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Investment Advisor
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Chilliwack, Canada Royal Bank of Canada> Full timeJob SummaryRoyal Bank of Canada is seeking a highly skilled Investment Advisor to join our team. As an Investment Advisor, you will play a critical role in helping our clients achieve their financial goals and objectives.Key ResponsibilitiesBuild and maintain strong relationships with clients to understand their financial needs and goals.Develop and...
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Chilliwack, Canada Royal Bank of Canada Full timeJob SummaryAs an Investment Advisor at RBC Dominion Securities, you will have the opportunity to help your clients achieve their financial goals while growing your own business with the support of a leading financial institution.Key ResponsibilitiesDevelop and implement personalized investment strategies for clientsProvide expert advice on wealth management...
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Investment Advisor
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Chilliwack, Canada Royal Bank of Canada Full timeJob SummaryAs an Investment Advisor at RBC Dominion Securities, you will have the opportunity to help your clients achieve their financial goals while growing your own business. With our support, you can develop a personalized approach to wealth management and build strong relationships with your clients.Key Responsibilities• Develop and implement...
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Investment Advisor
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Chilliwack, Canada Royal Bank of Canada Full timeJob SummaryAs an Investment Advisor at RBC Dominion Securities, you will have the opportunity to help your clients achieve their financial goals while growing your own business. With our support, you can develop a personalized approach to wealth management and build strong relationships with your clients.Key Responsibilities• Develop and implement...
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Investment Advisor
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Chilliwack, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionGrow your business, your way – with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but haven’t had the training, support, and resources from a company like RBC. Here, you’ll find what you...
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Financial Advisor
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Chilliwack, Canada Envision Financial, a division of First West Credit Union Full timeWe are currently seeking a Financial Advisor to join our team. The Financial Advisor provides exceptional customer service to current and potential members by offering a full range of deposit/investments and complex lending services. The Financial Advisor identifies member life stage cycle and provides solutions to financial needs, and/or refers member to...
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Financial Advisor
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Chilliwack, Canada Envision Financial, a division of First West Credit Union Full timeWe are currently seeking a Financial Advisor to join our team at our Chilliwack City Envision Financial branch. The Financial Advisor provides exceptional customer service to current and potential members by offering a full range of deposit/investments and complex lending services. The Financial Advisor identifies member life stage cycle and provides...
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Financial Advisor
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Chilliwack, Canada Envision Financial, a division of First West Credit Union Full time**Position Description** The Financial Advisor provides exceptional customer service to current and potential members by offering a full range of deposit/investments and complex lending services. The Financial Advisor identifies member life stage cycle and provides solutions to financial needs, and/or refers member to an appropriate advisor. This position...
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Senior Financial Advisor
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Chilliwack, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionUnlock your potential as a Financial Planning Expert with RBCAs a Financial Planning Expert at RBC, you will help your clients achieve their financial goals while building a successful career. You will have the opportunity to work with high-net-worth individuals, families, and business owners, providing them with customized...
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Chilliwack, Canada First West Credit Union Full timeSenior Financial AdvisorWe are seeking a highly skilled Senior Financial Advisor to provide exceptional customer service to a portfolio of members.The ideal candidate will offer a full range of investment, deposit, and complex lending services, identifying members' financial needs and providing tailored solutions.Key Responsibilities:Provide expert financial...
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Chilliwack, Canada Envision Financial, a division of First West Credit Union Full timeWe are currently seeking a Wealth Planning Specialist to join our team in our Chilliwack Envision Financial region. The Wealth Planning Specialist (WPS) provides professional and comprehensive financial planning advice to high value members within assigned credit union branches. This role completes a review of the member’s investment portfolio and...
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Senior Financial Consultant
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Chilliwack, Canada First West Credit Union Full timeJob DescriptionWe are seeking a Senior Financial Advisor to provide exceptional customer service to a portfolio of members.Key Responsibilities:Offer a full range of investment, deposit, and complex lending services to members.Identify and meet the financial needs of members through personalized service and product recommendations.Develop and maintain strong...
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Administrative Assistant
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Chilliwack, Canada NextLevel Financial Full time**Job Summary** We are an independent Financial Planning Firm; in Chilliwack since 1994. Our main focus is overall Financial Planning and service to clients. Our clients use the following products and services: - Financial Planning - Tax planning - Mutual Funds - ETFs - Exempt Market Products - Insurance - Mortgages - Personal Tax Preparation **We are...
Investment Advisor
2 months ago
As a highly skilled Investment Advisor at Royal Bank of Canada, you will have the opportunity to help your clients achieve their financial goals while building a successful career with our esteemed organization.
Key Responsibilities- Build and maintain strong relationships with high-net-worth individuals, families, and business owners to understand their complex financial needs.
- Develop and implement customized investment plans and wealth management strategies to help clients achieve their financial objectives.
- Collaborate with RBC's extensive network of financial experts to provide comprehensive financial solutions and advice.
- Foster trusted, long-term relationships with clients through exceptional service and personalized advice.
- 4-6 years of outbound sales experience with a proven track record of success in high-value sales and business development.
- Completion of the Canadian Securities Course (CSC) or equivalent certification.
- Strong relationship-building skills and ability to connect with diverse individuals.
- Passion for financial planning and portfolio management.
- A comprehensive Total Rewards Program, including competitive compensation and flexible benefits.
- Leadership support and development opportunities to help you reach your full potential.
- The ability to make a meaningful impact and lasting difference in the lives of our clients and communities.
- A dynamic, collaborative, and progressive work environment that values innovation and excellence.