Financial Planning Professional with Market Expertise
2 weeks ago
We are seeking a seasoned Financial Planner to join our team in Salmon Arm, Canada. As a key player in our mass affluent market, you will develop and deepen client relationships by providing high-quality investment advice and services.
Key Responsibilities:- Conduct comprehensive financial planning for assigned clients, utilizing expertise in retirement planning, wealth accumulation, and estate planning.
- Nurture client relationships through trusted financial advice on investments and retirement planning, leveraging your skills to support their unique goals.
- Promote the growth of proprietary investment business by uncovering client needs, delivering customized solutions, and collaborating with peers and partners.
- Minimum 5 years of experience in financial planning and investment sales is preferred.
- A recognized Personal Financial Planning (PFP) designation and/or Certified Financial Planner (CFP) certification is essential.
- Mutual Funds Certification and current accreditation for MFDA licensing requirements are required.
- You must be a self-motivated entrepreneur with excellent communication and problem-solving skills.
- A competitive salary range of $85,000 - $110,000 per annum, depending on experience.
- A comprehensive benefits package that includes health, dental, and vision coverage, as well as a generous retirement savings plan.
- Access to leading-edge resources, including dedicated marketing support, mobile technology, CRM, portfolio, and financial planning software.
- The opportunity to build long-lasting client relationships through exceptional advice and service.
-
Senior Financial Consultant
2 weeks ago
Salmon Arm, Canada Scotiabank Full timeJob Overview:This role is focused on developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. As a Financial Planner, you will be responsible for investment sales and new client acquisition, as well as establishing business development opportunities with prospects and clients within the...
-
Financial Planner
3 weeks ago
Salmon Arm, Canada Scotiabank Full timeRequisition ID: 210873Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. Most importantly, you realize that your clients are your...
-
Salmon Arm, Canada Vadium Security Inc. Full timeAbout Vadium Security Inc.Vadium Security Inc. is a reputable organization dedicated to providing exceptional security services.Job SummaryWe are seeking an experienced Security Officer to join our team. The successful candidate will be responsible for enforcing regulations, maintaining order, and ensuring adherence to safety protocols in retail...
-
Customer Service Representative
6 months ago
Salmon Arm, Canada BMO Financial Group Full time231 Trans Canada Hwy NE Salmon Arm British Columbia,V1E 4P9 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience...
-
Accounting Professional
3 weeks ago
Salmon Arm, Canada Setters Neighbourhood Pub Ltd. Full timeJob Title: BookkeeperWe are seeking an experienced Bookkeeper to join our team at Setters Neighbourhood Pub Ltd.About the Role:Key Responsibilities:Calculate and Prepare Cheques for Payroll: Accurately calculate and prepare cheques for payroll, ensuring timely and efficient payment to employees.Calculate Fixed Assets and Depreciation: Calculate and record...
-
Branch Manager
5 months ago
Salmon Arm, Canada SASCU Financial Group Full timeWe invite you to lead a team where you can feel good about the work you do and the positive impact you will have in the communities we serve in the Shuswap region. We believe in fostering a work environment that is the perfect blend of friendliness, support, and professionalism, not to mention fun! As the **Branch Manager **at our Uptown Branch, you will...
-
Financial Services Representative
3 weeks ago
Salmon Arm, Canada Royal Bank of Canada> Full timeJob SummaryRole OverviewRoyal Bank of Canada is seeking a highly motivated and client-focused individual to join our team as a Financial Services Representative. As a key member of our team, you will be responsible for providing exceptional client service and sales expertise to our clients.Key ResponsibilitiesProactively engage with clients to understand...
-
Customer Service Representative
6 months ago
Salmon Arm, Canada BMO Financial Group Full time231 Trans Canada Hwy NE Salmon Arm British Columbia,V1E 4P9 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience...
-
Financial Services Representative Ll
5 months ago
Salmon Arm, Canada CIBC Full timeWe’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...
