Financial Planner: Mass Affluent Wealth Growth

A leading financial institution seeks a Financial Planner in Surrey to develop client relationships and drive investment sales. This role requires 3 years of experience in financial planning and sales, alongside a mutual funds certification and preferably PFP® or CFP® designation. The Financial Planner will focus on client-centric solutions and actively...

Join 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 our Global Asset...

Join 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 our Global Asset...

Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Requisition ID: 239279 Join 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...

Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Requisition ID: 239279 Join 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...

We are currently seeking a Financial Planner to join our team.The Financial Planner is responsible for working with and managing a book of high value members in assigned, multiple branch locations, by offering a full range of investment and financial planning advice including deposit and lending services. This role meets regularly with assigned members to...

A financial services organization in Metro Vancouver is seeking a Financial Associate to assist Financial Planners in daily activities and maintain strong member relationships. The ideal candidate will possess a license in the financial industry and have over 2 years of experience in an investment capacity. You will provide high-quality service and help...

Location: British Columbia • Type: Full Time Imagine working for a company that is both Human and Kind. At Serenia Life Financial we’ve been helping people protect the ones they love and live generously for close to a century. Our philosophy is to understand our clients' financial needs and to proactively provide solutions. As a Serenia Life Financial...

A leading bank in the Americas is seeking a Senior Financial Advisor in Surrey, BC, to build strong customer relationships and develop personalized financial strategies. The role requires a strategic mindset and the ability to meet sales targets in a fast-paced environment. Applicants should have a Mutual Funds licence and CIFP Diploma. The position offers a...

A leading bank in the Americas is seeking a Senior Financial Advisor in Surrey, BC, to build strong customer relationships and develop personalized financial strategies. The role requires a strategic mindset and the ability to meet sales targets in a fast-paced environment. Applicants should have a Mutual Funds licence and CIFP Diploma. The position offers a...