Wealth Planning Coach for Advisors

2 weeks ago

Victoria, Canada RBC Dominion Securities Full time

A leading financial services company in Victoria is seeking a Financial Planning Consultant to provide training and support for financial planning advisors. The role involves coaching on the myGPS software, client engagement, and collaborating with branch leadership. A university degree with a CFP/IQPF designation and significant experience in financial planning are required. Competitive compensation and a supportive work environment are offered.#J-18808-Ljbffr

  • Wealth Planning Coach for Advisors

    3 weeks ago

    Victoria, Canada RBC Dominion Securities Full time

    A leading financial services company in Victoria is seeking a Financial Planning Consultant to provide training and support for financial planning advisors. The role involves coaching on the myGPS software, client engagement, and collaborating with branch leadership. A university degree with a CFP/IQPF designation and significant experience in financial...

  • Wealth Planning Coach for Advisors

    2 weeks ago

    Victoria, Canada RBC Dominion Securities Full time

    A leading financial services company in Victoria is seeking a Financial Planning Consultant to provide training and support for financial planning advisors. The role involves coaching on the myGPS software, client engagement, and collaborating with branch leadership. A university degree with a CFP/IQPF designation and significant experience in financial...

  • Remote Advisor

    4 weeks ago

    Quebec, Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Victoria, Surrey, Halton Hills, London, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada IG Wealth Management Full time

    A leading wealth management firm in Quebec City is seeking an Advisor for the Corporate Channel. This remote position requires securities licensing and 3+ years of client-facing financial planning experience. Candidates must be proficient in digital tools, with a strong emphasis on relationship building and customer service. Bilingualism in French and...

  • Associate Wealth Advisor

    2 days ago

    Victoria, Canada Island Savings, a division of First West Credit Union Full time

    We are currently seeking an Associate Wealth Advisor to join our team. The Associate Wealth Advisor (AWA) supports the Senior Wealth Advisor (SWA) in delivering professional investment and financial planning advice to a portfolio of high value members assigned to the SWA. The AWA works alongside the SWA on business development opportunities and/or offers...

  • Wealth Advisor for UHNW Clients

    2 weeks ago

    Vancouver, Toronto, Montreal, Calgary, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Surrey, Victoria, London, Halton Hills, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada NW Strategic Private Wealth Management Group Full time

    A private wealth management firm in Vancouver is seeking a Wealth Management & Financial Planning Advisor to manage client portfolios, conduct financial planning, and market to new clientele. The ideal candidate should possess strong communication skills, a good work ethic, and an existing network of clients. This full-time position offers a competitive...

  • Financial Planning Consultant

    2 weeks ago

    Victoria, Canada RBC Full time

    Job Description What is the Opportunity? RBC Family Office Services is a team of over 250 financial planning, legal, estate, taxation, business owner and business succession planning specialists, as well as individuals in head office roles, who support Investment Advisors and RBC Canadian Banking. The RBC Family Office Services team helps advisors and...

  • Financial Planning Consultant

    2 weeks ago

    Victoria, Canada RBC Full time

    Job Description What is the Opportunity? RBC Family Office Services is a team of over 250 financial planning, legal, estate, taxation, business owner and business succession planning specialists, as well as individuals in head office roles, who support Investment Advisors and RBC Canadian Banking. The RBC Family Office Services team helps advisors and...

  • Financial Planning Consultant

    2 weeks ago

    Victoria, Canada RBC Full time

    Job Description What is the Opportunity? RBC Family Office Services is a team of over 250 financial planning, legal, estate, taxation, business owner and business succession planning specialists, as well as individuals in head office roles, who support Investment Advisors and RBC Canadian Banking. The RBC Family Office Services team helps advisors and...

  • Financial Planning Consultant

    2 days ago

    Victoria, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the Opportunity?** RBC Family Office Services is a team of over 250 financial planning, legal, estate, taxation, business owner and business succession planning specialists, as well as individuals in head office roles, who support Investment Advisors and RBC Canadian Banking. The RBC Family Office Services team helps advisors and...

  • Life & Wealth Advisor — Build Plans, Grow Your Practice

    3 weeks ago

    Victoria, Canada RBC Full time

    A leading financial institution in Canada is seeking a motivated Life & Wealth Advisor to provide integrated insurance and financial advice. The role involves deepening client relationships, achieving individual sales goals, and utilizing tools like Salesforce. Suitable candidates should possess a post-secondary degree and experience in the insurance...