Strategic Wealth Management Advisor
5 days ago
At Scotiabank, we're looking for a skilled Strategic Wealth Management Advisor to join our team. If you have a passion for delivering exceptional advice and service, we want to hear from you.
This role offers a unique opportunity to build long-lasting client relationships by providing high-quality financial planning and investment advice. As a Strategic Wealth Management Advisor, you'll work closely with clients to understand their goals and objectives, and develop customized strategies to help them achieve success.
Key Responsibilities:- Conduct comprehensive financial needs analysis for assigned clients
- Develop and implement tailored financial plans to meet clients' goals and objectives
- Provide ongoing monitoring and review of clients' investments to ensure they remain aligned with their goals
- Promote the development and sustainable growth of proprietary investment business in the assigned market area
- 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 with current accreditation and good standing for MFDA licensing requirements
- You're goal-oriented and entrepreneurial with excellent communication and interpersonal skills
We offer a competitive compensation and benefits package that rewards growing and maintaining your client base. You'll also have access to leading-edge resources to support your growth, including dedicated marketing support, powerful mobile technology, leading CRM, portfolio, and financial planning software.
The estimated salary for this role is $70,000 - $100,000 per year, depending on experience and qualifications.
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Wealth Coordinator, Wealth Management
3 weeks ago
Vernon, Canada BDO Full timePutting People FirstBDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a high priority on your personal and professional growth.Your...
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Investment Advisor
4 weeks ago
Vernon, British Columbia, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionGrow your business, your way – with RBCAs a Financial Planning and Portfolio Management Specialist at RBC, you will help your clients achieve their financial goals by providing expert advice and guidance. You will be responsible for building and maintaining strong relationships with clients, understanding their financial needs,...
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Wealth Planning Coordinator
4 weeks ago
Vernon, British Columbia, Canada BDO Full timeEmpowering Clients, Enriching CareersBDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a culture of collaboration, innovation, and growth.Your...
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Strategic Communications Professional
3 weeks ago
Vernon, Canada Tolko Industries Ltd. Full timeSenior Communications AdvisorTolko Industries Ltd. is seeking a seasoned Senior Communications Advisor to promote the company's value of Open Communication. This role involves supporting engagement within and across Operating and Business Service Teams.The ideal candidate will have a minimum of 7-10 years of progressive experience in a strategic...
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Senior Communications Advisor
2 weeks ago
Vernon, Canada Tolko Industries Ltd. Full timeSenior Communications Advisor Vernon, British Columbia Our Senior Communications Advisor promotes Tolko’s value of Open Communication by supporting engagement within and across Tolko’s Operating and Business Service Teams. If you are passionate about communications, project management, thrive in a fast-paced environment, and enjoy collaborating with...
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Investment Advisor
2 months ago
Vernon, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionGrow your business, your way – with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but haven’t had the training, support, and resources from a company like RBC. Here, you’ll find what you...
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Senior Communications Advisor
6 months ago
Vernon, Canada Tolko Industries Full timeSenior Communications Advisor Vernon, British Columbia Our Senior Communications Advisor promotes Tolko’s value of Open Communication by supporting engagement within and across Tolko’s Operating and Business Service Teams. If you are passionate about communications, project management, thrive in a fast-paced environment, and enjoy...
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Senior Audit Group Manager
2 months ago
Vernon, British Columbia, Canada TD Full timeJob DescriptionAs a Senior Audit Group Manager at TD, you will be responsible for leading a team of audit professionals in supervising, planning, and executing complex audits and projects for multiple business groups. You will provide guidance, leadership, mentorship, and development to ensure operational results and professional and personal development...
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Senior Audit Group Manager
2 months ago
Vernon, British Columbia, Canada TD Full timeJob DescriptionAs a Senior Audit Group Manager at TD, you will be responsible for leading a team of audit professionals in supervising, planning, and executing complex audits and projects for multiple business groups. You will provide guidance, leadership, mentorship, and development to ensure operational results and professional and personal development...
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Senior Audit Group Manager
1 month ago
Vernon, British Columbia, Canada TD Full timeJob DescriptionAs a Senior Audit Group Manager at TD, you will be responsible for leading a team of audit professionals in supervising, planning, and executing complex audits and projects for multiple business groups. You will provide guidance, leadership, mentorship, and development to ensure operational results and professional and personal development...
