Professional Financial Advisor
2 weeks ago
As a Financial Planner at Scotiabank, you will play a crucial role in helping our clients achieve their unique financial goals. Your primary responsibility will be to provide high-quality advice and service within the mass affluent market.
Within this framework, you will focus on developing and deepening client relationships by utilizing your expertise in investment sales and new client acquisition. This includes establishing business development opportunities with prospects and clients within the assigned market area.
Promoting the sustainable growth of proprietary investment business is essential to your success in this role. To achieve this, you will conduct in-depth reviews for assigned clients, including retirement planning, wealth accumulation, and estate planning. You will utilize your financial planning skills and tools to support our clients' financial objectives.
Your duties will also involve uncovering and solving clients' needs through trusted financial advice regarding their investments and retirement planning. As a self-directed and performance-oriented individual, you will discover clients' needs, listen to understand their requirements, and provide customized financial strategies and solutions.
You will be expected to educate clients, provide relevant insights, and expert advice while demonstrating a collaborative approach when dealing with peers, clients, and partners. Building long-lasting relationships with existing clients and providing an exceptional client experience are also key components of this role.
To succeed in this position, you should possess experience in financial planning and investment sales, preferably with a Personal Financial Planning (PFP) designation or a Certified Financial Planner (CFP) designation. Mutual funds certification and good standing for MFDA licensing requirements are also required.
A competitive compensation package that rewards growing and maintaining your client base awaits successful candidates. You will have access to leading-edge resources, including dedicated marketing support, powerful mobile technology, and CRM software. Our organization promotes diversity, respect, and inclusion, and we are committed to making a positive impact in our communities.
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Senior Financial Advisor
4 weeks ago
Abbotsford, British Columbia, Canada UV INTERNATIONAL TRADERS INC. Full timeAt UV International Traders Inc., we are seeking a highly skilled Senior Financial Advisor to join our team. As a key member of our financial services department, you will be responsible for identifying clients' financial goals and objectives, supervising staff, and developing financial plans for clients. Your expertise in arranging for the sale of financial...
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Senior Financial Advisor
2 weeks ago
Abbotsford, British Columbia, Canada Scotiabank Full timeAbout This RoleWe are seeking a highly skilled and experienced Senior Financial Advisor to join our team in Abbotsford, Canada.Job DescriptionThis is an exciting opportunity for a results-driven professional to take on a leadership role in developing and deepening client relationships. As a Senior Financial Advisor, you will focus on providing high-quality...
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Financial Advisor
1 month ago
Abbotsford, British Columbia, Canada Co-operators Full timeAbout the OpportunityAs a Financial Advisor with Co-operators, you will be an entrepreneurial-minded leader who will manage your own insurance agency with the full support of an established company. You will build strong, visible ties to the community and cultivate long-term relationships with your clients. Through the use of our exclusive technology, tools,...
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Strategic Financial Advisor
2 weeks ago
Abbotsford, British Columbia, Canada Royal Bank of Canada Full timeCompany OverviewRoyal Bank of Canada (RBC) is a leading financial institution dedicated to providing innovative banking solutions to individuals, businesses, and communities.SalaryThe estimated annual salary for this role is $85,000 - $110,000 CAD, commensurate with experience and qualifications.Job DescriptionIn this exciting Client Advisor role at RBC, you...
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Accounting Professional
1 week ago
Abbotsford, British Columbia, Canada HKI Chartered Professional Accountant Ltd Full timeJob DescriptionWe are seeking an experienced Bookkeeper to join our team at HKI Chartered Professional Accountant Ltd. As a key member of our accounting department, you will be responsible for maintaining accurate financial records and performing various bookkeeping tasks.Key Responsibilities:Cash Management: Calculate and prepare cheques for payroll,...
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Accounting Professional
1 week ago
Abbotsford, British Columbia, Canada HKI Chartered Professional Accountant Ltd Full timeJob OverviewWe are seeking a highly skilled Accountant to join our team at HKI Chartered Professional Accountant Ltd. This is a permanent position, working 40 hours per week.Salary and BenefitsThe salary for this role is approximately $50,000 - $70,000 per year, depending on experience.Job DescriptionIn this role, you will be responsible for calculating and...
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Financial Analyst Coordinator
1 week ago
Abbotsford, British Columbia, Canada HKI Chartered Professional Accountant Ltd Full timeHKI Chartered Professional Accountant Ltd is seeking a skilled Financial Analyst Coordinator to join our team. Estimated salary: $45,000 - $55,000 per year.About the RoleThis is an exciting opportunity for a detail-oriented and organized individual to support our financial operations. The successful candidate will be responsible for maintaining accurate...
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Financial Reporting Specialist
2 weeks 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...
