Financial Services Advisor
3 days ago
RBC Dominion Securities is seeking a highly skilled Associate Advisor to join a successful Advisory Team in downtown Vancouver. As a key member of the team, you will play a vital role in deepening client relationships, identifying new business opportunities, and providing exceptional client service.
Key Responsibilities- Coordinate meetings and events for the Investment Advisor, including agenda planning, documentation preparation, and post-meeting follow-up.
- Provide proactive client service with a focus on problem resolution and attention to detail, liaising with various departments as needed.
- Respond to client account inquiries and ensure timely follow-up, as required.
- Contribute to business planning, client segmentation, and client service initiatives.
- Identify and execute opportunities for asset consolidation, referrals, and other growth initiatives among the existing client base.
- Support the advisory team and clients through the Wealth Management process, gathering relevant information, coordinating activities, and tracking progress.
- Approval as a Registered Representative (RR) with IIROC.
- Successful completion of the Wealth Management Essentials (WME) course or Investment Management Techniques (IMT).
- 2-4 years or more of professional experience within the investment industry.
- University degree.
- A self-directed individual with a growth-oriented mindset and exceptional written and verbal communication skills in English and Mandarin/Cantonese.
- A comprehensive Total Rewards Program, including bonuses, flexible benefits, competitive compensation, commissions, and stock where applicable.
- The opportunity to work in a dynamic, collaborative, and high-performing team.
- Challenging work and opportunities to build close relationships with clients.
The expected base salary range for this position is $38,000 - $55,000, depending on experience, skills, and registration status. You also have the potential to earn considerably more through RBC's robust discretionary bonus program, provided the business meets its performance targets and you meet your individual goals.
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Financial Services Representative
4 days ago
Vancouver, British Columbia, Canada G&F Financial Group Full timeAbout Beem Credit UnionBeem Credit Union is a leading financial institution in British Columbia, with a strong presence in the province. Our mission is to provide exceptional financial services to our members, while fostering a culture of innovation and community involvement.Job SummaryWe are seeking a highly motivated and customer-focused individual to join...
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Financial Services Representative
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Vancouver, British Columbia, Canada G&F Financial Group Full timeAbout Beem Credit UnionBeem Credit Union is a leading financial institution in British Columbia, with a strong presence in the province. Our mission is to provide exceptional financial services to our members, while fostering a culture of innovation and community involvement.Job SummaryWe are seeking a highly motivated and customer-focused individual to join...
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Financial Services Representative
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Vancouver, British Columbia, Canada G&F Financial Group Full timeAbout Beem Credit UnionBeem Credit Union is a leading financial institution in British Columbia, with a strong presence in the province's vibrant communities. As a forward-thinking credit union, we strive to empower our members to achieve financial wellness and stability.Job SummaryWe are seeking a highly motivated and customer-focused Money Advisor to join...
