As a Scotiabank Investment Specialist Associate, you will be able to learn the intricacies of financial planning by working alongside seasoned Investment Specialists. You will have an opportunity to master the skills required to build [...]
As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.Meets customer transaction-based needs with seamless exec[...]
About the role As an Investment & Personal Banking Specialist, Investment & Retirement Planning Trainee you are a member of the branch sales team responsible for contributing to the team's overall success by meeting/exceeding negotiate[...]
The RBC Dominion Securities branch located in Coquitlam is seeking a licensed and experienced Senior Associate to provide support to a dynamic Advisory Team.You will provide quality client service and help deepen relationships with exi[...]
What is the opportunity?As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with[...]
As an RBC ambassador, you add value in the moments that matter most to clients and collaborate with RBC partners to help clients achieve their goals. Whether you're demonstrating to a client how to use digital banking, on-boarding a ne[...]
Registration to sell investment products completed - as appropriate for the jurisdiction.Specialized knowledge.Verbal & written communication skills - Good.Organization skills - Good.Collaboration & team skills - Good.Analytical and pr[...]
CFP designation preferred or one of the following:Personal Financial Planner (PFP) designation,Wealth Management Essentials (WME) + Financial Planning Supplement, Professional Financial Planning Course (PFPC),Financial Planning I & II [...]
As an essential member of the Canadian Banking Branch network, our focus is to provide exceptional service throughout the customer's journey by: Taking a proactive approach to discovering our customer needs, listening to understand wha[...]
Establishes and maintains relationships with existing members, networks with external business organizations and individuals in the business community to generate referrals. Pursues relationships with new commercial members and activel[...]