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Private Client Advisor Jobs

Client Advisor Jobs
By RBC At Pelham, Ontario, Canada
Focus on education and demonstration, leverage technology to deliver a memorable client experience, drive solutions and retain business
Manage risks by adhering to compliance routines, processes, and controls to protect client and shareholder interests while completing transactions
Drive and self-motivation, as well as excellent communication skills and emotional intelligence
A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
Proactively take ownership of resolving and preventing client banking problems
Cultivate and maintain relationships with partners to work as one RBC team
Client Loyalty Advisor Jobs
By Alvéole At Canada
Previous experience with account management / client-facing roles
Excellent communication and interpersonal skills
Proactive, creative, results-driven and autonomous
Ability to cultivate strong relationships with partners
Comfort with CRM platforms (Hubspot, Salesforce, etc)
Client Advisor Jobs
By RBC At Quinte West, Ontario, Canada
Focus on education and demonstration, leverage technology to deliver a memorable client experience, drive solutions and retain business
Manage risks by adhering to compliance routines, processes, and controls to protect client and shareholder interests while completing transactions
Drive and self-motivation, as well as excellent communication skills and emotional intelligence
A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation.
Proactively take ownership of resolving and preventing client banking problems
Cultivate and maintain relationships with partners to work as one RBC team
Private Client Sales Manager - Bupa Global
By Bupa At Toronto, Ontario, Canada
Proven record in sales (insurance and medical insurance sales experience is a strong plus), along with strong networking and negotiation skills.
Previous experience of a complex and multi skilled customer facing role
Complying with all regulatory and governance requirements
Any adhoc projects and responsibilities as assigned by the Head of Consumer Sales
IPMI (international private medical insurance) or PMI (private medical insurance) experience from either another insurer or brokerage strongly desired
Excellent interpersonal, communication and influencing skills are required with emphasis on achieving results and successful outcomes
Client Advisor- Montreal Jobs
By Louis Vuitton At Montreal, Quebec, Canada
Welcome every Client and provide the best Client experience
Learn and master Brand and product knowledge
Drive and achieve individual and team objectives and be accountable for sales results
Advise Clients across the Brand and all product categories
Engage with Clients to develop long-term relationships, leveraging different Clienteling tools, in order to foster Brand loyalty
Perform as a team-player, participate in all activities contributing to the overall objectives of the store
Private Client Advisor Jobs
By Staffing In Motion At Port Coquitlam, British Columbia, Canada

Extensive experience working as an Investment Advisor or similar role.

Licensed to manage portfolios containing individual stocks/bonds (not just mutual funds) for at least 2 out of the past 5 years.

Private Client Advisor Jobs
By Staffing In Motion At North York, Ontario, Canada

Extensive experience working as an Investment Advisor or similar role.

Licensed to manage portfolios containing individual stocks/bonds (not just mutual funds) for at least 2 out of the past 5 years.

Private Client Advisor Role
By Staffing In Motion At Vancouver, British Columbia, Canada

Extensive experience working as an Investment Advisor or similar role.

Licensed to manage portfolios containing individual stocks/bonds (not just mutual funds) for at least 2 out of the past 5 years.

Private Client Advisor Yorkdale
By Louis Vuitton At Toronto, Ontario, Canada

You will focus on High End Retention and development strategies while identifying and recruiting new high potential prospects.

Exercising independent judgement and discretion, identifying client preferences and follow-up on inquiries and concern are strong components of this role.

Client Advisor Jobs
By RBC At Melfort, Saskatchewan, Canada
Focus on education and demonstration, leverage technology to deliver a memorable client experience, drive solutions and retain business
Manage risks by adhering to compliance routines, processes, and controls to protect client and shareholder interests while completing transactions
Drive and self-motivation, as well as excellent communication skills and emotional intelligence
A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
Proactively take ownership of resolving and preventing client banking problems
Cultivate and maintain relationships with partners to work as one RBC team
Private Client Paralegal Jobs
By Browns Recruitment Group At Wimborne, Alberta, Canada

Studying towards a CILEX qualification

Or previous experience as a Legal Secretary and has a desire to take the next step

