Current jobs related to Investment Advisor - Vernon, British Columbia - Royal Bank of Canada>

  • Investment Advisor

    4 weeks ago


    Vernon, British Columbia, Canada Royal Bank of Canada> Full time

    Job SummaryRoyal Bank of Canada is seeking a highly skilled Investment Advisor to join our team. As an Investment Advisor, you will play a critical role in helping our clients achieve their financial goals.Key ResponsibilitiesBuild and maintain strong relationships with high-net-worth individuals, families, and business owners.Develop and implement...

  • Investment Advisor

    4 weeks ago


    Vernon, British Columbia, Canada Royal Bank of Canada> Full time

    Job SummaryRoyal Bank of Canada is seeking a highly skilled Investment Advisor to join our team. As an Investment Advisor, you will play a critical role in helping our clients achieve their financial goals.Key ResponsibilitiesBuild and maintain strong relationships with high-net-worth individuals, families, and business owners.Develop and implement...

  • Investment Advisor

    4 weeks ago


    Vernon, British Columbia, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionGrow your business, your way – with RBCAs a Financial Planning and Portfolio Management Specialist at RBC, you will help your clients achieve their financial goals by providing expert advice and guidance. You will be responsible for building and maintaining strong relationships with clients, understanding their financial needs,...

  • Insurance Advisor

    3 weeks ago


    Vernon, British Columbia, Canada Western Coast Insurance Services Full time

    Insurance AdvisorAt Western Coast Insurance Services, we're looking for a skilled Insurance Advisor to join our team. As an Insurance Advisor, you will be responsible for contacting and qualifying potential clients, quoting and binding policies, and building external pipelines to bring new clients to the organization.Key Responsibilities:Utilize internal...

  • Banking Advisor

    1 month ago


    Vernon, British Columbia, Canada Royal Bank of Canada Full time

    Job OpportunityWe are seeking a highly motivated and client-focused individual to join our team as a Banking Advisor. As a key member of our team, you will be responsible for providing exceptional client service and sales expertise to our clients.Key ResponsibilitiesProactively engage with clients to understand their banking needs and provide personalized...

  • Banking Advisor

    1 month ago


    Vernon, British Columbia, Canada Royal Bank of Canada Full time

    Job OpportunityWe are seeking a highly motivated and client-focused individual to join our team as a Banking Advisor. As a key member of our team, you will be responsible for providing exceptional client service and sales expertise to our clients.Key ResponsibilitiesProactively engage with clients to understand their banking needs and provide personalized...

  • Banking Advisor

    4 weeks ago


    Vernon, British Columbia, Canada Royal Bank of Canada> Full time

    Job SummaryWe are seeking a highly motivated and client-focused Banking Advisor to join our team. As a key member of our sales and service team, you will be responsible for delivering exceptional client experiences and driving business growth.Key ResponsibilitiesProactively engage with clients to understand their banking needs and provide personalized...

  • Banking Advisor

    3 weeks ago


    Vernon, British Columbia, Canada Royal Bank of Canada Full time

    Job OpportunityThis unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, credit, and investment needs. As an RBC ambassador, you add value in the moments that matter most to clients and collaborate with RBC partners to...


  • Vernon, British Columbia, Canada Envision Financial Full time

    Business Banking AdvisorWe are seeking a skilled Business Banking Advisor to manage and grow an assigned portfolio of business banking members and their associated retail banking and wealth management needs.Key Responsibilities:Develop and execute long-term and weekly sales plans to consolidate and retain existing business and attract new business.Manage and...


  • Vernon, British Columbia, Canada Envision Financial Full time

    Business Banking Advisor RoleWe are seeking a skilled Business Banking Advisor to manage and grow an assigned portfolio of business banking members and their associated retail banking and wealth management needs.Key Responsibilities:Develop and execute long-term and weekly sales plans to consolidate and retain existing business and attract new...


  • Vernon, British Columbia, Canada Envision Financial Full time

    Business Banking Advisor RoleWe are seeking a skilled Business Banking Advisor to manage and grow an assigned portfolio of business banking members and their associated retail banking and wealth management needs.Key Responsibilities:Develop and execute long-term and weekly sales plans to consolidate and retain existing business and attract new...


  • Vernon, British Columbia, Canada Royal Bank of Canada Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Administrative Assistant to join our team at the Royal Bank of Canada. The successful candidate will provide exceptional administrative support to our Advisor Team(s), ensuring seamless day-to-day operations and delivering outstanding client service.Key ResponsibilitiesPrepare account opening...


  • Vernon, British Columbia, Canada BDO Full time

    Empowering Clients, Enriching CareersBDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a culture of collaboration, innovation, and growth.Your...


  • Vernon, British Columbia, Canada Royal Bank of Canada> Full time

    Job OpportunityThe Royal Bank of Canada is seeking an Administrative Assistant to provide administrative support to a successful Advisor Team(s). The successful candidate will have administrative experience, exceptional communication skills, and a focus on providing outstanding client service.Key ResponsibilitiesPrepare account opening documentationFollow up...

  • Investment Advisor

    2 months ago


    Vernon, Canada Royal Bank of Canada> Full time

    Job 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...

