Financial Services Professional

7 days ago

Abbotsford, British Columbia, Canada Scotiabank Full time

About the Role

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. Your primary focus will be on investment sales and new client acquisition, as well as establishing business development opportunities with prospects and clients within the assigned market area.

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 will be self-directed, performance-oriented in your approach, 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.

Requirements

  • 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 are a mutual funds certified professional, with current accreditation and good standing for MFDA licensing requirements (Investments Funds in Canada or Canadian Securities Course).
  • You are goal-oriented and entrepreneurial, able to 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.

What's in it for you?

  • 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 Services Professional

    1 week ago

    Abbotsford, British Columbia, Canada RBC Full time

    About the RoleWe are seeking a highly skilled and motivated Financial Services Professional to join our team at RBC Dominion Securities. As an Investment Advisor, you will play a key role in helping our clients achieve their financial goals and objectives.Key ResponsibilitiesClient Relationship Management: Build and maintain strong relationships with...

  • Financial Services Professional

    1 week ago

    Abbotsford, British Columbia, Canada RBC Full time

    About the RoleWe are seeking a highly skilled and motivated Financial Services Professional to join our team at RBC Dominion Securities. As an Investment Advisor, you will play a key role in helping our clients achieve their financial goals and objectives.Key ResponsibilitiesClient Relationship Management: Build and maintain strong relationships with...

  • Financial Services Manager

    2 days ago

    Abbotsford, British Columbia, Canada UV INTERNATIONAL TRADERS INC. Full time

    About the RoleWe are seeking a highly skilled and experienced Financial Services Manager to join our team at UV International Traders Inc. As a key member of our organization, you will be responsible for identifying clients' financial goals and objectives, supervising staff, and developing financial plans for clients.Key ResponsibilitiesFinancial Planning:...

  • Financial Services Manager

    2 days ago

    Abbotsford, British Columbia, Canada UV INTERNATIONAL TRADERS INC. Full time

    About the RoleWe are seeking a highly skilled and experienced Financial Services Manager to join our team at UV International Traders Inc. As a key member of our organization, you will be responsible for identifying clients' financial goals and objectives, supervising staff, and developing financial plans for clients.Key ResponsibilitiesFinancial Planning:...

  • Financial Services Specialist

    2 weeks ago

    Abbotsford, British Columbia, Canada UV INTERNATIONAL TRADERS INC. Full time

    About the RoleWe are seeking a highly skilled and experienced Business Development Manager to join our team at UV International Traders Inc.Key ResponsibilitiesFinancial Planning and AnalysisDevelop and implement comprehensive financial plans for clients to achieve their financial goals and objectives.Conduct thorough financial analysis to identify areas of...

  • Accounting Professional

    5 hours ago

    Abbotsford, British Columbia, Canada FIROZE SHAIK ACCOUNTANT & TAX SERVICES Full time

    Job Title: BookkeeperFiroze Shaik Accountant & Tax Services is seeking a highly skilled Bookkeeper to join our team. As a Bookkeeper, you will be responsible for maintaining accurate financial records, preparing financial statements, and ensuring compliance with accounting standards.Responsibilities:Financial Record Keeping: Maintain accurate and up-to-date...

  • Accounting Professional

    2 hours ago

    Abbotsford, British Columbia, Canada FIROZE SHAIK ACCOUNTANT & TAX SERVICES Full time

    Job Title: BookkeeperFiroze Shaik Accountant & Tax Services is seeking a highly skilled Bookkeeper to join our team. As a Bookkeeper, you will be responsible for maintaining accurate financial records, preparing financial statements, and ensuring compliance with accounting standards.Responsibilities:Financial Record Keeping: Maintain accurate and up-to-date...

  • Accounting Professional

    4 days ago

    Abbotsford, British Columbia, Canada FIROZE SHAIK ACCOUNTANT & TAX SERVICES Full time

    Job Title: BookkeeperFiroze Shaik Accountant & Tax Services is seeking a highly skilled Bookkeeper to join our team. As a Bookkeeper, you will be responsible for maintaining accurate financial records, preparing financial statements, and ensuring compliance with accounting standards.Key Responsibilities:Financial Record Keeping: Maintain accurate and...

  • Accounting Professional

    4 days ago

    Abbotsford, British Columbia, Canada FIROZE SHAIK ACCOUNTANT & TAX SERVICES Full time

    Job Title: BookkeeperFiroze Shaik Accountant & Tax Services is seeking a highly skilled Bookkeeper to join our team. As a Bookkeeper, you will be responsible for maintaining accurate financial records, preparing financial statements, and ensuring compliance with accounting standards.Key Responsibilities:Financial Record Keeping: Maintain accurate and...

