Elite Private Banking Advisor for High-Net-Worth Clients

A leading Canadian bank in Langley is seeking a Private Banking Advisor to provide exceptional service to high net worth clients. The role involves delivering tailored financial advice, developing client relationships, and ensuring a comprehensive banking experience. Ideal candidates will have strong communication skills and a minimum of two years in the...

Job Description What is the opportunity? A key member of the client relationship team, the Private Banking Advisor is responsible for providing support, service, and advice to high net worth Private Banking clients through day-to-day interactions. You will support the high net worth client relationship team by delivering tailored advice and solutions to...

Job Description A key member of the client relationship team, the Private Banking Advisor is responsible for providing support, service, and advice to high net worth Private Banking clients through day‑to‑day interactions. You will support the high net worth client relationship team by delivering tailored advice and solutions to clients, by proactively...

A leading financial institution in Moncton is seeking a Senior Financial Planning Advisor to support clients in financial planning needs. Responsibilities include creating tailored financial plans for high-net-worth clients and collaborating with internal teams. The ideal candidate has 15 years of experience and strong knowledge of financial planning...

A leading Canadian bank in Langley is seeking a Client Advisor to use their sales expertise to enhance client interactions. Responsible for ensuring client satisfaction through proactive engagement, you will leverage digital tools and technology to address client needs while driving sales. Ideal candidates are client-oriented, with problem-solving skills and...

Job DescriptionWhat is the opportunity?RBC PH&N Investment Counsel (“RBC PH&N IC”) is one of Canada’s leading boutique investment counselling firms with investment professionals nationwide acting exclusively for high-net-worth clients and small business owners. We provide clients with discretionary investment management and privileged access to the...

Job Description What is the opportunity? RBC PH&N Investment Counsel (“RBC PH&N IC”) is one of Canada’s leading boutique investment counselling firms with investment professionals nationwide acting exclusively for high-net-worth clients and small business owners. We provide clients with discretionary investment management and privileged access to the...

A major investment firm is seeking an Associate Investment Counsellor in Langley, BC. This role involves developing customized investment strategies for high-net-worth individuals and managing client portfolios under the guidance of seasoned Investment Counsellors. Key qualifications include a university degree, CFA designation, and strong portfolio...

A major Canadian bank seeks a Senior Financial Planning Advisor in Moncton. You'll support clients and investment advisors, preparing comprehensive financial plans. The ideal candidate has 15 years of experience, a relevant degree, and excellent relationship-building skills. Benefits include flexible insurance, a generous pension plan, and opportunities for...

A leading investment firm is looking for an Investment Advisor in Lloydminster, Alberta. This role involves building and maintaining relationships with high-net-worth clients while providing tailored financial advice and planning. Successful candidates will have 4-6 years of outbound sales experience and completed the required regulatory exams. Flexible work...