Personal Financial Advisor Jobs in British Columbia
ScotiaMcLeod Wealth Advisor Development Program - Vancouver
- Vancouver, BC
- 3 days ago
- Vancouver, BC
- 3 days ago
Registrations no later than December 31, 2026 Asset: Professional designations (Certified Financial Planner, Qualified Associate Financial Planner, Chartered Accountant, Chartered Financial Analyst)...
The RBC Family Office Services team helps advisors and advisor teams deliver integrated wealth management expertise and planning to clients and their families....
Personal 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
- Asset Allocation
- Private Banking
- Mutual Funds
- Nationwide Mortgage Licensing System & Registry
- Estate Planning
- Retirement Planning
- BSA
- Commercial Lending
- Accruals
- OFAC
- Wealth Management
- Investment Banking
- Lending
- Investment Management
- Client Relationships
- Mortgage Processing
- Risk Analysis
- Portfolio Management
- Financial Services
- Financial Planning
- Due Diligence
- Financial Modeling
- Customer Retention
- Asset Management
- Client Services
- Financial Analysis
- Sales Management
- Reimbursement
- Strategy Development
- Risk Management
- Finance
- Relationship Management
- Written Communication
- Business Development
- Collaboration
- Presentation
- Coaching
- Flexibility
- Policy Development
- Microsoft PowerPoint
- Problem Solving
- Bachelor's Degree
- Regulations
- Microsoft Office
- Microsoft Excel
- Sales
- Research Skills
- Teamwork
- Organization
- Leadership
- Communication Skills
- Relationship Management
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