Financial Planning Specialist
1 month ago
As a Financial Planner at Scotiabank, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.
Key Responsibilities- Conduct in-depth reviews for assigned clients, including retirement planning, wealth accumulation, and estate planning, utilizing financial planning skills and tools to support clients' financial goals.
- Natural curiosity to uncover and solve for clients' needs, deliver trusted financial advice to clients regarding their investments and retirement planning.
- You're self-directed, performance-oriented in your approach in discovering clients' needs, listening to understand what they are looking for, customized financial strategies and solutions.
- Be highly engaged, educate clients, provide relevant insights and expert advice.
- Demonstrate a collaborative approach when dealing with peers, clients, and partners.
- Build relationships, focusing on providing a great client experience and growing long-standing relationships with existing clients.
- Experience in financial planning and investment sales is preferred.
- Successfully completed the Personal Financial Planning (PFP) designation and/or a Certified Financial Planner (CFP) designation.
- You're a mutual funds certified professional. You have current accreditation and good standing for MFDA licensing requirements (Investments Funds in Canada or Canadian Securities Course).
- You're goal-oriented and entrepreneurial. You can work independently as a self-motivated entrepreneur with minimal supervision and as part of a larger team.
- Knowledgeable of competitive offerings, market trends, economic conditions, and the regulatory environment.
- A competitive compensation and benefits package that rewards growing and maintaining your client base.
- Access to leading-edge resources to support your growth including dedicated marketing support, powerful mobile technology, leading CRM, portfolio, and financial planning software.
- The ability to build long-lasting client relationships through exceptional advice and service.
- A work culture that promotes diversity, respect, and inclusion.
- An organization committed to making a difference in our communities – for you and your clients.
-
Financial Planning and Analysis Specialist
1 month ago
Abbotsford, British Columbia, Canada Musora Media Full timeFinancial Planning and Analysis SpecialistWe are seeking a highly skilled Financial Planning and Analysis Specialist to join our team at Musora Media.Key Responsibilities:Develop and maintain financial models and forecasts to support business decision-making.Provide financial analysis and insights to inform business strategy and drive growth.Collaborate with...
-
Financial Reporting Specialist
1 week ago
Abbotsford, British Columbia, Canada HKI Chartered Professional Accountant Ltd Full timeAbout HKI Chartered Professional Accountant LtdHKI Chartered Professional Accountant Ltd is a dynamic organization seeking an experienced Financial Reporting Specialist to join our team.Salary and BenefitsWe offer a competitive salary range of $55,000 - $65,000 per year, depending on experience. Additional benefits include a comprehensive health and dental...
-
Financial Operations Specialist
4 weeks ago
Abbotsford, British Columbia, Canada Bolt Fitness Full timeBolt Fitness is seeking a highly organized and detail-oriented Financial Operations Specialist to join our team. The successful candidate will be responsible for maintaining accurate financial records, preparing cheques for payroll, and reconciling accounts. Additionally, they will be expected to maintain general ledgers and financial statements, post...
-
Financial Transactions Specialist
2 weeks ago
Abbotsford, British Columbia, Canada DOCK 2 DOCK LOGISTICS INC Full timeFinancial Transactions Specialist Job DescriptionDock 2 Dock Logistics Inc. is seeking a skilled Financial Transactions Specialist to join our team.Key Responsibilities:Calculate and prepare checks for payrollMaintain financial records and establish, maintain, and balance various accounts using manual and computerized bookkeeping systemsMaintain general...
-
Financial Operations Specialist
1 week ago
Abbotsford, British Columbia, Canada Smart Wireless Full timeJob OverviewWe are seeking a skilled Financial Operations Specialist to join our team at Smart Wireless. This role is responsible for managing and maintaining the company’s financial records, ensuring accuracy and efficiency in all financial transactions.
-
Financial Operations Specialist
6 days ago
Abbotsford, British Columbia, Canada Sran Trucking Ltd Full timeSran Trucking Ltd is seeking a highly skilled Financial Operations Specialist to join our team. The ideal candidate will have strong financial management skills and experience with accounting software.About the RoleThis is a permanent position, working 40 hours per week. As a Financial Operations Specialist, you will be responsible for managing various...
-
Financial Record Specialist
4 weeks ago
Abbotsford, British Columbia, Canada HIGHWAY KING TRANSPORT LTD. Full timeAt HIGHWAY KING TRANSPORT LTD., we are seeking a highly skilled Financial Record Specialist to join our team. As a Financial Record Specialist, you will be responsible for maintaining accurate and up-to-date financial records, including general ledgers and financial statements. Your attention to detail and organizational skills will be essential in ensuring...
-
Senior Financial Planning Analyst
1 week ago
Abbotsford, British Columbia, Canada Triple Eight Transport Inc. Full timeJob DescriptionWe are seeking an experienced Senior Financial Planning Analyst to join our team at Triple Eight Transport Inc.Responsibilities:Assist in financial planning and analysis to support business growth and development.Develop and maintain financial models, forecasts, and reports to inform business decisions.This is a permanent position with 40...
