Financial Advisor

2 weeks ago


Surrey, Canada Christian Stewardship Services Full time

**Christian Stewardship Services** is seeking a **Financial Advisor** for the Western Canada region.

With over 45 years of experience, **Christian Stewardship Services (CSS)**, a growing national organization, has been providing personalized and comprehensive Estate and Gift Planning to individuals and families for decades. We make giving easier

**Key Responsibilities**
- Presentations, seminars and workshops on Estate and Gift planning.
- Individual counseling on Estate and Gift planning both virtual and in person.
- Finding clients for estate and gift planning visits through:

- Promotion of CSS
- Partner interaction, including with churches and schools
- Seeking referrals from clients and other individuals
- Personal counseling visits with clients for estate and gift planning
- Encouraging and facilitating speedy completion of Wills
- Maintain personal competency and currency, and share ideas and information with the team
- Develop and Maintain contact with a network of clients, partner organizations and allied professionals
- Conduct presentations and information seminars to groups from partner charities, churches, and Christian schools

**What we offer**
- Training and mentoring to help develop more advanced consulting skills specific to Estate and Gift Planning.
- A stable and loyal workplace, where employees stay for over a decade
- A job where you’ll always be working with happy people
- Competitive compensation and benefits package

**Qualifications and Skills**
- High knowledge of financial planning
- Client servicing or tax background or legal background is advantageous
- Certified Financial Planner (CFP) designation is preferred
- Experience working with charities or churches are nice to have
- Excellent presentation skills both face to face and virtually
- Empathetic, people-oriented approach
- Driver’s licence required for this job


  • Financial Advisor

    7 days ago


    Surrey, Canada Burke Recruiting Inc. Full time

    Our well established New Westminster client is looking for a Financial Advisor to add to their team: You will be responsible for: - providing financial leadership, advice, analysis and reporting for the organization - use of financial acumen to support strategic decisions based on financial analysis - provide advice to managers to use financial resources...

  • Financial Advisor

    7 days ago


    Surrey, Canada Burke Recruiting Inc. Full time

    Our well established New Westminster client is looking for a Financial Advisor to add to their team: You will be responsible for: - providing financial leadership, advice, analysis and reporting for the organization - use of financial acumen to support strategic decisions based on financial analysis - provide advice to managers to use financial resources...

  • Financial Advisor

    7 days ago


    Surrey, Canada Burke Recruiting Inc. Full time

    Our well established New Westminster client is looking for a Financial Advisor to add to their team: You will be responsible for: - providing financial leadership, advice, analysis and reporting for the organization - use of financial acumen to support strategic decisions based on financial analysis - provide advice to managers to use financial resources...

  • Financial Advisor

    Found in: Jooble CA O C2 - 1 week ago


    Surrey, BC, Canada Burke Recruiting Inc. Full time

    Our well established New Westminster client is looking for a Financial Advisor to add to their team: You will be responsible for: - providing financial leadership, advice, analysis and reporting for the organization - use of financial acumen to support strategic decisions based on financial analysis - provide advice to managers to use financial resources...


  • Surrey, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Money Advisor

    Found in: Talent CA C2 - 2 weeks ago


    Surrey, Canada G&F Financial Group Full time

    Looking to join a team of driven, collaborative, and positive professionals, grow your career, and contribute meaningfully to your community? Sounds like this opportunity might be the perfect fit! At Gulf & Fraser, we strive to create a future where everyone in our communities can achieve financial wellness. For over years, Gulf & Fraser has invested in...

  • Insurance Advisor

    4 days ago


    Surrey, Canada Westland Insurance Ltd. Full time

    We’re searching for an Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd is growing and has a new opportunity for an Insurance Advisor in our Guildford Village office in Surrey, BC. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are...

  • Insurance Advisor

    2 weeks ago


    Surrey, Canada Westland Insurance Ltd. Full time

    We’re searching for an Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd is growing and has a new opportunity for an Insurance Advisor in our Guilford Village branch located in Surrey, BC. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are...

