Financial Planning

Found in: Jooble CA O C2 - 2 weeks ago

Vancouver BC, Canada Coast Capital Savings Full time

Vancouver, Help Headquarters Branch, Richmond Centre Branch

Job Type: Full Time

As a Financial Planner you will manage a portfolio of existing members and their families, building long-lasting relationships with current and potential members. You will conduct effective discovery meetings to determine member needs and translate the complex world of investments into effective solutions that help members meet their financial goals and objectives.



Leverage financial planning tools to prepare customized and effective presentations; Lead with advice, counselling members on investment strategies and other financial decisions;


~ Review and communicate portfolio performance to members and provide education and consultation related to their investment and financial needs;


~ Serve as a resource for members and staff with needs surrounding financial planning, investments, insurance, tax strategies, retirement analysis, estate & succession planning, etc.;


~ Consistently identify opportunities for personal banking, small business and general insurance opportunities and refers accordingly to support business objectives across business lines;



Self-motivated and a keen listener, you enjoy building and developing close client relationships; 3-5 years of relevant experience and post-secondary degree or diploma in a related field of study or an equivalent combination of education and experience;


~ TEP and/or CPA designation are an asset;


~ Familiarity with financial planning software, Morningstar & Salesforce programs;


~ Advanced knowledge of a variety of investment products;


~ Solid knowledge with life insurance products and administration.

Equity, Diversity & Inclusion at Coast Capital
We are committed to building better, brighter, more inclusive futures for everyone - including our employees. At Coast Capital, we are committed to equity, diversity and inclusion. We strongly encourage applications from Indigenous Peoples, Black, and racialized persons, persons with disabilities, people of diverse sexual and gender identities and women. We value applicants who have demonstrated a commitment to equity, diversity and inclusion and recognize that diverse perspectives, experiences and expertise benefit of our employees, our members, and our community.


It informs the advice we provide our members, the experiences and products we create, and the programs we build to support our employees and communities.


~ Committed to inclusion and engagement. We have an ongoing focus on equity, diversity, and inclusion and routinely track how we're doing, and what we need to do to keep improving. We foster a culture where everyone can feel safe to be who they really are and thrive.


~ Many employees have spent decades, and sometimes their entire careers, with Coast Capital and have progressed from the frontlines to senior leadership.


~ In response to COVID-19 we launched myWork, which gives employees flexibility in where they work based on the nature of their role.


~ Retirement options. That's why we offer the choice of a defined contribution or defined benefit pension plan or RSP's.


~ Mortgage and auto financing benefits . Employees save thousands on their mortgages and auto loans with best-in-category benefits.


~ We recognize excellence throughout the year, through an online community that lets employees give kudos and thanks throughout the year. We're a Platinum member of Canada's Best Managed Companies and are regularly recognized by Canada's Most Admired Corporate Cultures and the BC Top Employers Awards.


~ We reinvest 10% back into the community. When we do well, our communities do well. That's why since 2000 we've invested over $90 million into our member's communities.


~ Through our employee volunteer program, Coast Capital donates $10 for every hour you volunteer to a Canadian charity or non-profit of your choice.


D&I at Coast At Coast Capital, we value diversity, equity and inclusion. We don't just accept differences - we celebrate, support, and we thrive on them for the benefit of our employees, our members, and our community. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. #

  • Investment Specialist, Financial Planning

    5 days ago

    Vancouver, Canada BMO Financial Group Full time

    4402 Main Street Vancouver British Columbia,V5V 2M4 Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides other solutions...

  • Financial Planning Specialist

    Found in: Jooble CA O C2 - 7 days ago

    Vancouver, BC, Canada Royal Bank of Canada Full time

    Job Summary Job Description What is the opportunity? As an integral member of the RBC Family Office Services team, your role as a Financial Planning Specialist is to work with our advisors to deliver comprehensive, customized financial plans to High Net Worth (HNW) clients of RBC Wealth Management. As a valued partner, you will also assist with...

  • Regional Vice President

    6 days ago

    Vancouver, Canada BMO Financial Group Full time

    958 Denman Street Vancouver British Columbia,V6G 2M2 Provides the organizational leadership of the branch network investment sales team with the overall objective of increasing BMO’s market share in financial planning and investment products and services within his/her assigned Region through customer acquisition, retention, and increased share of wallet...

  • Financial Planning Analyst

    Found in: Jooble CA O C2 - 1 week ago

    Vancouver, BC, Canada T-Net British Columbia Full time

    Our client is looking for an intermediate Finance Professional to maintain a capital portfolio of initiatives for the company's Technology group and integrate this function into their Integrated Planning framework. The Financial Planning Analyst assists in maintaining a capital portfolio of initiatives for the company's Technology group and integrating...

  • Financial Planning

    Found in: Jooble CA O C2 - 7 days ago

    Vancouver, BC, Canada Royal Bank of Canada Full time

    As an integral member of the RBC Family Office Services team, your role as a Financial Planning Specialist is to work with our advisors to deliver comprehensive, customized financial plans to High Net Worth (HNW) clients of RBC Wealth Management. Prepare comprehensive financial plans that meet client’s specific needs in the areas of financial, investment,...

  • financial planning and analysis manager

    Found in: Jooble CA O C2 - 2 weeks ago

    Vancouver, BC, Canada Enotecca Wineries and Resorts Inc Full time

    Education: Bachelor's degree Experience: 5 years or more Tasks: Plan and control budget and expenditures Establish and implement policies and procedures Train, direct and motivate staff Design and manage investment strategies Monitor financial control systems Oversee the collection and analysis of financial data Oversee the preparation of...

