Current jobs related to Financial Planner, Investment Retirement Planning - British Columbia - Capital Markets Advisors LLC

  • Financial Planner

    4 weeks ago

    Abbotsford, British Columbia, V0M, Fraser Valley, Canada TEEMA Full time

    Location: Abbotsford, BCType: Full-time, in-office.On behalf of our well-established wealth management client, TEEMA is seeking a Financial Planner for their Abbotsford, BC office. With over 35 years of experience, our client has been known to guide clients through investment strategies, retirement planning, and wealth preservation, always aiming to create...

  • Financial Advisor

    4 weeks ago

    British Columbia, Canada Capital Markets Advisors LLC Full time

    Stacy Brooks is #hiring . If you or anyone you know maybe interested in having a confidential conversation #contactme : Please like and share within your network. Position Overview: Financial Advisor/Planner – Growth and Equity Partnership Opportunity Capital Markets Advisors (CMA) is boutique Consultancy & Recruiting firm specializing in the Financial...

  • Financial Advisor

    4 weeks ago

    british columbia, Canada Capital Markets Advisors LLC Full time

    Stacy Brooks is#hiring. If you or anyone you know maybe interested in having a confidential conversation#contactme: stacy.brooks@capital-markets-advisors.com. Please like and share within your network.Position Overview: Financial Advisor/Planner – Growth and Equity Partnership OpportunityCapital Markets Advisors (CMA) is boutique Consultancy & Recruiting...

  • Financial Advisor

    4 weeks ago

    British Columbia, Canada Capital Markets Advisors LLC Full time

    Stacy Brooks is #hiring . If you or anyone you know maybe interested in having a confidential conversation #contactme : stacy.brooks@capital-markets-advisors.com. Please like and share within your network. Position Overview: Financial Advisor/Planner – Growth and Equity Partnership Opportunity Capital Markets Advisors (CMA) is boutique Consultancy &...

  • Financial Advisor

    3 weeks ago

    british columbia, Canada Capital Markets Advisors LLC Full time

    Stacy Brooks is#hiring. If you or anyone you know maybe interested in having a confidential conversation#contactme: stacy.brooks@capital-markets-advisors.com. Please like and share within your network.Position Overview: Financial Advisor/Planner – Growth and Equity Partnership OpportunityCapital Markets Advisors (CMA) is boutique Consultancy & Recruiting...

  • Financial Advisor

    2 weeks ago

    British Columbia, Canada Capital Markets Advisors LLC Full time

    Stacy Brooks is #hiring. If you or anyone you know maybe interested in having a confidential conversation #contactme: stacy.brooks@capital-markets-advisors.com. Please like and share within your network. Position Overview: Financial Advisor/Planner – Growth and Equity Partnership Opportunity Capital Markets Advisors (CMA) is boutique Consultancy &...

  • Wealth Offering Manager

    3 weeks ago

    Victoria, British Columbia, B8P, Capital, Canada National Bank Full time

    A career as a Wealth Offering Manager at National Bank Financial is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help your investment advisory team stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. Your role: Help clients...

  • Financial Advisor

    3 weeks ago

    british columbia, canada | ca Capital Markets Advisors LLC Full time

    Stacy Brooks is #hiring. If you or anyone you know maybe interested in having a confidential conversation #contactme: Please like and share within your network. Position Overview: Financial Advisor/Planner – Growth and Equity Partnership Opportunity Capital Markets Advisors (CMA) is boutique Consultancy & Recruiting firm specializing in the Financial...

  • Production Planner

    3 weeks ago

    Langley, British Columbia, U3A, CA Hays Full time

    Hays Manufacturing has partnered with a client to look for their next Production Planner!Reporting to the Plant Manager you would be working with Production staff, Procurement, Maintenance, and Logistics to make sure the production lines would be running accordingly to the company needs.If you have experience with pharmaceuticals / food, this role would be a...

  • Financial Analyst

    1 week ago

    British Columbia, Canada Blue Orca capital Full time

    **Position Type**: Full time employment **Compensation**: Salary + Bonus **Description**: **Duties and Responsibilities**: - Conduct detailed and rigorous financial analysis of publicly traded companies, including the calculation of all relevant financial and operating metrics (e.g., EBITDA, leverage ratios, etc ). - Analyze annual reports, credit...

  • Financial Planner – Inviting Women in Wealth Applicants

    4 weeks ago

    Vancouver, British Columbia, B6B, British Columbia, Canada TD Full time

    Lieu de travail :Vancouver, Colombie-Britannique, CanadaHoraire :37.5Secteur d’activité :Gestion de patrimoine TDDétails de la rémunération :$60,000 - $70,000 CADLa TD a à cœur d’offrir une rémunération juste et équitable à tous les collègues. Les occasions de croissance et le perfectionnement des compétences sont des caractéristiques...

  • Project Planning Specialist

    2 weeks ago

    British Columbia, Canada Brunel Full time

    IntroductionReporting to the Manager, Planning and Scheduling, the Project Planning Specialist will be part of one or more project teams performing the required duties of a planner on medium to major projects (total installed costs of projects could range from $50M to in excess of $1B). This role will support projects in both study (up to and including...

