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Cfa • saanich bc

Dernière mise à jour : il y a 6 jours
Investment Advisor

Investment Advisor

Royal Bank of Canada>VICTORIA, Canada
Temps plein
Grow your business, your way – with RBC.As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of start...Voir plusDernière mise à jour : il y a plus de 30 jours
Accounting & Business Manager

Accounting & Business Manager

Urban Core VenturesVictoria, British Columbia, Canada
85 000,00 $CA – 115 000,00 $CA par an
Temps plein
Quick Apply
Urban Core Ventures is a Victoria based real estate development and property management company with a passion for housing. The company designs and creates real estate development opportunities for ...Voir plusDernière mise à jour : il y a 6 jours
Financial Analyst, Corporate FP&A

Financial Analyst, Corporate FP&A

Accounting & FinanceBritish Columbia, Canada
40,00 $CA –54,00 $CA par heure
On behalf of our client, Zymeworks, Swim Recruiting is seeking a well-rounded Financial Planning & Analysis Consultant with deep experience using the SAP suite- specifically S4 / Hana and SAC (SA...Voir plusDernière mise à jour : il y a plus de 30 jours
Finance and Accounting Manager

Finance and Accounting Manager

Sacred Waters DevelopmentsGreater Vancouver Area, BC, CA
125 000,00 $CA – 150 000,00 $CA par an
Quick Apply
Finance and Accounting Manager Position : Full-time, 40 hours / week, Hybrid Reports to : CEO Location : Metro Vancouver, BC ABOUT SACRED WATERS Sacred Waters Developments Ltd (SWD) is an economic devel...Voir plusDernière mise à jour : il y a plus de 30 jours
Financial Analyst - Temporary / Contract Job

Financial Analyst - Temporary / Contract Job

Marmalade Recruitment & Resources IncBritish Columbia, CA
32,00 $CA –55,00 $CA par heure
CDI
Temporary Financial Analyst | Flexible Work & High-Impact Roles.Various Locations Downtown and within Greater Vancouver). Ready to Elevate Your Financial Analysis Career?.Work with top companies...Voir plusDernière mise à jour : il y a plus de 30 jours
Advisor, BMO adviceDirect

Advisor, BMO adviceDirect

BMOREMOTE / TELETRAVAIL, BC, CAN
44 500,00 $CA – 82 500,00 $CA par an
Télétravail
Temps plein +1
VIRTUAL59 - REMOTE / TELETRAVAIL - ON - BMO.Are you ready to build your career in the investments industry while working from home?. This is a remote role meaning you will be working at home everyday!...Voir plusDernière mise à jour : il y a plus de 30 jours
Private Banker

Private Banker

ScotiabankVictoria, BC
26,00 $CA par heure
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.The Private Banker possesses strong knowledge of customized commercial lending, risk management...Voir plusDernière mise à jour : il y a plus de 30 jours
Investment Advisor

Investment Advisor

0000050599 RBC Dominion Securities Inc.VICTORIA, British Columbia, Canada
34,50 $CA par heure
Temps plein
Grow your business, your way – with RBC.As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of start...Voir plusDernière mise à jour : il y a plus de 30 jours
Analyst / Senior Analyst, Performance & Analytics

Analyst / Senior Analyst, Performance & Analytics

BCI CorporationVictoria, BC
90 000,00 $CA – 109 000,00 $CA par an
Temps plein
Elevate your career in Finance with BCI! We are looking for a dynamic Analyst / Sr.Analyst to join our Finance department in Victoria, BC. This role is responsible forproducing precise and timely perf...Voir plusDernière mise à jour : il y a 21 jours
  • Offre sponsorisée
Vice-President & Product Specialist (Senior Wholesaler)

Vice-President & Product Specialist (Senior Wholesaler)

Ninepoint PartnersGreater Vancouver Metropolitan Area, Canada
50,00 $CA par heure
Temps plein
Based in Toronto, Ninepoint Partners LP is one of Canada’s leading alternative investment firms with approximately $7 billion in assets under management & assets under administration.Committed to h...Voir plusDernière mise à jour : il y a 24 jours
Investment Advisor

