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Financial aid advisor Jobs in Richmond, BC

Last updated: 17 hours ago
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RGF Integrated Wealth Management - Associate Financial Advisor

RGF Integrated Wealth Management - Associate Financial Advisor

Mindworks ConsultingVancouver, BC, Canada
Full-time
RGF Integrated Wealth Management - ASSOCIATE FINANCIAL ADVISOR.RGF Integrated Wealth Management, a well-established, financial planning company located in Vancouver, has an immediate exciting oppor...Show moreLast updated: 17 hours ago
  • Promoted
Financial Advisor

Financial Advisor

NavacordBritish Columbia, Canada, Canada
Full-time
This role is being posted by Navacord on behalf of Waypoint Benefits & Financial Services.Locations : Vancouver, North Vancouver, West Vancouver, Nanaimo, or Comox Valley. POSITION OVERVIEWWaypoint B...Show moreLast updated: 6 days ago
Financial Wellness Advisor

Financial Wellness Advisor

American Income Life AO - Kelechi IkpeawujoVancouver, BC, CA
Quick Apply
Join us in shaping a future where financial security is within reach for everyone.Who We Are At AO Globe Life , we believe in more than just insurance. we believe in empowering people to live with ...Show moreLast updated: 30+ days ago
Financial Advisor - Broadway & Commercial

Financial Advisor - Broadway & Commercial

ScotiabankVancouver, BC
CA$50,850.00–CA$71,091.00 yearly
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.At Scotiabank we help employees build their futures - where they can be themselves, and win tog...Show moreLast updated: 30+ days ago
Associate Wealth Advisor and Financial Planner

Associate Wealth Advisor and Financial Planner

0000050599 RBC Dominion Securities Inc.VANCOUVER, British Columbia, Canada
CA$38,000.00–CA$55,000.00 yearly
Full-time
What is the opportunity?RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive cu...Show moreLast updated: 30+ days ago
Financial Advisor (Ganges (Salt Spring) Branch)

Financial Advisor (Ganges (Salt Spring) Branch)

Envision FinancialSalt Spring Island, BC, Canada
CA$100,000.00 yearly
We are currently seeking a Financial Advisor to join our Salt Spring team.The Financial Advisor provides exceptional customer service to current and potential members by offering a full range of de...Show moreLast updated: 30+ days ago
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Financial Accountant

Financial Accountant

Swim RecruitingVancouver, British Columbia, Canada
CA$40.00–CA$45.00 hourly
Our client is a well-established multinational company in an exciting industry.With a 100-year history, they offer a fast-paced, dynamic, and rewarding culture and their corporate values promote te...Show moreLast updated: 30+ days ago
  • Promoted
Financial Analyst

Financial Analyst

Robert HalfRichmond, BC
CA$27.00–CA$32.00 hourly
Quick Apply
We are seeking a Financial Analyst to join our team in the education sector, located in Vancouver, British Columbia.In this role, you will have the opportunity to guide and train various department...Show moreLast updated: 5 days ago
  • Promoted
Associate Advisor

Associate Advisor

RGF Integrated Wealth Managementvancouver, bc, Canada
Full-time
RGF Integrated Wealth Management, a well-established, financial planning company located in Vancouver, has an immediate exciting opportunity for an. This is an excellent position for someone seeking...Show moreLast updated: 1 day ago
  • Promoted
Financial Advisor

Financial Advisor

Capital Markets Advisors LLCBritish Columbia, Canada, Canada
Full-time
If you or anyone you know maybe interested in having a confidential conversation.Please like and share within your network. Position Overview : Financial Advisor / Planner – Growth and Equity Partnersh...Show moreLast updated: 30+ days ago
Financial Aid & Awards Representative

Financial Aid & Awards Representative

British Columbia Institute of TechnologyBurnaby, British Columbia, Canada
CA$59,099.00 yearly
FTE) Financial Aid & Awards Representative.This position provides assistance in Financial Aid and Awards programs by providing front-line comprehensive support services and assistance for students ...Show moreLast updated: 30+ days ago
Associate Wealth Advisor & Financial Planner

Associate Wealth Advisor & Financial Planner

RBC - Royal BankVancouver, BC
CA$38,000.00–CA$55,000.00 yearly
RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables succe...Show moreLast updated: 30+ days ago
SUN LIFE FINANCIAL ADVISOR

