Personal Finance Jobs in Vancouver
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Search Results - Personal Finance Jobs in Vancouver
Odlum Brown Limited-Vancouver
In-depth knowledge of personal finance and taxation, including private corporations/trusts
• Experience with personal trusts across the full life cycle is an asset
WHAT WE OFFER
A culture of openness, collaboration and respect is foundational to our firm...
Hays-Vancouver
Financial statement preparation for owners holding companies and related businesses, and supporting principals with various personal financial matters
• Manage and work with administration staff to ensure smooth daily operations of the firm
What you'll need...
TD Bank-Vancouver
Requirements
• Undergraduate Degree
• Minimum 7-10 years of experience in providing banking and credit services
• Completion of Canadian Securities Course (CSC) or Investment Funds in Canada (IFIC)
• Completion of the Personal Financial Planner (PFP)...
appcast.io -
Royal Bank of Canada-Vancouver
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...
rbc.com -
Scotiabank-Burnaby, 9 km from Vancouver
that will enable you to succeed in this role? We’d love to work with you if you have:
• Experience in financial planning and investment sales is preferred.
• Successfully completed the Personal Financial Planning (PFP) designation and/or a Certified Financial...
appcast.io -
Royal Bank of Canada-Vancouver
Excellent verbal and written communication skills
• Thorough understanding of high net worth financial sales and client relationship management
• Personal Financial Planner (PFP) designation granted by CSI (achieved or on track to complete)
Nice-to-have...
rbc.com -
Royal Bank of Canada-Vancouver
to be agile, embrace change and adopt digital technology
• Completion of IFIC and/or CSC
• Completion of CSI Personal Financial Services Advice course or commitment to complete within 12 months
• Basic understanding of investment fundamentals and thorough...
rbc.com -
Royal Bank of Canada-Richmond, 10 km from Vancouver
Job Summary
Job Description
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...
rbc.com -
Royal Bank of Canada-Vancouver
of the Personal Financial Services Advice (PFSA) course, or willingness to complete within six months.
• A minimum of two years of relevant financial services industry experience, preferably with high-net-worth clients
• Meticulous attention to detail and strong...
rbc.com -
Royal Bank of Canada-Burnaby, 9 km from Vancouver
Job Summary
Job Description
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...
rbc.com -
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