Associate, Financial Planning

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 organization to...

A major bank in Canada is seeking an Associate to provide proactive sales support and enhance client experiences with financial planners. Responsibilities include maintaining strong client relationships, assisting in fulfilling banking solutions, and achieving sales objectives. The ideal candidate must possess Mutual Funds accreditation and exhibit...

We continue to grow and are excited to expand! A great planner can change a family’s future. We’re hiring the next one! Harbour Financial Solutions Inc. is dedicated to guiding families and business owners through the complexities of financial planning and securing lasting legacies. With over two decades of experience, the firm specializes in...

Company DescriptionWe continue to grow and are excited to expand A great planner can change a family's future. We're hiring the next one Harbour Financial Solutions Inc. is dedicated to guiding families and business owners through the complexities of financial planning and securing lasting legacies. With over two decades of experience, the firm specializes...

Is this role right for you? In this role, you will: Promote the development and sustainable growth of proprietary investment business in the assigned market area by: Business Development: Executing on business development plans for mass affluent prospects and existing clients. Identifying additional business development opportunities and facilitating the...

A leading financial services firm in Kelowna seeks an Associate to support a Senior Financial Advisor by providing financial planning services. This role focuses on building relationships with clients while driving business growth through innovative strategies. Ideal candidates possess financial sales experience and have a growth mindset. The firm offers...

A leading financial services firm in Kelowna seeks an Associate to support a Senior Financial Advisor by providing financial planning services. This role focuses on building relationships with clients while driving business growth through innovative strategies. Ideal candidates possess financial sales experience and have a growth mindset. The firm offers...

Requisition ID: 228287 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...

   Requisition ID: 228287Join 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”...

A major bank in Canada is seeking an Associate to provide proactive sales support and enhance client experiences. Key responsibilities include maintaining strong client relationships, assisting with banking solutions, and achieving sales objectives. Candidates must have Mutual Funds accreditation and strong collaboration skills. This full-time role offers...