Vancouver, BC · On-site
CA$85K/yr
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 ...
Vancouver, BC · On-site
CA$85K/yr
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 ...
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 ...
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 ...
Burnaby, BC · On-site
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 ...
Burnaby, BC · On-site
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 ...
Surrey, 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 ...
Surrey, 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 ...
Richmond, 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 ...
Richmond, 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 ...
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 ...
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 ...
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 ...
Quick apply
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 ...
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 ...
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 ...
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 ...
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 ...
As an Associate Financial Advisor, you'll form a deep understanding of your personal and small ... Engage in community and banking centre events such as business development events, client ...
As an Associate Financial Advisor, you'll form a deep understanding of your personal and small ... Engage in community and banking centre events such as business development events, client ...
| 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.
Cities near Pitt Meadows, BC with the most Financial Advisor In Training job openings:
Vancouver, BC • On-site
7.5
Based on 71 frontline employees who took The Breakroom Quiz
115th of 152 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
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.
Get the full story on Breakroom
