Investment specialist Jobs in Duncan, BC
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Investment specialist • duncan bc
Last updated: 18 hours 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
Victoria Newitt Recruitment Inc has been retained by Odlum Brown to search for an Investment Assistant for three of their Fraser Valley locations, in BC.
Anchored in our purpose to help clients achi...Show moreLast updated: 2 days ago
LOOKING FOR AN AMAZING CAREER OPPORTUNITY?.WITH CANADA’S FASTEST GROWING 3PL SERVICE PROVIDER, THERE’S NO LIMIT TO WHERE YOU CAN GO!.
Many of our most successful managers joined KWE in entry level o...Show moreLast updated: 2 days ago
Reporting to the Manager, Planning and Scheduling, the Project Planning Specialist will be part of one or more project teams performing the required duties of a planner on medium to major projects ...Show moreLast updated: 2 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: 30+ 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
We’re looking for enthusiastic, self-driven, individuals to assist existing and prospective clients within our organization.
This position will work with multiple clients throughout the day pr...Show moreLast updated: 30+ days ago
Work From Anywhere | Uncapped Earnings | Career Growth Are you a results-driven, digital marketing expert eager to take the next step in your career?.
Do you thrive in a remote, flexible environment...Show moreLast updated: 18 hours ago
Who we are OSCAR Pro, a leading Electronic Medical Records (EMR) platform in Canada, is part of the WELL Health Technologies family.
Initially developed by McMaster University’s Department of ...Show moreLast updated: 30+ days ago
Support the clinical development and education, manage inventory and equipment, and customer education programs pertinent to Medtronic defined products and technology.
Support the implementation of ...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
BCLC exists to generate win-wins for the greater good.For our people, our players, our province, and our planet.Being a social purpose company, we are not only able to better align our business dec...Show moreLast updated: 30+ days ago
Delta, BC, Canada • Edmonton, AB, Canada Req # Friday, March 7,.Position : Logistics Specialist.Location : Delta, BC or Edmonton, AB.
Workplace Flexibility : We do require a minimum presence of 2 days ...Show moreLast updated: 30+ days ago
Are you an analytical thinker who loves to strategize and nerd out on data to get results? We’re looking for a Paid Performance Marketing Specialist who can build out and drive our paid marke...Show moreLast updated: 30+ days ago
The Photo Lab Specialist is responsible for assisting in production of all Photofinishing as well as providing superior customer service at the Photofinishing counter, while meeting quality and ser...Show moreLast updated: 30+ days ago
Education, Training And Experience.A level of education, training and experience equivalent to a Master's degree in a related discipline such as Health Administration or Business Administration and...Show moreLast updated: 30+ days ago
Energy Specialist Professional Exempt The Burnaby School District is on the traditional territory of the Coast Salish Nations of Musqueam, Tsleil-Waututh and Squamish.
The Burnaby School District is...Show moreLast updated: 30+ days ago
At the Vancouver Convention Centre, a division of BC Pavilion Corporation (PavCo), we work to create unforgettable moments, world-class experiences and stronger connections to community, industry a...Show moreLast updated: 30+ days ago
Financial Planner, Investment and Retirement Planning
RBC - Royal BankDuncan, BCCA$20.00 hourly
- Promoted
Investment Assistant
Victoria Newitt Recruitment Inc.Fraser Valley, BC, CanadaCA$53,000.00–CA$60,000.00 yearly
Full-time
Financial Planner - Scarborough
ScotiabankScarborough, BC, CA Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.To ensure that our purpose is front and centre in all we do, we have refreshed our name to Fina...Show moreLast updated: 30+ days ago
- Promoted
Senior Customs Specialist
Kintetsu World ExpressBritish Columbia, CanadaFull-time
- Promoted
Project Planning Specialist
BrunelBritish Columbia, CanadaPart-time
Investment Specialist - BMO Investment Center
BMOREMOTE / TELETRAVAIL, BC, CANCA$37,500.00–CA$69,500.00 yearly
Remote
Full-time +1
Investment Advisor Assistant | Cash Management Group
EightSix NetworkBCCA$50,000.00 yearly
- Promoted
Remote Benefits Specialist
Spade RecruitingCrofton, British ColumbiaQuick Apply
- New!
Digital Marketing Specialist
Aspire 2 Inspire Now Pty LtdBritish columbia, BC, CAFull-time
Quick Apply
Sales Specialist
MacDonald Search GroupBritish Columbia, CA Our client started when the founders saw a structures market that needed to be modernized.Wanting to offer a higher quality product for the same or even less cost than the existing options on the m...Show moreLast updated: 30+ days ago
Technical Support Specialist, HealthTech
OSCAR ProBritish Columbia - Remote, BC, CARemote
Full-time
Quick Apply
Clinical Specialist, Diabetes.
MedtronicBritish Columbia, CanadaCA$40,000.00–CA$50,000.00 yearly
Financial Planner, Investment and Retirement Planning
0000050007 Royal Bank of Canada2690 MILL BAY RD : COWICHAN VALLEYCA$34.50 hourly
Full-time
Contract Specialist
BCLCRemote within, BC, CACA$109,652.00 yearly
Remote
Logistics Specialist
Smart & BiggarBC, CanadaCA$71,600.00 yearly
Full-time +1
Paid Performance Marketing Specialist
Mogo Finance Technology Inc.Remote, BC, CACA$80,000.00 yearly
Remote
Full-time
Quick Apply
Photo Lab Specialist
London Drugs119 Trans Canada Hwy Duncan, BC V9L 3P8, CACA$21.00–CA$25.00 hourly
Contracts Specialist
Island HealthBritish Columbia, CACA$45.64–CA$65.60 hourly
Energy Specialist
York Region District School BoardBritish Columbia, CanadaCA$67,411.00–CA$75,837.00 yearly
Full-time
Venue Overlay Specialist
Vancouver Convention CentreBCCA$66,983.00–CA$83,729.00 yearly
Financial Planner, Investment and Retirement Planning
RBC - Royal BankDuncan, BC30+ days ago
Salary
CA$20.00 hourly
Job descriptionFinancial Planning Designation (PFP®, QAFP™ or CFP®) Mutual Funds License (IFIC or CSC) Minimum 2 years' experience in financial planning Proven networking and client acquisition skills Ability to cultivate strong partner relationships Digital Savviness, ability to effectively utilize mobile applications A comprehensive Total Rewards Program of flexible benefits, competitive commission structure, and pension options World-class training programs and career development opportunities The advantage of working with a dynamic, collaborative, and high performing team where initiative and hard work are recognized and rewarded A flexible work schedule based on client preferences and your own work / life balance Innovative mobile technology to ensure your success
Job Summary
Job Description
What is the opportunity?
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 supported by internal partners who send client referrals your way. Your creativity, motivation, and drive for new investment sales will enable you to provide world-class advice and solutions that help clients achieve their long-term financial goals.
Cowichan Community - Duncan, Mill Bay, Ladysmith
What will you do?
- Provide tailor-made financial planning advice and solutions using our unparalleled array of investment and portfolio solutions, including best-in-class proprietary and select third-party mutual fund solutions
- Acquire and consolidate existing and new-to-RBC clients and assets
- Connect clients with the right RBC team members to help continuously meet their needs
- Develop external business referral sources through networking, marketing, and your centres of influence
What do you need to succeed?
Must-have
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.
RBCFP
EVPP4
Job Skills
Adaptability, Business Development, Client Centricity, Curiosity