Financial Portfolio Strategist
2 weeks ago
As an Investment Advisor at RBC Dominion Securities, you can help your clients achieve their financial goals while contributing to a dynamic team.
About the RoleWe offer a competitive salary of $120,000 per year, as well as a comprehensive Total Rewards Program including flexible benefits and opportunities for growth.
Key Responsibilities:- Build and maintain client relationships through excellent communication and problem-solving skills.
- Provide strong planning and financial advice to help clients reach their life goals.
- Leverage RBC's extensive investment and wealth management resources to create customized portfolios and wealth plans.
To succeed in this role, you'll need:
- A passion for financial planning and portfolio management.
- Strong relationship building skills and ability to connect with diverse individuals.
- Experience in direct marketing, financial services, and high-value sales and business development.
At RBC, we're committed to creating an inclusive and equitable workplace where you can bring your true self to work. Our benefits package includes:
- Competitive compensation and flexible benefits.
- Opportunities for professional growth and development.
-
Expert Financial Planner and Portfolio Manager
2 weeks ago
Vernon, Canada Royal Bank of Canada Full timeAs a seasoned investment advisor at RBC Dominion Securities, you will have the opportunity to empower your clients to achieve their goals while fostering your own career growth. You may have envisioned launching your own business but lacked the necessary training, support, and resources provided by a prominent company like RBC. You possess exceptional...
-
Commercial Portfolio Manager
7 days ago
Vernon, Canada Vernonchamber Full timeAre you an experienced Commercial Account Manager or Consumer Lender looking to take your career to the next level in a stable and dynamic environment? We have an exciting opportunity for you to succeed an established commercial portfolio at Vernonchamber.About UsWe are neighbors helping neighbors. Our mission is clear: provide our communities with access to...
-
Personal Banker
6 months ago
Vernon, Canada BMO Financial Group Full time2806 32nd Street Vernon British Columbia,V1T 5L7 Boldly Grow the Good and Be a part of BMO's excellent Personal Banker team where you will be provided with an online and in-person training program. Join a buzzing team who are serving the community with terrific service and providing outstanding banking solutions to achieve above standard service and branch...
-
Financial Planner
1 month ago
Vernon, Canada Scotiabank Full timeRequisition ID: 210876Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. Most importantly, you realize that your clients are your...
-
Asset Consultant
2 weeks ago
Vernon, Canada Royal Bank of Canada Full timep>As 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. li>You have excellent people and problem-solving skills that help you build and maintain client...
-
Account Director
7 days ago
Vernon, Canada Vernonchamber Full timep>Are you an experienced Commercial Account Manager or a Consumer Lender with small business or commercial experience, looking to elevate your career while achieving the perfect work-life balance? We have an exciting opportunity for you to succeed an established commercial portfolio within our dynamic branch.Who We Are: At VantageOne, we are neighbors...
-
Wealth Management Professional
4 days ago
VERNON, Canada Royal Bank of Canada Full timeAt Royal Bank of Canada, we offer a unique opportunity for experienced professionals to grow their business and make a lasting impact on our clients' lives.Salary: $120,000 - $250,000 per yearCompany OverviewWe are committed to delivering trusted advice to help our clients thrive and communities prosper. Our comprehensive Total Rewards Program includes...
-
Strategic Wealth Management Advisor
1 month ago
Vernon, Canada Scotiabank Full timeAt Scotiabank, we're looking for a skilled Strategic Wealth Management Advisor to join our team. If you have a passion for delivering exceptional advice and service, we want to hear from you.This role offers a unique opportunity to build long-lasting client relationships by providing high-quality financial planning and investment advice. As a Strategic...
-
Local Business Relationship Manager
7 months ago
Vernon, Canada Prospera Credit Union Full timeTEAM LOCAL is hiring Built on nearly 80 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 $9.3 billion in assets and 120,000 members. With 24...
-
Investment Advisor
3 weeks ago
Vernon, Canada RBC Full timeJob Summary Job Description Grow your business, your way with RBC As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe youve dreamed of starting your own business, but havent had the training, support, and resources from a company like RBC. Here, youll find what you need for...
-
Investment Advisor
3 weeks ago
Vernon, Canada RBC Full timeJob SummaryJob Description Grow your business, your way with RBC As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe youve dreamed of starting your own business, but havent had the training, support, and resources from a company like RBC. Here, youll find what you need for...
-
Investment Specialist Associate
7 months ago
Vernon, Canada Scotiabank Full timeRequisition ID: 168985 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Scotiabank Investment Specialist Associate, you will be able to learn the intricacies of financial planning by working alongside seasoned Investment Specialists. You will have an opportunity to master the skills required to...
-
Strategic Business Operations Lead
2 days ago
Vernon, Canada Interior Health Authority Full timeAt Interior Health Authority, we are seeking a Strategic Business Operations Lead to join our team. This is a full-time term position until Dec 31 2025.About the JobThe primary focus of this role is to provide input and make recommendations to the Director, Contracted Services on issues related to payments to contractors, banking processes, and policy and...
-
Senior Strategic Business Coordinator
3 days ago
Vernon, Canada Interior Health Authority Full timeInterior Health is looking for an experienced Senior Strategic Business Coordinator to join our team on a full time term basis until Dec 31 2025.This position offers some flexible working remotely but the majority of the work is in office in Vernon.What We OfferEmployee & Family Assistance ProgramEmployer paid training/education opportunitiesEmployer paid...
-
Investment Advisor
3 months ago
Vernon, 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...
-
Audit et Qualite H/F
4 months ago
Vernon, Canada TD Full time5Secteur d’activité:AuditDétails de la rémunération :Nous avons à cœur d’offrir une rémunération juste et équitable à tous nos collègues. En votre qualité de candidat ou de candidate, nous vous encourageons à avoir une conversation franche avec votre recruteur et à poser des questions sur la rémunération, notamment les particularités...
-
Senior Vice President of Sales
1 month ago
Vernon, Canada Kal Tire Ltd Full timediv>Kal Tire is a Canadian market leader. Founded in 1953, today it is a multi-division business in excess of $2 billion in sales with more than 6500 team members and operations globally. Its divisions include 285 tire stores across Canada, a leading global mining services business, a vertically integrated supply chain and national wholesale network. This...
-
Director, Clinical Operations
5 months ago
Vernon, Canada Interior Health Authority Full timeWho are we looking for : Are you looking for a new and rewarding senior leadership challenge in healthcare? Interior Health has an exciting opportunity for Director of Clinical Operations. We are looking for people who want to make a difference in the communities in which they live, work and play. Relocation allowance for those who live outside the...
-
Vernon, Canada Kal Tire Full timeCompany OverviewKal Tire is a leading Canadian company with a rich history dating back to 1953. As a privately-held business, we have remained true to our family-owned values while expanding our operations globally. With a diverse range of divisions, including tire stores across Canada, a mining services business, and a vertically integrated supply chain,...
-
Vernon, Canada Kal Tire Ltd Full timeKal Tire is a Canadian market leader. Founded in 1953, today it is a multi-division business in excess of $2 billion in sales with more than 6500 team members and operations globally. Its divisions include 285 tire stores across Canada, a leading global mining services business, a vertically integrated supply chain and national wholesale network. This...