Certified Financial Advisor | Build Client Relationships
4 weeks ago
A leading financial institution in Kamloops seeks a Financial Advisor to build client portfolios and provide tailored financial advice. The role requires strong relationship-building skills and certifications for CIRO-MFD and AMF licensing. Ideal candidates will engage in community involvement and support client needs to foster lasting relationships. The position offers competitive benefits including a pension plan and professional development opportunities.
#J-18808-Ljbffr
-
Kamloops, Canada CIBC Full timeA leading financial institution in Kamloops seeks a Financial Advisor to build client portfolios and provide tailored financial advice. The role requires strong relationship-building skills and certifications for CIRO-MFD and AMF licensing. Ideal candidates will engage in community involvement and support client needs to foster lasting relationships. The...
-
Financial Advisor-CIRO-MFD/AMF
4 weeks ago
Kamloops, Canada CIBC Full timeFinancial Advisor-CIRO-MFD/AMF (Urban) Join to apply for the Financial Advisor-CIRO-MFD/AMF (Urban) role at CIBC. What You'll Be Doing As a member of the Personal and Business Banking Team, you’ll build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service. As a Financial Advisor,...
-
Financial Advisor-CIRO-MFD/AMF
4 weeks ago
Kamloops, Canada CIBC Full timeFinancial Advisor-CIRO-MFD/AMF (Urban) Join to apply for the Financial Advisor-CIRO-MFD/AMF (Urban) role at CIBC. What You'll Be Doing As a member of the Personal and Business Banking Team, you’ll build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service. As a Financial Advisor,...
-
Senior Financial Advisor
1 week ago
Kamloops, British Columbia, Canada First West Credit Union Full time $60,000 - $120,000 per yearDescriptionWe are currently seeking a Senior Financial Advisor to join our team.The Senior Financial Advisor provides exceptional customer service to a portfolio of members by offering a full range of investment, deposit and complex lending services. The Senior Financial Advisor identifies member life stage cycle and provides solutions to financial needs,...
-
Financial Planner, Scotia Financial Planning
4 weeks ago
Kamloops, Canada Scotiabank Full timeOverviewJoin a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Please be advised that our Careers site will be unavailable from November 28 at 12am ET to November 29 12am ET for scheduled system maintenance.Requisition ID: 228505“Please note that Scotiabank offers various investment specialist opportunities....
-
Financial Planner, Scotia Financial Planning
4 weeks ago
Kamloops, Canada Scotiabank Full timeOverviewJoin a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Please be advised that our Careers site will be unavailable from November 28 at 12am ET to November 29 12am ET for scheduled system maintenance.Requisition ID: 228505“Please note that Scotiabank offers various investment specialist opportunities....
-
Financial Planner, Scotia Financial Planning
4 weeks ago
Kamloops, Canada Scotiabank Full timeOverview Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Please be advised that our Careers site will be unavailable from November 28 at 12am ET to November 29 12am ET for scheduled system maintenance. Requisition ID: 228505 “Please note that Scotiabank offers various investment specialist...
-
Financial Planner, Scotia Financial Planning
1 week ago
Kamloops, 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...
-
Personal Lines, Client Advisor
1 week ago
Kamloops, Canada Acera Full time**The Company** CapriCMW is a uniquely independent, employee-owned insurance and risk management company, recognized as one of Canada’s top commercial insurance brokers. With decades of experience and specialized knowledge in local sectors, CapriCMW has served as trusted advisors to businesses and individuals since 1975. We provide general insurance...
-
Financial Planner, Scotia Financial Planning
6 days ago
(s): Canada : British Columbia : Kamloops Scotiabank Global Site Full time $60,000 - $120,000 per yearRequisition ID: 228505Join 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...