  • Director, Corporate Financial Planning

    Found in: Jooble CA O C2 - 2 weeks ago

    Vancouver, BC, Canada Fraser Health Full time

    A CPA recognized professional accounting designation; The salary range for this position is CAD $63.Why Fraser Health? Director, Financial Planning & Business Support Fraser Health (FH) is responsible for the delivery of hospital and community-based health services to nearly 2 million people in 20 diverse communities from Burnaby to Fraser Canyon on...

  • Financial Advisor, Investment

    Found in: Jooble CA O C2 - 2 weeks ago

    Vancouver, BC, Canada BMO Full time

    The Wealth Planning Support Team is a business unit within BMO Wealth Planning, Trust & Advisory Services, a dedicated team of knowledgeable professionals with diverse expertise in wealth planning. We leverage a team approach to deliver innovative and customized wealth planning solutions designed to assess overall wealth management needs and recommend...

  • Director, Financial Planning

    Found in: Jooble CA O C2 - 2 weeks ago

    Vancouver, BC, Canada Fraser Health Full time

    A CPA recognized professional accounting designation; Salary range The salary range for this position is CAD $63.63 - $91.47 / hour Why Fraser Health? Thank you for your interest in this role, at this time we are actively collecting applications but we are not actively reaching out to candidates for the next 3 - 4 weeks. At our earliest availability one...

  • Finance Manager

    Found in: Jooble CA O C2 - 2 weeks ago

    Vancouver, BC, Canada Swim Recruiting Full time

    Do you have a strong financial planning and analysis experience focused on budgeting, variance analysis, forecasting and dealing with a diverse amount of departments or cost centres? This role is for a forward-thinking, operationally minded Finance Professional with a desire to support exceptional patient care in BC. Play a critical role in all aspects of...

  • Manager, Financial Planning

    Found in: Jooble CA O C2 - 1 week ago

    Vancouver, BC, Canada Kaizen Lab Inc. Full time

    Financial Planning & Analysis Manager Rubicon Organics’ mission is to grow the best cannabis on earth and for the earth. We are looking for an experienced Financial Planning & Analysis Manager to join our growing team. The Financial Planning & Analysis Manager will serve as the finance business partner leading Financial Planning and Analysis (FP&A)....

  • Vice President, Financial Planning and Analysis

    Found in: Jooble CA O C2 - 1 week ago

    Vancouver, BC, Canada Hootsuite Full time

    We're looking for a Vice President, FP&A to join the Finance team. You will leverage a broad strategic mindset, excellent executive presence, and strong financial planning process & systems experience. As a key member of the Finance Leadership team you will report directly to the Chief Financial Officer and will be responsible for overseeing...

  • Financial planning specialist

    Found in: Whatjobs CA C2 - 6 days ago

    Vancouver, Canada Royal Bank Of Canada Full time

    *Job Summary* *Job Description*   *What is the opportunity?* As an integral member of the RBC Family Office Services team, your role as a Financial Planning Specialist is to work with our advisors to deliver comprehensive, customized financial plans to High Net Worth (HNW) clients of RBC Wealth Management.As a valued partner, you will also assist with...

  • Financial Planning Specialist

    6 days ago

    Vancouver, Canada Royal Bank of Canada Full time

    Job Summary Job Description What is the opportunity? As an integral member of the RBC Family Office Services team, your role as a Financial Planning Specialist is to work with our advisors to deliver comprehensive, customized financial plans to High Net Worth (HNW) clients of RBC Wealth Management. As a valued partner, you will also assist with business...

  • Financial Planning Specialist

    6 days ago

    Vancouver, Canada Royal Bank of Canada Full time

    Job Summary Job Description What is the opportunity? As an integral member of the RBC Family Office Services team, your role as a Financial Planning Specialist is to work with our advisors to deliver comprehensive, customized financial plans to High Net Worth (HNW) clients of RBC Wealth Management. As a valued partner, you will also assist with business...

  • Financial Planning Specialist

    6 days ago

    Vancouver, Canada Royal Bank of Canada Full time

    Job Summary Job Description What is the opportunity? As an integral member of the RBC Family Office Services team, your role as a Financial Planning Specialist is to work with our advisors to deliver comprehensive, customized financial plans to High Net Worth (HNW) clients of RBC Wealth Management. As a valued partner, you will also assist with business...

  • Financial Planning Specialist

    Found in: beBee S CA - 2 weeks ago

    VANCOUVER, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?As an integral member of the RBC Family Office Services team, your role as a Financial Planning Specialist is to work with our advisors to deliver comprehensive, customized financial plans to High Net Worth (HNW) clients of RBC Wealth Management. As a valued partner, you will also assist with business...

  • Financial Planning Specialist

    Found in: Talent CA C2 - 2 weeks ago

    Vancouver, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the opportunity?As an integral member of the RBC Family Office Services team, your role as a Financial Planning Specialist is to work with our advisors to deliver comprehensive, customized financial plans to High Net Worth (HNW) clients of RBC Wealth Management. As a valued partner, you will also assist with business...

  • Financial Planning Specialist

    Found in: beBee S CA - 3 weeks ago

    Vancouver, Canada RBC - Royal Bank Full time

    Job SummaryJob DescriptionWhat is the opportunity?As an integral member of the RBC Family Office Services team, your role as a Financial Planning Specialist is to work with our advisors to deliver comprehensive, customized financial plans to High Net Worth (HNW) clients of RBC Wealth Management. As a valued partner, you will also assist with business...

  • Financial Planning Analyst

    1 week ago

    Vancouver, Canada T-Net British Columbia Full time

    Our client is looking for an intermediate Finance Professional to maintain a capital portfolio of initiatives for the company's Technology group and integrate this function into their Integrated Planning framework.The Financial Planning Analyst assists in maintaining a capital portfolio of initiatives for the company's Technology group and integrating this...