Wealth Advisor Associate — Client Growth
3 weeks ago
A leading financial services company is seeking an Associate Wealth Advisor/Financial Planner in Abbotsford to provide proactive client service and support the Investment Advisor team. Responsibilities include managing client inquiries, assisting in business planning, and facilitating client meetings. Candidates should have a CFP or PFP designation, 4+ years in the investment industry, and strong communication skills. Competitive compensation and benefits are offered with opportunities for professional growth and collaboration.
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Associate Wealth Advisor
3 weeks ago
Abbotsford, Canada RBC Dominion Securities Full timeAssociate Wealth Advisor / Financial Planner – RBC Dominion Securities Join the Abbotsford branch to help clients thrive and communities prosper. We seek a talented, self‑directed individual with a growth‑ and goals‑oriented mindset to work with our Investment Advisor team, providing proactive advice and support to clients. Responsibilities...
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Associate Wealth Advisor
2 days ago
Abbotsford, British Columbia, Canada RBC Dominion Securities Full timeJob DescriptionWhat is the opportunity?The RBC Dominion Securities Abbotsford branch is seeking a talented, self-directed individual with a growth- and goals-oriented mindset to join us in our pursuit of helping our clients thrive and communities prosper.As an Associate Advisor, you will work with an Investment Advisor team and be responsible for providing...
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Associate Portfolio Manager
2 weeks ago
Abbotsford, Canada RBC Dominion Securities Full timeRBC Dominion Securities is a leading full-service investment and wealth management firm in Canada, with over a century of experience in helping individuals, families, businesses, and organizations build and preserve their wealth through sound financial planning and trusted investment advice. The firm is committed to equipping its advisors with best-in-class...
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Associate Wealth Advisor
1 day ago
Abbotsford, British Columbia, Canada Royal Bank of Canada Full timeJob DescriptionWhat is the opportunity?The RBC Dominion Securities Abbotsford branch is seeking a talented, self-directed individual with a growth- and goals-oriented mindset to join us in our pursuit of helping our clients thrive and communities prosper.As an Associate Advisor, you will work with an Investment Advisor team and be responsible for providing...
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Wealth Advisor Associate: Client Growth
3 weeks ago
Abbotsford, Canada RBC Full timeA prominent financial services firm is seeking an Associate Advisor for its Abbotsford branch. This role involves working closely with an Investment Advisor team to deepen relationships with existing clients and support the acquisition of new clients. Ideal candidates will have substantial investment industry experience, strong communication skills, and a...
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Associate Wealth Advisor
3 weeks ago
Abbotsford, Canada RBC Full timeOverviewThe RBC Dominion Securities Abbotsford branch is seeking a talented, self-directed individual with a growth- and goals-oriented mindset to join us in our pursuit of helping our clients thrive and communities prosper.As an Associate Advisor, you will work with an Investment Advisor team and be responsible for providing proactive advice and support to...
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Associate Wealth Advisor
6 hours ago
Abbotsford, Canada Royal Bank of Canada> Full timeJob DescriptionWhat is the opportunity?The RBC Dominion Securities Abbotsford branch is seeking a talented, self-directed individual with a growth- and goals-oriented mindset to join us in our pursuit of helping our clients thrive and communities prosper.As an Associate Advisor, you will work with an Investment Advisor team and be responsible for providing...
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Associate Financial Advisor
1 week ago
Abbotsford, Canada iA Private Wealth Full timeWorking closely with a Senior Investment Advisor to assist with: - Fielding calls from clients, prospects and others - Completing client appointment packages - Inputting data - Coordinating client events - Processing client trades - Setting appointments - Client interaction - Assist with prospecting - Projects on an as needed basis - File organization and...
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Associate Wealth Advisor
1 day ago
Abbotsford, BC VS A, Canada RBC Full timeJob DescriptionWhat is the opportunity?The RBC Dominion Securities Abbotsford branch is seeking a talented, self-directed individual with a growth- and goals-oriented mindset to join us in our pursuit of helping our clients thrive and communities prosper.As an Associate Advisor, you will work with an Investment Advisor team and be responsible for providing...
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Wealth Advisor
2 weeks ago
Abbotsford, Canada RBC Dominion Securities Full timeA leading investment and wealth management firm in Abbotsford is seeking an Associate Portfolio Manager. The role entails managing investment portfolios, providing personalized financial plans, and delivering expert advice to clients. Ideal candidates will have a background in finance, strong analytical skills, and experience in trading. A Bachelor's degree...