  • Interim Vice President Finance – Budgeting

    6 days ago

    british columbia, Canada LHH Knightsbridge Full time

    IMMEDIATE INTERIM OPPORTUNITY Interim Vice President Finance – Budgeting & Planning Reports to: Chief Financial Officer Duration: 6-12 months Location: British Columbia, Canada 100% remote Our client is a high-profile higher education institution that needs an experienced finance leader to add critical capacity and capability to help drive...

  • Senior Planner Scheduler

    4 weeks ago

    Burnaby, British Columbia, B5B, Greater Vancouver, Canada PTAG Full time

    ['PTAG is a Project Management Advisory & Services firm, which is recognized in the industry by Project & Construction Management Industry think-tanks, innovative service delivery partners and world leading industrial clients. We are looking for a Senior Planner/Scheduler to help us expand our presence with our clients in the Heavy Infrastructure...

  • Equipment Planner

    4 weeks ago

    Vancouver, British Columbia, B6B, British Columbia, Canada Fraser Health Authority Full time

    SalaryThe salary range for this position is CAD $45.46 - $65.35 / hour Job SummaryPosition Highlights: Bring your demonstrated planning and collaboration skills to this exciting opportunity as an Equipment Planner within Fraser Health's Facilities Planning and Real Estate team. In this role, you will be responsible for developing, reviewing and...

  • Financial Analyst

    4 weeks ago

    Vancouver, British Columbia, B6B, British Columbia, Canada Impact Recruitment Full time

    About the client and role: A well-established real estate investment firm with a strong track record in multifamily property acquisitions and management is seeking a Portfolio Financial Planning & Analysis (FP&A) Analyst. This role is based in Vancouver, BC, and will play a key part in financial analysis, forecasting, and planning for a diverse property...

  • Manager of Supply Planning and Scheduling – Retail Operations

    4 weeks ago

    British Columbia, Canada The Headhunters Recruitment Full time

    Manager of Supply Planning and Scheduling– Retail OperationsThe Headhunters have partnered with one of the largest specialized retailers across Canada to add a Manager of Supply Planning, to their growing team. They have multiple locations across the country and offer a wide range of products, sourced internally within their organization, as well as...

  • Manager of Supply Planning and Scheduling – Retail Operations

    4 weeks ago

    British Columbia, Canada The Headhunters Recruitment Full time

    Manager of Supply Planning and Scheduling– Retail Operations The Headhunters have partnered with one of the largest specialized retailers across Canada to add a Manager of Supply Planning, to their growing team. They have multiple locations across the country and offer a wide range of products, sourced internally within their organization, as well as...

  • Manager of Supply Planning and Scheduling – Retail Operations

    4 weeks ago

    british columbia, Canada The Headhunters Recruitment Full time

    Manager of Supply Planning and Scheduling– Retail OperationsThe Headhunters have partnered with one of the largest specialized retailers across Canada to add a Manager of Supply Planning, to their growing team. They have multiple locations across the country and offer a wide range of products, sourced internally within their organization, as well as...

  • Manager of Supply Planning and Scheduling – Retail Operations

    3 weeks ago

    british columbia, Canada The Headhunters Recruitment Full time

    Manager of Supply Planning and Scheduling– Retail OperationsThe Headhunters have partnered with one of the largest specialized retailers across Canada to add a Manager of Supply Planning, to their growing team. They have multiple locations across the country and offer a wide range of products, sourced internally within their organization, as well as...

Financial Planner, Investment Retirement Planning

1 month ago

British Columbia, Canada Capital Markets Advisors LLC Full time

brooks@capital-markets-advisors.Please like and share within your network.

Capital Markets Advisors (CMA) is boutique Consultancy & Recruiting firm specializing in the Financial Services sector, we are representing a distinguished wealth management firm that is seeking to expand their dynamic team.

Our client, a growing female-led financial advisory firm based in Western Canada, is seeking a dynamic and driven individual or Team(s) to join their growing firm. Junior/ Associate Advisor/ Planner – Wealth & Insurance
Tax Focus Financial Planner – Insurance focus w/ wealth
Succession Planning Opportunity – Wealth focus w/ Insurance (Asset sale or share sale options available.)

Provide comprehensive financial advisory services with a focus on tax preparation and tax planning.
Create and update long-term financial strategies and plans.
Actively manage and rebalance client portfolios in alignment with their financial goals.
Maintain compliance with industry standards and fulfill all regulatory requirements.
Engage as a speaker at seminars and community events to promote financial literacy and expand the firm’s presence.
Active and in good standing CIRO license (Funds and/or Securities licensed).
A minimum of 5 years of experience in tax preparation with a proven track record in managing a book of business of $20M+.
Associate)CPA designation or CFP designation (Canada) is an asset.
Strong corporate and personal tax knowledge, with the ability to produce and present Know Your Product (KYP) information to clients.
Experience in proactive planning and problem-solving, with a focus on high-net-worth clients.