  • Insurance Advisor

    2 weeks ago


    Surrey, Canada Westland Insurance Ltd. Full time

    We’re searching for an Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd is growing and has a new opportunity for an Insurance Advisor in our Grandview Central office located in Surrey, BC. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We...

  • Insurance Advisor

    5 days ago


    Surrey, Canada Westland Insurance Ltd. Full time

    We’re searching for an Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd is growing and has a new opportunity for an Insurance Advisor in our King George Hub office in Surrey, BC. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are looking...

  • Insurance Advisor

    4 days ago


    Surrey, Canada Westland Insurance Ltd. Full time

    We’re searching for an Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd is growing and has a new opportunity for an Insurance Advisor in Surrey, BC at our Evergreen Mall office. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are looking...

  • Insurance Advisor

    4 days ago


    Surrey, Canada Westland Insurance Ltd. Full time

    We’re searching for an Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd is growing and has a new opportunity for an Insurance Advisor in our King George Hub office in Surrey, BC. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are looking...

  • Insurance Advisor

    2 weeks ago


    Surrey, Canada Westland Insurance Ltd. Full time

    We’re searching for an Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd is growing and has a new opportunity for an Insurance Advisor in our King George Hub office in Surrey, BC. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are looking...

  • Insurance Advisor

    4 days ago


    Surrey, Canada Westland Insurance Ltd. Full time

    Westland Insurance Group Ltd is growing and has a new opportunity for an Insurance Advisor in our Grandview Central office in Surrey, BC. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are looking for a career minded individual who is focused on growing their insurance industry...

  • Administrative Assistants-Temp-Legal

    Found in: Jooble CA O C2 - 2 weeks ago


    Surrey, BC, Canada Rajni Sharma Financial Services Full time

    We are looking for an enthusiastic Licensed Administrative Assistant to join our team at Rajni Sharma Financial Services Ltd. Reporting directly to the Advisor, the Assistant will coordinate and deliver exceptional administrative support to the Advisor. A valued member of the team, the Assistant manages scheduling to maximize sales opportunities, welcomes...


  • Surrey, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...


  • Surrey, Canada Stenberg College Full time

    **Junior Program Advisor** **Scope**: Under the direction of the Program Advisor Assistant Manager, this position will primarily be responsible for providing support to the Program Advising team to assist with securing maximum enrollments and program starts. Must always maintain professionalism, tact, diplomacy, and sensitivity to portray the company in a...

  • Business Advisor

    6 days ago


    Surrey, Canada Progressive Intercultural Community Services Society Full time

    **Job Title**: Business Advisor **Location**: PICS Surrey Head Office **Project**: Employment Options 55+ **Hours/Type**: 21 to 25 hours per week/ Part Time **Reports to**: Program Coordinator **Wage**: $23-$25 per hour Business Advisor for a senior’s employment program is to empower older adults to achieve self-employment goals, contribute to the...

  • Business Advisor

    3 days ago


    Surrey, Canada Westland Insurance Ltd. Full time

    We’re searching for a Business Advisor (Commercial Insurance). Are you searching for new possibilities? Westland Insurance Group Ltd. has an exciting opportunity for a Business Advisor in our Head Office in Surrey, BC. hybrid working opportunity! You will be responsible for maintaining and growing a book of business and acting as an advisor to foster...

  • Administrative Assistant

    Found in: Jooble CA O C2 - 2 weeks ago


    Surrey, BC, Canada Rajni Sharma Financial Services Full time

    Role Summary We are looking for an enthusiastic Licensed Administrative Assistant to join our team at Rajni Sharma Financial Services Ltd. Reporting directly to the Advisor, the Assistant will coordinate and deliver exceptional administrative support to the Advisor. A valued member of the team, the Assistant manages scheduling to maximize sales...