Wealth Advisor

Working 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...

RBC 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...

Associate 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...

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...

OverviewThe 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...

Who we are:Harbourfront Wealth is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing CIRO registered securities dealer with over 10 billion in assets. The firm provides financial services and holistic wealth management solutions for mid to high-net-worth individuals. At Harbourfront Wealth, our core...

**Who we are**: Harbourfront Wealth is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing CIRO registered securities dealer with over 10 billion in assets. The firm provides financial services and holistic wealth management solutions for mid to high-net-worth individuals. At Harbourfront Wealth, our core...

Developing Investment Advisor (Abbotsford/Mission/Chilliwack) Join to apply for the Developing Investment Advisor (Abbotsford/Mission/Chilliwack) role at TD. Location: Abbotsford, British Columbia, Canada Hours: 37.5 hours per week Salary: $50,000 - $100,000 CAD TD Wealth, Private Wealth Management (PWM) provides high-net worth clients with holistic...

We are currently seeking a Business Banking Advisor to join our Envision Financial team. This role will work out of our Abbotsford or Chilliwack regions. This Business Banking Advisor (BBA) is responsible for the management and growth of an assigned portfolio of business banking members and their associated retail banking and wealth management needs. The...

Join to apply for the Investment Advisor role at RBC Dominion SecuritiesOverviewYou will help clients reach their financial goals while building and growing your own business within the RBC brand.ResponsibilitiesBuild and maintain client relationships.Generate inbound/outbound sales and earn 100% commission.Provide strong planning and financial advice to...