Work Location: #825-1200 W 73rd Ave, Vancouver, BC V6P 6G5

Wage: 106/hour

Working Hours: 40 hours/week

Type: Full-time, permanent position

Company Introduction

Aspects Financial, founded in 2006, is a professional firm specializing in financial and tax planning. Its team of tax experts and financial professionals provides tailored solutions for high-net-worth individuals and businesses, including investment tax planning, overseas asset reporting, and wealth succession. With extensive experience and a strong track record serving thousands of clients, the firm is recognized for delivering effective tax optimization strategies and maintaining trusted partnerships with major Canadian financial institutions.

Job Duties

Develop and implement the company’s overall marketing and business development strategy, with a focus on expanding client base in financial planning, tax advisory, and wealth management services.
Establish long-term growth plans to enhance the company’s market presence and strengthen its brand within the financial services industry in British Columbia.
Oversee all marketing and client acquisition activities, including digital outreach, referral network development, and relationship-based marketing initiatives, while leading and supervising the marketing team.
Work closely with other senior managers to align marketing strategies with client needs and service offerings, and support organizational planning and cross-functional coordination.
Analyze market trends, client demographics, and competitive positioning to identify new business opportunities and improve service delivery.
Approve marketing budgets, allocate resources, and monitor performance metrics to ensure effective and sustainable business growth.
Develop and maintain strategic relationships with clients, partners, and referral sources to support ongoing business expansion.
Represent the company in business development initiatives, community engagement, and industry-related activities.
Ensure that marketing and promotional activities comply with applicable regulations and professional standards in the financial services industry.
Contribute to the company’s overall strategic direction by providing insights on market expansion, client segmentation, and revenue growth, and supporting internal process improvement and operational effectiveness.
Build and mentor a high-performing marketing organization by recruiting, selecting, and developing middle management to support scalable growth.

Qualifications

A university degree in business administration, finance, commerce, or a related field
Over five years of experience in the financial services industry, including experience in client relationship management or corporate banking
At least two years of experience in senior management role.
Experience working with business clients and providing financial services
Strong interpersonal, analytical, and organizational skills

Aspects Financial Services Inc.

Open Positions

Chief Marketing Officer (CMO)