Chief Marketing Officer; CMO

Position: Chief Marketing Officer (CMO)

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

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