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Senior Audit Group Manager
1 month ago
Vernon, British Columbia, Canada TD Full timeJob DescriptionAs a Senior Audit Group Manager at TD, you will be responsible for leading a team of audit professionals in supervising, planning, and executing complex audits and projects for multiple business groups. You will provide guidance, leadership, mentorship, and development to ensure operational results and professional and personal development...
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Strategic Operations Manager
4 weeks ago
Vernon, British Columbia, Canada Marksmen Construction Full timeJob SummaryWe are seeking a highly skilled Strategic Operations Manager to join our team at Marksmen Construction. As a key member of our leadership team, you will be responsible for overseeing the implementation of organizational policies and programs, allocating resources, and coordinating the work of regions, divisions, or departments.Key...
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Business Banking Specialist
4 weeks ago
Vernon, British Columbia, Canada Envision Financial Full timeBusiness Banking AdvisorWe are seeking a skilled Business Banking Advisor to manage and grow an assigned portfolio of business banking members and their associated retail banking and wealth management needs.Key Responsibilities:Develop and execute long-term and weekly sales plans to consolidate and retain existing business and attract new business.Manage and...
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Business Banking Specialist
2 months ago
Vernon, British Columbia, Canada Envision Financial Full timeBusiness Banking Advisor RoleWe are seeking a skilled Business Banking Advisor to manage and grow an assigned portfolio of business banking members and their associated retail banking and wealth management needs.Key Responsibilities:Develop and execute long-term and weekly sales plans to consolidate and retain existing business and attract new...
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Business Banking Specialist
2 months ago
Vernon, British Columbia, Canada Envision Financial Full timeBusiness Banking Advisor RoleWe are seeking a skilled Business Banking Advisor to manage and grow an assigned portfolio of business banking members and their associated retail banking and wealth management needs.Key Responsibilities:Develop and execute long-term and weekly sales plans to consolidate and retain existing business and attract new...
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Strategic Operations Manager Position
8 hours ago
Vernon, Canada RobotHouse Automation Inc Full timeJob Title: Strategic Operations Manager PositionAbout Us: At RobotHouse Automation Inc, we're looking for an experienced and skilled operations manager to lead our team towards success. As a strategic operations manager, you will play a crucial role in driving the organization's growth and efficiency.Key Responsibilities:
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Strategic Operations Manager
1 week ago
Vernon, Canada Dave & Buster's Full timeGeneral ManagerThe General Manager plays a pivotal role in driving success within the organization, fostering a Culture of FUN, and promoting exceptional customer service. Key responsibilities include:Leadership and Direction: Provides overall leadership, supervision, and direction on strategic initiatives and operating standards to positively impact...
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Contract Advisor
1 month ago
Vernon, British Columbia, Canada Interior Health Authority Full timeContract Advisor OpportunityThe Vernon Health Centre is seeking a Casual Contract Advisor to join their team in Vernon, B.C. This position works Monday to Friday, 08:00 to 16:00.About the RoleThis is a Casual opportunity, which means there are no guaranteed hours and work requirements can vary from 0 to 37.5 hours per week. Many careers with Interior Health...
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Contract Advisor
1 month ago
Vernon, British Columbia, Canada Interior Health Authority Full timeContract Advisor OpportunityThe Vernon Health Centre is seeking a Casual Contract Advisor to join their team in Vernon, B.C. This position works Monday to Friday, 08:00 to 16:00.About the RoleThis is a Casual opportunity, which means there are no guaranteed hours and work requirements can vary from 0 to 37.5 hours per week. Many careers with Interior Health...
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Contract Advisor
1 month ago
Vernon, British Columbia, Canada Interior Health Authority Full timeContract Advisor OpportunityThe Vernon Health Centre is seeking a Casual Contract Advisor to join their team in Vernon, B.C. This position works Monday to Friday, 08:00 to 16:00.This is a Casual opportunity, which means there are no guaranteed hours and work requirements can vary from 0 to 37.5 hours per week. Many careers with Interior Health Authority...