  • Accounting Professional

    2 days ago

    Abbotsford, British Columbia, Canada FIROZE SHAIK ACCOUNTANT & TAX SERVICES Full time

    Job Title: BookkeeperFiroze Shaik Accountant & Tax Services is seeking a highly skilled Bookkeeper to join our team. As a Bookkeeper, you will be responsible for maintaining accurate financial records, preparing financial statements, and ensuring compliance with accounting standards.Responsibilities:Financial Record Keeping: Maintain accurate and up-to-date...

  • Accounting Professional

    2 days ago

    Abbotsford, British Columbia, Canada FIROZE SHAIK ACCOUNTANT & TAX SERVICES Full time

    Job Title: BookkeeperFiroze Shaik Accountant & Tax Services is seeking a highly skilled Bookkeeper to join our team. As a Bookkeeper, you will be responsible for maintaining accurate financial records, preparing financial statements, and ensuring compliance with accounting standards.Responsibilities:Financial Record Keeping: Maintain accurate and up-to-date...

  • Financial Services Account Executive

    4 weeks ago

    Abbotsford, British Columbia, Canada UV INTERNATIONAL TRADERS INC. Full time

    Account Manager Job DescriptionEducation: Bachelor's degree in Finance or related fieldExperience: 2-3 years in financial servicesKey ResponsibilitiesAssess clients' financial aspirations and needsOversee team members to ensure quality serviceCreate tailored financial strategies for clientsFacilitate the sale of financial instruments and servicesNegotiate...

  • Financial Assistant

    2 weeks ago

    Abbotsford, British Columbia, Canada Anand Services Ltd Full time

    About the RoleWe are seeking a highly organized and detail-oriented Accounting Clerk to join our team at Anand Services Ltd. As a key member of our finance department, you will be responsible for maintaining accurate financial records, preparing financial statements, and ensuring compliance with accounting standards.Key ResponsibilitiesFinancial Record...

  • Cleaning Professional

    6 days ago

    Abbotsford, British Columbia, Canada KULAR MANAGEMENT SERVICES Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Cleaning Professional to join our team at KULAR MANAGEMENT SERVICES. As a key member of our facilities maintenance team, you will be responsible for ensuring the cleanliness and organization of our facilities.Key ResponsibilitiesCleaning and Maintenance: Sweep, mop, wash and polish floors,...

  • Cleaning Professional

    6 days ago

    Abbotsford, British Columbia, Canada KULAR MANAGEMENT SERVICES Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Cleaning Professional to join our team at KULAR MANAGEMENT SERVICES. As a key member of our facilities maintenance team, you will be responsible for ensuring the cleanliness and organization of our facilities.Key ResponsibilitiesCleaning and Maintenance: Sweep, mop, wash and polish floors,...

  • Chief Financial Officer

    2 weeks ago

    Abbotsford, British Columbia, Canada JAS KULAR & ASSOCIATES INC. Full time

    About the RoleWe are seeking a highly skilled and experienced Chief Financial Officer to join our team at JAS KULAR & ASSOCIATES INC. as a key member of our leadership team.Key ResponsibilitiesStrategic LeadershipDevelop and implement financial strategies to drive business growth and profitabilityEstablish and maintain effective relationships with key...

  • Financial Services Associate

    4 days ago

    Abbotsford, British Columbia, Canada Royal Bank of Canada Full time

    Job SummaryRoyal Bank of Canada is seeking a highly skilled Associate to join our Wealth Management team in Abbotsford. As a key member of our team, you will be responsible for providing exceptional client service and administrative support to our Investment Advisors.Key ResponsibilitiesProvide professional servicing of client contacts, including telephone...

  • Financial Services Advisor

    4 weeks ago

    Abbotsford, British Columbia, Canada Prospera Full time

    Welcome to TEAM LOCALFounded on nearly 80 years of dedicated service in local communities, Prospera Credit Union is a mission-driven organization that provides a comprehensive array of financial products and services.As one of the premier credit unions in British Columbia, Prospera manages approximately $9.3 billion in assets and caters to 120,000 members...

  • Financial Record Keeper

    4 weeks ago

    Abbotsford, British Columbia, Canada Anand Services Ltd Full time

    Position OverviewWe are seeking a dedicated Bookkeeper to manage our financial records and ensure accuracy in our accounting processes. This role is essential for maintaining the financial health of Anand Services Ltd.QualificationsEducation: Secondary (high) school graduation certificateExperience: Previous experience is considered an assetWork...

  • Financial Services Manager

    4 hours ago

    Abbotsford, British Columbia, Canada UV INTERNATIONAL TRADERS INC. Full time

    About the RoleWe are seeking a highly skilled and experienced Financial Services Manager to join our team at UV International Traders Inc. As a key member of our organization, you will be responsible for identifying clients' financial goals and objectives, supervising staff, and developing financial plans for clients.Key ResponsibilitiesFinancial Planning:...