Wealth Planning Coach for Advisors

A prominent financial services firm in Victoria seeks a Business Development Partner to recruit, train, and develop new advisors while ensuring compliance with regulatory standards. The role involves coaching advisors to help them establish a successful financial services practice that includes insurance and wealth products. The ideal candidate will possess...

A prominent financial services firm in Victoria seeks a Business Development Partner to recruit, train, and develop new advisors while ensuring compliance with regulatory standards. The role involves coaching advisors to help them establish a successful financial services practice that includes insurance and wealth products. The ideal candidate will possess...

A prominent financial services firm in Victoria seeks a Business Development Partner to recruit, train, and develop new advisors while ensuring compliance with regulatory standards. The role involves coaching advisors to help them establish a successful financial services practice that includes insurance and wealth products. The ideal candidate will possess...

A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will work closely with investment advisors to ensure exceptional customer service and smooth branch operations. **Your job**: - Analyze clients’ accounts to recommend business opportunities adapted...

**Job Summary** **What is the Opportunity?** RBC Family Office Services is a team of over 250 financial planning, legal, estate, taxation, business owner and business succession planning specialists, as well as individuals in head office roles, who support Investment Advisors and RBC Canadian Banking. The RBC Family Office Services team helps advisors and...

A leading financial services company in Victoria is seeking an Administrative Associate to support Wealth Advisors. This role involves managing client administration processes, assuring high client service, and collaborating with team members to meet clients' needs. Ideal candidates should have a background in the securities industry, be an approved...

A leading financial institution in Victoria is seeking an Investment Advisor to help clients achieve their financial goals. The role requires excellent people skills and a passion for financial planning. Candidates should have 4-6 years of sales experience and be comfortable operating on a commission basis. You will build long-lasting client relationships...

We are currently seeking a Wealth Services Assistant to join our Island Savings team at our Mayfair branch. The Wealth Services Assistant provides administrative and marketing support to assigned Senior Wealth Advisors and responds to routine member/client inquiries. Responsibilities include: assisting in the preparation of client meetings, transaction...

Join to apply for the Financial Planning Consultant role at RBC Dominion Securities2 days ago Be among the first 25 applicantsJoin to apply for the Financial Planning Consultant role at RBC Dominion SecuritiesGet AI-powered advice on this job and more exclusive features.What is the Opportunity?RBC Family Office Services is a team of over 250 financial...

Overview Requisition ID: As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...