Financial Planning

Financial Planning Consultant page is loaded## Financial Planning Consultantlocations: Vancouver, British Columbiatime type: Full timeposted on: Posted 8 Days Agojob requisition id: JR00118656You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work...

**Job Title**: Financial Planning Assistant **Location**: Vancouver (Kitsilano), BC **Position**: Full-time _(with potential work-from-home options)_ **About Us**: We are a financial planning firm based in Kitsilano, Vancouver, providing comprehensive financial planning services, along with investment, individual insurance, and group insurance products to...

**AVP, Financial Planning Specialist** - 2403795 - At Raymond James, _**_we _**_develop, _**_we _**_collaborate, _**_we _**_decide, _**_we _**_deliver, and _**_we _**_improve together_. Raymond James Ltd. (RJL) is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized...

**Manager, Financial Planning & Analysis (FP&A)** The Manager, Financial Planning & Analysis (FP&A), is a key member of our finance team, playing a pivotal role in shaping BlueShore Financial’s financial strategy and supporting our integration with Beem Credit Union. This position oversees budgeting, forecasting, financial analysis, and management...

1460 Main Street North Vancouver British Columbia,V7J 1C8 Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides other...

A leading financial institution in Vancouver is seeking a Financial Planning Consultant to enhance financial planning capabilities. This role involves training advisors and managers while contributing to business growth. Must have a CFP designation, strong communication and relationship management skills. The role supports a hybrid work environment with...

A leading financial services company based in Vancouver is seeking a Financial Planning Consultant. In this role, you will enhance financial planning capabilities among advisors through training and support. A CFP designation and over 7 years of relevant experience are required. The position offers a competitive salary, along with a flexible, hybrid work...

Financial Planning Consultant Join to apply for the Financial Planning Consultant role at Sun Life. Job Description Please note this is a contract/secondment opportunity ending September 24, 2027. About the role A member of the Estate & Financial Planning Services (EFPS) support team, this role is responsible for growing financial planning capability across...

**Job Summary** **What is the opportunity?** As an integral member of the Wealth Management Services team, your role as a Financial Planning Specialist is to work with our Advisors to deliver high value customized advice and financial planning to High Net Worth (HNW) clients of RBC. As a valued partner, you will also assist with business development,...

**Job Summary** Donner des conseils concernant les stratégies en matière de placement et de fiscalité, les valeurs mobilières, les assurances, les régimes de retraite et l’immobilier, ainsi que l’établissement de plans financiers pour les particuliers et les entreprises. S’appuyer sur un ensemble complet de pratiques, de connaissances et...