Investment Planner

A leading financial institution is seeking a Financial Planner to join its team in Vancouver, BC. The successful candidate will be responsible for establishing and deepening investment and banking relationships with clients while delivering outstanding financial advice. This role emphasizes collaboration, achieving sales targets, and providing an exceptional...

A leading financial institution is seeking a Financial Planner to join its team in Vancouver, BC. The successful candidate will be responsible for establishing and deepening investment and banking relationships with clients while delivering outstanding financial advice. This role emphasizes collaboration, achieving sales targets, and providing an exceptional...

A leading financial institution is seeking an Investment and Retirement Planner in Vancouver. The role involves creating custom investment solutions and acquiring new clients. Candidates must hold a Financial Planning Designation and have at least 2 years of experience in financial planning. This opportunity offers a comprehensive rewards program,...

A leading financial institution in North Vancouver is seeking a Financial Planner to enhance investment and banking relationships with clients. The role involves conducting reviews, delivering financial advice, and crafting personalized strategies. Candidates should be experienced in financial planning, preferably hold a CIFP/CFP designation, and possess a...

A leading financial institution in North Vancouver is seeking a Financial Planner to enhance investment and banking relationships with clients. The role involves conducting reviews, delivering financial advice, and crafting personalized strategies. Candidates should be experienced in financial planning, preferably hold a CIFP/CFP designation, and possess a...

Application Deadline: 01/05/2026 Address: 5594 Cambie Street Job Family Group: Retail Banking Sales & Service We are hiring Financial Planners for multiple opportunities in our Vancouver East market. Join BMO – imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great...

Job 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...

Job Description 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 sales will enable you...

Job Description - Transition Planner (2500777) Transition Planner - 2500777 At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together. Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth...

Job Description - Transition Planner (2500777) Transition Planner - 2500777 At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together. Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth...