Personal Financial Advisor Jobs in British Columbia
Financial Planner (CFP) or Personal Financial Planner (PFP) designation Financial Planning experience working with HNW clients Meticulous attention to detail and strong problem solving and analytical...
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
- Alternative Investments
- Nationwide Mortgage Licensing System & Registry
- Private Banking
- Mutual Funds
- Retirement Planning
- BSA
- OFAC
- Accruals
- Wealth Management
- Investment Banking
- Lending
- Investment Management
- Client Relationships
- Mortgage Processing
- Financial Services
- Portfolio Management
- Financial Planning
- Risk Analysis
- Financial Modeling
- Due Diligence
- Customer Retention
- Asset Management
- Client Services
- Financial Analysis
- Reimbursement
- Sales Management
- Strategy Development
- Risk Management
- Relationship Management
- Finance
- Written Communication
- Business Development
- Presentation
- Collaboration
- Reporting
- Policy Development
- Coaching
- Public Speaking
- Microsoft PowerPoint
- Problem Solving
- Bachelor's Degree
- Microsoft Office
- Regulations
- Microsoft Excel
- Sales
- Research Skills
- Teamwork
- Organization
- Customer Service
- Leadership
- Communication Skills
- Relationship Management
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