We are seeking an Associate/ Financial Advisor to work in our west side Vancouver office. Our full-service approach focuses on financial planning, superior investment management, education and ...
We are seeking an Associate/ Financial Advisor to work in our west side Vancouver office. Our full-service approach focuses on financial planning, superior investment management, education and ...
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Abbotsford, BC · Hybrid
Financial Advisor What is the opportunity? As an RBC Financial Advisor, you attract, nurture, and ... Use your own advice capabilities, an those of the right partner in the RBC ecosystem to meet our ...
Financial Advisor
Abbotsford, BC · Hybrid
Financial Advisor What is the opportunity? As an RBC Financial Advisor, you attract, nurture, and ... Use your own advice capabilities, an those of the right partner in the RBC ecosystem to meet our ...
As a Sun Life Financial advisor you'll receive exceptional training and support to help build your ... What's in it for you? * Be in charge of your own business and income opportunities * Dedicated ...
As a Sun Life Financial advisor you'll receive exceptional training and support to help build your ... What's in it for you? * Be in charge of your own business and income opportunities * Dedicated ...
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Financial Advisor
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Financial Advisor
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Richmond, BC · Hybrid
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Port Coquitlam, BC · Hybrid
As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value ... Use your own advice capabilities, an those of the right partner in the RBC ecosystem to meet our ...
Assistant to Financial Advisor
Richmond, BC · On-site
CA$68K - CA$90K/yr
Assisting clients in filling out applications for life insurance, critical illness insurance, and ... A thorough understanding of the financial advising industry * Able to work independently under ...
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Assistant to Financial Advisor
Richmond, BC · On-site
CA$68K - CA$90K/yr
Assisting clients in filling out applications for life insurance, critical illness insurance, and ... A thorough understanding of the financial advising industry * Able to work independently under ...
Assistant to Financial Advisor
Richmond, BC · On-site
CA$68K - CA$90K/yr
Assisting clients in filling out applications for life insurance, critical illness insurance, and ... A thorough understanding of the financial advising industry * Able to work independently under ...
Assistant to Financial Advisor
Richmond, BC · On-site
CA$68K - CA$90K/yr
Assisting clients in filling out applications for life insurance, critical illness insurance, and ... A thorough understanding of the financial advising industry * Able to work independently under ...
Investors Group is hiring Financial Consultants ; we have openings at our Burnaby Office. We are ... The best training and development in the industry* Mentorship and support Flexibility and ...
Investors Group is hiring Financial Consultants ; we have openings at our Burnaby Office. We are ... The best training and development in the industry* Mentorship and support Flexibility and ...
We are currently seeking a Financial Advisor to join our Sardis Branch team in Chilliwack. The Financial Advisor provides exceptional customer service to current and potential members by offering a ...
We are currently seeking a Financial Advisor to join our Sardis Branch team in Chilliwack. The Financial Advisor provides exceptional customer service to current and potential members by offering a ...
You'll work with dynamic colleagues - experts in their fields - who are eager to share their ... On-going training and professional development to remain current with industry changes. * Obtain ...
You'll work with dynamic colleagues - experts in their fields - who are eager to share their ... On-going training and professional development to remain current with industry changes. * Obtain ...
You'll work with dynamic colleagues - experts in their fields - who are eager to share their ... On-going training and professional development to remain current with industry changes. * Obtain ...
You'll work with dynamic colleagues - experts in their fields - who are eager to share their ... On-going training and professional development to remain current with industry changes. * Obtain ...
You'll work with dynamic colleagues - experts in their fields - who are eager to share their ... On-going training and professional development to remain current with industry changes. * Obtain ...
You'll work with dynamic colleagues - experts in their fields - who are eager to share their ... On-going training and professional development to remain current with industry changes. * Obtain ...
You'll work with dynamic colleagues - experts in their fields - who are eager to share their ... On-going training and professional development to remain current with industry changes. * Obtain ...
You'll work with dynamic colleagues - experts in their fields - who are eager to share their ... On-going training and professional development to remain current with industry changes. * Obtain ...
You'll work with dynamic colleagues - experts in their fields - who are eager to share their ... On-going training and professional development to remain current with industry changes. * Obtain ...
You'll work with dynamic colleagues - experts in their fields - who are eager to share their ... On-going training and professional development to remain current with industry changes. * Obtain ...
You'll work with dynamic colleagues - experts in their fields - who are eager to share their ... On-going training and professional development to remain current with industry changes. * Obtain ...
You'll work with dynamic colleagues - experts in their fields - who are eager to share their ... On-going training and professional development to remain current with industry changes. * Obtain ...
You'll work with dynamic colleagues - experts in their fields - who are eager to share their ... On-going training and professional development to remain current with industry changes. * Obtain ...
You'll work with dynamic colleagues - experts in their fields - who are eager to share their ... On-going training and professional development to remain current with industry changes. * Obtain ...
You'll work with dynamic colleagues - experts in their fields - who are eager to share their ... On-going training and professional development to remain current with industry changes. * Obtain ...
You'll work with dynamic colleagues - experts in their fields - who are eager to share their ... On-going training and professional development to remain current with industry changes. * Obtain ...
