Financial Services Associate
4 weeks ago
Job Opportunity:
RBC Dominion Securities Inc. is seeking a skilled Financial Services Associate to join our team in Penticton. As a key member of our advisory team, you will provide exceptional service to our clients, support the management of client accounts, and contribute to the growth of our business.
Key Responsibilities:
- Provide professional servicing of client contacts, including telephone and email interactions.
- Support Investment Advisors in general administrative duties related to client accounts.
- Assist in the preparation of client reviews and presentations.
- Request information and documentation from clients to maintain accurate client files.
- Monitor pending transfers to ensure timely completion.
Requirements:
- Certified Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH).
- Strong Microsoft Office Suite skills.
- Meticulous attention to detail and excellent time management skills.
- Exceptional verbal and written communication skills in English.
- Previous experience in the wealth management industry.
What We Offer:
- A comprehensive Total Rewards Program, including bonuses and flexible benefits.
- Leaders who support your development through coaching and managing opportunities.
- The ability to make a lasting impact in a dynamic and collaborative team.
- A world-class training program in financial services.
Compensation:
The expected base salary range for this position is $37,500 - $45,000, depending on experience, skills, and registration status. You also have the potential to earn more through RBC's discretionary bonus program.
-
Financial Services Associate
2 months ago
Penticton, British Columbia, Canada IG Wealth Management Full timeAssociate Role at IG Wealth ManagementAs a key member of our team, you will provide exceptional support to our Senior Financial Advisors and their clients, delivering a comprehensive range of financial products and services.Key Responsibilities:Gather and input client data into financial planning software, ensuring accuracy and efficiency.Prepare engaging...
-
Financial Services Associate
4 weeks ago
Penticton, British Columbia, Canada IG Wealth Management Full timeJob Title: AssociateAs a key member of our team, you will play a vital role in supporting our Senior Financial Advisors and their teams in delivering exceptional financial planning services to our clients. Your primary responsibility will be to provide administrative support, ensuring that our clients receive the highest level of service and attention to...
-
Financial Services Associate
3 weeks ago
Penticton, British Columbia, Canada RBC Dominion Securities Inc. Full timeJob Opportunity:RBC Dominion Securities Inc. is seeking a highly skilled and motivated individual to join our team as a Financial Services Associate. This role offers a unique opportunity to work in a dynamic and collaborative environment, providing exceptional service to our clients and contributing to the growth of our business.Key Responsibilities:Provide...
-
Financial Services Associate
2 months ago
Penticton, British Columbia, Canada IG Wealth Management Full timeAbout the RoleAs a Financial Services Associate at IG Wealth Management, you will play a vital role in supporting our Senior Financial Advisors and their teams with their financial planning practices. Your primary responsibility will be to provide a full range of financial products and services to our clients, ensuring their financial planning needs are...
-
Financial Services Associate
2 months ago
Penticton, British Columbia, Canada IG Wealth Management Full timeAbout the RoleAs a Financial Services Associate at IG Wealth Management, you will play a vital role in supporting our Senior Financial Advisors and their teams with their financial planning practices. Your primary responsibility will be to provide a full range of financial products and services to our clients, ensuring their financial needs are met and...
-
Financial Services Representative
3 weeks ago
Penticton, British Columbia, Canada Envision Financial Full timeWe are seeking a Financial Services Representative to provide exceptional member service and support at our Penticton Main Valley First branch.The ideal candidate will be responsible for:Providing front-line member service to triage and manage member needsBuilding strong relationships with current and potential membersIdentifying member life stage cycles and...
-
Financial Services Associate
4 weeks ago
Penticton, British Columbia, Canada RBC Dominion Securities Inc. Full timeJob Opportunity:RBC Dominion Securities Inc. is seeking a highly skilled and motivated individual to join our team as a Financial Services Associate. As a key member of our advisory team, you will play a vital role in providing exceptional client service and supporting the growth of our business.Key Responsibilities:Provide professional servicing of client...
-
Financial Services Associate
4 weeks ago
Penticton, British Columbia, Canada RBC Dominion Securities Inc. Full timeJob Opportunity:RBC Dominion Securities Inc. is a leading investment and wealth management firm seeking a skilled Associate to join its team.What We Offer:A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicableLeaders who support your development through coaching and...
-
Financial Services Associate
3 weeks ago
Penticton, British Columbia, Canada RBC Dominion Securities Inc. Full timeJob Opportunity:RBC Dominion Securities Inc. is seeking a highly skilled Associate to join our team in Penticton, Canada. As a key member of our advisory team, you will provide exceptional service to our sophisticated clientele, supporting Investment Advisors in general administrative duties and client account management.Key Responsibilities:Provide...
