Financial Planning Specialist
1 week ago
At Royal Bank of Canada, we're looking for a highly motivated Financial Planning Specialist to join our team. As an Investment Advisor, you'll play a crucial role in helping clients achieve their financial goals by providing expert advice and guidance.
About the RoleWe offer a comprehensive Total Rewards Program that includes competitive compensation and flexible benefits. Our leaders support your development through coaching and managing opportunities, allowing you to grow and succeed in your career.
Responsibilities- You will work with high-net-worth individuals, families, and business owners to create customized portfolios and wealth plans.
- Establish and maintain trusted, long-term relationships using personalized service and advice.
- Foster reciprocal relationships with RBC partners to ensure clients are supported in all aspects of their financial lives.
- 4-6 years of outbound sales experience and comfort earning 100% commission.
- Certification in Canadian Securities Course (CSC) or equivalent is required.
- Strong relationship-building skills and ability to connect with diverse individuals.
- Average annual salary range: $80,000 - $150,000 based on production generated.
- A discretionary/variable incentive payment may be eligible.
- Comprehensive Total Rewards Program, including competitive compensation and flexible benefits.
Royal Bank of Canada is committed to diversity and inclusion. We strive to provide an accessible candidate experience and encourage applications from diverse talent. Sign up for our Talent Community to receive customized job information, career tips, and recruitment events.
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Financial Reporting Specialist
1 month ago
Vernon, British Columbia, Canada Tolko Industries Full timeFinancial Reporting SpecialistWe are seeking a skilled Financial Reporting Specialist to join our team at Tolko Industries. As a key member of our finance department, you will be responsible for preparing and analyzing financial statements, budgets, and forecasts.Key Responsibilities:Prepare month-end financial statements, analysis, and other related...
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Financial Record Specialist
1 month ago
Vernon, British Columbia, Canada beBee Professionals Full time $40,000 - $60,000We are seeking a detail-oriented Financial Record Specialist to join our finance team at beBee Professionals in Vernon. In this role, you will be responsible for maintaining accurate financial records, handling accounts payable and receivable, and ensuring the integrity of our accounting practices.Key Responsibilities:Manage and maintain financial records,...
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Vernon, Canada Reformation Full timeWe are seeking a highly experienced Strategic Retail Financial Planning and Analysis Manager to join our team at Reformation in Los Angeles, CA.About UsReformation is a revolutionary lifestyle brand that combines stylish designs with sustainable practices. Founded in 2009, we have become a pioneer in retail innovation, developing an in-store tech concept...
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Tax Planning Specialist
1 week ago
Vernon, Canada KPMG-Canada Full timeOverviewKPMG in Canada is a leading professional services firm that provides audit, tax and advisory services to clients across various industries. We are currently seeking a highly skilled Tax Planning Specialist - Corporate Tax Initiatives to join our Private Enterprise Tax practice.Company OverviewKPMG in Canada is committed to delivering exceptional...
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Investment Specialist Associate
6 months ago
Vernon, Canada Scotiabank Full timeRequisition ID: 168985 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Scotiabank Investment Specialist Associate, you will be able to learn the intricacies of financial planning by working alongside seasoned Investment Specialists. You will have an opportunity to master the skills required to...
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Bookkeeping Specialist
3 weeks ago
Vernon, Canada Panago Pizza Full timeJob Title: Bookkeeping SpecialistJob Summary:We are seeking a highly skilled Bookkeeping Specialist to join our team at Panago Pizza. The successful candidate will be responsible for maintaining accurate and up-to-date financial records, preparing cheques for payroll, and reconciling accounts.Key Responsibilities:Calculate and prepare cheques for...
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Customer Service Representative
5 months ago
Vernon, Canada BMO Financial Group Full time2806 32nd Street Vernon British Columbia,V1T 5L7 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 and...
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Financial Administrator
2 weeks ago
Vernon, Canada Panago Pizza Full timeFinancial AdministratorAt Panago Pizza, we are seeking a detail-oriented Financial Administrator to join our team. As a key member of our accounting department, you will be responsible for maintaining accurate financial records, preparing cheques for payroll, and reconciling accounts.Key ResponsibilitiesMaintain general ledgers and financial statementsPost...
