Investment banking Jobs in Coquitlam, BC
Last updated: 9 hours ago
Providing comprehensive, financial and relationship based advice in order to grow and maintain assigned and unassigned members' portfolios.
Identifying and assessing member / prospect needs to provide...Show moreLast updated: 3 days ago
A career as an Operations Agent and Associate.National Bank Financial, your ability to work in synergy with clients and colleagues will be showcased.
In this role, you will work with the Branch Admi...Show moreLast updated: 16 days ago
Investment Advisor Assistant, Cash Management Group, Canaccord Genuity – Vancouver, BC.The Cash Management Group at Canaccord Genuity is looking for an Executive Assistant to join our high-performa...Show moreLast updated: 30+ days ago
As our Corporate Development Associate, you will assist the Corporate Development functions for Aarista.The candidate will be responsible for everything that falls under the Corporate Development a...Show moreLast updated: 24 days ago
VIRTUAL59 - REMOTE / TELETRAVAIL - ON - BMO.Understands customer needs and provides wealth and investment-related sales and service to BMO customers or prospects.
Advises customers on wealth and inves...Show moreLast updated: 9 hours ago
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...Show moreLast updated: 30+ days ago
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.As a Financial Planner, you will focus on developing and deepening client relationships by prov...Show moreLast updated: 4 days ago
We are seeking an experienced and dynamic Head of Sales, based out of our Calgary office, to lead our Canadian external wholesaling team.
The ideal candidate will have a proven track record in alter...Show moreLast updated: 21 days ago
Background Screening Requirement : .Enhanced Criminal Record Check.The Senior Administrator, Investment Operations is responsible for providing a consistently high level of support to our customers a...Show moreLast updated: 30+ days ago
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...Show moreLast updated: 30+ days ago
Background Screening Requirement : .Enhanced Criminal Record Check.The Senior Administrator, Investment Operations is responsible for providing a consistently high level of support to our customers a...Show moreLast updated: 16 days ago
Attendance On-Site Job number 24405 Category Support.Temporary 12 months Type of Contract Temporary Number of months 12 months.
Part-Time 25 hours Full Time / Part Time? Part-Time Number of Hours 25...Show moreLast updated: 2 days ago
If you’re looking for a meaningful career, you’ll find it here at Webster.Founded in 1935, our focus has always been to put people first doing whatever we can to help individuals, families, busine...Show moreLast updated: 30+ days ago
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.The Associate Financial Consultant (AFC) assists MD's physician clients and their families in a...Show moreLast updated: 30+ days ago
As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients.
Alongside your own prospecting and networking activity, you are fully su...Show moreLast updated: 30+ days ago)
Private Wealth Management, Private Investment Advice provides high-net worth clients with holistic discovery and planning towards customized advice and solutions.
Based on the commitment to discover...Show moreLast updated: 30+ days ago
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...Show moreLast updated: 30+ days ago
Our client in the mining industry is looking for a Personal Assistant to mange the personal and professional life of a senior executive.
This is an in office role based in Downtown Vancouver, if you...Show moreLast updated: 1 day ago
Beem Credit Union, founded by Gulf & Fraser and Interior Savings, is the second largest provincially regulated credit union in BC with approximately $ billion in total assets under administration.B...Show moreLast updated: 30+ days ago
We are currently seeking a Senior Financial Advisor to join our Salt Spring team.The Senior Financial Advisor provides exceptional customer service to a portfolio of members by offering a full rang...Show moreLast updated: 30+ days ago
Account Manager II, CMS (BCGEU) - Branch 6
VancityBurnaby, BC, CAFull-time
- Promoted
Operations agent and associate
National BankSurrey, BC, CanadaFull-time
Investment Advisor Assistant | Cash Management Group
EightSix NetworkBCCA$50,000.00 yearly
Full-time +1
- Promoted
Corporate Development Associate
Aarista TechnologiesBurnaby, BC, CanadaFull-time
- Promoted
- New!
