Financial Planning Expert
7 days ago
We are seeking a skilled Financial Planning Expert to join our team at Scotiabank. This is an exciting opportunity for a results-driven professional to help our customers achieve their financial goals.
About the RoleThis role will involve taking a proactive approach to understanding our customers' needs and providing expert advice to help them make informed financial decisions. The ideal candidate will have a strong ability to build long-lasting relationships, educate customers on financial planning strategies, and develop comprehensive plans tailored to their individual goals.
Key Responsibilities- Taking a customer-centric approach to identify and address their financial needs.
- Providing personalized advice and guidance on investment products and services.
- Developing and implementing holistic financial plans that align with customers' objectives.
- Nurturing strong relationships through excellent communication and service delivery.
- Maintaining up-to-date knowledge of financial products and industry trends to stay ahead in the market.
- The appetite and drive to build strong customer relationships and deliver exceptional service.
- The proven ability to meet and exceed sales targets in a fast-paced environment.
- A Mutual Funds license and commitment to obtaining additional certifications such as CIFP Diploma.
- A competitive compensation package, including a base salary of $80,000 - $110,000 per year, depending on experience.
- Ongoing training and development opportunities to enhance your skills and career growth.
- A collaborative work environment where you can thrive and make a real impact.
- The chance to work with a leading bank in the Americas and contribute to the success of our customers and communities.
Location: Canada, specifically British Columbia, with the possibility of remote work arrangements. At Scotiabank, we value diversity, equity, and inclusion, and are committed to creating a workplace where everyone feels welcome and valued.
-
Financial Planning Expert
1 week ago
Chilliwack, Canada Unicell Janitorial Supplies Full timeCompany OverviewInnovative Unicell Janitorial Supplies is a forward-thinking organization dedicated to delivering exceptional cleaning solutions. We are committed to fostering a dynamic work environment that encourages growth and development.Job DescriptionWe are seeking a highly skilled Financial Planning Expert to join our team. As a key member of our...
-
Senior Financial Services Specialist
2 weeks ago
Chilliwack, Canada Envision Financial, a division of First West... Full timeJob SummaryWe are seeking a Senior Financial Services Specialist to join Envision Financial, a division of First West.About the RoleThis senior-level position provides exceptional customer service to a portfolio of members by offering a full range of investment, deposit, and complex lending services. The ideal candidate will identify member life stage cycles...
-
Financial Advisor
2 months ago
Chilliwack, Canada Envision Financial, a division of First West Credit Union Full timeWe are currently seeking a Financial Advisor to join our team. The Financial Advisor provides exceptional customer service to current and potential members by offering a full range of deposit/investments and complex lending services. The Financial Advisor identifies member life stage cycle and provides solutions to financial needs, and/or refers member to...
-
Financial Advisor
7 months ago
Chilliwack, Canada Envision Financial, a division of First West Credit Union Full time**Position Description** The Financial Advisor provides exceptional customer service to current and potential members by offering a full range of deposit/investments and complex lending services. The Financial Advisor identifies member life stage cycle and provides solutions to financial needs, and/or refers member to an appropriate advisor. This position...
-
Administrative Assistant
6 months ago
Chilliwack, Canada NextLevel Financial Full time**Job Summary** We are an independent Financial Planning Firm; in Chilliwack since 1994. Our main focus is overall Financial Planning and service to clients. Our clients use the following products and services: - Financial Planning - Tax planning - Mutual Funds - ETFs - Exempt Market Products - Insurance - Mortgages - Personal Tax Preparation **We are...
-
Outbound Sales Representative
6 months ago
Chilliwack, Canada PC Financial Full time**All referred applicants must first be submitted through Workday by a current Loblaw Colleague.** **Location**: 45779 Luckakuck Way, Chilliwack, British Columbia, V2R 4E8 **When you hire great people, great things can happen.** PC Financial offers unprecedented value to Canadians through payment products. We’re a different kind of bank with a different...
-
Financial Services Coordinator
3 months ago
Chilliwack, Canada School District #33 (Chilliwack) Full timeChilliwack School District No. 33, located at the eastern end of the Fraser Valley, is one of a few growing school districts in the province. The District is privileged to operate within S'olh Temexw, the traditional territory of the Sto - :lo - People, enriched by the cultural heritage of the Pilalt, Sema:th, and Ts’elxwe - yeqw. Our district serves...
-
Financial Manager
3 weeks ago
Chilliwack, Canada White Elephant Holdings BC Full timeJob Type: Full-Time, Permanent Start Date: As soon as possible Language: English Minimum Education: Bachelor's degree Positions Available: 1 NOC Group: Financial Manager (10010) NOC Job Title: Financial Manager Job Location(s) 45793 Alexander Ave Chilliwack, British Columbia V2P 2M8 Canada Job Duties: Plan, organize, direct, control and evaluate the...
