Expert Financial Planner and Portfolio Manager
4 weeks ago
As 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 interpersonal skills that enable you to build and maintain strong client relationships.
- You are driven to make a meaningful impact in people's lives by delivering comprehensive financial planning and advice.
Leverage RBC's esteemed reputation and extensive investment and wealth management capabilities to establish a loyal client base of high-net-worth individuals, families, and business owners. Develop customized portfolios and wealth plans tailored to meet the complex financial needs of your clients. Cultivate reciprocal relationships with RBC partners such as Personal & Commercial Banking and Insurance to ensure your clients receive comprehensive support in all aspects of their financial lives.
You should have a genuine passion for financial planning and a keen interest in portfolio management. Possess strong relationship-building skills and the ability to connect with diverse individuals. Prior experience in direct marketing, financial services, or high-value sales and business development is highly valued. Additionally, completion of relevant certifications such as the Conduct and Practices Handbook (CPH), Personal Financial Planner (PFP), Chartered Investment Manager (CIM), and Chartered Financial Analyst (CFA) would be an asset.
About Our Compensation PackageRBC offers a competitive compensation package, including a comprehensive Total Rewards Program, which includes flexible benefits and attractive remuneration. This drives RBC's high-performance culture.
About UsAt RBC, we foster a culture of diversity and inclusion, recognizing its significance in driving innovation and growth. We are committed to creating an inclusive workplace where employees can bring their authentic selves to work. By addressing issues of inequity and systemic bias, we aim to support our diverse talent, clients, and communities.
-
Financial Planner
2 months 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...
-
Financial Portfolio Strategist
3 weeks ago
Vernon, Canada Royal Bank of Canada Full timeAs 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...
-
Commercial Portfolio Manager
2 weeks 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...
-
Repair Planner
6 months ago
Vernon, Canada Craftsman Collision Full timeWe're currently looking for a Repair Planner to join our team at our Vernon location in B.C. We offer competitive salaries ranging from $63,000 to $76,000 for Repair Planners, depending on their experience. As a Repair Planner, your main responsibilities will include supporting customer service, creating initial estimates, and developing repair plans. Repair...
-
Strategic Wealth Management Advisor
2 months 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...
-
Wealth Management Professional
2 weeks 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...
-
Asset Consultant
4 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...
-
Credit Officer
4 weeks ago
Vernon, Canada Fairstone Financial Inc. Full timeJob Title: Credit OfficerWe are seeking a skilled Credit Officer to join our team at Fairstone Financial Inc.About the Role:This is a full-time, temporary position that will provide excellent opportunities for growth and development in the field of loan solutions.Key Responsibilities:Customer Service: Provide exceptional service to customers and prospective...
-
Investment Advisor
4 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
4 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...
-
Personal Banker
7 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...
-
Accounting and Financial Operations Manager
2 months ago
Vernon, British Columbia, Canada beBee Professionals Full time $40,000 - $60,000beBee Professionals in Vernon is seeking a highly skilled Accounting and Financial Operations Manager to join our finance team. In this role, you will be responsible for managing financial records, reconciling bank statements, and preparing financial reports.Key Responsibilities:Manage and maintain financial records, including ledgers, invoices, and...
-
Manager of Development Engineering
2 weeks ago
Vernon, Canada CanMar Recruitment Full timeis working with City of Maple Ridge, BC on a search for a Manager of Development Engineering.Position Overview:Under the general guidance of the Municipal Engineer, the Manager of Development Engineering will lead the Development Engineering portfolio. This includes the work of and directing the review of plans for subdivisions and other developments for...
-
Risk Management Insurance Expert
4 weeks ago
Vernon, Canada Acera Insurance Services Ltd. Full timeRole OverviewWe are seeking a skilled Risk Management Insurance Expert to join our team at Acera Insurance Services Ltd.Job SummaryThis full-time role is responsible for advising and promoting insurance policies to ensure our clients are correctly insured. The ideal candidate will have strong communication skills, the ability to work weekends, and a...
-
Development Engineering Lead
2 weeks ago
Vernon, Canada CanMar Recruitment Full timeJob Title: Development Engineering LeadEstimated Salary: $120,000 - $180,000 per yearCompany Overview:CanMar Recruitment is a leading recruitment agency specializing in connecting top talent with exciting career opportunities. We are currently seeking a skilled Development Engineering Lead to join our client's team.Job Description:The Development Engineering...
-
Financial Controller
6 months ago
Vernon, Canada Organnicraft Production Inc Full time**Organnicraft Production Inc.** **Position: Financial Controller** **Location: Vernon BC** **Department: Finance** Organnicraft Production Inc. (OC) is seeking a dynamic Financial Controller with a strong background in corporate finance and accounting to oversee the integrity of financial transactions and reporting processes. Reporting directly to the...
-
Senior Financial Professional
2 weeks ago
Vernon, Canada BDO Canada LLP Full timeAccounting Expertise WantedIn our Kelowna, Kamloops, Vernon, and Salmon Arm offices, we are seeking a seasoned Senior Accountant/Associate to join the Cloud Accounting Services team.We require an expert in full-cycle bookkeeping services within a cloud-based environment.The ideal candidate will possess exceptional reconciliation skills for bank accounts,...
-
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...
-
Account Director
2 weeks 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...
-
Financial Record Specialist
2 months ago
Vernon, British Columbia, Canada beBee Professionals Full time $40,000 - $60,000We are seeking a detail-oriented Financial Record Specialist to join our finance team at beBee Professionals in Vernon. In this role, you will be responsible for maintaining accurate financial records, handling accounts payable and receivable, and ensuring the integrity of our accounting practices.Key Responsibilities:Manage and maintain financial records,...