BC Financial Planning Associate: Client Growth

Ameriprise Financial Services, LLC. is seeking a Registered Client Service Associate to support high-performing advisors. You will prepare financial plans, assist with client meetings, and manage paperwork and client communications to deepen relationships.The role emphasizes in-office collaboration with on-site and hybrid work options, and requires relevant...

RBC is seeking an Associate to provide proactive sales support and client service for a team of Financial Planners in British Columbia. You will collaborate across the organization to identify client needs and deliver a differentiated client experience. This role emphasizes enabling sales, supporting meetings, and assisting with credit, investments, and...

A financial services firm in Vancouver is seeking an Associate/Financial Advisor to enhance client relationships and investment strategies. The ideal candidate has over five years in the financial industry, displays strong interpersonal skills, and holds or is pursuing relevant qualifications. This role emphasizes integrity, exceptional service, and the...

A leading financial services company in Vancouver is seeking a talented individual to support client service and investment planning. The ideal candidate will have substantial experience in the investment industry, excellent communication skills, and be a Registered Representative (RR). This full-time position offers competitive compensation and flexible...

RGF Integrated Wealth Management, a well-established financial planning company located in Vancouver, has an immediate exciting opportunity for a Financial Planning Associate who can provide outstanding client-facing and administrative support to a Financial Advisory Team. This is an excellent position for someone seeking a high level of responsibility and...

The Opportunity You will be responsible for building, maintaining, and enhancing financial models used across the organization for business planning, asset performance monitoring, investment analysis, corporate development, and regulatory purposes. You will work closely with the Corporate Development, Accounting, Operations, and Regulatory teams to ensure...

RBC is seeking an Associate to provide proactive sales support and client service for a team of Financial Planners in British Columbia. You will collaborate across the organization to identify client needs and deliver a differentiated client experience. This role emphasizes enabling sales, supporting meetings, and assisting with credit, investments, and...

Scotiabank is seeking a Senior Financial Advisor in Vancouver to help clients plan and manage day-to-day banking, investments and borrowing needs. You will educate customers with tailored financial insights and build comprehensive plans while cultivating long-term relationships.The role emphasizes achieving sales targets within a supportive, inclusive...

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and...