-
Financial Manager
2 weeks ago
Chilliwack, Canada White Elephant Holdings BC Full timeJob Type: Full-Time, Permanent Start Date: As soon as possible Language: English Minimum Education: Bachelor's degree Positions Available: 1 NOC Group: Financial Manager (10010) NOC Job Title: Financial Manager Job Location(s) 45793 Alexander Ave Chilliwack, British Columbia V2P 2M8 Canada Job Duties: Plan, organize, direct, control and evaluate the...
-
Financial manager
2 weeks ago
Chilliwack, Canada White Elephant Holdings BC Full timeJob Type: Full-Time, Permanent Start Date: As soon as possible Language: English Minimum Education: Bachelor's degree Positions Available: 1 NOC Group: Financial Manager (10010) NOC Job Title: Financial Manager Job Location(s) 45793 Alexander Ave Chilliwack, British Columbia V2 P 2 M8 Canada Job Duties: Plan, organize, direct, control and evaluate the...
-
Financial Controller
6 days ago
Chilliwack, Canada IMW Industries dba Clean Energy Full timeAt IMW Industries dba Clean Energy, we are seeking a highly skilled Financial Controller to join our team. This is an exciting opportunity for a seasoned accounting professional to lead our financial management functions and drive business growth.About the RoleThe Financial Controller will be responsible for managing all aspects of financial operations,...
-
Wall Finishing Expert
2 months ago
Chilliwack, British Columbia, Canada beBee Professionals Full time $45,000 - $65,000We are seeking a skilled Wall Finishing Expert to join our construction team in Chilliwack, Canada. As a Wall Finishing Expert, you will be responsible for installing drywall panels, ensuring smooth and quality finishes in residential and commercial properties.Key Responsibilities:Measure and cut drywall sheets to fit specific wall and ceiling...
-
Financial Controller
6 months ago
Chilliwack, Canada Frontline Machinery Full time**CULTURE &** **COLLABORATION**: We wouldn’t be who we are without every member on our team. Everyone from the shop floor to the service counter has a voice contributing to our growth and success.**FLEXIBLE** **SCHEDULE**: As a family-oriented business, we understand the importance of a flexible work schedule and creating a healthy environment for our...
-
Chief Financial Strategist
1 week ago
Chilliwack, Canada White Elephant Holdings BC Full timeJob SummaryWe are seeking an experienced Chief Financial Strategist to join our team at White Elephant Holdings BC. This is a full-time, permanent position that offers an excellent opportunity for a skilled financial professional to take on a leadership role and drive business growth.About the RoleThe Chief Financial Strategist will be responsible for...
-
Chief Financial Strategist
2 weeks ago
Chilliwack, Canada White Elephant Holdings BC Full timeAs a seasoned financial professional, you will be responsible for leading the accounting, audit, and other financial departments at White Elephant Holdings BC.About the RoleThis is a full-time, permanent position that requires a bachelor's degree and 1-2 years of experience in a similar field. Your primary goal will be to develop and implement effective...
-
Financial Management Officer
1 week ago
Chilliwack, Canada Unicell Janitorial Supplies Full timeEducation: - Expérience: - **Education**: - College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years - ** Tasks**: - Direct trust account investments - Identify clients' financial goals and objectives - Manage balance sheets and profit/loss statements - Plan, set up and administer accounting systems - Arrange...
-
Senior Financial Director
2 weeks ago
Chilliwack, Canada White Elephant Holdings BC Full timeJob Type: Full-Time, Permanent Location: Chilliwack, British Columbia Salary: Estimated CAD 70,000 - 90,000 per year">About the Role:We are seeking a highly skilled Senior Financial Director to join our team at White Elephant Holdings BC. The successful candidate will be responsible for overseeing the financial strategies and policies of the organization, as...
-
financial management officer
4 months ago
Chilliwack, Canada Unicell Janitorial Supplies Full timeEducation: College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 yearsExperience: 1 year to less than 2 yearsTasksDirect trust account investmentsIdentify clients' financial goals and objectivesManage balance sheets and profit/loss statementsPlan, set up and administer accounting systemsArrange training for staffPrepare...
-
financial management officer
4 months ago
Chilliwack, Canada Unicell Janitorial Supplies Full timeEducation: Expérience: EducationCollege, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 yearsTasksDirect trust account investmentsIdentify clients' financial goals and objectivesManage balance sheets and profit/loss statementsPlan, set up and administer accounting systemsArrange training for staffPrepare financial...
-
Financial Controller
6 months ago
Chilliwack, Canada Quik's Farm Ltd. Full timeQuik's Farm Ltd. is a wholesale cut flower grower based in Chilliwack, BC, with over 20 acres of indoor and 20 acres of seasonal outdoor growing space. Quik’s Farm is geared towards the intense production of cut Chrysanthemums, Oriental Lilies, Alstroemeria, and other seasonal crops. We utilize state-of-the-art growing systems and leading-edge technology...