-
Financial Services Representative
3 weeks ago
Penticton, British Columbia, Canada Envision Financial Full timeWe are seeking a skilled Member Advisor to provide exceptional front-line service to our members. As a key member of our team, you will be responsible for identifying member needs and providing personalized financial solutions.Key Responsibilities:Member Service: Respond to member inquiries and concerns through various channels, including digital platforms...
-
Financial Services Coordinator
2 months ago
Penticton, British Columbia, Canada IG Wealth Management Full timeAssociate Financial Advisor OpportunityAt IG Wealth Management, we are seeking a highly motivated and detail-oriented Associate Financial Advisor to join our team. As an Associate Financial Advisor, you will play a critical role in supporting our Senior Financial Advisors and their teams in delivering exceptional client service and financial planning...
-
Financial Planning Associate
4 weeks ago
Penticton, British Columbia, Canada IG Wealth Management Full timeFinancial Planning AssociateAs a key member of our team, you will play a vital role in supporting our Senior Financial Advisors and their teams in delivering exceptional financial planning services to our clients.This is an exciting opportunity for a detail-oriented and organized individual who is passionate about financial planning and wants to grow their...
-
Financial Services Professional
2 months ago
Penticton, British Columbia, Canada IG Wealth Management Full timeAssociate Financial AdvisorAs a key member of our team at IG Wealth Management, you will play a vital role in supporting our Senior Financial Advisors and their teams in delivering exceptional financial planning services to our clients.This is an excellent opportunity for a detail-oriented and customer-focused individual who is passionate about financial...
-
Food Service Associate
4 weeks ago
Penticton, British Columbia, Canada Ashoka Indian Cuisine Full timeJob Title: Food Service AssociateJob Summary: We are seeking a skilled Food Service Associate to join our team at Ashoka Indian Cuisine. As a Food Service Associate, you will be responsible for providing exceptional customer service, taking orders, and serving food and beverages to our guests.Responsibilities:Address customer complaints or concerns in a...
-
Financial Services Professional
3 weeks ago
Penticton, British Columbia, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionWhat is the opportunity?As a Royal Bank of Canada Financial Advisor, you will build and maintain strong relationships with high-value clients, providing expert advice and guidance to help them achieve their financial goals. You will work closely with clients to understand their needs and develop personalized solutions to meet their...
-
Retail Sales Associate
4 weeks ago
Penticton, British Columbia, Canada Canadian Tire 351 Full timeJob Title: Retail Sales AssociateWe are seeking a highly motivated and customer-focused Retail Sales Associate to join our team at Canadian Tire 351. As a key member of our sales team, you will be responsible for providing exceptional customer service, maintaining a high level of product knowledge, and meeting sales targets.Key Responsibilities:Provide...
-
Financial Services Professional
4 weeks ago
Penticton, British Columbia, Canada Royal Bank of Canada> Full timeJob OpportunityOverviewRoyal Bank of Canada is seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you will be responsible for building and maintaining relationships with our high-value clients, providing them with expert advice and guidance on their financial needs.Key ResponsibilitiesDevelop and maintain strong relationships with...
-
Financial Services Professional
1 month ago
Penticton, British Columbia, Canada Royal Bank of Canada> Full timeJob SummaryRoyal Bank of Canada is seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you will be responsible for attracting, nurturing, and growing relationships with our high-value personal and small business clients.Key ResponsibilitiesProvide proactive, professional advice to clients and collaborate with RBC partners to help...
-
Food Service Associate
4 weeks ago
Penticton, British Columbia, Canada Ashoka Indian Cuisine Full timeJob Summary: We are seeking a skilled Food Service Associate to join our team at Ashoka Indian Cuisine. As a Food Service Associate, you will be responsible for providing exceptional customer service, preparing and serving food, and maintaining a clean and safe work environment.Key Responsibilities:Prepare and serve food to customers in a timely and...
-
Cafeteria Service Associate
2 weeks ago
Penticton, British Columbia, Canada H & L Dumpling House Full timeDuties and ResponsibilitiesWe are seeking a skilled Cafeteria Service Associate to provide exceptional customer service, manage cash transactions, and maintain a clean and organized work environment.Key Responsibilities:- Operate a cash register and process transactions accurately- Maintain a clean and organized workspace, including restocking shelves and...