Financial Advisor In Training information
What is a financial advisor in training?
A Financial Advisor In Training is an individual who is preparing to become a licensed financial advisor by gaining practical experience and knowledge under the supervision of experienced professionals. This role typically involves learning about financial products, client relationship management, investment strategies, and regulatory requirements. Trainees often assist with research, client meetings, and preparing financial plans, while studying for necessary certifications. The goal is to develop the skills and qualifications needed to advise clients on managing their finances and investments independently.
What types of mentorship and training can I expect as a financial advisor in training?
As a Financial Advisor In Training, you will typically participate in a structured onboarding program that combines classroom learning, online modules, and hands-on experience. You'll often be paired with a seasoned advisor who acts as your mentor, providing guidance on client interactions, portfolio management, and compliance. Regular feedback sessions and performance reviews are common, ensuring you develop the necessary technical and interpersonal skills. This collaborative environment helps you build confidence, expand your network, and prepare for independent client management.
What are the key skills and qualifications needed to thrive as a financial advisor in training, and why are they important?
To thrive as a Financial Advisor In Training, you need a solid understanding of financial principles, investment strategies, and strong analytical skills, typically supported by a bachelor's degree in finance, business, or a related field. Familiarity with financial planning software, CRM systems, and preparation for industry certifications such as the Series 7 and Series 66 licenses is expected. Excellent interpersonal communication, active listening, and a client-focused mindset are crucial soft skills for building trust and long-term relationships. These competencies enable you to provide sound financial advice, comply with regulations, and effectively support clients in achieving their financial goals.
What is the difference between Financial Advisor In Training vs Financial Planner?
| Aspect | Financial Advisor In Training | Financial Planner |
|---|---|---|
| Certifications | Typically working towards certifications like CFP or Series 7 | Often holds certifications like CFP, CFA, or Series 7 |
| Work Environment | Entry-level, supervised training in financial firms | Client-facing, independent or team-based advisory roles |
| Job Responsibilities | Assisting with client research, learning financial planning processes | Developing comprehensive financial plans, advising clients |
Financial Advisor In Training roles are designed for individuals gaining experience and working towards certifications, often under supervision. Financial Planners are experienced professionals providing detailed financial advice and planning services. The two roles differ mainly in experience level and responsibilities, with the training position serving as a stepping stone toward becoming a fully certified Financial Planner.
What are popular job titles related to Financial Advisor In Training jobs in British Columbia?
For Financial Advisor In Training jobs in British Columbia, the most frequently searched job titles are:
What cities in British Columbia are hiring for Financial Advisor In Training jobs?
Cities in British Columbia with the most Financial Advisor In Training job openings:
Associate Financial Advisor/Financial Advisor
Vancouver, BC
Raymond James Ltd.
7.5
Based on 71 frontline employees who took The Breakroom Quiz
115th of 151 rated financial services
People enjoy working here
Good employer
Recommended by students
Recommended by parents
Respectful managers
CA$85K/yr
Full-time
Re-posted 3 days ago
Job description
Sophia Financial Group (sophiafinancial.ca) is an independent agency of Raymond James Ltd. We are seeking an Associate/ Financial Advisor to work in our west side Vancouver office. Our full-service approach focuses on financial planning, superior investment management, education and community outreach.
Our distinct and inclusive culture is built on a shared commitment to inclusion, gender equality and social impact. Pro bono service, values-based investing and a professional standard of excellence are an integral part of our business platform.
This position requires an ambitious, good-hearted and values-driven investment professional. You are a lifelong learner. The successful candidate will have a meticulous attention to detail, possess a positive attitude, and have superior interpersonal skills.
Responsibilities:
Lead client meetings, present investment ideas, manage portfolio reviews and encourage disciplined investor behavior
Assist in research, analysis, asset mix decisions, and investment selection
Prepare investment policy statements, proposals & client review presentations
Provide exemplary quality client service, including phone, email, written & in-person communication
Maintain high standards of integrity, objectivity, and expertise
Help maintain and grow a profitable business with the lead advisor
Qualifications:
You must have superior relationship skills, a keen attention to detail and a strong analytical mind. You really enjoy people. You are even-keeled and able to convey calm and wisdom in the face of market volatility and client anxiety.
You should possess the following:
At least 5 years' financial services industry experience
Be entrepreneurial and self-motivated. There is succession potential for this role
Be fully licensed with an advanced finance qualification such as CFP, CIM, CFA, or CPA; or be willing to work towards it
Be able to work in the office
Have stellar communication skills
You must demonstrate maturity and poise in all interactions
Salary Range: Based on education, work experience starting at $85,000 in addition to competitive performance bonuses/incentives.
If you are interested in joining our team, please submit a cover letter and resume to:
Tracy.Theemes@RaymondJames.ca
We thank all candidates for their interest and advise that only those under consideration will be contacted.
Raymond James Ltd. recognizes the value of a diverse workforce and appreciates the unique skills and special contribution of each employee. We are committed to accessibility for candidates through all stages of the recruitment process. Should you require accommodation, please contact us using the above details and we will be happy to help.
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