-
Disability Support Professional
2 weeks ago
Salmon Arm, Canada Interior Health Authority Full timeWe are seeking a skilled Disability Support Professional to join our team at the Salmon Arm Health Centre.The ideal candidate will have experience working with adults with physical disabilities, assisting with activities of daily living, and implementing group and individual programs in clients' homes and community sites.This role is an excellent opportunity...
-
Financial Advisor
5 months ago
Salmon Arm, Canada Scotiabank Full timeRequisition ID: 195174 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What your role will be** Financial Advisor At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and inclusion and a...
-
Financial Advisor
6 months ago
Salmon Arm, Canada SASCU Credit Union Full timeCreate your future with SASCU Credit Union! We invite you to be part of a team where you can feel good about the work you do and the positive impact on the communities we serve in the Shuswap region. We believe in fostering a work environment that is the perfect blend of friendliness, support and professionalism, not to mention, fun! As an **Advisor** at...
-
Physiotherapist - Healthcare Professional
3 weeks ago
Salmon Arm, Canada Interior Health Authority Full timePhysiotherapist OpportunityInterior Health Authority seeks a skilled and compassionate Physiotherapist to join our team at Shuswap Lake General Hospital. As a key member of our interdisciplinary team, you will play a pivotal role in providing patient-centered care and promoting functional independence.Key Responsibilities:Conduct comprehensive assessments...
-
Business Professional
4 weeks ago
Salmon Arm, Canada Lakeside Health Full timeWe are seeking a Business Professional to join our team at {company}. Key responsibilities include managing business operations, analyzing market trends, and developing strategies to drive growth.
-
Nursing Professional Opportunity
2 weeks ago
Salmon Arm, Canada Interior Health Authority Full timeAbout the JobThe Registered Nurse, Oncology role at Interior Health Authority offers a challenging and rewarding career opportunity in a dynamic healthcare environment.Job SummaryThis position is responsible for providing clinical expertise and leadership in the development of care plans, implementing health care treatments and interventions, and delegating...
-
Healthcare Professional
2 weeks ago
Salmon Arm, Canada Interior Health Authority Full timeAbout the RoleWe are seeking a skilled Occupational Therapist to join our team at Shuswap Lake General Hospital in Salmon Arm, B.C. As an essential member of our interdisciplinary team, you will play a crucial part in providing assessment, treatment planning and implementation, program planning, consultation, equipment prescription and education to...
-
Customer Service Associate
3 weeks ago
Salmon Arm, Canada BMO Financial Group Full timeBMO Financial Group is seeking a Customer Service Representative to deliver exceptional service to customers and prospects. Key responsibilities include identifying customer needs, initiating referrals, and providing advice on financial solutions. The ideal candidate will have a passion for helping others, be confident in using digital tools, and have a...
-
Accounting Professional
3 weeks ago
Salmon Arm, Canada Setters Neighbourhood Pub Ltd. Full timeAbout the RoleWe are seeking a skilled Accounting Professional to join our team at Setters Neighbourhood Pub Ltd.Key ResponsibilitiesCalculate and prepare cheques for payrollMaintain general ledgers and financial statementsPost journal entries and reconcile accountsPrepare tax returns and financial reportsPerform bookkeeping tasks using manual and...
-
Marketing Campaign Strategist
2 weeks ago
Salmon Arm, Canada BELL Full timeJob Title: Marketing Campaign StrategistAbout the Role:We are seeking a highly skilled Marketing Campaign Strategist to join our team at BELL. As a Marketing Campaign Strategist, you will be responsible for advising clients on advertising or sales promotion strategies.Key Responsibilities:Advise clients on effective marketing campaigns and promotional...
-
Operational Management Professional
2 weeks ago
Salmon Arm, Canada Setters Neighbourhood Pub Ltd. Full timeAbout UsSetters Neighbourhood Pub Ltd. is a dynamic retail business committed to delivering exceptional customer experiences.Salary RangeWe offer a competitive salary of approximately $40,000 - $60,000 per year, depending on experience.Job DescriptionAs an Assistant Manager at Setters Neighbourhood Pub Ltd., you will play a key role in driving daily...