20 meilleures offres (financial planner, burnaby, bc) (à pourvoir)

Associate, Financial Planning
Royal Bank of Canada —Vancouver, BC
- Temps plein
- Finance
- Services financiers
il y a 5 jours
Financial Planner-Langley
TD Bank —Langley, BC
- De 60 000 $ à 70 000 $ par an
- Temps plein
- Vente
- Service à la clientèle
- Finance
- Congés payés
il y a 1 jour
Claims Consultant, Specialty - Property and Builder’s Risk
Intact —Vancouver, BC
- De 118 700 $ à 145 100 $ par an
- Temps plein
- Travail hybride
- Baccalauréat
- Déplacements à prévoir
- Mentorat
- Plan d'actionnariat des employés
Financial Solutions Associate - Oakridge Branch
Beem Credit Union —Vancouver, BC
- De 61 120 $ à 65 000 $ par an
- Logiciels de GRC/CRM
- Vente
- Finance
- Assurance Invalidité
- Assurance Dentaire
il y a 3 jours
Cost Controller
AtkinsRéalis —Vancouver, BC
- De 61 900 $ à 80 000 $ par an
- Temps plein
- Travail hybride
- Analyse de données
- Esprit d'analyse
Financial Controller
David Nairne & Associates —North Vancouver, BC
- De 80 000 $ à 115 000 $ par an
- Temps plein
- Travail hybride
- Finance
- Expérience en supervision
- Baccalauréat
- Assurance Dentaire
- Assurance Vision
Postuler rapidement
Team Manager, Wealth Advice Team
Vancouver City Savings Credit Union —Vancouver, BC
- De 86 400 $ à 116 800 $ par an
- Travail hybride
- Vente
- Finance
- Gestion d'équipe
- Jours fériés payés
- Assurance Dentaire
Senior Associate, Family Office Services
MNP —Vancouver, BC
- De 135 000 $ à 165 000 $ par an
- Travail hybride
- Microsoft Powerpoint
- Microsoft Word
- Esprit d'analyse
Associate, Family Office Services
MNP —Vancouver, BC
- De 105 000 $ à 135 000 $ par an
- Travail hybride
- Microsoft Powerpoint
- Microsoft Word
- Esprit d'analyse
Claims Consultant, Specialty Lines - Entertainment Property
Intact —Vancouver, BC
- Temps plein
- Travail hybride
- Baccalauréat
- Déplacements à prévoir
- Mentorat
- Plan d'actionnariat des employés
RBC Financial Planning Networking Event - Langley, BC
Royal Bank of Canada —Langley, BC
- Temps plein
- Services financiers
Account Manager I/II - Fraser Street
Vancouver City Savings Credit Union —Vancouver, BC
- De 32,42 $ à 42,65 $ de l’heure
- Finance
- Diplôme d'études secondaires
- Compétences en informatique
- Jours fériés payés
- Assurance Dentaire
il y a 6 jours
Investment Advisor
Royal Bank of Canada —Surrey, BC
- Temps plein
- Développement commercial
- Services financiers
- Affaires
il y a 4 jours
Wealth Planning Specialist (Langley & Surrey)
Envision Financial, a division of First West Credit Union —Langley, BC
- 50 000 $ par an
- Temps plein
- Vente
- Microsoft Office
- Développement commercial
- Congés payés
Wealth Advisor
Nicola Wealth —Vancouver, BC
- Travail hybride
- Finance
- Développement commercial
- Mentorat
Postuler rapidement
Mobile Mortgage Specialist - Japanese language skills an asset
TD Bank —North Vancouver, BC
- Temps plein
- Service à la clientèle
- Développement commercial
- Congés payés
Region Head of CIBC Family Office for B.C.
CIBC —Vancouver, BC
- Temps plein
- Maîtrise
- Développement commercial
- Capacités de présentation
il y a 9 jours
Estate Planning Specialist
Ventum Financial Corp —Vancouver, BC
- Temps plein
- Travail hybride
- Développement commercial
- Capacités de présentation
- Baccalauréat
Postuler rapidement
ScotiaMcLeod Senior Financial Planning Associate - White Rock
Scotiabank —White Rock, BC
- Finance
- Capacités de présentation
- Compétences en communication
- Congés payés
Senior Manager, Global Family Office Group - Calgary or Vancouver
Scotiabank —Vancouver, BC
- Microsoft Powerpoint
- Vente
- Anglais

