Personal Financial Advisor Jobs in British Columbia
Role actively participates as part of the Financial Planning Centre of Excellence for SLFD, ensuring that financial planning training is consistent with regulatory as well as SLF requirements....
HybridAs a CIBC Financial Planning Consultant, you will be accountable for providing expert financial planning counsel that specializes in wealth management solutions working in partnership with CIBC branch...
In PersonAccountable working with branch leadership to drive financial planning....
In PersonPersonal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in British Columbia
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in British Columbia offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Financial Advisor position
- Private Banking
- Asset Allocation
- Mutual Funds
- Alternative Investments
- Wealth Management
- Estate Planning
- BSA
- Accruals
- Investment Banking
- OFAC
- Retirement Planning
- Anti-Money Laundering
- Lending
- Investment Management
- Client Relationships
- Portfolio Management
- Financial Planning
- Mortgage Processing
- Financial Modeling
- Risk Analysis
- Financial Services
- Asset Management
- Due Diligence
- Customer Retention
- Client Services
- Financial Analysis
- Strategy Development
- Risk Management
- Finance
- Relationship Management
- Written Communication
- Business Development
- Collaboration
- Presentation
- Reporting
- Policy Development
- Coaching
- Microsoft PowerPoint
- Bachelor's Degree
- Regulations
- Sales
- Research Skills
- Microsoft Office
- Microsoft Excel
- Customer Service
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
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