Associate Advisor

4 weeks ago

Vancouver, Canada RGF Integrated Wealth Management Full time

Associate Financial Advisor


RGF Integrated Wealth Management, a well-established, financial planning company located in Vancouver, has an immediate exciting opportunity for an Associate Financial Advisor . This is an excellent position for someone seeking a high level of responsibility and wishing to obtain first-class experience in the financial planning industry. 

We offer a competitive and comprehensive compensation and benefits plan and a positive work environment.


Skills and Requirements:

·        University degree (BComm / BBA) and/or Financial Management Diploma from BCIT

·        Minimum three years of related experience in securities environment and/or financial planning, including customer service

·        CIRO licensing required

·        Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH) required

·        Certified Financial Planner (CFP) or equivalent designation an asset (will be required)

·        Life Insurance License (LLQP) and ISM securities trading system knowledge would be an asset (will be required)

·        Excellent typing and computer skills - MS Office, database experience

·        Excellent interpersonal, verbal, and written communication skills

·        Strong organizational skills and attention to detail

·        Ability to work independently and as a team member

·        Proven prioritizing and multitasking skills to meet deadlines in a fast-paced environment

·        Strong desire to provide high-quality client service


Duties and responsibilities:

·        Preparing for and conducting client meetings

·        Assisting with portfolio revisions and oversight of securities accounts

·       Case preparation support to Financial Advisor (research, financial plans, investment policy statements, quotes, etc.)

·        Full management and financial planning for a block of clients

 

To apply, please send your resume and cover letter to Fraser at Phone number: 604-789-7475.


Please note: only those applicants selected for an interview will be contacted.

 

  • Advisor Support Associate

    1 week ago

    Vancouver, Canada Canada Life Assurance Company Full time

    Job Description: **We are Canada Life** Being a part of Canada Life means you have a voice. This is a place where your unique background, perspectives and talents are valued, and shape our future success. You can be your best here. You’re part of a diverse and inclusive workplace where your career and well-being are championed. You’ll have the...

  • Associate Advisor

    3 days ago

    Vancouver, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?**: The RBC Dominion Securities Inc. Thurlow branch in downtown Vancouver is seeking a talented, self-directed Associate Advisor to join one of the country’s most successful teams, managing over $1 billion in investment assets. You will work as a relationship manager within a top-tiered Chairman Counsel team,...

  • Associate Advisor

    1 week ago

    Vancouver, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?**: RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management. The RBC Dominion Securities branch located in downtown...

  • Associate Advisor

    3 weeks ago

    Vancouver, British Columbia, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?The RBC Dominion Securities Inc. Thurlow branch in downtown Vancouver is seeking a talented, self-directed Associate Advisor to join one of the country's most successful teams, managing over $1 billion in investment assets. You will work as a relationship manager within a top-tiered Chairman Counsel team,...

  • Associate Advisor

    3 weeks ago

    Vancouver, Canada RBC Full time

    Job SummaryJob Description What is the opportunity?The RBC Dominion Securities Inc. Thurlow branch in downtown Vancouver is seeking a talented, self-directed Associate Advisor to join one of the countrys most successful teams, managing over $1 billion in investment assets. You will work as a relationship manager within a top-tiered Chairman Counsel team,...

  • Associate Advisor

    3 weeks ago

    Vancouver, British Columbia, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?The RBC Dominion Securities Inc. Thurlow branch in downtown Vancouver is seeking a talented, self-directed Associate Advisor to join one of the country's most successful teams, managing over $1 billion in investment assets. You will work as a relationship manager within a top-tiered Chairman Counsel team,...

  • Associate Claimcare Advisor, Property

    2 weeks ago

    Vancouver, Canada Gore Mutual Insurance Full time

    As an Associate ClaimCare Advisor - Personal Property, you will make a difference by helping others navigate through a difficult situation due to loss. Our Property Advisors are responsible for the investigation, evaluation, negotiation, and settlement of minor to moderate severity property loss claims. With experienced mentors to learn from, you will have...

  • Associate Advisor

    4 days ago

    Vancouver, British Columbia, Canada Royal Bank of Canada> Full time

    Job Summary Job DescriptionWhat is the opportunity? RBC Dominion Securities is Canada's leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management.The RBC Dominion...

  • Senior Associate or Senior Associate Advisor

    3 weeks ago

    Vancouver, British Columbia, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?RBC Dominion Securities has an exciting opportunity on a top-performing Advisory team in our main downtown Vancouver branch for an experienced, self-motivated and collaborative Senior Associate / Associate Advisor.Holland Family Enterprise Group of RBC Dominion SecuritiesWhat will you do?- You'll be the...

