Bilingual Financial Planner — Investments
1 week ago
A financial services company in Richmond is looking for a Financial Planner, Investment and Retirement Planning. The ideal candidate will have a Financial Planning Designation and a Mutual Funds License. This role includes providing tailored financial solutions and requires fluency in Mandarin or Cantonese. The firm offers flexible benefits, competitive commissions, and collaboration in a high-performing team.
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Richmond, Canada RBC Full timeFinancial Planner, Investment and Retirement PlanningJoin to apply for the Financial Planner, Investment and Retirement Planning role at RBCWhat is the opportunity?As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully...
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Investment & Retirement Planner
3 weeks ago
Richmond, Canada Scotiabank Full timeA leading financial institution in Richmond is seeking a Financial Planner to enhance client relationships and provide expert investment advice. This role requires a strong background in financial planning and investment sales, with relevant certifications and an ability to work in a collaborative team environment. Strong engagement and personalized...
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Investment & Retirement Planner
3 weeks ago
Richmond, Canada Scotiabank Full timeA leading financial institution in Richmond is seeking a Financial Planner to enhance client relationships and provide expert investment advice. This role requires a strong background in financial planning and investment sales, with relevant certifications and an ability to work in a collaborative team environment. Strong engagement and personalized...
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Richmond, Canada Royal Bank of Canada Full timeJob Description What is the opportunity? As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation, and drive for new...
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Financial Planner, Scotia Financial Planning
2 weeks ago
Richmond, British Columbia, Canada Scotiabank Full time $60,000 - $120,000 per yearRequisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture."Please note that Scotiabank offers various investment specialist opportunities. If you are interested in learning more about this role, please review our "Financial Advisor Investment and Retirement planning" postings."What is the role of a...
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Financial Planner, Scotia Financial Planning
6 hours ago
Richmond, British Columbia, Canada Scotiabank Full time $60,000 - $120,000 per yearRequisition ID: 228229Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture."Please note that Scotiabank offers various investment specialist opportunities. If you are interested in learning more about this role, please review our "Financial Advisor Investment and Retirement planning" postings."What is the role...
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Richmond, Canada Royal Bank of Canada> Full timeJob DescriptionWhat is the opportunity?As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation, and drive for new investment...
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RICHMOND, Canada Royal Bank of Canada Full timeJob Description What is the opportunity? As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation, and drive for new...
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Richmond, British Columbia, Canada Royal Bank of Canada Full time $80,000 - $110,000 per yearJob DescriptionWhat is the opportunity?As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation, and drive for new investment...
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Investment Specialist
1 week ago
Richmond Hill, Canada BMO Financial Group Full time11680 Yonge Street Richmond Hill Ontario,L4E 0K4 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...