Investment Solutions Specialist
3 weeks ago
We are seeking a highly motivated and results-driven Investment Solutions Specialist to join our team at the Royal Bank of Canada. In this role, you will be responsible for creating custom investment solutions for prospective and existing clients.
Your creativity, motivation, and drive for new investment sales will enable you to provide world-class advice and solutions that help clients achieve their long-term financial goals.
Key Responsibilities:- Provide tailor-made financial planning advice and solutions using our unparalleled array of investment and portfolio solutions
- Aquire and consolidate existing and new-to-RBC clients and assets
- Connect clients with the right RBC team members to help continuously meet their 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
- A comprehensive Total Rewards Program of flexible benefits, competitive commission structure, and pension options
- World-class training programs and career development opportunities
- The advantage of working with a dynamic, collaborative, and high performing team where initiative and hard work are recognized and rewarded
- A flexible work schedule based on client preferences and your own work/life balance
- Innovative mobile technology to ensure your success
$80,000 - $120,000 per year
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White Rock, British Columbia, Canada Royal Bank of Canada Full timeAt Royal Bank of Canada, we are seeking a highly motivated Financial Planning Specialist to join our team. This is a full-time opportunity that offers a comprehensive compensation package, including a competitive salary.Salary: $85,000 - $110,000 per year, based on experience and qualifications.About the RoleWe are looking for an experienced financial...
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Senior Investment Manager
2 weeks ago
White Rock, British Columbia, Canada Royal Bank of Canada Full time**Job Title:** Senior Investment Manager At Royal Bank of Canada, we are seeking a talented Senior Investment Manager to join our team. This is an exciting opportunity for someone who is passionate about helping clients achieve their long-term financial goals. Company Overview:Royal Bank of Canada is a leading financial institution with a commitment to...
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Senior Investment Advisor
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White Rock, British Columbia, Canada Royal Bank of Canada Full timeAbout the RoleWe are seeking a skilled Senior Investment Advisor to join our team at the Royal Bank of Canada. As a key member of our team, you will be responsible for providing expert financial guidance and solutions to our clients.Job DescriptionThe ideal candidate will have a minimum of 2 years of experience in financial planning, with a proven track...
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AI Trainer
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Client Solutions Advisor
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Technical Support Specialist
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White Rock, Canada Monark Full time**Company Overview** Monark Ventures Inc. empowers innovative ideas to live up to their fullest potential across diverse, emerging, and established business domains. We seek a skilled Technical Support Specialist to support our in-house and remote workforce and manage our Microsoft 365 environment. This role is ideal for an IT support professional who...
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SEO Specialist
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Scotiamcleod Administrative Associate
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White Rock, Canada Scotiabank Full timeRequisition ID: 185982 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...
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Scotiamcleod Administrative Associate
1 month ago
White Rock, Canada Scotiabank Full timeRequisition ID: 211795 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...
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Scotiamcleod Administrative Associate
6 months ago
White Rock, Canada Scotiabank Full timeRequisition ID: 186897 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...
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ScotiaMcLeod Senior Associate
7 months ago
White Rock, Canada Scotiabank Full timeRequisition ID: 197178 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll...
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Financial Services Representative Ii
7 months ago
White Rock, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
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ScotiaMcLeod Senior Associate
3 months ago
White Rock, Canada Scotiabank Full timeRequisition ID: 208572As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...
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ScotiaMcLeod Administrative Associate
1 month ago
White Rock, Canada Scotiabank Full timeRequisition ID: 211795As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...
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Customer Experience Associate
3 weeks ago
White Rock, Canada TD Bank Full time**Work Location**: White Rock, British Columbia, Canada **Hours**: 15 **Line of Business**: Personal & Commercial Banking **Pay Details**: $21.50 - $27.05 CAD **Department Overview**: At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long-lasting relationships with our customers by performing a broad range of customer...
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Client Advisor
2 days ago
White Rock, Canada Royal Bank of Canada Full time**Job Summary** What 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, As an RBC ambassador, you add value in the moments that matter most to clients and collaborate with RBC partners to help...
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Financial Services Associate
7 months ago
White Rock, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
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Breakfast Preparation Specialist
2 weeks ago
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Private Banker, Fraser Valley
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Client Service Representative
1 month ago
White Rock, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
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Client Service Representative
7 months ago
White Rock, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
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Customer Service Representative
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White Rock, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
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Pricing and Reporting Specialist
7 months ago
White Rock, Canada Monark Full timeThe Monark Group is committed to helping great ideas live up to their fullest potential. Our diverse team delivers world-class solutions across a diverse array of emerging & established lines of business. At Monark, you will do work that matters with people that are committed to helping our vision become a reality. Projects at Monark have an impact on the...
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Camp Kitchen Team Member
2 weeks ago
Smooth Rock Falls, Ontario, Canada Disability Solutions Full timeJob Description">The Breakfast Preparation Specialist will be responsible for leading our camp kitchen team in preparing and serving delicious breakfast meals to our clients. This role requires strong culinary skills, attention to detail, and excellent communication skills.">Key Responsibilities">Develop and implement new menu items and recipesTrain and...