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Wealth Advisor/Financial Planner
Fidelity Investments —Toronto, ON
Completion of a University degree in Business, Commerce, Finance or related field or equivalent work experience. 2 paid days annually to volunteer.
De 100 000 $ à 140 000 $ par an
Associate, Financial Planning
Canaccord Genuity Corp. —Oakville, ON
Provide strategic guidance on complex planning needs such as holding companies, stock options, individual pension plans, retirement compensation arrangements,…
De 135 000 $ à 200 000 $ par an

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Associate, Financial Planning

Royal Bank of Canada
Vancouver, BC

Postuler dès maintenant

Détails du poste

Temps plein
Il y a 5 jours

Compétences

Investissement
Mandarin
Soutien aux ventes
Développement des relations avec la clientèle
Fidélisation de la clientèle
Gestion des risques opérationnels
Cantonais
Développement des relations avec la clientèle
Finance
Service à la clientèle
Orientation vers les ventes
Services financiers
Diligence raisonnable
Cours sur le commerce des valeurs mobilières au Canada (CCVM)
Consultation auprès de la clientèle
Interaction avec les clients

Description complète du poste

Job Description

What is the opportunity?

As an Associate, you provide proactive sales support and responsive value-based client contact for a team of Financial Planners. You are responsible for supporting the unit/team in achieving sales objectives by contributing to a differentiated client experience. In this role, you collaborate with partners across the organization to identify and meet client needs and goals, strengthening client relationships and making it easier for them to do business with RBC.

Mandarin/Cantonese language skills (fluency) required.

What will you do?

You are a strategic member of the Financial Planning team and will work directly with Financial Planners to provide pre and post-interaction enablement and client service and fulfillment in connection with their financial plan
Maximize opportunities to effectively identify client needs, make referrals, expand profitable client relationships, and track and review progress against the teams’ annual sales plan
Increase sales enablement for Financial Planners by assisting with preparations for client meetings, and supporting the fulfilment of credit, investments, and everyday banking solutions
You enable and educate our clients by proactively leading with advice, serving through Digital and by leading as a Digital Ambassador who keeps current on technology by building your digital IQ
Exercise due diligence in following all policies and procedures, and identity/correct areas of operational risk

What do you need to succeed?

Must-have

Mutual Funds accreditation (e.g., Investment Funds in Canada, or the Canadian Securities Course)
Perform as a One RBC Advisor with a breadth and depth of expertise across everyday banking, investments and credit, with the ability to fulfill on a robust Advice Experience on both personal and business needs
Strong client contact routines that build yours and your Financial Planners calendar proactively, integrating consistent retention and anchoring activities to help the team achieve greater results
Flexibility, eagerness to learn, strong personal ethics, and a hunger for success
Ability to work both independently and in a team environment, demonstrating strong collaboration skills
Ability to leverage your own capabilities, and those of the right partner in our ecosystem, at the right time, meeting client’s entire suite of financial needs
Mandarin/Cantonese language skills (fluency) required.

Nice-to-have

Track record in building rapport and maintaining client relationships within the financial industry
Ability to provide increasingly complex everyday banking, investment and credit advice for both personal and business clients

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.

A comprehensive Total Rewards Program including competitive compensation, bonuses, and flexible benefits
Continued opportunities for career advancement
Support from a dynamic, collaborative, progressive, and high performing team, as well as world-class tools, coaching, and development opportunities
Opportunity to achieve great success and grow your career with RBC

Job Skills

Additional Job Details

Address:

VANCOUVER MAIN BRANCH (B), 1055 GEORGIA ST W:VANCOUVER

City:

Vancouver

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-08-24

Application Deadline:

2026-09-08

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

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financial planner emplois - burnaby, bc

Associate, Financial Planning

Financial Planner-Langley

Claims Consultant, Specialty - Property and Builder’s Risk

Financial Solutions Associate - Oakridge Branch

Cost Controller

Financial Controller

Team Manager, Wealth Advice Team

Senior Associate, Family Office Services

Associate, Family Office Services

Claims Consultant, Specialty Lines - Entertainment Property

RBC Financial Planning Networking Event - Langley, BC

Account Manager I/II - Fraser Street

Investment Advisor

Wealth Planning Specialist (Langley & Surrey)

Wealth Advisor

Mobile Mortgage Specialist - Japanese language skills an asset

Region Head of CIBC Family Office for B.C.

Estate Planning Specialist

ScotiaMcLeod Senior Financial Planning Associate - White Rock

Senior Manager, Global Family Office Group - Calgary or Vancouver

Explore jobs in cities nearby

Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : financial planner (burnaby, bc)

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