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Sun Life Financial Advisor
1 month ago
Abbotsford, British Columbia, Canada Sun Life Full timeUnlock your potential as a Sun Life advisor and build a successful business that brings you financial independence and work-life balance.With exceptional training and support, you'll have the tools to succeed and achieve your goals.As a Sun Life advisor, you'll enjoy:Competitive compensation and ongoing recognition for your achievementsDedicated leadership...
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Sun Life Financial Advisor
4 weeks ago
Abbotsford, British Columbia, Canada Sun Life Full timeUnlock your potential as a Sun Life Financial Advisor and build a successful business that suits your lifestyle.With exceptional training and support, you'll have the tools to succeed and achieve financial independence.As a Sun Life advisor, you'll enjoy competitive compensation, ongoing recognition for your achievements, and the freedom to work at your own...
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Financial Record Specialist
4 weeks ago
Abbotsford, British Columbia, Canada HKI Chartered Professional Accountant Ltd Full timeJob Summary: We are seeking a highly skilled Financial Record Specialist to join our team at HKI Chartered Professional Accountant Ltd. As a key member of our accounting department, you will be responsible for maintaining accurate and up-to-date financial records, preparing cheques for payroll, and reconciling accounts.Key Responsibilities:Financial Record...
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Financial Analyst and Bookkeeper
4 weeks ago
Abbotsford, British Columbia, Canada HKI Chartered Professional Accountant Ltd Full timeWe are seeking a detail-oriented Financial Analyst and Bookkeeper to join our team at HKI Chartered Professional Accountant Ltd. The ideal candidate will have 1 year to less than 2 years of experience in bookkeeping and accounting.Key Responsibilities:Calculate and prepare cheques for payrollKeep financial records and establish, maintain and balance various...
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Accounting and Financial Professional
2 weeks ago
Abbotsford, British Columbia, Canada Elante Transport Ltd Full timeJob DescriptionWe are seeking an experienced Accounting and Financial Professional to join our team at Elante Transport Ltd. This role will be responsible for performing various accounting and financial tasks.Key Responsibilities:Financial Record Keeping: Maintain accurate and up-to-date financial records, including ledgers, journals, and other accounts.Cash...
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Product Advisor
4 weeks ago
Abbotsford, British Columbia, Canada OpenRoad Auto Group Full timeUnlock Your Potential as a Product AdvisorAt OpenRoad Auto Group, we're committed to delivering exceptional customer experiences and fostering a culture of innovation and growth. As a Product Advisor, you'll play a vital role in helping our customers find their perfect vehicle match.Key Responsibilities:Provide personalized vehicle recommendations to...
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Financial Record Specialist
4 weeks ago
Abbotsford, British Columbia, Canada HKI Chartered Professional Accountant Ltd Full timeJob Summary: We are seeking a highly skilled Financial Record Specialist to join our team at HKI Chartered Professional Accountant Ltd. As a key member of our accounting department, you will be responsible for maintaining accurate and up-to-date financial records, preparing cheques for payroll, and reconciling accounts.Key Responsibilities:Calculate and...
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"Accounting and Financial Professional"
3 weeks ago
Abbotsford, British Columbia, Canada Elante Transport Ltd Full timeJob Title: Accounting and Financial ProfessionalEducation: College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 yearsTasks:Calculate and prepare cheques for payrollCalculate fixed assets and depreciationKeep financial records and establish, maintain and balance various accounts using manual and computerized bookkeeping...
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Financial Bookkeeper and Accounting Professional
2 weeks ago
Abbotsford, British Columbia, Canada Matteo Lighting Inc. Full timeWe are seeking a detail-oriented Financial Bookkeeper and Accounting Professional to join our team at Matteo Lighting Inc. in an exciting opportunity for professional growth and development.About the RoleThe successful candidate will be responsible for maintaining accurate financial records, preparing cheques for payroll, and establishing, maintaining, and...
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Financial Services Associate
2 weeks ago
Abbotsford, British Columbia, Canada Royal Bank of Canada> Full timeJob Summary:The Royal Bank of Canada is seeking a dedicated Associate to join its Wealth Management team. As an Associate, you will play a vital role in providing exceptional client service, supporting Investment Advisors, and contributing to the growth of the business.Key Responsibilities:Provide professional servicing of client contacts, including...
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Strategic Financial Advisor
2 weeks ago
Abbotsford, British Columbia, Canada Scotiabank Full timeCompetitive compensation and benefits package estimated at CAD 90,000 - CAD 110,000 per year.As a Senior Wealth Planning Specialist at Scotiabank, you will focus on developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. You will realize that your clients are your greatest asset, and your...
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Financial Accountant
2 weeks ago
Abbotsford, British Columbia, Canada HKI Chartered Professional Accountant Ltd Full timeKey ResponsibilitiesPrepare financial records, balance various accounts, and maintain general ledgers.Post journal entries, prepare other statistical and financial reports, and reconcile accounts.Provide diversity and cross-cultural trainings to create a welcoming work environment for newcomers and/or refugees.Assist in creating a welcoming work environment...