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Financial Advisor Trainee Jobs in British Columbia

Insurance Advisor Trainee (Equest)
By BCJobs At Delta, British Columbia, Canada
Eager to grow, with minimal sales or customer service experience under your belt
You're a master time manager, you can prioritize your workload, plus you demonstrate confidentiality and discretion
Be at the frontline, answering questions as they arise and communicating product benefits that best match client needs
An open, flexible and welcoming workplace
Plenty of opportunities to grow and learn
Autonomy to own your own success
Insurance Advisor Trainee Jobs
By Westland Insurance Group Ltd. At Delta, British Columbia, Canada
Eager to grow, with minimal sales or customer service experience under your belt
You're a master time manager, you can prioritize your workload, plus you demonstrate confidentiality and discretion
Be at the frontline, answering questions as they arise and communicating product benefits that best match client needs
An open, flexible and welcoming workplace
Plenty of opportunities to grow and learn
Autonomy to own your own success
Trainee - Insurance Advisor
By Westland Insurance Group Ltd. At Abbotsford, British Columbia, Canada
Eager to grow, with minimal sales or customer service experience under your belt
You're a master time manager, you can prioritize your workload, plus you demonstrate confidentiality and discretion
Be at the frontline, answering questions as they arise and communicating product benefits that best match client needs
An open, flexible and welcoming workplace
Plenty of opportunities to grow and learn
Autonomy to own your own success
Trainee - Insurance Advisor (Equest)
By BCJobs At Lake Cowichan, British Columbia, Canada
Eager to grow, with minimal sales or customer service experience under your belt
You're a master time manager, you can prioritize your workload, plus you demonstrate confidentiality and discretion
Be at the frontline, answering questions as they arise and communicating product benefits that best match client needs
An open, flexible and welcoming workplace
Plenty of opportunities to grow and learn
Autonomy to own your own success
Trainee - Insurance Advisor (Equest)
By BCJobs At Richmond, British Columbia, Canada
Eager to grow, with minimal sales or customer service experience under your belt
You're a master time manager, you can prioritize your workload, plus you demonstrate confidentiality and discretion
Be at the frontline, answering questions as they arise and communicating product benefits that best match client needs
An open, flexible and welcoming workplace
Plenty of opportunities to grow and learn
Autonomy to own your own success
Trainee - Insurance Advisor
By Westland Insurance Group Ltd. At Lake Cowichan, British Columbia, Canada
Eager to grow, with minimal sales or customer service experience under your belt
You're a master time manager, you can prioritize your workload, plus you demonstrate confidentiality and discretion
Be at the frontline, answering questions as they arise and communicating product benefits that best match client needs
An open, flexible and welcoming workplace
Plenty of opportunities to grow and learn
Autonomy to own your own success
Trainee - Insurance Advisor.
By Westland Insurance Group Ltd. At North Vancouver, British Columbia, Canada
Eager to grow, with minimal sales or customer service experience under your belt
You're a master time manager, you can prioritize your workload, plus you demonstrate confidentiality and discretion
Be at the frontline, answering questions as they arise and communicating product benefits that best match client needs
An open, flexible and welcoming workplace
Plenty of opportunities to grow and learn
Autonomy to own your own success
Trainee - Insurance Advisor
By Westland Insurance Group Ltd. At Richmond, British Columbia, Canada
Eager to grow, with minimal sales or customer service experience under your belt
You're a master time manager, you can prioritize your workload, plus you demonstrate confidentiality and discretion
Be at the frontline, answering questions as they arise and communicating product benefits that best match client needs
An open, flexible and welcoming workplace
Plenty of opportunities to grow and learn
Autonomy to own your own success
Financial Management Advisor Jobs
By PSD Citywide At Victoria, British Columbia, Canada
Knowledge of best practices in financial management, policy and strategy development for clients.
Knowledge of public sector financial legislation, municipal financial management (budgeting, reporting, and accounting) and the relevant financial software and systems.
Strong Project Management, Stakeholder engagement, communication, and organizational skills required.
Project Management certification or working toward project management certification would be considered an asset.
Address client challenges leveraging your strong technical skills, enabling competencies, and accounting experience.
Support PSD’s Asset Management team with financial analysis.
Trainee - Insurance Advisor (Equest)
By BCJobs At Langford, British Columbia, Canada
Eager to grow, with minimal sales or customer service experience under your belt
You're a master time manager, you can prioritize your workload, plus you demonstrate confidentiality and discretion
Be at the frontline, answering questions as they arise and communicating product benefits that best match client needs
An open, flexible and welcoming workplace
Plenty of opportunities to grow and learn
Autonomy to own your own success
Trainee - Insurance Advisor (Equest)
By BCJobs At Fernie, British Columbia, Canada
Eager to grow, with minimal sales or customer service experience under your belt
You're a master time manager, you can prioritize your workload, plus you demonstrate confidentiality and discretion
Be at the frontline, answering questions as they arise and communicating product benefits that best match client needs
An open, flexible and welcoming workplace
Plenty of opportunities to grow and learn
Autonomy to own your own success
Trainee - Insurance Advisor (Equest)
By BCJobs At Kitimat, British Columbia, Canada
Eager to grow, with minimal sales or customer service experience under your belt
You're a master time manager, you can prioritize your workload, plus you demonstrate confidentiality and discretion
Be at the frontline, answering questions as they arise and communicating product benefits that best match client needs
An open, flexible and welcoming workplace
Plenty of opportunities to grow and learn
Autonomy to own your own success
Trainee - Insurance Advisor (Equest)
By BCJobs At Keremeos, British Columbia, Canada
Eager to grow, with minimal sales or customer service experience under your belt
You're a master time manager, you can prioritize your workload, plus you demonstrate confidentiality and discretion
Be at the frontline, answering questions as they arise and communicating product benefits that best match client needs
An open, flexible and welcoming workplace
Plenty of opportunities to grow and learn
Autonomy to own your own success
Trainee - Insurance Advisor (Equest)
By BCJobs At Invermere, British Columbia, Canada
Eager to grow, with minimal sales or customer service experience under your belt
You're a master time manager, you can prioritize your workload, plus you demonstrate confidentiality and discretion
Be at the frontline, answering questions as they arise and communicating product benefits that best match client needs
An open, flexible and welcoming workplace
Plenty of opportunities to grow and learn
Autonomy to own your own success
Trainee - Insurance Advisor
By Westland Insurance Group Ltd. At Prince George, British Columbia, Canada
Eager to grow, with minimal sales or customer service experience under your belt
You're a master time manager, you can prioritize your workload, plus you demonstrate confidentiality and discretion
Be at the frontline, answering questions as they arise and communicating product benefits that best match client needs
An open, flexible and welcoming workplace
Plenty of opportunities to grow and learn
Autonomy to own your own success
Insurance Advisor Trainee (Equest)
By BCJobs At Prince George, British Columbia, Canada
Eager to grow, with minimal sales or customer service experience under your belt
You're a master time manager, you can prioritize your workload, plus you demonstrate confidentiality and discretion
Be at the frontline, answering questions as they arise and communicating product benefits that best match client needs
An open, flexible and welcoming workplace
Plenty of opportunities to grow and learn
Autonomy to own your own success
Insurance Advisor Trainee Jobs
By Westland Insurance Group Ltd. At New Westminster, British Columbia, Canada
Eager to grow, with minimal sales or customer service experience under your belt
You're a master time manager, you can prioritize your workload, plus you demonstrate confidentiality and discretion
Be at the frontline, answering questions as they arise and communicating product benefits that best match client needs
An open, flexible and welcoming workplace
Plenty of opportunities to grow and learn
Autonomy to own your own success
Trainee - Insurance Advisor (Equest)
By BCJobs At Vancouver, British Columbia, Canada
Eager to grow, with minimal sales or customer service experience under your belt
You're a master time manager, you can prioritize your workload, plus you demonstrate confidentiality and discretion
Be at the frontline, answering questions as they arise and communicating product benefits that best match client needs
An open, flexible and welcoming workplace
Plenty of opportunities to grow and learn
Autonomy to own your own success
Trainee - Insurance Advisor (Equest)
By BCJobs At Abbotsford, British Columbia, Canada
Eager to grow, with minimal sales or customer service experience under your belt
You're a master time manager, you can prioritize your workload, plus you demonstrate confidentiality and discretion
Be at the frontline, answering questions as they arise and communicating product benefits that best match client needs
An open, flexible and welcoming workplace
Plenty of opportunities to grow and learn
Autonomy to own your own success
Trainee - Insurance Advisor (Equest)
By BCJobs At Terrace, British Columbia, Canada
Eager to grow, with minimal sales or customer service experience under your belt
You're a master time manager, you can prioritize your workload, plus you demonstrate confidentiality and discretion
Be at the frontline, answering questions as they arise and communicating product benefits that best match client needs
An open, flexible and welcoming workplace
Plenty of opportunities to grow and learn
Autonomy to own your own success

