Financial Services Associate
1 week ago
Royal Bank of Canada is seeking a highly skilled Associate to join our team in Vernon, Canada. As a key member of our advisory team, you will provide exceptional service to our clients and support the growth of our business.
Key Responsibilities- Provide professional servicing of client contacts, including telephone and email interactions
- Support Investment Advisors in 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 client trades to ensure proper settlement and delivery
- 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
- Wealth Management Experience
- A comprehensive Total Rewards Program, including bonuses and flexible benefits
- Leaders who support your development through coaching and managing opportunities
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, and high-performing team
The expected base salary range for this position is $37,500 - $45,000, depending on experience, skills, and registration status. You have the potential to earn considerably more through RBC's robust discretionary bonus program.
RBC's compensation philosophy recognizes the importance of a highly qualified global workforce and plays a critical role in attracting, engaging, and retaining talent that drives our high-performance culture, enables collective achievement of our strategic goals, and generates sustainable shareholder returns.
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Financial Services Associate
7 days ago
Vernon, British Columbia, Canada Royal Bank of Canada Full timeJob SummaryRoyal Bank of Canada is seeking a highly skilled Associate to join our Wealth Management team in Vernon, Canada. As a key member of our advisory team, you will provide exceptional client service and support the Investment Advisors in managing client accounts.Key ResponsibilitiesProvide professional servicing of client contacts, including telephone...
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Financial Services Associate
7 days ago
Vernon, British Columbia, Canada Royal Bank of Canada Full timeJob SummaryRoyal Bank of Canada is seeking a highly skilled Associate to join our Wealth Management team in Vernon, Canada. As a key member of our advisory team, you will provide exceptional client service and support the Investment Advisors in managing client accounts.Key ResponsibilitiesProvide professional servicing of client contacts, including telephone...
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Financial Services Associate
1 week ago
Vernon, British Columbia, Canada Royal Bank of Canada Full timeJob SummaryRoyal Bank of Canada is seeking a highly skilled Associate to join our Wealth Management team in Vernon. As a key member of our advisory team, you will provide exceptional service to our sophisticated clientele and support the growth of our business.Key ResponsibilitiesProvide professional servicing of incoming telephone and email contacts from...
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Financial Services Associate
2 weeks ago
Vernon, British Columbia, Canada Royal Bank of Canada Full timeJob SummaryRoyal Bank of Canada is seeking a highly skilled Associate to join our Wealth Management team in Vernon. As a key member of our advisory team, you will provide exceptional service to our sophisticated clientele and support the growth of our business.Key ResponsibilitiesProvide professional servicing of incoming telephone and email contacts from...
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Financial Services Associate
5 days ago
Vernon, British Columbia, Canada Royal Bank of Canada Full timeJob SummaryRoyal Bank of Canada is seeking a highly skilled and motivated Associate to join our Wealth Management team. As a key member of our team, you will be responsible for providing exceptional client service and supporting the Investment Advisors in the management of client accounts.Key ResponsibilitiesProvide professional servicing of incoming...
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Financial Services Associate
5 days ago
Vernon, British Columbia, Canada Royal Bank of Canada Full timeJob SummaryRoyal Bank of Canada is seeking a highly skilled and motivated Associate to join our Wealth Management team. As a key member of our team, you will be responsible for providing exceptional client service and supporting the Investment Advisors in the management of client accounts.Key ResponsibilitiesProvide professional servicing of incoming...
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Financial Services Associate
1 day ago
Vernon, British Columbia, Canada Royal Bank of Canada> Full timeJob SummaryRoyal Bank of Canada is a leading investment and wealth management firm that values collaboration and innovation. We are seeking a highly skilled Associate to join our team in Vernon, Canada.Job DescriptionThe successful candidate will be responsible for providing exceptional client service, supporting Investment Advisors in administrative duties,...
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Financial Services Associate
1 day ago
Vernon, British Columbia, Canada Royal Bank of Canada> Full timeJob SummaryRoyal Bank of Canada is a leading investment and wealth management firm that values collaboration and innovation. We are seeking a highly skilled Associate to join our team in Vernon, Canada.Job DescriptionThe successful candidate will be responsible for providing exceptional client service, supporting Investment Advisors in administrative duties,...