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Financial Controller
5 months ago
Vernon, Canada Organnicraft Production Inc Full time**Organnicraft Production Inc.** **Position: Financial Controller** **Location: Vernon BC** **Department: Finance** Organnicraft Production Inc. (OC) is seeking a dynamic Financial Controller with a strong background in corporate finance and accounting to oversee the integrity of financial transactions and reporting processes. Reporting directly to the...
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Financial Bookkeeper
4 weeks ago
Vernon, Canada Panago Pizza Full timeJob Title: Financial BookkeeperAbout the Role:We are seeking a detail-oriented and organized Financial Bookkeeper to join our team at Panago Pizza. As a Financial Bookkeeper, you will be responsible for maintaining accurate and up-to-date financial records, preparing financial statements, and ensuring compliance with accounting standards.Key...
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Financial Accountant
1 month ago
Vernon, British Columbia, Canada Tolko Industries Full timeFinancial Accountant Job DescriptionWe are seeking a highly skilled Financial Accountant to join our team at Tolko Industries. As a key member of our finance team, you will be responsible for providing accurate and timely financial information to support business decision-making.Key Responsibilities:Prepare and review financial statements, budgets, and...
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Customer Experience Specialist
2 weeks ago
Vernon, Canada BMO Full timeDeliver Exceptional Service to CustomersBMO Financial Group seeks a Customer Experience Specialist to provide exceptional service to our customers. As a key member of our team, you will be responsible for delivering a personalized experience to each customer, identifying their needs, and providing advice and guidance on financial solutions that meet their...
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Financial Planner
2 weeks ago
Vernon, Canada Scotiabank Full timeRequisition ID: 210876Join 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...
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Financial Service Representative
5 months ago
Vernon, Canada goeasy Full timeIf you are looking to join one of Canada’s fastest growing companies, goeasy Ltd. is the place for you! Recognized as one of** **North America’s Most Engaged Workplaces, we want the best to join our team. **easyhome** is Canada’s largest lease-to-own business! We pride ourselves on helping everyday Canadians achieve their personal and financial goals...
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Office Support Specialist
2 weeks ago
Vernon, Canada OBC AUTOMOTIVE LTD Full timeAre you a highly organized and detail-oriented individual looking for a challenging role in office administration? We are seeking a skilled Office Support Specialist to join our team at OBC Automotive Ltd.About the RoleThis is a full-time permanent position, working approximately 35-40 hours per week. The successful candidate will have a secondary (high)...
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Branch Manager
5 months ago
Vernon, Canada BMO Financial Group Full time2806 32nd Street Vernon British Columbia,V1T 5L7 Guides, directs, and coaches employees to deliver exceptional service to BMO customers and prospects. Understands the needs of BMO customers or prospects to provide sales and service in the best interests of the customer. Advises customers on products and strategies that meet their financial objectives....
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Accounting Specialist
4 weeks ago
Vernon, Canada Harman Elite Construction Ltd Full timeAt Harman Elite Construction Ltd, we are seeking an experienced Accounting Specialist to join our team. Key responsibilities include calculating and preparing cheques for payroll, maintaining general ledgers and financial statements, and preparing tax returns.This role requires a strong understanding of manual and computerized bookkeeping systems, with the...
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Community Volunteer Engagement Specialist
1 week ago
Vernon, Canada The Salvation Army Full timeJob DescriptionWe are seeking a highly skilled and dedicated Community Volunteer Engagement Specialist to join our team at The Salvation Army. This is a full-time position that offers an estimated salary of $55,000 - $65,000 per year.About the RoleThe successful candidate will be responsible for planning, directing, and coordinating volunteers for multiple...
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Financial Accountant
5 months ago
Vernon, Canada Tolko Industries Full timeFinancial Accountant Vernon, British Columbia It’s about more than just balancing the books. Our Financial Accountant provides our business with accurate financial information to help our leaders make the decisions that keep us operating sustainably. Are you a Financial professional, who holds a CPA designation and are looking for your...
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Financial Operations Coordinator
2 weeks ago
Vernon, Canada Panago Pizza Full timeKey Responsibilities:Manage financial records, including cheques, fixed assets, and depreciationMaintain general ledgers and financial statementsPrepare tax returns and trial balancesReconcile accounts and perform journal entriesRequirements:2 years of bookkeeping experienceExcellent attention to detail and organizational skillsAbility to work under pressure...