Financial Planner
19 hours ago
Parallel Wealth Financial Group is seeking a skilled Financial Planner to join our team. As a Financial Planner, you will play a crucial role in helping clients achieve their financial objectives and develop retirement plans.
Key Responsibilities:- Prepare and present comprehensive financial plans to clients
- Build and deliver financial plans from start to finish, leveraging client data to provide clear and actionable recommendations
- Collaborate with the Parallel Wealth team to provide exceptional service and support to Fee for Service clients
- Provide education and guidance to clients on financial planning and wealth management strategies
- 10+ years of experience in a Financial Planner role
- CFP designation
- Additional designations considered an asset
- Snap Projections experience a plus
- High proficiency in financial planning and analysis
- Ability to work from home with minimal supervision
- $90,000 - $100,000 salary range
- Bonus structure and benefits package
- Fully remote work environment with Zoom meetings
-
Financial Manager
3 weeks ago
Langley, Canada I.M.I Financial Group Corp Full timeAbout the RoleWe are seeking a highly skilled Financial Manager to join our team at I.M.I Financial Group Corp. As a key member of our organization, you will play a critical role in driving our financial strategy and ensuring the success of our business.Key ResponsibilitiesFinancial Planning and AnalysisDevelop and implement financial plans to achieve...
-
Financial Manager
3 weeks ago
Langley, Canada I.M.I Financial Group Corp Full timeAbout the RoleWe are seeking a highly skilled Financial Manager to join our team at I.M.I Financial Group Corp. As a key member of our organization, you will play a critical role in driving our financial strategy and ensuring the success of our business.Key ResponsibilitiesFinancial Planning and AnalysisDevelop and implement financial plans to achieve...
-
Financial Manager
3 weeks ago
Langley, Canada I.M.I Financial Group Corp Full timeAbout the RoleWe are seeking a highly skilled Financial Manager to join our team at I.M.I Financial Group Corp. As a key member of our organization, you will play a critical role in driving business growth and success.Key ResponsibilitiesFinancial Planning and AnalysisDevelop and implement financial plans to achieve business objectivesConduct financial...
-
Financial Manager
3 weeks ago
Langley, Canada I.M.I Financial Group Corp Full timeAbout the RoleWe are seeking a highly skilled Financial Manager to join our team at I.M.I Financial Group Corp. As a key member of our organization, you will play a critical role in driving business growth and success.Key ResponsibilitiesFinancial Planning and AnalysisDevelop and implement financial plans to achieve business objectivesConduct financial...
-
Senior Financial Advisor- IIROC
2 months ago
City of Langley, Canada Canadian Imperial Bank of Commerce Full timeSenior Financial Advisor- IIROCWe’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...
-
Senior Financial Advisor- IIROC
2 months ago
City of Langley, Canada Canadian Imperial Bank of Commerce Full timeSenior Financial Advisor- IIROCWe’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...
-
Senior Financial Consultant
1 month ago
Langley, BC, Canada Canadian Imperial Bank of Commerce Full timeSenior Financial Consultant - IIROC At Canadian Imperial Bank of Commerce, we are dedicated to fostering a relationship-driven banking experience tailored for today's world. We seek skilled and enthusiastic professionals committed to prioritizing our clients' needs. We value your unique strengths and aspirations, empowering you to make a significant impact...
-
Account Manager I/II CMS
1 month ago
Langley, Canada Vancity Full timeA typical day would involve: Providing comprehensive, financial and relationship based advice in order to grow and maintain assigned and unassigned members' portfolios. Identifying and assessing member/prospect needs to provide appropriate products and services which include signature lending, secured lending, mortgages, term deposits and the like. ...
-
Investment Specialist Associate
4 months ago
Langley, Canada Scotiabank Full timeRequisition ID: 180107 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Scotiabank **Investment Specialist Associate**, you will be able to learn the intricacies of financial planning by working alongside seasoned Investment Specialists. You will have an opportunity to master the skills required to...
-
Cash Management Strategist
2 weeks ago
Langley, Canada CWB Full timeAt CWB , we strive to build value for the people who choose us every day: our people, our clients and our investors.We do this by:Putting people first and building relationships with intention Seeking out and embracing new ideas Believing that how we do things is as important as what we do Relationship Manager, Cash ManagementRole SpecificationsLocation: 2...
-
Mobile Mortgage Specialist
3 months ago
Langley, Canada TD Bank Full time**Mobile Mortgage Specialist**: - 431790BR **Job Category - Primary** - Sales & Business Development **Work Location** - 19711 Willowbrook Drive **Employment Type** - Regular **City** - Langley **Time Type** - Full Time **Province/State** - British Columbia **Hours** - 37.5 **Workplace Model** - Hybrid **Pay Details** **Department Overview** - TD...
-
Pre-construction Manager
4 months ago
Langley, Canada Rain City Industrial Full time**Job Description: Pre-Construction Manager** **Position Overview**: The Pre-Construction Manager is a senior leadership role responsible for overseeing and managing the pre-construction phase of construction projects. This position requires extensive knowledge of the construction industry, strong leadership skills, and the ability to effectively...
-
Bim Coordinator
4 months ago
Langley, Canada ISL Engineering & Land Services Full timeCome be a part of establishing ISL Engineering’s reputation in industry as a leader in advancing technology and innovation. We are a multidisciplinary engineering firm focusing on integrating BIM into all our projects, with an emphasis on bringing our linear infrastructure processes to the same level as vertical infrastructure. This role will be dynamic,...