Current jobs related to Investment Advisor - Kamloops, British Columbia - RBC

  • Investment Advisor

    1 month ago

    Kamloops, 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 clients achieve their financial goals and objectives.Key ResponsibilitiesBuild and maintain strong relationships with clients to understand their financial needs and goals.Develop and implement...

  • Investment Advisor

    1 month ago

    Kamloops, 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 clients achieve their financial goals and objectives.Key ResponsibilitiesBuild and maintain strong relationships with clients to understand their financial needs and goals.Develop and implement...

  • Investment Advisor

    1 month ago

    Kamloops, 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 and objectives.Key ResponsibilitiesBuild and maintain strong relationships with clients to understand their financial needs and goals.Develop and...

  • Investment Advisor

    1 month ago

    Kamloops, 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 and objectives.Key ResponsibilitiesBuild and maintain strong relationships with clients to understand their financial needs and goals.Develop and...

  • Investment Advisor

    1 month ago

    Kamloops, 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 and objectives.Key ResponsibilitiesBuild and maintain strong relationships with clients to understand their financial needs and goals.Develop and...

  • Investment Advisor

    4 weeks ago

    Kamloops, British Columbia, Canada RBC Dominion Securities Inc. Full time

    Job Opportunity:RBC Dominion Securities Inc. is seeking a skilled Investment Advisor to join our team.About the Role:As an Investment Advisor, you will be responsible for helping clients achieve their financial goals by providing personalized investment advice and portfolio management services.Key Responsibilities:Build and maintain strong relationships with...

  • Investment Advisor

    4 weeks ago

    Kamloops, British Columbia, Canada RBC Dominion Securities Inc. Full time

    Job Opportunity:RBC Dominion Securities Inc. is seeking a skilled Investment Advisor to join our team.About the Role:As an Investment Advisor, you will be responsible for helping clients achieve their financial goals by providing personalized investment advice and portfolio management services.Key Responsibilities:Build and maintain strong relationships with...

  • Investment Advisor

    1 month ago

    Kamloops, 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 clients achieve their financial goals and objectives.Key ResponsibilitiesBuild and maintain strong relationships with clients to understand their financial needs and goals.Develop and implement...

  • Investment Advisor

    1 month ago

    Kamloops, 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 clients achieve their financial goals and objectives.Key ResponsibilitiesBuild and maintain strong relationships with clients to understand their financial needs and goals.Develop and implement...

  • Investment Advisor

    2 weeks ago

    Kamloops, British Columbia, Canada RBC Dominion Securities Inc. Full time

    Unlock Your Potential as an Investment Advisor at RBC Dominion SecuritiesAre you a self-motivated individual with a passion for financial planning and portfolio management? Do you thrive in a dynamic and collaborative environment where you can build close relationships with clients and help them achieve their life goals?We are seeking a talented Investment...

  • Investment Advisor

    1 month ago

    Kamloops, British Columbia, Canada RBC Dominion Securities Inc. Full time

    Job Opportunity:We are seeking a highly motivated and experienced Investment Advisor to join our team at RBC Dominion Securities Inc. (0000050599). As an Investment Advisor, you will play a critical role in helping our clients achieve their financial goals and objectives.Key Responsibilities:Build and maintain strong relationships with high-net-worth...

  • Investment Advisor

    4 weeks ago

    Kamloops, British Columbia, Canada RBC Dominion Securities Inc. Full time

    About the RoleWe are seeking a highly skilled and motivated Investment Advisor to join our team at RBC Dominion Securities Inc. As an Investment Advisor, you will play a key role in helping our clients achieve their financial goals and objectives.Key ResponsibilitiesBuild and maintain strong relationships with high-net-worth individuals, families, and...

  • Investment Advisor

    2 months ago

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

    Job SummaryJob DescriptionGrow Your Business with RBCAs a Financial 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 comprehensive training and support will enable you to develop a strong understanding of investment and wealth management strategies,...

  • Investment Advisor

    2 months ago

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

    Job SummaryJob DescriptionGrow Your Business with RBCAs a Financial 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 comprehensive training and support will enable you to develop a strong understanding of investment and wealth management strategies,...

  • Investment Advisor

    2 months ago

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

    Job SummaryJob DescriptionGrow Your Business with RBCAs a Financial 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 comprehensive training and support will enable you to develop a strong understanding of investment and wealth management strategies,...

  • Investment Advisor

    2 months ago

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

    Job SummaryJob DescriptionGrow Your Business with RBCAs a Financial 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 comprehensive training and support will enable you to develop a strong understanding of investment and wealth management strategies,...

  • Investment Advisor

    1 month ago

    Kamloops, British Columbia, Canada CIBC Full time

    About the RoleWe're seeking a talented Investment Specialist to join our Personal and Business Banking team at CIBC. As an Investment Specialist, you'll work closely with our Banking Centre employees to build lasting connections with existing clients and provide personalized investment planning advice to help them achieve their financial goals.You'll also be...

  • Investment Advisor

    1 month ago

    Kamloops, British Columbia, Canada CIBC Full time

    About the RoleWe're seeking a talented Investment Specialist to join our Personal and Business Banking team at CIBC. As an Investment Specialist, you'll work closely with our Banking Centre employees to build lasting connections with existing clients and provide personalized investment planning advice to help them achieve their financial goals.You'll also be...

  • Investment Advisor

    1 month ago

    Kamloops, British Columbia, Canada Canadian Imperial Bank of Commerce Full time

    About the RoleWe're seeking a talented Investment Specialist to join our team in Personal and Business Banking. As an Investment Specialist, you'll work closely with other CIBC Banking Centre employees to build lasting connections with existing clients and provide personalized investment planning advice to help them achieve their financial goals.You'll also...

  • Investment Advisor

    1 month ago

    Kamloops, British Columbia, Canada Canadian Imperial Bank of Commerce Full time

    About the RoleWe're seeking a talented Investment Specialist to join our team in Personal and Business Banking. As an Investment Specialist, you'll work closely with other CIBC Banking Centre employees to build lasting connections with existing clients and provide personalized investment planning advice to help them achieve their financial goals.You'll also...

Investment Advisor

2 months ago

Kamloops, British Columbia, Canada RBC Full time
About the Role

We are seeking a highly motivated and experienced Investment Advisor to join our Wealth Management team at RBC Dominion Securities. As an Investment Advisor, you will play a key role in helping our clients achieve their financial goals by providing expert investment advice and portfolio management services.

Key Responsibilities
  1. Client Relationship Management: Build and maintain strong relationships with high-net-worth individuals, families, and business owners to understand their financial needs and goals.
  2. Investment Planning and Portfolio Management: Develop and implement customized investment plans and manage client portfolios to achieve their financial objectives.
  3. Financial Planning and Advice: Provide expert financial planning and advice to clients to help them make informed decisions about their investments and financial futures.
  4. Business Development: Identify new business opportunities and develop strategies to grow your client base and increase revenue.
Requirements
  1. Experience: 4-6 years of outbound sales experience and a proven track record of success in a similar role.
  2. Education: Completion of the Canadian Securities Course (CSC) or equivalent.
  3. Skills: Strong relationship-building skills, excellent communication and interpersonal skills, and a passion for financial planning and portfolio management.
What We Offer
  1. Competitive Compensation: A comprehensive compensation package that includes competitive base salary, commission, and benefits.
  2. Professional Development: Opportunities for professional growth and development through training and mentorship programs.
  3. Collaborative Team Environment: A dynamic and supportive team environment that fosters collaboration and innovation.