-
Financial Accounting Specialist
5 days ago
Abbotsford, British Columbia, Canada Abby Dollar Plus Inc. Full timeAbout Abby Dollar Plus Inc.Abby Dollar Plus Inc. is a leading financial services company that offers a range of solutions to individuals and businesses. We are committed to providing exceptional customer service and innovative financial products.Job SummaryWe are seeking an experienced Financial Accounting Specialist to join our team. The successful...
-
Executive Support Specialist
5 days ago
Abbotsford, British Columbia, Canada Mansahib Financial Inc. Full timeWe are seeking a highly organized and detail-oriented Executive Support Specialist to join our team at Mansahib Financial Inc.About the RoleThis is a permanent position with 32-40 hours of work per week, offering a competitive salary in the range of $45,000 - $55,000 annually. As an Executive Support Specialist, you will be responsible for providing...
-
Financial Data Specialist
1 week ago
Abbotsford, British Columbia, Canada JPH TRANSPORT LTD Full timeJob Description:OverviewJPH TRANSPORT LTD is seeking a highly skilled Financial Data Specialist to join our team.Salary and BenefitsWe offer a competitive salary range of $40,000 - $60,000 per year, depending on experience. Our benefits package includes paid time off, comprehensive health insurance, and retirement savings plan.Job ResponsibilitiesThe...
-
Financial Accounting Specialist
5 days ago
Abbotsford, British Columbia, Canada BITTS WEST Full timeAre you a detail-oriented and organized individual with a passion for financial management? BITTS WEST is seeking a skilled Financial Accounting Specialist to join our team.About the RoleWe are looking for a talented professional to manage our financial records, prepare cheques for payroll, and maintain general ledgers and financial statements. As a...
-
Financial Planning and Analysis Director
4 weeks ago
Abbotsford, British Columbia, Canada CB Canada Full timeJob Title: Financial Planning and Analysis DirectorJob Summary:CB Canada is seeking a highly skilled Financial Planning and Analysis Director to join their team. The successful candidate will be responsible for preparing, developing, and applying findings from financial reports. This role will involve gathering, interpreting, and reporting information, as...
-
Financial Planning and Analysis Director
1 month ago
Abbotsford, British Columbia, Canada CB Canada Full timeJob Title: Financial Planning and Analysis DirectorJob Summary:We are seeking a highly skilled Financial Planning and Analysis Director to join our team at CB Canada. The successful candidate will be responsible for preparing, developing, and applying findings from financial reports. This role will involve gathering, interpreting, and reporting information,...
-
Financial Operations Specialist
5 days ago
Abbotsford, British Columbia, Canada BC Ltd Full timeAbout BC LtdWe are a dynamic company that values accuracy, reliability, and attention to detail. As a Financial Operations Specialist, you will play a key role in maintaining our financial records and ensuring the smooth operation of our business.Job SummaryWe are seeking an experienced bookkeeper to join our team as a Financial Operations Specialist. This...
-
Financial Operations Specialist
2 weeks ago
Abbotsford, British Columbia, Canada Elante Transport Ltd Full timeThe role of Financial Operations Specialist at Elante Transport Ltd involves ensuring the accuracy and efficiency of financial transactions, including payroll and accounts payable.Key Responsibilities:Calculate and process payroll chequesMaintain and reconcile financial recordsPrepare and present financial reportsAs a team member, you will require strong...
-
Financial Clerk Specialist
4 days ago
Abbotsford, British Columbia, Canada BC Ltd Full timeAbout BC LtdWe are a leading company in the industry, dedicated to providing exceptional services to our clients.Job Title: Financial Clerk SpecialistSalary Range: $45,000 - $65,000 per yearAbout the RoleWe are seeking an experienced Financial Clerk Specialist to join our team. As a key member of our finance department, you will be responsible for performing...
-
Financial Operations Specialist
4 weeks ago
Abbotsford, British Columbia, Canada Ferndale Transport Ltd. Full timeWe are seeking a skilled Financial Operations Specialist to join our team at Ferndale Transport Ltd. The ideal candidate will have a strong background in bookkeeping and financial record-keeping, with the ability to maintain accurate and up-to-date financial records.Key ResponsibilitiesFinancial Record-Keeping: Maintain accurate and up-to-date financial...
-
Financial Record Specialist
2 weeks ago
Abbotsford, British Columbia, Canada New Capital Roadways Ltd. Full timeBRIGHT LINK TRUCKING LTD is seeking a skilled Financial Record Specialist to join their team. Responsibilities include calculating and preparing cheques for payroll, maintaining general ledgers and financial statements, and preparing tax returns. The ideal candidate will have experience with MS Excel and be detail-oriented with strong organizational...
-
Financial Operations Specialist
4 weeks ago
Abbotsford, British Columbia, Canada Smart Wireless Full timeJob Summary: We are seeking a skilled Financial Operations Specialist to join our team at Smart Wireless. The successful candidate will be responsible for maintaining accurate financial records, preparing financial statements, and ensuring compliance with accounting standards.Key Responsibilities:Calculate and prepare cheques for payrollMaintain general...