SUN LIFE FINANCIAL ADVISOR

Sun LifeVancouver, British Columbia
CA$60,000.00–CA$62,000.00 yearly
Full-time
Req#JR00034430 FC069Greater Vancouver.What’s holding you back from building your own business?.Take control of your life and determine your own success. Enjoy financial independence and work life ba...Show moreLast updated: 30+ days ago
Senior Advisor - Financial Planning and Business Support

Senior Advisor - Financial Planning and Business Support

Providence Health CareVancouver, British Columbia, CA
CA$63.45 hourly
Reporting to the Director, Financial Planning and Reporting, the Senior Advisor acts as the clinical and operational lead on financial / data analytical strategies and plans to support designated Pro...Show moreLast updated: 30+ days ago
First Aid Instructor | British Columbia

First Aid Instructor | British Columbia

St. John Ambulance CanadaBritish, Columbia
CA$60,000.00–CA$75,000.00 yearly
Are you driven by the desire to make a real impact in your community? Do you thrive in environments that value collaboration, compassion, and continuous improvement? St. John Ambulance is seeking in...Show moreLast updated: 30+ days ago
Financial Controller

Financial Controller

West Coast Gifts IncVancouver, British Columbia, Canada
CA$115,000.00–CA$130,000.00 yearly
Full-time
Quick Apply
Since 2003, West Coast Gifts has provided its retail customers with the largest selection of cannabis accessories at competitive prices with speedy shipping and superior customer service.We are the...Show moreLast updated: 30+ days ago
Senior Financial Advisor MFDA

Senior Financial Advisor MFDA

CIBCVancouver, BC
CA$60,000.00–CA$100,000.00 yearly
En tant que membre de l’équipe Services bancaires personnels et PME, vous gérerez et développerez un portefeuille de clients spécialisés en gérant des relations clés, en créant des plans financiers...Show moreLast updated: 30+ days ago
RGF Integrated Wealth Management - Associate Financial Advisor

RGF Integrated Wealth Management - Associate Financial Advisor

Mindworks ConsultingVancouver, BC, Canada
17 hours ago
Job type
  • Full-time
Job description

RGF Integrated Wealth Management - ASSOCIATE FINANCIAL ADVISOR

Associate Financial Advisor

RGF Integrated Wealth Management, a well-established, financial planning company located in Vancouver, has an immediate exciting opportunity for an  Associate Financial Advisor . This is an excellent position for someone seeking a high level of responsibility and wishing to obtain first-class experience in the financial planning industry.

We offer a competitive and comprehensive compensation and benefits plan and a positive work environment.

Skills and Requirements :

  • University degree (BComm / BBA) and / or Financial Management Diploma from BCIT
  • Minimum three years of related experience in securities environment and / or financial planning, including customer service
  • CIRO licensing required
  • Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH) required
  • Certified Financial Planner (CFP) or equivalent designation an asset (will be required)
  • Life Insurance License (LLQP) and ISM securities trading system knowledge would be an asset (will be required)
  • Excellent typing and computer skills - MS Office, database experience
  • Excellent interpersonal, verbal, and written communication skills
  • Strong organizational skills and attention to detail
  • Ability to work independently and as a team member
  • Proven prioritizing and multitasking skills to meet deadlines in a fast-paced environment
  • Strong desire to provide high-quality client service

Duties and responsibilities :

  • Preparing for and conducting client meetings
  • Assisting with portfolio revisions and oversight of securities accounts
  • Case preparation support to Financial Advisor (research, financial plans, investment policy statements, quotes, etc.)
  • Full management and financial planning for a block of clients
  • To apply, please send your resume and cover letter to Fraser at [email protected]. Phone number : 604-789-7475.

    Please note : only those applicants selected for an interview will be contacted.

    There is a very competitive compensation package available based on experience & skill set which includes a strong base salary and bonus (total compensation 75-85K) plus vacation and a generous benefits plan.

    THIS ROLE CAN BE A STEPPING STONE TO BECOMING A FINANCIAL ADVISOR WITH ONE OF VANCOUVER'S TOP ADVISORS FIRMS!