![Royal Bank of Canada](https://contents.bebee.com/companies/ca/royal-bank-of-canada/avatar-WhnRm.png)
Strategic Financial Advisor for High Net Worth Clients
2 days ago
We are seeking a skilled and motivated Strategic Financial Advisor to join our team in Burnaby, Canada. As a key member of our Personal and Commercial Banking division, you will be responsible for providing tailored financial planning advice and solutions to prospective and existing RBC clients.
About the RoleThis is a full-time position that requires a strong understanding of financial planning principles, excellent communication skills, and the ability to work collaboratively with internal partners to achieve business objectives. You will have the opportunity to develop your skills and expertise in areas such as investment sales, client acquisition, and relationship management.
Key Responsibilities- Provide custom investment solutions for clients using RBC's proprietary and select third-party mutual fund solutions
- Aquire and consolidate existing and new-to-RBC clients and assets
- Connect clients with the right RBC team members to help meet their ongoing needs
- Develop external business referral sources through networking, marketing, and your centres of influence
- Financial Planning Designation (PFP, QAFPTM or CFP)
- Mutual Funds License (IFIC or CSC)
- Minimum 2 years' experience in financial planning
- Proven networking and client acquisition skills
- Ability to cultivate strong partner relationships
- Digital Savviness, ability to effectively utilize mobile applications
We offer a comprehensive Total Rewards Program that includes flexible benefits, competitive commission structure, and pension options. Our world-class training programs and career development opportunities will enable you to reach your full potential and succeed in your role. You will also have access to innovative mobile technology to ensure your success.
Additional InformationThis role is part of our Personal and Commercial Banking division, where you will have the opportunity to make a meaningful impact on the lives of our clients and contribute to the growth and success of our organization. If you are a motivated and results-driven individual who is passionate about delivering exceptional customer service, we encourage you to apply.
-
High Net Worth Account Manager
2 weeks ago
Burnaby, British Columbia, Canada DGA Careers Full timeOur esteemed client, a leading insurance brokerage firm in the Canadian market, is seeking an exceptional High Net Worth Account Manager to join their team. This dynamic role offers an opportunity to work with clients and provide them with unparalleled broker service.The ideal candidate must possess excellent technical skills, strong organizational...
-
Burnaby, British Columbia, Canada LMI Technologies Full timeAbout the RoleWe are seeking a highly skilled International Tax Expert to join our team as a Tax Manager, focusing on high net worth clients. This role will be based in Canada and will involve managing tax compliance and planning activities across multiple regions.Key ResponsibilitiesManage timely and accurate filing of all tax returns for North America and...
-
Burnaby, British Columbia, Canada T-Net British Columbia Full time**Company Overview**T-Net British Columbia is a premier educational institution with a rich history dating back to 1964. Our mission is to deliver an education that goes beyond textbooks and classrooms, equipping our students with the technical skills, real-world experience, and problem-solving ability needed to succeed in a rapidly changing workforce.We are...
-
Strategic IT Leader
1 month ago
Burnaby, British Columbia, Canada T-Net British Columbia Full timeStrategic IT LeaderThe T-Net British Columbia is seeking a high-level IT professional to lead the development and implementation of information technology strategies that align with the company's goals.As the Assistant Deputy Minister & Chief Information Officer, you will provide overall vision, direction, and leadership in the effective planning,...
-
Burnaby, British Columbia, Canada LMI Technologies Full timeLMI Technologies, a leading Canadian technology company recognized as one of Canada's Best Workplaces, is built on a culture of openness, respect and professional excellence.We are passionate about designing and delivering innovative 3D machine vision solutions to OEMs and System Integrators working in industrial factory automation around the world.Our...
-
Strategic Account Manager
2 weeks ago
Burnaby, British Columbia, Canada DGA Careers Full timeCompany OverviewDGA Careers is a leading recruitment agency specializing in Insurance industry placements.We are committed to connecting top talent with our clients, ensuring seamless and successful hiring experiences.This role presents an exceptional opportunity for a skilled and experienced account manager to join our client's team.
-
Strategic Financial Advisor
4 weeks ago
Burnaby, British Columbia, Canada Simon Fraser University Full timeAt Simon Fraser University, we are committed to fostering excellence and innovation in all that we do. Our Planning and Analysis team is a key partner in supporting our stakeholders in making informed financial and operational decisions.About the RoleThe Financial Analyst provides advice, consultation, and assistance to senior managers, staff, and other key...
-
Strategic IT Leader for Government Innovation
2 weeks ago
Burnaby, British Columbia, Canada T-Net British Columbia Full timeT-Net British Columbia seeks a highly skilled Strategic IT Leader to drive innovation and excellence in government technology. As the Assistant Deputy Minister & Chief Information Officer, you will lead the planning, implementation, and sustainment of information systems and supporting infrastructure technologies within the BC Liquor Distribution...
