Financial Planner: Mass Affluent Wealth Growth

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...

We are currently seeking a Financial Planner to join our team.The Financial Planner 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. This role meets regularly with assigned members to...

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...

Requisition ID: 211912 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Regional Administrative Specialist, you will be responsible for providing administrative and operational support to Financial Consultants and Portfolio Managers. **Is this role right for you? In this role you will**: - Process...

135 - 15850 26th Avenue Surrey British Columbia,V3S 2N6 Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides other...

A leading bank in the Americas is seeking a Senior Financial Advisor in Surrey, BC, to build strong customer relationships and develop personalized financial strategies. The role requires a strategic mindset and the ability to meet sales targets in a fast-paced environment. Applicants should have a Mutual Funds licence and CIFP Diploma. The position offers a...

**What is the opportunity?** As an integral member of Wealth Management Services, your role as a Will & Estate Consultant is to work with Investment Advisors to provide consulting services to their clients, which can then be implemented in coordination with their own tax and legal professionals. This team of accredited professionals enables RBC advisors to...

As a member-owned cooperative, we’re helping our members with their real goals and real challenges so they can live the real life they want. It’s what we’ve been doing for over 80 years, and it’s why today we stand almost 600,000 members strong. Plus, we invest 10% of our budgeted profits back into our community - almost $90 million since 2000 alone...

**Job Overview** As a Wedding Planner, you will play a pivotal role in creating unforgettable experiences for couples on their special day. This position requires a blend of creativity, organization, and exceptional customer service skills. You will be responsible for coordinating all aspects of wedding planning, from initial consultations to the execution...

Overview: **Responsibilities**: - Provide financial advice and guidance to clients on Life insurance, Visitor Insurance, investment strategies, retirement planning, and wealth management - Conduct in-depth financial analysis and research to develop personalized financial plans - Assist clients with cash management, budgeting, and debt reduction strategies -...