Are you looking for an exciting career in financial advising? Join our team as a Financial Advisor Trainee and get the chance to learn from experienced professionals and develop your skills in the financial industry. With our comprehensive training program, you'll gain the knowledge and expertise to help clients make informed decisions and achieve their financial goals. Take the first step towards a rewarding career today!

Overview Financial Advisor Trainees are entry-level professionals who work under the supervision of a senior financial advisor. They provide support to the senior advisor in the areas of client service, financial planning, and investment management. They are responsible for helping clients make informed decisions about their financial future. Detailed Job Description Financial Advisor Trainees are responsible for providing support to the senior financial advisor in the areas of client service, financial planning, and investment management. They must be able to understand and explain complex financial concepts to clients. They must also be able to develop and maintain relationships with clients. Financial Advisor Trainees must be able to analyze financial data and make recommendations to clients. They must be able to develop and implement financial plans for clients. They must also be able to monitor and review client portfolios. Financial Advisor Trainees must be able to communicate effectively with clients and other professionals. They must be able to explain complex financial concepts in a clear and concise manner. They must also be able to provide timely and accurate information to clients. Job Skills Required
• Knowledge of financial planning and investment management
• Ability to analyze financial data and make recommendations
• Ability to develop and implement financial plans
• Ability to communicate effectively with clients and other professionals
• Ability to explain complex financial concepts in a clear and concise manner
• Ability to provide timely and accurate information to clients
Job Qualifications
• Bachelor’s degree in finance, accounting, economics, or a related field
• Previous experience in a financial services role
• Knowledge of financial planning and investment management
• Ability to analyze financial data and make recommendations
• Ability to develop and implement financial plans
• Ability to communicate effectively with clients and other professionals
• Ability to explain complex financial concepts in a clear and concise manner
• Ability to provide timely and accurate information to clients
Job Knowledge
• Knowledge of financial planning and investment management
• Knowledge of financial markets and products
• Knowledge of financial regulations and compliance
• Knowledge of financial analysis and modeling
• Knowledge of financial software and technology
Job Experience
• Previous experience in a financial services role
• Previous experience in client service
• Previous experience in financial planning and investment management
Job Responsibilities
• Provide support to the senior financial advisor in the areas of client service, financial planning, and investment management
• Analyze financial data and make recommendations to clients
• Develop and implement financial plans for clients