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Business Banking Specialist
2 weeks ago
Vernon, British Columbia, Canada Envision Financial Full time**Job Summary**We are seeking a highly skilled Business Banking Specialist to join our team at Envision Financial. As a Business Banking Specialist, you will be responsible for managing and growing an assigned portfolio of business banking members and their associated retail banking and wealth management needs.**Key Responsibilities**Develop and execute...
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Business Banking Specialist
2 weeks ago
Vernon, British Columbia, Canada Envision Financial Full time**Job Summary**We are seeking a highly skilled Business Banking Specialist to join our team at Envision Financial. As a Business Banking Specialist, you will be responsible for managing and growing an assigned portfolio of business banking members and their associated retail banking and wealth management needs.**Key Responsibilities**Develop and execute...
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Business Banking Specialist
2 weeks ago
Vernon, British Columbia, Canada Envision Financial Full time**Job Summary**We are seeking a highly skilled Business Banking Specialist to join our team at Envision Financial. As a Business Banking Specialist, you will be responsible for managing and growing an assigned portfolio of business banking members and their associated retail banking and wealth management needs.**Key Responsibilities**Develop and execute...
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Business Banking Specialist
3 weeks ago
Vernon, British Columbia, Canada Envision Financial Full time**Job Summary**We are seeking a highly skilled Business Banking Specialist to join our team at Envision Financial. As a Business Banking Specialist, you will be responsible for managing and growing an assigned portfolio of business banking members and their associated retail banking and wealth management needs.**Key Responsibilities**Develop and execute...
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Financial Services Professional
2 weeks ago
Vernon, British Columbia, Canada RBC Full timeAbout the RoleRBC is seeking a highly skilled and motivated Financial Services Professional to join our team as an Investment Advisor. 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 high-net-worth individuals,...
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Financial Services Professional
2 weeks ago
Vernon, British Columbia, Canada RBC Full timeAbout the RoleRBC is seeking a highly skilled and motivated Financial Services Professional to join our team as an Investment Advisor. 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 high-net-worth individuals,...
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Financial Record Keeper
3 weeks ago
Vernon, British Columbia, Canada King's Bookkeeping Services Limited Full timeAbout the RoleWe are seeking a highly skilled Bookkeeper to join our team at King's Bookkeeping Services Limited. As a Bookkeeper, you will be responsible for maintaining accurate and up-to-date financial records, preparing financial statements, and ensuring compliance with accounting standards.Key ResponsibilitiesFinancial Record Keeping: Maintain accurate...
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Financial Services Professional
2 weeks ago
Vernon, British Columbia, Canada Royal Bank of Canada> Full timeJob SummaryAs a Financial Services Professional at Royal Bank of Canada, you will have the opportunity to help high-net-worth individuals, families, and business owners achieve their financial goals. You will be responsible for building and maintaining strong relationships with clients, providing personalized financial advice, and creating customized...
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Financial Services Professional
2 weeks ago
Vernon, British Columbia, Canada Royal Bank of Canada> Full timeJob SummaryAs a Financial Services Professional at Royal Bank of Canada, you will have the opportunity to help high-net-worth individuals, families, and business owners achieve their financial goals. You will be responsible for building and maintaining strong relationships with clients, providing personalized financial advice, and creating customized...
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Customer Experience Associate
1 week ago
Vernon, British Columbia, Canada TD Bank Full timeJob SummaryWe are seeking a highly skilled Customer Experience Associate to join our team at TD Bank. As a key member of our branch team, you will be responsible for delivering exceptional customer experiences and contributing to the ongoing improvement of our branch customer experience.Key ResponsibilitiesProvide exceptional customer service and create a...
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Customer Experience Associate
1 week ago
Vernon, British Columbia, Canada TD Bank Full timeJob SummaryWe are seeking a highly skilled Customer Experience Associate to join our team at TD Bank. As a key member of our branch team, you will be responsible for delivering exceptional customer experiences and contributing to the ongoing improvement of our branch customer experience.Key ResponsibilitiesProvide exceptional customer service and create a...
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Customer Experience Associate
7 days ago
Vernon, British Columbia, Canada TD Bank Full timeJob SummaryWe are seeking a highly skilled Customer Experience Associate to join our team at TD Bank. As a key member of our branch team, you will be responsible for delivering exceptional customer experiences and contributing to the ongoing improvement of our branch customer experience.Key ResponsibilitiesProvide exceptional customer service and create a...