Financial Planning Client Associate

About Nicola Wealth: We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 98% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of...

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

Job Description What is the opportunity? As an RBC Investment and Retirement Planner, you develop relationships with and create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity,...

A financial services firm in Vancouver is seeking an Associate/Financial Advisor to enhance client relationships and investment strategies. The ideal candidate has over five years in the financial industry, displays strong interpersonal skills, and holds or is pursuing relevant qualifications. This role emphasizes integrity, exceptional service, and the...

Job Description What is the opportunity? As an RBC Investment and Retirement Planner, you develop relationships with and create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity,...

Ameriprise Financial Services, LLC. is seeking a Registered Client Service Associate to support high-performing advisors. You will prepare financial plans, assist with client meetings, and manage paperwork and client communications to deepen relationships. The role emphasizes in-office collaboration with on-site and hybrid work options, and requires...

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

Lead financial planning excellence at Scotia Wealth Management in Calgary or Vancouver, using coaching and strategic planning expertise to strengthen Advisor experiences.The Financial Planning Practice Lead shapes enterprise-wide initiatives that improve client value, business growth, and sales effectiveness. You will develop planning tools, deliver...

Partner with families on sophisticated financial decisions through RBC Dominion Securities, combining planning expertise with relationship development.The Family Enterprise Advisory team needs a Senior Financial Planner focused on Ultra-High-Net-Worth and High Net Worth clients. You will provide practical recommendations, lead appropriate client meetings and...