  • Financial Advisor

    3 days ago

    Vancouver, British Columbia, Canada Capital Markets Advisors LLC Full time

    Stacy Brooks is#hiring. If you or anyone you know maybe interested in having a confidential conversation#contactme: stacy.brooks@capital-markets-advisors.com. Please like and share within your network.Position Overview: Financial Advisor/Planner – Growth and Equity Partnership OpportunityCapital Markets Advisors (CMA) is boutique Consultancy & Recruiting...

  • Senior Associate or Senior Associate Advisor

    6 days ago

    Vancouver, British Columbia, Canada RBC - Royal Bank Full time

    Job Summary Job DescriptionWhat is the opportunity?RBC Dominion Securities has an exciting opportunity on a top-performing Advisory team in our main downtown Vancouver branch for an experienced, self-motivated and collaborative Senior Associate / Associate Advisor.Holland Family Enterprise Group of RBC Dominion SecuritiesWhat will you do?You'll be the...

  • Financial Advisor

    4 weeks ago

    Vancouver, British Columbia, Canada Capital Markets Advisors LLC Full time

    Stacy Brooks is #hiring . If you or anyone you know maybe interested in having a confidential conversation #contactme : Please like and share within your network. Position Overview: Financial Advisor/Planner – Growth and Equity Partnership Opportunity Capital Markets Advisors (CMA) is boutique Consultancy & Recruiting firm specializing in the Financial...

  • Financial Advisor

    3 weeks ago

    Vancouver, British Columbia, Canada Capital Markets Advisors LLC Full time

    Stacy Brooks is #hiring . If you or anyone you know maybe interested in having a confidential conversation #contactme : stacy.brooks@capital-markets-advisors.com. Please like and share within your network. Position Overview: Financial Advisor/Planner – Growth and Equity Partnership Opportunity Capital Markets Advisors (CMA) is boutique Consultancy &...

  • Financial Advisor

    1 week ago

    Vancouver, British Columbia, Canada Capital Markets Advisors LLC Full time

    Stacy Brooks is#hiring. If you or anyone you know maybe interested in having a confidential conversation#contactme: stacy.brooks@capital-markets-advisors.com. Please like and share within your network.Position Overview: Financial Advisor/Planner – Growth and Equity Partnership OpportunityCapital Markets Advisors (CMA) is boutique Consultancy & Recruiting...

  • Associate Consultant, Advisors Client Services

    4 days ago

    Vancouver, Canada Mastercard Full time

    Our Purpose We work to connect and power an inclusive, digital economy that benefits everyone, everywhere by making transactions safe, simple, smart and accessible. Using secure data and networks, partnerships and passion, our innovations and solutions help individuals, financial institutions, governments and businesses realize their greatest potential. Our...

  • Associate Wealth Advisor

    4 days ago

    Vancouver, Canada National Bank of Canada Full time

    **Primary Locations**:Vancouver, British Columbia**: **Attendance**:On-site**: **Employee Status**:Regular**: **Schedule**:Full-time**: **Are you eager to be part of a growing team that values ingenuity and hard work?** We are looking for talented, passionate professionals who are dedicated to doing what's right for clients. Located in Vancouver, we are...

  • Associate Advisor

    6 days ago

    West Vancouver, British Columbia, Canada Royal Bank of Canada> Full time

    Job Summary Job DescriptionWhat is the opportunity?The RBC Dominion Securities branch located in West Vancouver is seeking an Associate Advisor to join a successful Advisory Team.  You will deepen client relationships by offering sound advice and support to clients and to the Investment Advisor. Identifying and assisting...

  • Associate International Student Recruiter/advisor

    2 days ago

    Vancouver, Canada University of British Columbia Full time

    Staff - Non Union Job Category M&P - AAPS Job Profile AAPS Salaried - Student Management, Level A Job Title Associate International Student Recruiter/Advisor, Global Recruitment Department Asia and Europe | Manager | International Student Initiative Compensation Range $5,365.42 - $7,709.92 CAD Monthly The Compensation Range is the span between the...

  • Associate

    5 days ago

    Vancouver, Canada Luft Financial Inc Full time

    **Licensed Associate Job Description** **Hiring company or person** **Name** - Luft Financial_ **Website** **Job details** **Job type** ☒Full time ☐ Part time ☐Contract **Category** Administrators **Job title** **Licensed Associate** **Summary** The Licensed Associate’s primary focus is to assist the team in the day to day administration...

  • Associate Consultant, Advisors Client Services

    4 days ago

    Vancouver, Canada Mastercard Full time

    Our Purpose We work to connect and power an inclusive, digital economy that benefits everyone, everywhere by making transactions safe, simple, smart and accessible. Using secure data and networks, partnerships and passion, our innovations and solutions help individuals, financial institutions, governments and businesses realize their greatest potential. Our...