Client-Focused Financial Planning Associate

Job Description What is the opportunity? As an Associate, you provide proactive sales support and responsive value-based client contact for a team of Financial Planners. You are responsible for supporting the unit/team in achieving sales objectives by contributing to a differentiated client experience. In this role, you collaborate with partners across the...

Job Description What is the opportunity? As an Associate, you provide proactive sales support and responsive value-based client contact for a team of Financial Planners. You are responsible for supporting the unit/team in achieving sales objectives by contributing to a differentiated client experience. In this role, you collaborate with partners across the...

4567 Lougheed Hwy, Unit 546 Burnaby British Columbia,V5C 4A1 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...

**Financial Services Associate 1 (FSA 1)** This is the position where most banking professionals started their career. This front line sales and service role will build the foundation for a long career in banking. Traditionally called a "teller", this role has evolved to include an elevated level of knowledge and sales skills than previously required. Times...

Partnering with a full team of professionals in our Burnaby Financial Spa, this role provides comprehensive and balanced financial solutions that support the financial wellness of our clients. This position is perfect for someone wanting to develop their banking career towards a Financial Planning/Advisory pathway. Your in-depth understanding of a wide...

**Financial Services Associate 3** Partnering with a full team of professionals in our Burnaby Financial Spa, this role provides comprehensive and balanced financial solutions that support the financial wellness of our clients. This position is perfect for someone wanting to develop their banking career towards a Financial Planning/Advisory pathway. Your...

A leading financial services provider is seeking a client-focused individual to support Investment Advisors in Burnaby, Canada. The role includes coordinating marketing activities, managing client portfolios, and processing transactions while ensuring compliance with regulations. Successful candidates will have 3-5 years of relevant experience and advanced...

Requisition ID: 228227Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.To ensure that our purpose is front and centre in all we do, we have refreshed our name to Financial Planners under the Scotia Financial Planning team (formerly known as “Investment Specialist” under the Mobile Advice Team) within...

**Advisory Associate** As an Advisory Associate, you are essential in cultivating client relationships. Your organizational and relationship management skills support the success of you and your Financial Advisor, and the financial well-being of our clients. You have working experience with both investments and credit products and consider yourself a...

We are looking to grow our team and are seeking a full or part-time Financial Services administrator to work closely with our Financial Service Group. We are looking for a client‐focused administrative professional who would like to contribute to our success by providing support and administrative duties as well as enhance our overall client experience....