Investment Advisor

RBC - Royal BankVictoria, BC
20,00 $CA par heure
Grow your business, your way - with RBC.As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you've dreamed of start...Voir plusDernière mise à jour : il y a plus de 30 jours
Accounts Payable Automation Project Manager

Accounts Payable Automation Project Manager

Global Pharma TekVictoria, BC
90,00 $CA par heure
Title : Project Manager IM-related Level.Location – Victoria, BC (Remote).In addition to the qualifications and demonstrated expertise on projects with the characteristics described for PM Levels th...Voir plusDernière mise à jour : il y a plus de 30 jours
Investment Advisor

Investment Advisor

Royal Bank of Canada>VICTORIA, Canada
Il y a plus de 30 jours
Type de contrat
  • Temps plein
Description de poste

Job Summary

Job Description

Grow your business, your way – with RBC

As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but haven’t had the training, support, and resources from a company like RBC. Here, you’ll find what you need for your career and life to make it yours!

What you do best :

  • You have excellent people and problem-solving skills that help you build and maintain client relationships.
  • You’re a self-starter – someone who wants to make their day their own.
  • You’re driven to do meaningful work to help people reach their life goals by providing strong planning and financial advice.

How you’ll succeed in this role :

  • Lean on RBC Dominion Securities’ strong brand and reputation to build a client base of high-net-worth individuals, families and business owners and manage their complex financial needs.
  • Leverage RBCs extensive investment and wealth management resources to create customized portfolios and wealth plans for your clients.
  • Foster trusted, often multi-generational, long-term relationships using personalized service and advice.
  • Establish and maintain reciprocal relationships with RBC partners such as Personal & Commercial Banking and Insurance to ensure your clients are supported in all aspects of their financial lives.
  • A few details about what we’re looking for :

  • You have 4-6 years of outbound sales experience and are comfortable earning 100% commission.
  • You have completed the Canadian Securities Course (CSC) or will prior to your start date.
  • You have a passion for financial planning and a keen interest in portfolio management.
  • You have strong relationship building skills and an ability to connect with all types of individuals.
  • Nice to have :

  • Experience in a direct marketing role, financial services and shown success in high value sales and business development, regardless of industry / discipline.
  • Completed the Conduct and Practices Handbook (CPH), Personal Financial Planner (PFP), Chartered Investment Manager (CIM), and Chartered Financial Analyst (CFA)
  • What’s in it for you?

    We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

  • A comprehensive Total Rewards Program which include competitive compensation and flexible benefits
  • Leaders who support your development through coaching and managing opportunities
  • Ability to make a difference and lasting impact
  • Work in a dynamic, collaborative, progressive, and high-performing team
  • Opportunities to do challenging work
  • Opportunities to building close relationships with clients
  • This position is compensated based on production generated by you or your team.

    This position may be eligible to receive a discretionary / variable incentive payment.

    RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that :

  • Drives RBC’s high-performance culture
  • Enables collective achievement of our strategic goals
  • Generates sustainable shareholder returns and above market shareholder value
  • Job Skills

    Client Counseling, Critical Thinking, Decision Making, Interpersonal Relationship Management, Interpersonal Relationships, Investment Banking, Investment Consulting, Investment Management, Private Banking, Product Services

    Additional Job Details

    Address :

    730 VIEW ST : VICTORIA

    City : VICTORIA

    Country : Canada

    Work hours / week : 37.5

    Employment Type : Full time

    Platform : WEALTH MANAGEMENT

    Job Type : Regular

    Pay Type : Commission

    Posted Date : 2025-02-24

    Application Deadline :

    2025-05-20

    Note : Applications will be accepted until 11 : 59 PM on the day prior to the application deadline date above

    I nclusion and Equal Opportunity Employment

    At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.

    We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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    Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com .