Financial Planning Consultant: Elevate Client Wealth
4 weeks ago
A leading financial services firm in Vancouver is seeking a Financial Planning Consultant to provide support to advisors and deliver client-facing planning. The ideal candidate has extensive experience in financial planning, strong communication skills, and a degree with a professional designation. The role offers a competitive salary range of $80,000 – $100,000 and opportunities for bonuses and training.
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Avp, Wealth Planning
1 day ago
Vancouver, Canada Raymond James Financial, Inc. Full time2500413 - At Raymond James, _**_we _**_develop, _**_we _**_collaborate, _**_we _**_decide, _**_we _**_deliver, and _**_we _**_improve together_. Raymond James Ltd. (RJL) is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs. **_...
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Vancouver, Canada RBC Dominion Securities Full timeA leading financial services firm in Vancouver is seeking a Financial Planning Consultant to provide support to advisors and deliver client-facing planning. The ideal candidate has extensive experience in financial planning, strong communication skills, and a degree with a professional designation. The role offers a competitive salary range of $80,000 –...
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Vancouver, Canada RBC Dominion Securities Full timeA leading financial services firm in Vancouver is seeking a Financial Planning Consultant to provide support to advisors and deliver client-facing planning. The ideal candidate has extensive experience in financial planning, strong communication skills, and a degree with a professional designation. The role offers a competitive salary range of $80,000 –...
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Wealth Planning Associate
2 weeks ago
Vancouver, Canada Nicola Wealth Full time**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...
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Wealth Planning Associate
7 days ago
Vancouver, Canada Nicola Wealth Full time**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...
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Wealth Planning Associate
2 weeks ago
Vancouver, British Columbia, Canada Nicola Wealth Full time $70,000 - $85,000 per yearAbout Nicola Wealth:We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of...
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Wealth Planning Associate
2 weeks ago
Vancouver, British Columbia, Canada Nicola Wealth Full time $70,000 - $85,000About Nicola Wealth:We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of...
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Wealth Planning Associate
2 weeks ago
Vancouver, Canada Nicola Wealth Full timeAbout Nicola Wealth Nicola Wealth is a national leader in wealth management, recognised as a Best Managed Company and one of Canada’s Top Employers. We offer sophisticated financial planning, diversified private investment funds with exceptional performance, a 99 % client retention rate, and an award‑winning culture. Our values drive a collaborative,...
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Avp, Financial Planning Specialist
2 weeks ago
Vancouver, Canada Raymond James Financial, Inc. Full time**AVP, Financial Planning Specialist** - 2403795 - At Raymond James, _**_we _**_develop, _**_we _**_collaborate, _**_we _**_decide, _**_we _**_deliver, and _**_we _**_improve together_. Raymond James Ltd. (RJL) is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized...
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Financial Planning Associate
2 weeks ago
Vancouver, British Columbia, Canada Harbourfront Wealth Management Full time $60,000 - $80,000 per yearIf you're an ambitious, detail-oriented individual with a passion for growth and ready to take the next step in your career, we want you on our team.Oakwater Wealth Counsel, a well-established and fast-growing advisory practice, is seeking a detail-oriented and analyticalFinancial Planning Associateto support the development of comprehensive financial plans...