Senior Wealth Planning Advisor

A leading financial institution in Duncan is seeking a Financial Planning Consultant to join their team. In this full-time role, you will provide expert financial planning counsel to high net worth clients, analyze portfolios, and collaborate closely with relationship managers. Candidates must have the CFP designation and extensive investment knowledge. This...

What You’ll Be Doing You will be part of the CIBC Financial Planning and Advice team, which offers comprehensive financial planning and specialized wealth planning strategies to CIBC’s high net worth clients, including estate planning, business transition planning, tax minimization strategies, protection planning and philanthropy. As a CIBC Financial...

What You’ll Be Doing You will be part of the CIBC Financial Planning and Advice team, which offers comprehensive financial planning and specialized wealth planning strategies to CIBC’s high net worth clients, including estate planning, business transition planning, tax minimization strategies, protection planning and philanthropy. As a CIBC Financial...

Job DescriptionWe are currently seeking a Senior Financial Advisor to join our team.The Senior Financial Advisor provides exceptional customer service to a portfolio of members by offering a full range of investment, deposit and complex lending services. The Senior Financial Advisor identifies member life stage cycle and provides solutions to financial...

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 and...

Requisition ID: 187339 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What your role will be** Financial Advisor At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and inclusion and a...

OverviewJoin to apply for the Senior Financial Advisor (Duncan Branch) role at Island Savings, a division of First West Credit UnionWe are currently seeking a Senior Financial Advisor to join our team. The Senior Financial Advisor provides exceptional customer service to a portfolio of members by offering a full range of investment, deposit and complex...

Select how often (in days) to receive an alert: Requisition ID: 243295Join a purpose driven winning team, committed to results, in an inclusive and high‑performing culture. About the role What your role will be… Financial Advisor At Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to...

**Job Description**: In accordance with the Vision, Purpose, and Values, and strategic direction of the Vancouver Island Health Authority (Island Health) patient and staff safety is a priority and a responsibility shared by everyone; as such, the requirement to continuously improve quality and safety is inherent in all aspects of this position. Reporting to...

   Requisition ID: 243295Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the roleWhat your role will be…Financial AdvisorAt Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a...