Strategic Wealth Management Advisor
1 month 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 Management Professional
4 days ago
VERNON, Canada Royal Bank of Canada Full timeAt Royal Bank of Canada, we offer a unique opportunity for experienced professionals to grow their business and make a lasting impact on our clients' lives.Salary: $120,000 - $250,000 per yearCompany OverviewWe are committed to delivering trusted advice to help our clients thrive and communities prosper. Our comprehensive Total Rewards Program includes...
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Investment Advisor
3 weeks ago
Vernon, Canada RBC Full timeJob Summary Job Description Grow your business, your way with RBC As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe youve dreamed of starting your own business, but havent had the training, support, and resources from a company like RBC. Here, youll find what you need for...
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Investment Advisor
3 weeks ago
Vernon, Canada RBC Full timeJob SummaryJob Description Grow your business, your way with RBC As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe youve dreamed of starting your own business, but havent had the training, support, and resources from a company like RBC. Here, youll find what you need for...
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Senior Strategic Business Coordinator
3 days ago
Vernon, Canada Interior Health Authority Full timeInterior Health is looking for an experienced Senior Strategic Business Coordinator to join our team on a full time term basis until Dec 31 2025.This position offers some flexible working remotely but the majority of the work is in office in Vernon.What We OfferEmployee & Family Assistance ProgramEmployer paid training/education opportunitiesEmployer paid...
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Strategic Business Operations Lead
2 days ago
Vernon, Canada Interior Health Authority Full timeAt Interior Health Authority, we are seeking a Strategic Business Operations Lead to join our team. This is a full-time term position until Dec 31 2025.About the JobThe primary focus of this role is to provide input and make recommendations to the Director, Contracted Services on issues related to payments to contractors, banking processes, and policy and...
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Investment Advisor
3 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
7 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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Expert Financial Planner and Portfolio Manager
2 weeks ago
Vernon, Canada Royal Bank of Canada Full timeAs a seasoned investment advisor at RBC Dominion Securities, you will have the opportunity to empower your clients to achieve their goals while fostering your own career growth. You may have envisioned launching your own business but lacked the necessary training, support, and resources provided by a prominent company like RBC. You possess exceptional...
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Contract Advisor
7 months ago
Vernon, Canada Interior Health Authority Full timeThe Vernon Health Centre has an exciting opportunity for a Casual Contract Advisor to join their team in Vernon B.C. This position works Monday to Friday Days from 08:00 to 16:00. This is a Casual opportunity. Casual means there are no guaranteed hours and work requirements can vary from 0 - 37.5 hours per week. Many careers with us begin with casual...
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Contract Advisor
3 weeks ago
Vernon, Canada Interior Health Authority Full timePosition Summary The Vernon Health Centre has an exciting opportunity for a Permanent Full-time Contract Advisor to join their team in Vernon B.C. This position works Monday to Friday Days from 07:00 to 16:00. What we offer: • Employee & Family Assistance Program • Employer paid training/education opportunities • Employer paid vacation • Employer...
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Contract Advisor
3 weeks ago
Vernon, Canada Interior Health Authority Full timePosition Summary The Vernon Health Centre has an exciting opportunity for a Permanent Full-time Contract Advisor to join their team in Vernon B.C. This position works Monday to Friday Days from 07:00 to 16:00.What we offer: • Employee & Family Assistance Program • Employer paid training/education opportunities • Employer paid vacation • Employer paid...
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Financial Portfolio Strategist
2 weeks ago
Vernon, Canada Royal Bank of Canada Full timeAs an Investment Advisor at RBC Dominion Securities, you can help your clients achieve their financial goals while contributing to a dynamic team.About the RoleWe offer a competitive salary of $120,000 per year, as well as a comprehensive Total Rewards Program including flexible benefits and opportunities for growth.Key Responsibilities:Build and maintain...
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Strategic Procurement Director
2 weeks ago
Vernon, Canada ExecThread Full timeVice President of Strategic SourcingExecThread is seeking an experienced Senior Vice President Procurement to lead their procurement and strategic partnerships team. This key role provides strategic direction, oversees product development, and manages a significant annual budget for product purchases.The ideal candidate will have a strong background in the...
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Insurance Advisor
7 months ago
Vernon, Canada Westland Insurance Ltd. Full timeWe’re searching for an Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd is growing and has a new opportunity for an Insurance Advisor in Vernon, BC in our Anderson Way office. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are looking for...
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Insurance Advisor
7 months ago
Vernon, Canada Westland Insurance Ltd. Full timeWe’re searching for an Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd is growing and has a new opportunity for an Insurance Advisor in Vernon, BC in our Landing Plaza office. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are looking...
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Service Advisor
3 weeks ago
Vernon, Canada Canadian Tire Corporation Ltd Full timeService Advisor Type : Fulltime Location : Vernon Bc Are you looking for a job where you can learn, meet people, have fun, share your ideas and help customers in a family and diverse work environment? Would you like to join one of Canada”s most iconic and trusted companies? We’re 100 years young and we need you!! Job summary The Service Advisor...
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Asset Consultant
2 weeks ago
Vernon, Canada Royal Bank of Canada Full timep>As 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. li>You have excellent people and problem-solving skills that help you build and maintain client...
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Audit et Qualite H/F
4 months ago
Vernon, Canada TD Full time5Secteur d’activité:AuditDétails de la rémunération :Nous avons à cœur d’offrir une rémunération juste et équitable à tous nos collègues. En votre qualité de candidat ou de candidate, nous vous encourageons à avoir une conversation franche avec votre recruteur et à poser des questions sur la rémunération, notamment les particularités...
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Strategic Operations Manager
2 weeks ago
Vernon, Canada Vernon Equipment Ltd Full timeAbout Us:Vernon Equipment Ltd is a leading company in the agriculture and manufacturing sectors, seeking an experienced professional to lead our operations team as a Strategic Operations Manager.Salary:The estimated annual salary for this position is $150,000 - $180,000, depending on experience and qualifications.Job Description:The Strategic Operations...
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Service Advisor
3 weeks ago
Vernon, Canada Canadian Tire Corporation Ltd Full timeService AdvisorType :Fulltime Location :Vernon Bc Are you looking for a job where you can learn, meet people, have fun, share your ideas and help customers in a family and diverse work environment? Would you like to join one of Canada”s most iconic and trusted companies? We’re 100 years young and we need you!! Job summary The Service Advisor works in a...