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...

   Requisition ID: 244813Join 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)...

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...

Requisition ID: 226812 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Regional Manager, Financial Planners** Leading a team of Financial Planners for an assigned market area, the Regional Manager will have direct responsibility for execution of investment business development opportunities within...

We are currently seeking a Wealth Planning Specialist to join our team serving our Langley and Surrey communities. The Wealth Planning Specialist (WPS) provides professional and comprehensive financial planning advice to high value members within assigned credit union branches. This role completes a review of the member’s investment portfolio and provides...

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...

We are currently seeking a Wealth Advisor to join our Envision Financial team. The Wealth Advisor (WA) 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. The role will work to consolidate...