  • Investment Manager

    1 week ago


    Vernon, Canada Royal Bank of Canada> Full time

    About the RoleAs an Investment Advisor at Royal Bank of Canada, you will have the opportunity to help clients achieve their financial goals while leveraging the bank's extensive resources and expertise.Key Responsibilities:Build and maintain strong relationships with clients to understand their financial needs and goals.Develop and implement customized...


  • Vernon, Canada Scotiabank Full time

    At 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...


  • Vernon, Canada CIBC Full time

    Job Title: Administrative AssistantWe're looking for a highly organized and detail-oriented Administrative Assistant to join our team at CIBC's Wood Gundy branch in Vernon, BC.Key Responsibilities:Provide administrative support to our Investment Advisors, ensuring compliance with industry standards and regulations.Assist with marketing and business...

  • Investment Advisor

    3 weeks ago


    Vernon, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionGrow your business, your way – with RBCAs a Financial Services Professional at RBC Dominion Securities, you can help your clients achieve their financial goals, while we support your career growth. Our comprehensive training and resources will empower you to succeed in a dynamic and collaborative environment. You'll have the...


  • Vernon, Canada CIBC Full time

    About the RoleWe're seeking a highly organized and detail-oriented Administrative Support Specialist to join our team at CIBC. As an Administrative Support Specialist, you will provide administrative support to our Investment Advisors, ensuring the smooth operation of our brokerage division. Your primary responsibilities will include maintaining compliance...

  • Bdc Advisor

    5 months ago


    Vernon, Canada Bannister Automotive Group Full time

    Join Our Team at Bannister Automotive Group - Where Exceptional Service Drives Success! Are you dedicated to exceptional customer experiences?**_ _**_Dependable,_ detail-oriented, computer-savvy, and ready to contribute to a dynamic team? Consider the **BDC Appointment Coordinator** role in **Vernon, BC**. At Bannisters, we go beyond selling cars; we forge...

  • Banking Advisor

    4 weeks ago


    Vernon, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the opportunity?This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, credit, and investment needs. As an RBC ambassador, you add value in the moments that matter most to clients and...

  • Insurance Advisor

    3 weeks ago


    Vernon, Canada Western Coast Insurance Services Full time

    Insurance Sales Development Representative RoleAt Western Coast Insurance Services, we are seeking a highly motivated and results-driven Insurance Sales Development Representative to join our team. As an Insurance Sales Development Representative, you will be responsible for leveraging our internal database to contact and qualify potential clients, quote and...

  • Banking Advisor

    11 hours ago


    Vernon, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the opportunity?This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, credit, and investment needs. As an RBC ambassador, you add value in the moments that matter most to clients and...


  • Vernon, Canada BDO Full time

    Putting People FirstBDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a high priority on your personal and professional growth.Your...


  • Vernon, Canada Western Coast Insurance Services Full time

    Unlock Your Potential in Insurance SalesAt Western Coast Insurance Services, we are committed to excellence in providing insurance solutions that protect what matters most. As a Sales Development Representative – Insurance Advisor, you will play a pivotal role in driving new business and delivering exceptional customer experiences.What You Will Do:Leverage...


  • Vernon, Canada Reformation Full time

    Who We Are: Founded in 2009, Reformation is a revolutionary lifestyle brand that proves fashion and sustainability can coexist. We combine stylish, vintage-inspired designs with sustainable practices, releasing limited-edition collections for individuals who want to look beautiful and live sustainably. Setting an example for the industry, Reformation...

Investment Advisor

2 months ago


Vernon, British Columbia, Canada Royal Bank of Canada> Full time

Unlock Your Potential as an Investment Advisor

About the Role

As an Investment Advisor at Royal Bank of Canada, you will have the opportunity to help your clients achieve their financial goals while building a successful career. Our team is dedicated to providing exceptional service and support to our clients, and we are looking for a talented individual to join our ranks.

Key Responsibilities

  • Build and maintain strong relationships with clients to understand their financial needs and goals.
  • Develop and implement customized investment plans to help clients achieve their financial objectives.
  • Stay up-to-date on market trends and economic conditions to provide informed advice to clients.
  • Collaborate with other professionals within the bank to provide comprehensive financial solutions to clients.

What We Offer

  • A comprehensive compensation package that includes competitive base salary and commission structure.
  • Opportunities for professional growth and development through training and mentorship programs.
  • A dynamic and supportive work environment that encourages collaboration and innovation.
  • The chance to make a meaningful impact on the lives of our clients and contribute to the success of our organization.

Requirements

  • 4-6 years of experience in a related field, such as financial planning or investment management.
  • Strong communication and interpersonal skills, with the ability to build and maintain relationships with clients and colleagues.
  • Knowledge of financial markets and investment products, with a strong understanding of risk management and portfolio optimization.
  • Ability to work in a fast-paced environment and adapt to changing market conditions.

Preferred Qualifications

  • Experience in a direct marketing role, financial services, and high-value sales and business development.
  • Completed the Canadian Securities Course (CSC) or equivalent certification.
  • Strong analytical and problem-solving skills, with the ability to analyze complex financial data and develop effective solutions.

Why Join Us?

At Royal Bank of Canada, we are committed to building a diverse and inclusive workplace that values the contributions of all employees. We offer a comprehensive benefits package, flexible work arrangements, and opportunities for professional growth and development. If you are a motivated and results-driven individual who is passionate about helping others achieve their financial goals, we encourage you to apply for this exciting opportunity.