-
Financial Contracting Professional
2 weeks ago
Burnaby, British Columbia, Canada TruStone Financial Inc. Full timeAt TruStone Financial Inc., we are redefining the industry by providing independent financial advisors with exceptional service and developing meaningful relationships.We are a Managing General Agent (MGA), an intermediary contracted by insurers to operate on their behalf to facilitate sales and support of life and health insurance and investment products by...
-
Strategic Communications Advisor
4 weeks ago
Burnaby, British Columbia, Canada BC Housing Full timeCompany Overview:BC Housing is a dynamic organization dedicated to providing affordable housing solutions for British Columbians. We are committed to excellence in our work and strive to create a positive impact on the lives of those we serve.Job Summary:We are seeking a highly skilled Strategic Communications Advisor - Ministry Liaison to support the...
-
Financial Services Contract Specialist
3 days ago
Burnaby, British Columbia, Canada TruStone Financial Inc. Full timeJob OverviewWe are seeking a highly skilled Contract/Policy Specialist to join our team at TruStone Financial Inc.This role provides optimal support to advisors with all their day-to-day contracting needs, working to build and maintain quality support for our advisors.
-
Strategic Financial Services Consultant
4 weeks ago
Burnaby, British Columbia, Canada Royal Bank of Canada> Full timeAbout the RoleAs a Strategic Financial Services Consultant at Royal Bank of Canada, you will have the opportunity to create custom investment solutions for prospective and existing clients. With support from internal partners who send client referrals your way, you will be able to provide world-class advice and solutions that help clients achieve their...
-
Chief Information Officer Lead
4 weeks ago
Burnaby, British Columbia, Canada T-Net British Columbia Full timeWe are seeking an exceptional leader to serve as our Chief Information Officer Lead at T-Net British Columbia.Job SummaryThis is a senior leadership role that reports to the General Manager and CEO. The successful candidate will provide overall vision, direction, and leadership in the effective planning, implementation, and sustainment of information systems...
-
Strategic Group Business Development Manager
4 weeks ago
Burnaby, British Columbia, Canada Pacific Blue Cross Full timeAbout Pacific Blue CrossPacific Blue Cross, a leading benefits provider in British Columbia, is seeking a Strategic Group Business Development Manager to join its team. This role offers a unique opportunity to build relationships with mid and emerging sized group clients, promoting new products and services while managing renewals for the block of...
-
Financial Services Contracting Specialist
2 weeks ago
Burnaby, British Columbia, Canada TruStone Financial Inc. Full timeTruStone Financial Inc. is seeking a skilled Contracting Specialist to join our team. As a key member of our organization, you will provide exceptional support to advisors with their day-to-day contracting needs.In this role, you will work closely with the Contracting Manager to build and maintain quality support for our advisors. You will be responsible for...
-
Strategic Financial Operations Manager
7 days ago
Burnaby, British Columbia, Canada City of Burnaby Full timeAt the City of Burnaby, we are seeking an exceptional Strategic Financial Operations Manager to join our team.About the RoleWe are committed to creating and sustaining the best quality of life for our community. As a key member of our finance department, you will play a crucial role in developing business processes and operating models for new and/or major...
-
Strategic Financial Operations Director
4 weeks ago
Burnaby, British Columbia, Canada Simon Fraser University Full timeSimon Fraser University, a leading research institution, is committed to fostering excellence and innovation. The university's purpose is to create and connect knowledge, learning, and community for deeper understanding and meaningful impact.Student Services at Simon Fraser University is a large and diverse organization comprised of multiple departments...
-
Strategic Financial Insights Specialist
4 weeks ago
Burnaby, British Columbia, Canada G&F Financial Group Full timeBeem Credit Union is a leading financial institution in BC, with a rich history of serving its members. As a Senior Financial Analyst, you will play a critical role in supporting the organization's overall Financial Planning & Analysis (FP&A) function.The ideal candidate will have a strong background in accounting and finance, with experience in budgeting,...
-
Contracting Specialist
4 weeks ago
Burnaby, British Columbia, Canada TruStone Financial Inc. Full timeJob SummaryWe are seeking a Contracting Specialist to provide optimal support to advisors with all their day-to-day contracting needs.About TruStone Financial Inc.TruStone Financial Inc. is a redefining company in the industry, providing independent financial advisors exceptional service and developing meaningful relationships.Key ResponsibilitiesProvide...
-
Strategic Advertising Advisor
4 weeks ago
Burnaby, British Columbia, Canada Vancouver Churchill College Full timeWe are seeking an experienced Strategic Advertising Advisor to join our team at Vancouver Churchill College. As a key member of our recruitment team, you will play a crucial role in advising clients on effective advertising strategies and supporting the preparation of promotional materials.About the RoleThis is a fantastic opportunity for a skilled...