Investment Specialist
BMOBritish Columbia, British Columbia, CanadaCA$37,500.00–CA$69,500.00 yearly
Part-time
Investment Advisor
RBC - Royal BankSurrey, BCCA$20.00 hourly
Full-time
Financial Planner - Burnaby
ScotiabankBurnaby, BC, CAFull-time
Head of Investment Sales
Staffing In MotionCalgary Northeast, BC, caCA$175,000.00–CA$225,000.00 yearly
Full-time
Quick Apply
Senior Administrator, Investment Operations
Coast CapitalSurrey, British Columbia, CACA$49,000.00–CA$56,400.00 yearly
Full-time
Investment Advisor
0000050599 RBC Dominion Securities Inc.SURREY, British Columbia, CanadaCA$34.50 hourly
Full-time
- Promoted
Senior Administrator, Investment Operations
Coast Capital SavingsSurrey, British Columbia, CanadaCA$49,000.00–CA$56,400.00 yearly
Permanent
- Promoted
Operations agent and associate (On-Site)
NATIONAL BANK OF CANADASurrey, British ColumbiaFull-time +2
Director, Banking Center Manager
Webster BankBC WarwickCA$70,000.00–CA$115,000.00 yearly
Full-time
Associate Financial Consultant - Surrey
MD Financial ManagementSurrey, BCCA$500,000.00 yearly
Full-time
Financial Planner, Investment and Retirement Planning
0000050007 Royal Bank of CanadaCOWICHAN VALLEY, British Columbia, CanadaCA$34.50 hourly
Full-time
Manager Client Services II - Investment Management
The Toronto-Dominion Bank (Canada)Burnaby, British ColumbiaFull-time
Investment Advisor
Royal Bank of Canada>COQUITLAM, CanadaFull-time
- Promoted
Personal Assistant
Robert HalfBurnaby, BCCA$110,000.00–CA$130,000.00 yearly
Permanent
Quick Apply
Money Advisor - Cloverdale Branch
G&F Financial GroupSurrey, BC null, CACA$54,000.00–CA$68,000.00 yearly
Full-time
Senior Financial Advisor (Ganges (Salt Spring) Branch)
Envision FinancialSalt Spring Island, BC, CanadaCA$500,000.00 yearly
Full-time
Account Manager II, CMS (BCGEU) - Branch 6
VancityBurnaby, BC, CA3 days ago
Job type
- Full-time
Job descriptionResourceful– You understand and utilize the network of resources available to you and can independently formulate appropriate solutions for your members Tech-savvy – People often say you’re a quick learner and great with technology & systems A strong relationship builder– You find it easy to get to know others and build trust Ready for a challenge – You have a positive attitude and are able to work in a fast-paced changing environment A High school diploma - At a minimum, you have graduated high school and / or equivalent Minimum of 2 years in the AM I role Completion of Financial Planning Coursework- You have taken Fundamentals of Personal Financial Planning or Financial Planning 1 and two additional courses in a Certified Financial Planner (CFP) core curriculum program. Completed Investments coursework - You have taken Investment Funds in Canada (IFC) or Canadian Investment Funds Course (CIFC) or Canadian Securities Course (CSC) Financial Industry Experience - 3 years of year of member service experience in the financial industry Banking and / or call center experience would be an asset Mortgage Lending Experience considered a strong asset Lending experience
A typical day would involve :
- Providing comprehensive, financial and relationship based advice in order to grow and maintain assigned and unassigned members' portfolios.
- Identifying and assessing member / prospect needs to provide appropriate products and services which include signature lending, secured lending, mortgages, term deposits and the like.
- Recognizing and making appropriate referrals to Vancity Specialized Teams such as Sustainable Wealth Management, Wealth Protection, Business Banking and others, to deliver comprehensive support to our members.
- Meeting targets as defined by objectives that will contribute to profitability for the branch and Vancity.
- Applying branch service standards, policies, procedures and controls to meet compliance requirements and mitigate risk
You are :
You Have :
Bonus Points :
Pay Level : The pay range for the role is $30.25 to $39.05. The upper half of the salary range is typically reserved for individuals who have demonstrated consistent strong performance in the role and possess a high level of job knowledge and skill.