Celine - Client Advisor (Toronto, Holt Renfrew)
By CELINE At Toronto, Ontario, Canada
Meet individual and store sales targets and consignment goals.
Adhere to all company policies.
Capture all relevant customer information for entry in database.
Promote store events through email, phone, and personalized notes.
Maintain and expand a client book.
Consistently follow up with any shipping, alteration, or other issues related to clients.
Senior Tax Staff - Private Client Services - Toronto [Ernst & Young]
By CareerBeacon At Toronto, Ontario, Canada
Excellent organization and time management skills
Assist and manage the administration of personal and trust tax compliance seasons
3 – 5 years of relevant tax experience or equivalent experience in business or industry
Excellent written and verbal communication skills
Learning opportunities to develop new skills and progress your career
Skills And Attributes For Success
Client Advisor Jobs
By RBC At Snow Lake, Manitoba, Canada
Focus on education and demonstration, leverage technology to deliver a memorable client experience, drive solutions and retain business
Manage risks by adhering to compliance routines, processes, and controls to protect client and shareholder interests while completing transactions
Drive and self-motivation, as well as excellent communication skills and emotional intelligence
A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
Proactively take ownership of resolving and preventing client banking problems
Cultivate and maintain relationships with partners to work as one RBC team
Client Service Advisor Jobs
By House of Commons of Canada Chambre des communes du Canada At Ottawa, Ontario, Canada
Experience in applying accounting or finance principles and practices, including public sector financial policies and best practices.
Minimum of two (2) years of experience working in a call or contact centre;
Experience in providing services to high-profile clients;
Experience receiving and responding to requests from clients;
Experience using an Integrated Financial System.
Work-life balance / 35-hour workweek
Private Client Associate Jobs
By RBC Wealth Management At Vancouver, British Columbia, Canada
Proactively assist with client management of appointments and scheduled meetings / calls
Be a key support to the administrative activities and responsibilities of the team
Manage all aspects of account opening and documentation and maintain client cash flows and balances
Minimum of 2 years' experience in a similar role in the Investment Industry
Must have strong organizational skills and meticulous attention to detail
Gain a breadth of experience and exposure to the global WM platform
Client Advisor, Holt Renfrew Yorkdale
By Christian Louboutin At Toronto, Ontario, Canada
Exceeding and maintaining sales goals set by management team
Ability to communicate (both written and oral) effectively with clients, coworkers and management; follows professional presentation
Demonstrate knowledge of product and utilizes this knowledge to build sales
Expert in product information & understanding the features and benefits of our brand
Maintaining an organized inventory and assisting manager with daily boutique operations
Deliver a pleasant customer experience with each customer interaction
Private Client Associate Jobs
By RBC PH&N Investment Counsel At Toronto, Ontario, Canada
Meticulous attention to detail and excellent time management skills
Proactively assist with client management of appointments and scheduled meetings/calls
Be a key support to the administrative activities and responsibilities of the team
Manage all aspects of account opening and documentation and maintain client cash flows and balances
Strong written and verbal communication skills
A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
Client Advisor Jobs
By Burberry At Toronto, Ontario, Canada

Job description: INTRODUCTION At Burberry, we believe creativity opens spaces. Our purpose is to unlock the power of imagination to push boundaries and open new possibilities for our people, ...

Client Advisor Jobs
By RBC At Peace River, Alberta, Canada
Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business
Problem-solving and people skills, with the ability to build strong relationships and proactively connect with clients
A comprehensive Total Rewards Program including competitive compensation, bonuses, and flexible benefits
Respond to client-initiated contact, assisting them with a full range of financial transactions
Actively listen and engage clients in conversation to further understand their individual needs
Proactively take ownership of resolving and preventing client banking problems

Are you looking for an exciting opportunity to use your financial expertise to help clients reach their goals? We are looking for a Private Client Advisor to join our team and provide personalized financial advice to our clients. You will have the opportunity to work with a variety of clients and help them make informed decisions about their investments and financial plans. If you are passionate about helping others and have a strong background in finance, this could be the perfect job for you!

Overview A Private Client Advisor is a professional who provides financial advice and services to high net worth individuals and families. They are responsible for developing and implementing financial plans that meet the needs of their clients. Private Client Advisors typically work with clients to create and manage investment portfolios, provide tax planning advice, and help clients with estate planning. Detailed Job Description Private Client Advisors are responsible for providing comprehensive financial advice and services to high net worth individuals and families. They must have a thorough understanding of the financial markets and be able to develop and implement financial plans that meet the needs of their clients. Private Client Advisors must be able to analyze and interpret financial data and provide advice on investments, tax planning, estate planning, and other financial matters. They must be able to communicate effectively with clients and provide them with clear and concise advice. Job Skills Required
• Excellent communication and interpersonal skills
• Knowledge of financial markets and investments
• Ability to analyze and interpret financial data
• Ability to develop and implement financial plans
• Knowledge of tax planning and estate planning
• Ability to provide clear and concise advice to clients
Job Qualifications
• Bachelor’s degree in finance, economics, accounting, or a related field
• CFP (Certified Financial Planner) certification
• Series 7 and Series 66 licenses
• 5+ years of experience in financial services
Job Knowledge
• Knowledge of financial markets and investments
• Knowledge of tax planning and estate planning
• Knowledge of estate and trust law
• Knowledge of financial planning software
Job Experience
• 5+ years of experience in financial services
• Experience in providing financial advice to high net worth individuals and families
• Experience in developing and implementing financial plans
Job Responsibilities
• Develop and implement financial plans for high net worth individuals and families
• Analyze and interpret financial data
• Provide advice on investments, tax planning, and estate planning
• Monitor and review financial plans on an ongoing basis
• Communicate effectively with clients and provide clear and concise advice