Current jobs related to Holistic Financial Planner: Growth - Victoria - RBC
-
Associate Financial Planner
2 minutes ago
Victoria, British Columbia, Canada TPC Financial Group Full timeOur firm is a rapidly growing fee for service financial planning practice that works primarily with medical and dental professionals. Our planning philosophy is built on objectivity, transparency, and responsiveness. We operate as a team, not as individual advisors, and our clients benefit from the collective experience and judgment of our planners,...
-
Financial Planner
24 minutes ago
Victoria, British Columbia, Canada Royal Bank of Canada Full timeJob DescriptionWhat is the opportunity?As an RBC Financial Planner, you have the opportunity to grow and manage a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services. Your boundless...
-
Financial Planner, Scotia Financial Planning
3 weeks ago
Victoria, Canada Scotiabank Full timeRequisition ID: 238962Join 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...
-
Victoria, Canada Scotiabank Full timeA leading financial services organization in Victoria is seeking a Financial Planner to enhance client relationships and provide tailored financial advice. The successful candidate will have experience in financial planning, a strong entrepreneurial spirit, and proven networking skills. Offering a flexible work environment, this role rewards client growth...
-
Financial Advisor: Holistic Planning
2 weeks ago
Victoria, Canada Scotiabank Full timeA leading financial institution is seeking a Financial Advisor in Victoria, Canada, to build strong customer relationships and deliver exceptional service. The ideal candidate will possess a Mutual Funds license and be working towards the CIFP Diploma. Responsibilities include understanding customer needs, providing expert advice, and achieving sales...
-
Strategic Facilities Planner
4 weeks ago
Victoria, Canada Kasian Architecture Interior Design and Planning Full timeWelcome to Kasian, where almost 40 years of design excellence has sparked a passion for transforming ordinary spaces into extraordinary experiences. Our passion is strengthening connections between people and places by creating built environments that inspire and improve lives. With offices across Canada, we leverage the experience of our 250+ Kasian team...
-
Implementation Coordinator Financial Services
2 weeks ago
Victoria, Canada Fernhill Financial Corporation Full time**About Us** Fernhill Financial, together with our initiative **DesignWealth**, has been helping families in British Columbia, Alberta, and Manitoba for nearly 30 years. We don’t just provide financial tools — we provide clarity and support, helping clients implement the advice that makes their financial lives work better. We’re looking for an...
-
Capital Planner
13 minutes ago
Victoria, British Columbia, Canada Island Health Full timeJob DescriptionIn accordance with the Vision, Purpose, and Values, and strategic direction of the Vancouver Island Health Authority (Island Health) patient and staff safety is a priority and a responsibility shared by everyone; as such, the requirement to continuously improve quality and safety is inherent in all aspects of this position.Reporting to the...
-
Client Experience Lead Financial Services
2 weeks ago
Victoria, Canada Fernhill Financial Corporation Full time**About Us** Fernhill Financial, together with our initiative **DesignWealth**, has been helping families in British Columbia, Alberta, and Manitoba for nearly 30 years. We’re not just about providing financial tools — we’re about creating clarity and empowering people with the advice and support they need to live with confidence. We’re growing and...
-
Capital Planner
3 weeks ago
Victoria, Canada Island Health Full timeIn accordance with the Vision, Purpose, and Values, and strategic direction of the Vancouver Island Health Authority (Island Health) patient and staff safety is a priority and a responsibility shared by everyone; as such, the requirement to continuously improve quality and safety is inherent in all aspects of this position. Reporting to the Manager, Capital...
Holistic Financial Planner: Growth
7 hours ago
A leading financial services company is seeking a Financial Planner to manage a portfolio of affluent clients in Victoria. The role involves providing tailored financial planning advice, cultivating client relationships, and achieving performance targets. Candidates must have a Financial Planning Designation and a minimum of 3 years of experience. The position offers full-time employee benefits, including unlimited earning potential and flexible work/life balance options.
#J-18808-Ljbffr
