Financial Planner, Investment and Retirement Planning

Come Work with UsAt RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.Whether you're helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that...

At Coast Capital, we're not dreaming about a better future, we're building one. As a member-owned cooperative, we're helping our members with their real goals and real challenges so they can live the real life they want. Plus, we invest 10% of our budgeted profits back into our community – almost $90 million since 2000 alone – because when our members...

Job SummaryRBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.Job DescriptionAs an integral member of a successful and growing...

Job SummaryJob DescriptionWhat is the opportunity?RBC Dominion Securities is a leading investment and wealth management firm that consistently ranks at the top spot in Canada. We take pride in our supportive and collaborative culture that fosters success at every level, aiding our clients in reaching their financial objectives.Join an expanding...

ODLUMBROWN.COMTax and Estate Planner - VancouverFIRM OVERVIEWOdlum Brown Financial Services Limited is a wholly owned subsidiary of Odlum Brown Limited that providesretirement and estate planning, tax planning and insurance products exclusively to Odlum Brown clients.Anchored in our purpose to help clients achieve their financial goals, Odlum Brown has...

Financial Planner - Future Opportunities - Metro Vancouver page is loaded Financial Planner - Future Opportunities - Metro Vancouver Apply remote type On Site locations Vancouver, British Columbia North Vancouver, British Columbia West Vancouver, British Columbia Richmond, British Columbia Burnaby, British Columbia time type Full time posted on Posted...

We are looking for two enterprising professionals with 3 or more years of financial industry experience, including a minimum of 2 years in an Account Manager or equivalent role within a Financial Institution.A typical day involves: Providing quality financial planning and advice that enables members to achieve financial objectives while minimizing risk to...

Investment AssociateCadence Financial Group, an Independent Financial Services office of Raymond James Ltd., is seeking a qualified Investment Associate to work in our downtown Vancouver office. Raymond James Ltd. is one of Canada's leading full-service independent investment dealers offering high-quality investment products and services to Canadians seeking...

Description : Are you an experienced professional skilled at providing mass affluent investing clients with comprehensive financial planning and advice? If so, then apply for the position of Financial Planner today to assist clients in meeting their financial goals and objectives. With a focus on relationship management, advice and business development,...

Work Location:Vancouver, CanadaHours:37.5Line of Business:Gestion de patrimoine TDPay Details:We're committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with a member of our HR Team and ask compensation related questions, including pay details for this role.Job Description:TD...

Position Overview:Company:CLICNumber of Positions: 1Language: This role operates in English.Work Model:Remote-basedAlternate Title: n/aAdditional Information:The Opportunity:We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy....

WHAT WILL YOU DO? Specifically, the Student Financial Planner will be responsible for: Working with students to develop payment and financial assistance plans incorporating government funding, College scholarships and personal resources Providing information, guidance and assistance to students on funding and the financial aid application process ...

Tax Consulting Manager At Raymond James, __we __develop, __we __collaborate, __we __decide, __we __deliver, and __we __improve together_.Raymond James Ltd. is Canada's leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs._ Tax Consulting...

We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and...

About InBCInBC Investment Corp. (InBC) is a strategic investment fund created by the Government of British Columbia with $500 million to invest in growing companies and venture funds to benefit the people of British Columbia. With a triple bottom line mandate to value people, planet and profit, we are investing to generate financial returns alongside...

ODLUM BROWN FINANCIAL SERVICES LIMITEDEstate and Insurance Planner - VancouverFIRM OVERVIEWOdlum Brown Financial Services Limited is a wholly owned subsidiary of Odlum Brown Limited (Odlum Brown) thatprovides retirement and estate planning, tax planning and insurance products exclusively to Odlum Brown clients.Anchored in our purpose to help clients achieve...

YVR is a place of connection, bringing together people, places and cargo while ensuring a safe and efficient experience for everyone.Position overviewKey responsibilities include: Build and maintain relationships with internal stakeholders by completing asset financial planning, analysis, and support to achieve business organizational objectives, this...

Nicola Wealth Description:We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, proprietary limited partnerships and investment products, 99% client retention rate and award-winning culture combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada's Top Employers,...

Vancity is the largest private sector Living Wage Employer in Canada and have been consistently recognized as one of the Top Employers in Canada. Come join our team of 2,700 diverse individuals and access competitive rewards & benefits, all while knowing you are a part of a greater movement.We are looking for a passionate professionals with 2 or more years...

Education: Bachelor's degreeExperience: 5 years or moreTasks:Plan and control budget and expendituresEstablish and implement policies and proceduresTrain, direct and motivate staffDesign and manage investment strategiesMonitor financial control systemsOversee the collection and analysis of financial dataOversee the preparation of reportsAdvise senior...