market situations.
- Exceptional negotiation and influencing abilities, capable of building consensus, securing opportunities, and driving mutually beneficial outcomes with retailers and partners.
- Ability and willingness to travel, sometimes overnight, throughout the Interior, and Northern BC as required, as well as periodic travel to Princeton, BC, and the Lower Mainland of BC for corporate meetings, trade shows, and other business events.
- Valid driver’s license with a clean driving record, access to a personal vehicle for territory travel (car allowance provided), and current vehicle liability insurance.
- Reside within the central BC area to ensure effective Territory coverage and relationship management.
- Advanced proficiency with Microsoft Office applications (Word, Excel, PowerPoint) and experience using CRM or sales analytics tools.
What We Offer
- Competitive pay in the range of $65,000 - $80,000 annually, depending on experience.
- Performance-based incentives.
- Car, phone allowance and reimbursement for travel expenses.
- Benefits: Comprehensive package, including health, dental, and vision care.
- RRSP: We will match up to 4% of your contributions.
- Bucketlist: Reward and Recognition platform to show appreciation for your peers and leadership.
- Opportunity to be part of a fast-growing company in an exciting, evolving industry.
- Collaborative, dynamic work environment with opportunities for career advancement.
Exact compensation will vary based on skills, experience, and location.
To Apply: Interested candidates are invited to submit their cover letter and resume detailing their qualifications and experience via the careers section of our website at www.thebcgreen.com
Thank you for your interest in working with Castle Rock Farms!
Pay: $65,000.00-$80,000.00 per year
Benefits:
- Dental care
- Employee assistance program
- Extended health care
- Paid time off
- RRSP match
Work Location: In person