Strategic Financial Advisor — Grow Client Wealth

RBC; Vancouver; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial services firm in Vancouver seeks an experienced Financial Advisor to manage high-value personal and small business client relationships. The role requires proven sales skills in the financial industry and mutual funds accreditation. The successful candidate will provide professional advice and collaborate with other financial experts to help clients achieve their goals. This position offers a competitive salary, annual bonuses, and a commitment to career development.

Benefits

Competitive salary

Annual bonus

Career development opportunities

Qualifications

• 2-3 years of proven sales experience in the financial services industry.
• Demonstrated ability to build trust and maintain long-term client relationships.
• Fluency in a second language is a plus.

Responsibilities

• Communicate with clients to learn about their needs and help them achieve their goals.
• Provide professional advice on complex credit and investment needs.
• Collaborate with experts to ensure clients receive customized advice.

Skills

Relationship building

Sales experience

Digital literacy

Education

Mutual Funds accreditation

Certificate in Financial Services Advice

Job description

A leading financial services firm in Vancouver seeks an experienced Financial Advisor to manage high-value personal and small business client relationships. The role requires proven sales skills in the financial industry and mutual funds accreditation. The successful candidate will provide professional advice and collaborate with other financial experts to help clients achieve their goals. This position offers a competitive salary, annual bonuses, and a commitment to career development.