Wealth Advisory Associate: Grow Client Relationships
3 weeks ago
A leading financial services firm in Coquitlam is seeking an Associate Advisor to enhance client relationships and support the Investment Advisor. You will coordinate meetings, provide proactive client service, and identify new business opportunities. Ideal candidates will have a university degree, relevant certifications, and strong Microsoft Office skills. This position offers a competitive salary with potential for incentives and benefits in a collaborative team environment.
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Wealth Advisory Associate
3 weeks ago
Port Coquitlam, Canada RBC Full timeA leading financial institution located in Coquitlam is seeking an Associate Advisor to join a successful Advisory Team. In this role, you will strengthen client relationships by providing sound advice and assist in identifying new business opportunities. The ideal candidate will have a university degree, RR approval, and strong communication skills. This...
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Associate Advisor
2 weeks ago
Coquitlam, Canada Royal Bank of Canada Full time**What is the opportunity?** The RBC Dominion Securities branch located in Coquitlam 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 growth of new business opportunities will also be key. **What...
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Associate Advisor
5 days ago
Coquitlam, Canada RBC Dominion Securities Full timeJoin to apply for the Associate Advisor role at RBC Dominion Securities Opportunity The RBC Dominion Securities branch located in Coquitlam 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 growth of...
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Associate Advisor
3 weeks ago
Coquitlam, Canada RBC Dominion Securities Full timeOverview The RBC Dominion Securities branch located in Coquitlam 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 growth of new business opportunities will also be key. Responsibilities Coordinate...
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Associate Advisor
3 weeks ago
Port Coquitlam, Canada RBC Full timeThe RBC Dominion Securities branch located in Coquitlam 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 growth of new business opportunities will also be key.What will you do?Coordinate meetings and...
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Associate Advisor
1 day ago
COQUITLAM, Canada Royal Bank of Canada Full timeJob Description What is the opportunity? The RBC Dominion Securities branch located in Coquitlam 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 growth of new business opportunities will also be...
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Associate Advisor
2 weeks ago
Coquitlam, British Columbia, Canada RBC Full time $38,000 - $55,000Job DescriptionWhat is the opportunity?The RBC Dominion Securities branch located in Coquitlam 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 growth of new business opportunities will also be...
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Relationship Manager Lead
1 week ago
Coquitlam, Canada Prospera Credit Union Full time**TEAM LOCAL is hiring** Prospera Credit Union is a community-based, purpose-driven organization that offers our members a full range of financial products and services. As one of the largest credit unions in British Columbia, we help build vibrant, healthy communities, thriving local enterprises and financially empowered people. Prospera is proud to serve...
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Coquitlam, Canada RBC Dominion Securities Full timeA leading investment firm in Coquitlam seeks an Associate Advisor to deepen client relationships and support the Investment Advisor. Responsibilities include coordinating meetings, client service, and executing business growth opportunities. Candidates must have a university degree, regulatory approvals, and strong communication skills. The role offers...
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Relationship Manager
6 days ago
Coquitlam, Canada Prospera Credit Union Full time**TEAM LOCAL is hiring** Built on more than 75 years of service in local communities, Prospera Credit Union is a community-based, purpose-driven organization that offers a full range of financial products and services. Prospera is one of the largest credit unions in British Columbia, with approximately $7.5 billion in assets and 120,000 members. With 26...