Wealth Planning Coach for Advisors

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...

A prominent financial services firm in Victoria seeks a Business Development Partner to recruit, train, and develop new advisors while ensuring compliance with regulatory standards. The role involves coaching advisors to help them establish a successful financial services practice that includes insurance and wealth products. The ideal candidate will possess...

A prominent financial services firm in Victoria seeks a Business Development Partner to recruit, train, and develop new advisors while ensuring compliance with regulatory standards. The role involves coaching advisors to help them establish a successful financial services practice that includes insurance and wealth products. The ideal candidate will possess...

We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada's Top Employers,...

**About Nicola Wealth**: We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of...

A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. **Your job**: - Support investment advisors in providing...

A leading financial institution in Victoria is seeking an Investment Advisor to help clients achieve their financial goals. The role requires excellent people skills and a passion for financial planning. Candidates should have 4-6 years of sales experience and be comfortable operating on a commission basis. You will build long-lasting client relationships...

Join to apply for the Financial Planning Consultant role at RBC Dominion Securities2 days ago Be among the first 25 applicantsJoin to apply for the Financial Planning Consultant role at RBC Dominion SecuritiesGet AI-powered advice on this job and more exclusive features.What is the Opportunity?RBC Family Office Services is a team of over 250 financial...

Job Description 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 team helps advisors and advisor teams deliver integrated wealth management...

Job Description 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 team helps advisors and advisor teams deliver integrated wealth management...